Added to YB: 2024-02-01
Pitch date: 2024-01-31
NVDA [bullish]
NVIDIA Corporation
+181.99%
current return
Author Info
No bio for this author
Company Info
NVIDIA Corporation, a computing infrastructure company, provides graphics and compute and networking solutions in the United States, Singapore, Taiwan, China, Hong Kong, and internationally.
Market Cap
$4.5T
Pitch Price
$62.07
Price Target
N/A
Dividend
0.02%
EV/EBITDA
39.04
P/E
45.49
EV/Sales
23.60
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Nvidia: Key Implications From AMD's Q4 Earnings
$NVDA faces AMD competition in datacenter GPUs; AMD to capture 8-10% share by Q4 '24 w/ $3.5B backlog. 70% CAGR thru '27 in AI accelerator mkt means NVDA still has strong growth ahead. Margins safe til H2 '25+ due to software edge & new products. Buy $NVDA.
Read full article (4 min)