Added to YB: 2024-06-24
Pitch date: 2024-06-21
NVDA [neutral]
NVIDIA Corporation
+44.21%
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
$123.18
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
NVIDIA Corporation - $NVDA
NVDA: Reduced 11% to 2.5% stake. Admire co but overvalued at 43x fwd earnings, 53x sales, 81x FCF after becoming world's most valuable co. Risks of significant correction outweigh potential gains from GenAI datacenter boom. MSFT now top portfolio holding.
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