Added to YB: 2025-05-30
Pitch date: 2025-03-31
NVDA [neutral]
NVIDIA Corporation
+100.79%
current return
Author Info
No bio for this author
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
$108.19
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
value
Sands Capital Technology Innovators Fund Portfolio Holding: NVIDIA Corporation
NVDA (holding update): Market-leading AI tech provider. Q1 decline reflects concerns over DeepSeek, AI ROI & demand trends. Current valuation pricing in a down-cycle despite strong demand durability & competitive advantages (hardware fungibility, CUDA platform, ecosystem breadth). Portfolio's top weight due to high conviction.
Read full article (1 min)