Josh Brown believes Nvidia is headed to $200 a share as investors focus on the "meat and potatoes" of the business. The chipmaker was down about 1% in midday trading Thursday after falling as much as 5% overnight —despite second-quarter earnings and revenue beating Wall Street analysts' estimates. Brown, CEO of Ritholtz Wealth Management, said on CNBC's " Halftime Report " he's not concerned about the immediate market reaction, despite the unusual move Thursday. "Recently, the pattern has been that the stock runs up into earnings," he said, noting that shares jumped about 20% from the start of the summer until Wednesday, before Nvidia's latest earnings report. "It's not a post-earnings reaction story. It used to be, but things change," Brown added. He called the lack of clarity around Nvid

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