Added to YB: 2025-06-02
Pitch date: 2025-05-28
NVDA [neutral]
NVIDIA Corporation
+20.19%
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
$4.3T
Pitch Price
$142.22
Price Target
N/A
Dividend
0.02%
EV/EBITDA
37.73
P/E
43.99
EV/Sales
22.81
Sector
Semiconductors and Semiconductor Equipment
Category
growth
RiverPark Long/Short Opportunity Fund Portfolio Holding: NVIDIA Corporation
NVDA (holding update): Q1 detractor despite strong results, due to AI demand plateau fears, hyperscaler capex moderation concerns, and tariff announcement triggering supply chain/cost worries. Still a strategically critical computing leader with best-in-class GPUs, dominant software ecosystem, and expanding inference/networking/edge AI opportunities.
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