Stock Spotlight: NVIDIA Corp (NASDAQ:NVDA)
About NVIDIA Corp
NVIDIA Corporation, a computing infrastructure company, provides graphics and compute and networking solutions in the United States, Singapore, Taiwan, China, Hong Kong, and internationally. The Compute & Networking segment includes its Data Centre accelerated computing platforms and artificial intelligence solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms; and DGX Cloud computing services. The Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU or vGPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems; and Omniverse software for building and operating industrial AI and digital twin applications. It also customized agentic solutions designed in collaboration with NVIDIA to accelerate enterprise AI adoption. The company's products are used in gaming, professional visualization, data center, and automotive markets. It sells its products to original equipment manufacturers, original device manufacturers, system integrators and distributors, independent software vendors, cloud service providers, consumer internet companies, add-in board manufacturers, distributors, automotive manufacturers and tier-1 automotive suppliers, and other ecosystem participants. NVIDIA Corporation was incorporated in 1993 and is headquartered in Santa Clara, California.
Key Stats
Key Stats
Source: Yahoo Finance. Data as of 08/09/25.
Price Performance
Growth Potential
- Dominance in AI computing (~80-90% market share in GPUs for AI training and inference) with the flagship H100, A100 and GH200 Grace Hopper GPUs backbone of hyperscaler/enterprise AI infrastructure and CUDA software ecosystem and optimized libraries creating a deep moat, making it difficult for customers to switch to competitors like AMD, Intel, or in-house chips.
- Sales Explosive AI demand with generative AI, large language models and enterprise AI adoption driving unprecedented demand for high-performance compute leading to Hyperscalers (AWS, Microsoft Azure, Google Cloud, Oracle), AI labs (OpenAI, Anthropic, xAI) and governments scaling infrastructure aggressively. The company remains the arms dealer of the AI revolution, benefiting from every stage of AI growth (training, inference, deployment and edge computing).
- Expanding TAM with the company building end-to-end AI platforms including Networking (InfiniBand, Ethernet) via Mellanox, AI Cloud (DGX Cloud) delivered with hyperscalers, Omniverse & Digital Twins for industrial simulation and NVIDIA DRIVE for autonomous vehicles, with each initiative opening new multi-billion-dollar TAMs, reducing dependence on gaming cycles.
- Structural tailwinds with AI adoption still in its early innings across industries (healthcare, finance, manufacturing, defense) with CEO Jensen Huang believing the computational requirement for reasoning AI models is “easily” 100x more than previously thought, as more tokens must be generated and done so at a faster rate.
- High margin profile and strong FCF generation ensures solid shareholder returns.
Key Risks
- Customer concentration (~39% dependent on two hyperscalers) and spending cyclicality (hyperscalers overbuilding capacity or AI “capex digestion” phase).
- Increased competition from AMD, Intel, and custom AI chips (e.g., Google’s TPU, Amazon’s Trainium) could erode pricing power and margins.
- Geopolitical and regulatory scrutiny especially any export bans on advanced GPUs to China by the U.S.
- Supply chain risks as the company remains fabless and entirely relies on TSMC for manufacturing.
Subscribe to our newsletter
Disclaimer: This article does not constitute financial advice nor a recommendation to invest in the securities listed. The information presented is intended to be of a factual nature only. Past performance is not a reliable indicator of future performance. As always, do your own research and consider seeking financial, legal and taxation advice before investing.
About Woolworths Group Ltd Woolworths Group Limited operates retail stores in Australia and New Zealand. It operates through Australian Food, Australian B2B, New Zealand Food, BIG W, and Other segments. The Australian Food segment procures and resells food and related products; and provides services to customers in Australia. The Australian B2B segment engages in procurement and distribution of food and related products for resale to other businesses, as well as provision of supply chain services to business customers in Australia. The New Zealand Food segment is involved in the procurement of food and drinks, and provides services to retail customers in New Zealand. BIG W segment procures discount general merchandise products to customers in Australia. The Other segment operates Quantium, Petstock, and MyDeal retail stores. The company was formerly known as Woolworths Limited and changed its name to Woolworths Group Limited in December 2017. Woolworths Group Limited was incorporated in 1924 and is based in Bella Vista, Australia. Key Stats
About PEXA Group PEXA Group Limited operates a digital property settlements platform in Australia. The company operates through three segments: Exchange, International, and Digital Solutions. It operates electronic lodgement network, a cloud-based platform that enables the lodgement and settlement of property transactions through an integrated digital platform, as well as facilitates the collaboration between customers across the property ecosystem to enable the transfer and settlement of transactions in real property. The company also provides data insights and digital services for developing, buying and selling, settling, owning, and servicing of properties, as well as property-related analytics and digital solutions; and digitalized property registration and settlement, and related services. In addition, its products portfolio includes PEXA, an online property settlement platform; PEXA Key, that protects property sellers and buyers from phishing and fraud activities; PEXA projects for managing large scale projects; PEXA planner, a scaled workplace management tool for financial institutions; PEXA MyView, for viewing mortgage and refinance market summary; and PEXA Tracker, a search tool for digital settlements. PEXA Group Limited offers its solutions for lawyers and conveyancers, financial institutions, governments, property developers, buyers and sellers, related professionals, and practitioners. The company was formerly known as Torrens Group Holdings Limited. PEXA Group Limited was founded in 2010 and is headquartered in Melbourne, Australia. Key Stats
Get the latest news on Goodman Group (ASX:GMG), including stock performance, technical analysis, forecasts & key insights. See if GMG supports your goals.
This week's Stock Spotlight is ASX-listed AGL Energy Limited . About AGL Energy Limited. AGL Energy Limited engages in the supply of energy and other essential services to residential, business, and wholesale customers in Australia. The company operates through three segments: Customer Markets, Integrated Energy, and Investments. It engages in the retail of electricity and gas; retail of broadband, mobile, and voice services; and provision of solar and energy products and services. The company is also involved in the sale, marketing, and brand activities, as well as operation of customer contact and call centres. In addition, it generates and stores electricity through wind, hydro, solar, and coal and gas-fired plants, as well as grid-scale batteries and other firming technologies; production, storage, and sale of natural gas; and development projects. The company was founded in 1837 and is based in Sydney, Australia. Source: Yahoo Finance Key Stats
This week's Stock Spotlight is ASX-listed Treasury Wine Estates Limited . About Treasury Wine Estates Limited. Treasury Wine Estates Limited operates as a wine company primarily in Australia, the United States, the United Kingdom, and internationally. The company engages in the viticulture and winemaking; and marketing, sale, and distribution of wine. Its wine portfolio includes luxury, premium and commercial wine brands, such as Penfolds, DAOU Vineyards, Wolf Blass, 19 Crimes, St Hubert's The Stag, Lindeman's, Squealing pig, Blossom Hill, Frank Family Vineyards, Pepperjack, Wynns, Matua, Seppelt, Beringer, Etude, Sterling Vineyards, Beaulieu Vineyard, Stags' Leap, Beringer Bros, and Castello di Gabbiano. The company also provides contract bottling services to third parties; and sells grape and bulk wine. It owns and leases vineyards in Australia and New Zealand, California, France, and Italy. The company markets and sells its products to distributors, wholesalers, retails chains, independent retailers, and on-premise outlets, as well as directly to consumers. The company was founded in 1843 and is headquartered in Melbourne, Australia. Source: Yahoo Finance Key Stats
About EBOS Group Ltd EBOS Group Limited engages in the marketing, wholesale, and distribution of healthcare, medical, pharmaceutical, and animal care products in Australia, Southeast Asia, and New Zealand. It operates through Healthcare and Animal Care segments. The company provides healthcare logistics; medication management solutions; pharmacy management software; loyalty, generics, compliance, business intelligence, and store software services; and health communications, programs, and consultancy services. It also offers community based health care services and programs; vitamins, minerals and supplements, herbal and fruit teas, and natural toothpastes, as well as functional foods, including molasses and manuka honey; Pharmacy Choice, a five step integrated retail program for independent pharmacies; and healthSAVE, a community pharmacy banner that helps members drive their retail businesses. Further, it offers healthcare distribution, warehousing, clinical trial management, and product registration services; clinical trial logistics; aesthetic healthcare devices, medical-grade cosmeceuticals, and injectables; and surgical devices and medical consumables. Additionally, the company provides pet nutrition, treats, clean-up, and grooming products and accessories; and wholesales veterinary products. The company was formerly known as Early Bros Dental & Surgical Supplies Ltd. and changed its name to EBOS Group Limited in 1986. EBOS Group Limited was incorporated in 1922 and is headquartered in Docklands, Australia. Key Stats
About PayPal Holdings Inc PayPal Holdings, Inc. operates a technology platform that enables digital payments for merchants and consumers worldwide. It operates a two-sided network at scale that connects merchants and consumers that enables its customers to connect, transact, and send and receive payments through online and in person, as well as transfer and withdraw funds using various funding sources, such as bank accounts, PayPal or Venmo account balance, consumer credit products, credit and debit cards, and cryptocurrencies, as well as other stored value products, including gift cards and eligible rewards. The company provides payment solutions under the PayPal, PayPal Credit, Braintree, Venmo, Xoom, Zettle, Hyperwallet, Honey, and Paidy names. The company was founded in 1998 and is headquartered in San Jose, California. Key Stats
About SiteMinder Limited SiteMinder Limited, together with its subsidiaries, provides software and online licensing solutions in the Asia Pacific, Europe, the Middle East, Africa, and the Americas. The company offers online guest acquisition platforms, including Channel Manager that allows customers to sell their rooms on all connected booking sites at the same time; Online Booking Engine which allows customers to take direct reservations from guests through website, social media channels, and metasearch; Hotel Website Builder, an online tool that enables customers to create websites by leveraging pre-built templates and designs; Hotel Business Intelligence, a software that delivers data analytics and insights to help customers make decisions; Little Hotelier, a property management system for reservations, check-ins and check-outs, and guest information; SiteMinder Exchange, a hotel app store which offers connection to hotel apps; and SiteMinder Multi-Property for deploying campaigns and distribution strategies, making decisions, and creating and configuring rate plans across hotel properties. It also provides commerce solution products, such as Global Distribution System, a network that enables travel agencies to access and book hotel rooms, airline tickets, or car rentals; SiteMinder Pay, a hotel payment processing software that allows customers to process secure online payments from guests; Demand Plus, a hotel metasearch for travelers to see rates and inventory for hotels from various booking sites; and Smart Distribution Program, which offers connectivity and client acquisition services for both hotels and online travel agents. The company serves accommodation providers, hotel chains, individual hotel owners, and partners. The company was formerly known as Online Ventures Pty Ltd and changed its name to SiteMinder Limited in May 2020. The company was incorporated in 2006 and is headquartered in Sydney, Australia. Key Stats
This week's Stock Spotlight is ASX-listed Ramsay Health Care Ltd. About Ramsay Health Care Ramsay Health Care Limited is a global hospital group owning and operating a comprehensive range of healthcare facilities across Australia, France and the United Kingdom. The Company offers private hospital services, including, rehabilitation, psychiatric care, day, and complex surgery. Key Stats
About WiseTech Global WiseTech Global Limited engages in the development and provision of software solutions to the logistics execution industry in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. It develops, sells, and implements software solutions that enable and empower logistics service providers to facilitate the movement and storage of goods and information. The company offers various software solutions for forwarding and customs, landside logistics, digital documents, transport and specialist warehouse management system, carrier and rates, and enterprise. WiseTech Global Limited was incorporated in 1994 and is based in Alexandria, Australia. Key Stats
