Added to YB: 2024-02-12
Pitch date: 2024-02-11
NVDA [bearish]
NVIDIA Corporation
-144.83%
current return
Author Info
No bio for this author
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
$4.3T
Pitch Price
$72.56
Price Target
N/A
Dividend
0.02%
EV/EBITDA
31.85
P/E
36.20
EV/Sales
19.72
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.
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