Professional
Added to YB: 2024-09-12
Pitch date: 2024-06-30
NVDA [bullish]
NVIDIA Corporation
+76.47%
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
$123.10
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
Hosking Partners Portfolio Holding: NVIDIA Corporation
NVDA: 0.5% weight vs 3.5% benchmark, -0.9% impact. AI enablers basket (NVDA, AVGO, MU, 000660.KS) 4% vs 4.6% benchmark, -0.6% impact. Bullish on NVDA's hardware/software combo for parallel processing. Skeptical on AI demand, but strong competitive positions. Gradually taking profits in all 4.
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