Added to YB: 2026-05-25
Pitch date: 2026-05-21
NVDA [neutral]
NVIDIA Corporation
-1.72%
current return
Author Info
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
$220.65
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
Nvidia: The Faith Trade is Over
NVDA (earnings): Jensen says tokens now profitable, rewriting AI thesis after 3yrs of profitability concerns. Opens path for billions of agentic users driving massive compute demand. Physical AI rev crossed $9B TTM. Confirms inference at edge essential for chip fabs/physical apps, can't rely on cloud—bullish for AMD's FPGA edge inference capability.
Read full article (2 min)