Added to YB: 2026-05-25
Pitch date: 2026-05-21
NVDA [neutral]
NVIDIA Corporation
Author Info
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
$5.2T
Pitch Price
N/A
Price Target
N/A
Dividend
0.46%
EV/EBITDA
30.99
P/E
32.96
EV/Sales
20.30
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.
Read full article (2 min)