Professional
Added to YB: 2025-02-24
Pitch date: 2025-01-08
NVDA [bullish]
NVIDIA Corporation
+28.29%
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
$4.3T
Pitch Price
$137.41
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
value
Infuse Asset Management Portfolio Holding: NVIDIA Corporation
NVDA: Powers 90%+ of AI workloads. Forward multiple not egregious. CUDA moat underestimated. Hyperscalers trying to save with ASICs, but demand still exceeds supply. Less upside vs other portfolio stocks, but product essential for top companies globally.
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