Scott Sperling

Co-CEO, THL Partners
· tracked since May 2026
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NVDA long -5.3%
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NVDA ×1
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NVDA long 1 week ago
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Average Return -5.3% Long Return -5.3% Short Return -
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7d -5.0%
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Long
May 20
$223.86
-5.3%
NVIDIA valuation reasonable on free cash flow.
NVIDIA's valuation is reasonable, especially on free cash flow, and it trades at lower multiples than some other semiconductor companies, making it an attractive AI investment despite high expectations.
AI/Semi
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