Added to YB: 2026-05-25
Pitch date: 2026-05-21
NVDA [neutral]
NVIDIA Corporation
-7.49%
current return
Author Info
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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
$4.8T
Pitch Price
$220.65
Price Target
N/A
Dividend
0.51%
EV/EBITDA
28.48
P/E
30.16
EV/Sales
18.66
Sector
Semiconductors and Semiconductor Equipment
Category
growth
NVIDIA Q1 Financial Year 2027 — Looking Through My and Jensen’s Strategic Glasses
NVDA (earnings): Q1 FY27 beat, $145B supply commitments, edge +29% YoY, physical AI >$9B TTM. Jensen reframes GPUs as 'AI factories' (tokens/watt, TCO, uptime) to shift buyer behavior toward infrastructure economics—better financing, depreciation, multiples. $1T Rubin/Blackwell visibility excludes $20B standalone Vera CPU. Four Vera use cases diversify revenue. Market split: hyperscalers ($3-4T capex by 2030, near-term ASIC risk) vs sovereign/neo/physical AI (long-term moat via best financeable platform). SRAM accelerators labeled 'niche.' Vera creates new CPU market for agent orchestration/tool use, not competing with AMD/Intel but defining architectural standard for agentic era.
Read full article (6 min)