"It's hard to argue that Nvidia (NVDA) is overvalued," says Ross Gerber. He believes the stock's moderating performance gave it time for valuations to breathe. Ross thinks one aspect of Nvidia's slowed growth is an issue affecting the U.S. macro story. He's no stranger when it comes to his opinions on Tesla (TSLA). His firm owns hundreds of thousands of Tesla shares but warns the company has an issue with its CEO.