Added to YB: 2025-10-30
Pitch date: 2025-09-30
NVDA [neutral]
NVIDIA Corporation
+17.5%
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
$184.87
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
Mar Vista U.S. Quality Premier Strategy Portfolio Holding: NVIDIA Corporation
NVDA (holding update): Benefits from AI infrastructure build-out as hyperscalers race to AGI. Strong Blackwell demand driven by complex LLMs & reasoning apps requiring 10x more compute vs training. Early stage of multi-year AI investment cycle positions NVDA to capture value as accelerated computing standard.
Read full article (1 min)