Added to YB: 2026-09-07
Pitch date: 2026-09-03
NVDA [bullish]
NVIDIA Corporation
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
$5.5T
Pitch Price
N/A
Price Target
N/A
Dividend
0.44%
EV/EBITDA
27.21
P/E
28.89
EV/Sales
18.13
Sector
Semiconductors and Semiconductor Equipment
Category
growth
The Only Company That Can Afford Free - $NVDA
NVDA (hold): NVIDIA remains a core holding with no resizing on unconfirmed reports of a roughly $13 billion Hugging Face deal. Alongside Poolside’s $6 billion non-exclusive license and $1 billion equity investment, the strategy is to subsidize open models to drive demand for NVIDIA compute and CUDA. The stock call is at risk if Hugging Face loses neutrality, open source remains difficult to adopt, frontier labs close the executor gap, or non-NVIDIA silicon gains inference share for two straight quarters.
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