Added to YB: 2026-05-22
Pitch date: 2026-04-28
NVDA [bullish]
NVIDIA Corporation
-7.93%
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
$4.7T
Pitch Price
$212.45
Price Target
N/A
Dividend
0.52%
EV/EBITDA
27.84
P/E
29.49
EV/Sales
18.24
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Weitz Investment Management Large Cap Equity Fund New Position: NVIDIA Corporation
NVDA (new position): Basket approach with ASML & TSM. Linchpin in accelerated computing w/ integrated hardware/software platform. Added moderate position despite flat/pullback prices, acknowledging cyclicality. Sizing reflects range of valuation scenarios. Up cycle may surprise in duration/magnitude, held with humility.
Read full article (1 min)