Professional
Added to YB: 2024-05-16
Pitch date: 2024-04-10
NVDA [bullish]
NVIDIA Corporation
+100.31%
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
$87.38
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
Patient Capital Management Opportunity Equity New Portfolio Holding: NVIDIA Corporation
NVDA: Dominant GPU leader (92% datacenter share) seeing insatiable AI demand. Revenue +126%, earnings +392%, FCF +610% YoY. Valuation actually down to 37x forward EPS vs 61x a year ago despite market cap +230% to $2.3T. CUDA software moat vs competitors. Well positioned for accelerated computing & AI adoption with leading tech, faster innovation cycles & strong cash gen.
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