Professional
Added to YB: 2026-06-29
Pitch date: 2026-03-31
NVDA [bullish]
NVIDIA Corporation
Author Info
No bio for this author
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
$4.7T
Pitch Price
N/A
Price Target
N/A
Dividend
0.52%
EV/EBITDA
27.84
P/E
29.49
EV/Sales
18.24
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Antipodes Global Fund New Position: NVIDIA Corporation
NVDA (new position): Antipodes enters on market over-extrapolating near-term AI uncertainty vs structural demand inflection. Trades 13x 2027 est. Mgmt guides $1T+ AI infra demand thru 2027 (2x prior $500bn), seen as floor, w/ NVDA key beneficiary via CUDA moat. Rev diversifying: sovereign, enterprise, robotics, agentic.
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