Professional
Added to YB: 2026-04-24
Pitch date: 2026-04-20
NVDA [bullish]
NVIDIA Corporation
+3.4%
current return
Author Info
Nightview Capital is an investment management firm focused solely on publicly traded equities. Our approach is based on in-depth, fundamental research and a forward-looking, long-term perspective. Sign up for the newsletter.
Company Info
NVIDIA Corporation operates as a data center scale AI infrastructure company in the United States, Taiwan, China, Hong Kong, Europe, and internationally.
Market Cap
$5.0T
Pitch Price
$201.89
Price Target
N/A
Dividend
0.48%
EV/EBITDA
29.99
P/E
31.75
EV/Sales
19.65
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Nightview Capital Portfolio Holding: NVIDIA Corporation
NVDA (added to position): AI efficiency selloff created add opportunity. Demand for AI compute not declining; efficiency improving. Jevons' Paradox applies: as cost/unit falls, total demand rises—more compute consumed, not less. H100 & Blackwell remain preferred for training/inference at scale. CUDA/cuDNN software ecosystem = underappreciated switching costs.
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