NVDA NVIDIA Corporation
Published Coverage
Fabless compute-platform designer · data center / edge
- Latest available price
- Unavailable
- Base fair value
- $302.15
- Probability-weighted value
- $308.02
- Implied Base return
- —
Coverage
Company-specific underwriting across AI infrastructure and the semiconductor value chain.
AMD Advanced Micro Devices
Published Coverage
Fabless semiconductor designer · accelerators / processors
- Latest available price
- Unavailable
- Base fair value
- $607.56
- Probability-weighted value
- $591.16
- Implied Base return
- —
AVGO Broadcom Inc.
Model Preview / Research in Progress
Custom AI silicon, networking and infrastructure software
- Latest available price
- Unavailable
- Base fair value
- $510.93
- Probability-weighted value
- $489.38
- Implied Base return
- —
TSM Taiwan Semiconductor Manufacturing
Model Preview / Research in Progress
Foundry · leading-edge silicon / advanced packaging
- Latest available price
- Unavailable
- Base fair value
- $617.74
- Probability-weighted value
- $627.59
- Implied Base return
- —
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