JUPPITR10
Fund I
Reg D 506(b) · LP
NAV
$29,368
Day
+0.48%
ITD
+14.22%
vs S&P
+3.70%
Snapshot
May 29, 2026
Friday close

NVDA NVIDIA Corporation

Tech/AI · Sleeve

Composite over time

Score log

DateCompositeTierSectorModel
2026-04-29 8.98 top Technology claude-opus-4-7
2026-03-31 8.98 top Technology claude-opus-4-7

Latest metric breakdown

MetricScoreSourceNote
Valuation 8.2 auto P/E 43.5
Liquidity 10.0 auto Current ratio 3.90
Growth 10.0 auto Revenue growth 73.2%
Profitability 10.0 auto Net margin 55.6%
Efficiency 10.0 auto ROE 101.5%
Leadership Tenure 11.0 ai Jensen Huang founded NVIDIA in 1993, has led 30+ years through multiple platform pivots (gaming → professional viz → datacenter → AI), built CUDA into an industry standard, and is the irreplaceable public face of accelerated computing — clear iconic +1 boost.
Ownership Alignment 8.3 auto Insider holding 4.21%
Strategic Vision 9.8 ai Huang's roadmap (Hopper → Blackwell → Rubin, plus Grace CPU, NVLink, Spectrum-X networking, Omniverse, robotics/automotive) defines the future of accelerated computing and AI factories with a clearly articulated multi-year cadence.
Focus / Clarity 9.2 ai Tightly focused on accelerated computing with adjacencies (DGX systems, networking via Mellanox, CUDA software, Omniverse) all serving the core GPU platform thesis — disciplined pure-play in AI infrastructure.
Diversification 6.2 ai Data Center segment is ~88% of revenue and hyperscaler customers (MSFT, META, GOOGL, AMZN) collectively drive a large share — concentrated by strategy in the category that IS the product, not by accident.
Maturity / Revenue 9.8 ai Revenue $215.9B
Growth Potential 10.0 ai AI compute TAM measured in trillions with sub-20% penetration of enterprise/sovereign AI buildout, Blackwell ramp, networking attach, sovereign AI, robotics/auto, and software all stacking secular tailwinds — the canonical 10.
Volatility 4.5 auto β 2.33 · D/E 7.25
Market Standing 9.5 auto Market cap $5181.1B
Competitive Moat 11.0 ai >90% AI training accelerator share, CUDA software lock-in with 4M+ developers, Mellanox/NVLink networking advantage, R&D >20% of revenue, and scale economies — clearly stacks all five +1 boost criteria.