Added to YB: 2026-03-26
Pitch date: 2026-03-24
NVDA [bullish]
NVIDIA Corporation
+0.89%
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
$177.10
Price Target
N/A
Dividend
0.02%
EV/EBITDA
31.46
P/E
35.76
EV/Sales
19.48
Sector
Semiconductors and Semiconductor Equipment
Category
growth
NVDA: We Don't Have Enough Compute
NVDA (added to position): Q4 beat by wide margin, guiding 81% YoY growth Q1. Trading 21x P/E, 16x fwd despite acceleration. Big Tech capex surging (META +33% rev, GOOGL cloud +48%, AWS +24%). Jensen thesis: compute=revenue=GDP. Agentic AI (NemoClaw) driving demand. Anthropic $20B ARR (+$6B in Feb), OpenAI $25B ARR. $40B invested in both. Supply unconstrained, $3T revenue possible. Doubled position on compressed multiple.
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