Added to YB: 2025-11-24
Pitch date: 2025-11-21
NVDA [neutral]
NVIDIA Corporation
-1.78%
current return
Author Info
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
$179.48
Price Target
N/A
Dividend
0.02%
EV/EBITDA
37.15
P/E
43.32
EV/Sales
22.46
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Nvidia: Evaluating the AI Scaling Laws.
NVDA (earnings): FCF/share up 15x since 2023 driven by AI scaling laws. Management has $0.5T Blackwell/Rubin revenue visibility through 2026. Pre-training, post-training & inference scaling laws remain intact, creating virtuous cycle of better intelligence driving adoption/profits. Railroad analogy: well-managed native AI cos should see exponential FCF growth long-term.
Read full article (4 min)