Added to YB: 2024-02-12
Pitch date: 2024-02-11
NVDA [bearish]
NVIDIA Corporation
-168.84%
current return
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
$72.47
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
N/A
Growing Concerns on NVIDIA Corporation - $NVDA
$NVDA: Accts receivable as % of rev jumped 28% to 45%+ YoY raising red flags re: financial manipulation. Provides chips as collateral to portfolio co's like CoreWeave booking rev but GPU compute rates ($0.24-$4.25/hr) imply meager return given high op costs. Assess rev sources carefully to mitigate risk.
Read full article (1 min)