Professional
Added to YB: 2024-10-01
Pitch date: 2024-08-08
NVDA [bullish]
NVIDIA Corporation
+106.25%
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
$105.32
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
TCW Select Equities Fund Portfolio Holding: NVIDIA Corporation
NVDA: Q3 rev $26B (+262% YoY), beat expectations. H200 & Blackwell demand exceeds supply into 2024. Annual product launch smooths supply/demand. 10-for-1 stock split announced. Strong fundamentals, becoming broad AI hardware/software platform. Thesis playing out as 'Wintel of AI/ML'.
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