Professional
Added to YB: 2026-04-24
Pitch date: 2026-04-20
NVDA [bullish]
NVIDIA Corporation
-1.23%
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. The company operates through two segments, Compute & Networking, and Graphics segments.
Market Cap
$4.9T
Pitch Price
$202.13
Price Target
N/A
Dividend
0.02%
EV/EBITDA
36.42
P/E
41.33
EV/Sales
22.55
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.
Read full article (1 min)