Added to YB: 2026-05-25
Pitch date: 2026-05-21
NVDA [neutral]
NVIDIA Corporation
-7.49%
current return
Author Info
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: The Faith Trade is Over
NVDA (earnings): Jensen says tokens now profitable, rewriting AI thesis after 3yrs of profitability concerns. Opens path for billions of agentic users driving massive compute demand. Physical AI rev crossed $9B TTM. Confirms inference at edge essential for chip fabs/physical apps, can't rely on cloud—bullish for AMD's FPGA edge inference capability.
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