Bill Baruch is staying in Nvidia after the Jensen Huang news. The team trimmed it at 217 three weeks ago, and it remains a top holding. His view is that much of the selling happened before the headline, with worries about a CapEx pullback and the election already weighing on the stock. At 10 to 11 times forward earnings, he likes the setup from here, and thinks more communication from the company could help it get back to the 190 range. Watch the full discussion here.