Added to YB: 2025-12-05
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
Sands Capital Technology Innovators Fund Portfolio Holding: Sendas Distribuidora S.A.
NVDA (holding update): Datacenter growth accelerated to 73% YOY (84% guided) despite China revenue dropping to ~0% from 10%. Vera Rubin superchip launching to boost performance & pricing. OpenAI partnership deploying 10 gigawatts of NVIDIA systems starting 2026. Demand exceeds supply, China upside potential.
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