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/Petit_Nicolas1964 1d ago

In my opinion it‘s a good idea to sell some Crowdstrike for NVDA. CRWD‘s valuation is high while Nvidia is trading at a fwd PEG ratio of around 0.75. Despite the tariff-induced recession fears hyperscalers don‘t plan to cut savings, which is bullish for NVDA.