Added to YB: 2025-05-30
Pitch date: 2025-03-31
NVDA [neutral]
NVIDIA Corporation
+73.19%
current return
Author Info
No bio for this author
Company Info
NVIDIA Corporation, a computing infrastructure company, provides graphics and compute and networking solutions in the United States, Singapore, Taiwan, China, Hong Kong, and internationally.
Market Cap
$4.6T
Pitch Price
$108.50
Price Target
N/A
Dividend
0.02%
EV/EBITDA
39.94
P/E
46.53
EV/Sales
24.14
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)