Added to YB: 2025-01-27
Pitch date: 2025-01-25
NVDA [bearish]
NVIDIA Corporation
-16.2%
current return
Author Info
No bio for this author
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
$3.5T
Pitch Price
$124.78
Price Target
N/A
Dividend
0.03%
Sector
Semiconductors and Semiconductor Equipment
Category
value
The Short Case for Nvidia Stock
NVDA short: Multiple threats to dominance: 1) Innovative architectures (Cerebras, Groq) bypass interconnect advantage 2) Custom silicon from major customers 3) Software abstraction reducing CUDA lock-in 4) DeepSeek's 45x efficiency gain 5) TSMC manufacturing for competitors. 20x fwd sales, 75% margins unsustainable given risks.
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