NVIDIA Archives - GrowthRater

Tag Archives for " NVIDIA "

When the party stops

When the party stops The parallels between this cycle’s tech wunderkind, NVIDIA and yesteryear’s CISCO are not new, but worth repeating. As no group can out grow the market in perpetuity, the question always remain as to how far out will markets choose to reach out into the uncertain future to fix their horizon values. […]

NVIDIA – an anatomy of a valuation

Since the start of the year, NVIDIA’s stock price has trebled, while the consensus EBITDA has ‘merely’ doubled, even reaching out to FY25. While inevitably reflecting a medium term multiple expansion to bridge that gap, the actual mechanism is not some sort of opaque PEG type ratio, but the systematic relationship between growth and the […]

Pelosi’s stake in NVIDIA: Front running, or trying to close an eroding position?

Is anyone really that surprised that Nancy Pelosi’s husband (Paul) may have been front-running a $52bn CHIPS Plus bill that his wife was promoting a couple of days after the disclosure of his substantial investments in a potential beneficiary, NVIDIA? Unfortunately, such behaviour has become all too normalised in the US’s two-tiered judicial system. What […]