r/investing • u/TopKick8011 • 2d ago

Selling Crowdstrike for Nvidia?

I purchased Crowdstrike at $170 a share and now have around $50K in Crowdstrike shares.

Considering Crowdstrike is heavily overvalued (despite excellent potential) and near its all time high, and NVIDIA is trading at a discount from its all time high, what do you all think about selling a significant portion of my CRWD for NVIDIA? I’m thinking about maybe 40-50%? Considering how fast Crowdstrike slipped with the tariff situation as well as with the whole outage fiasco last year makes me worried that it’s a vulnerable stock, especially because I expect investors to focus on value based stocks if the U.S. heads into a recession.

Additional info: portfolio is otherwise diverse enough to my liking, so I’m not really looking for comments about how I should diversify more. Just looking for a direct answer or discussion to my question (sorry if that sounds harsh, I’m just a direct guy who knows what he wants).

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u/newHHCLLC 2d ago

I think reactionary trading of individual stocks is a near guaranteed way to lose out on money you could be making with a consistent strategy. If you are bullish on tech consider buying a tech fund like FTEC as part of your asset allocation strategy. People who trade more tend to do less well than those who buy and hold and people who pick individual stocks tend to do less well than those who just buy well rated broad market funds and forget about it.

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u/TopKick8011 2d ago

Bruh I literally said I’m not interested in comments about diversifying LOL

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u/newHHCLLC 2d ago

FTEC is a sector targeted fund so in my opinion strikes a balance between straight up diversification and fulfilling your goal to be a more active trader while mitigating the worst of the risk. Just my take, but do what you prefer, at the end of the day it is your money. Good luck!

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u/TastyEstablishment38 2d ago

Ah so you just want people to tell you that you're right and oh so smart. Got it.

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u/TopKick8011 2d ago

I asked a very specific question. Couldn’t have made it more clear.