The long-term trajectory on some of Nvidia's markets is phenomenal, says Bernstein's Rasgon

Stacy Rasgon, Bernstein Research senior semi analyst, joins 'Power Lunch' to discuss opportunities in the semiconductor sector, stocks he would suggest investors focus on in the space and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi 

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