Profile

Industry: Semiconductors

Sector: Technology

Theme: Artificial intelligence

5-Year shareholder growth: +70.0%/year

Estimated fair value: $71

Valuation assumption: 3.0% MFCF yield

Insider ownership: 3.9%

Investors: Tom Slater (Baillie Gifford)

Put buyers: Fred Hickey (The High-Tech Strategist)

Nvidia

Location: Santa Clara, California

 

Estimated fair value history

  • Oct-24 - $61 (2.5% MFCF yield)

  • Jan-25 - $73

  • Apr-25 - $71 (3.0% MFCF yield)