Added to YB: 2023-12-06
Pitch date: 2023-12-04
NVDA [bullish]
NVIDIA Corporation
+330.98%
current return
Author Info
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
$4.7T
Pitch Price
$45.39
Price Target
710.00 (+263%)
Dividend
0.52%
EV/EBITDA
27.84
P/E
29.49
EV/Sales
18.24
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Nvidia, AMD, and the AI cycle
$NVDA: AI boom fuels GPU demand for training LLMs. Despite cyclical semis, diversified growth expected thru '25 w/ innovation edge vs $AMD $INTC. Risks: China controls, cycles; Opportunities: inferencing mkt, strategic cloud integrations. $AMD catching up, 10% order rate of $NVDA = significant growth.
Read full article (21 min)