Professional
Added to YB: 2024-09-12
Pitch date: 2024-06-30
NVDA [bullish]
NVIDIA Corporation
+43.94%
current return
Author Info
No bio for this author
Company Info
NVIDIA Corporation operates as a data center scale AI infrastructure company. The company operates through two segments, Compute & Networking, and Graphics segments.
Market Cap
$4.3T
Pitch Price
$123.41
Price Target
N/A
Dividend
0.02%
EV/EBITDA
31.85
P/E
36.20
EV/Sales
19.72
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Hosking Partners Portfolio Holding: NVIDIA Corporation
NVDA: 0.5% weight vs 3.5% benchmark, -0.9% impact. AI enablers basket (NVDA, AVGO, MU, 000660.KS) 4% vs 4.6% benchmark, -0.6% impact. Bullish on NVDA's hardware/software combo for parallel processing. Skeptical on AI demand, but strong competitive positions. Gradually taking profits in all 4.
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