Professional
Added to YB: 2025-09-01
Pitch date: 2025-06-30
NVDA [neutral]
NVIDIA Corporation
+39.39%
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
$5.4T
Pitch Price
$156.08
Price Target
N/A
Dividend
0.45%
EV/EBITDA
32.44
P/E
34.32
EV/Sales
21.25
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Antero Peak Strategy Portfolio Holding: NVIDIA Corporation
NVDA (holding update): B200/B300 architectures 700x more efficient inferencing vs 2020 Ampere chips, targeting lowest cost per inference token. Supply bottlenecks shifting from CoWoS to rack deployments; GB200 rack yields improving from sub-50% to expected 80% in Q3. Hopper rev declining ~$80B to ~$27B as Blackwell ramps.
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