Professional
Added to YB: 2025-02-24
Pitch date: 2025-01-08
NVDA [bullish]
NVIDIA Corporation
+29.28%
current return
Author Info
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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
$137.40
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
value
Show full summary:
Infuse Asset Management Portfolio Holding: NVIDIA Corporation
NVDA: Powers 90%+ of AI workloads. Forward multiple not egregious. CUDA moat underestimated. Hyperscalers trying to save with ASICs, but demand still exceeds supply. Less upside vs other portfolio stocks, but product essential for top companies globally.
Read full article (1 min)