Semiconductor giant Nvidia (NVDA) has been one of the hottest (and most polarizing) stocks of 2024. Now, it's the largest holding of technology investor Brad Gerstner, founder of hedge fund Altimeter Capital. Gerstner is bullish on the semiconductor stock based on its current valuation, as well as the growth potential and capital expenditures for generative artificial intelligence (AI). I agree with Gerstner's views and am also bullish on Nvidia.