Added to YB: 2025-02-26
Pitch date: 2025-02-24
NVDA [bearish]
NVIDIA Corporation
-67.08%
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
$5.4T
Pitch Price
$129.79
Price Target
N/A
Dividend
0.45%
EV/EBITDA
32.44
P/E
34.32
EV/Sales
21.25
Sector
Semiconductors and Semiconductor Equipment
Category
N/A
Nvidia (NVDA) Faces Q1 Earnings Risk as AI Spending Peaks
NVDA short: Q1 FY26 earnings likely to disappoint. Microsoft canceling $100B+ in data center leases. DeepSeek's efficient AI model threatens Nvidia's premium chip narrative. Big Tech capex peaking, shifting to efficiency over expansion. Guidance expected to fall short of $42B Wall St estimate.
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