Professional
Added to YB: 2025-05-01
Pitch date: 2025-04-22
NVDA [neutral]
NVIDIA Corporation
+108.46%
current return
Author Info
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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
$5.5T
Pitch Price
$104.21
Price Target
N/A
Dividend
0.44%
EV/EBITDA
26.95
P/E
28.62
EV/Sales
17.96
Sector
Semiconductors and Semiconductor Equipment
Category
growth
The Ithaka Group Portfolio Holding: NVIDIA Corporation
NVDA (holding update): Leading GPU provider with dominant AI market share; ecosystem from chips to software creates high switching costs and widening moat. Bull case: secular AI demand provides topline growth, operating leverage. Risk: Chinese DeepSeek-R1 LLM trained on few Nvidia chips challenges need for widespread GPU adoption, impacting P/E multiple.
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