Professional
Added to YB: 2024-05-10
Pitch date: 2024-03-31
NVDA [bullish]
NVIDIA Corporation
+95.33%
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
$90.25
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
growth
Baron Global Advantage Fund Portfolio Holding: NVIDIA Corporation
NVDA: GenAI leader w/ Q4 run-rate near $90B, 3.5x YoY growth, 67% margins despite China headwinds. Full-stack approach boosts performance each gen, like GB200 NVL72 training 1.8T model w/ 1/4 GPUs & power. Software like NIMs eases AI adoption. Blackwell platform integrates chip to software.
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