Catalyst Funds Portfolio Manager David Miller in CNBC

Top performing investor doubts Nvidia is really worth this much, buying 2 unusual stock plays instead

Nvidia may be the hottest tech crown jewel for Wall Street at the moment, but at least one investor’s not buying into it.

David Miller, co-founder and chief investment officer of Catalyst Funds, thinks the artificial intelligence space is “overheating,” with Nvidia as a prime example.