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Ross Gerber, Ross Gerber, described recent developments at Nvidia as potentially positive for the company over the long term. He also remarked that Jensen Huang, the company’s CEO, was previously "too close to the sun."
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Gerber previously highlighted Nvidia as trading at a low forward P/E ratio alongside other tech stocks such as Micron and Sterling, describing Nvidia at 12 times earnings in his outlook on sector valuations (link). He has also characterized Jensen Huang’s past departure from Nvidia as a disappointment for shareholders (link). Both events have informed his recent perspective on the company’s prospects.