Added to YB: 2023-12-06
Pitch date: 2023-12-04
NVDA [bullish]
NVIDIA Corporation
+383.1%
current return
Author Info
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
$5.4T
Pitch Price
$45.44
Price Target
710.00 (+223%)
Dividend
0.45%
EV/EBITDA
32.19
P/E
34.22
EV/Sales
21.08
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.
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