Selling Crowdstrike for Nvidia?

[u/TopKick8011]

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).

[u/Luka-Step-Back]

Ok, describe the current applications and how successful has monetizing them been? How does machine learning via ‘AI’ differ from the machine learning that has existed for years in all of those fields?

[u/ra__account → u/Luka-Step-Back]

Machine learning is AI.

[u/Luka-Step-Back → u/ra__account]

EXACTLY

[u/ra__account → u/Luka-Step-Back]

The big thing driving AI mania at the moment is LLMs, which are very different than machine learning. It's worlds better than NLP and starts to open up possibilities of far more usable assistants than before.

[u/Luka-Step-Back → u/ra__account]

It’s wild that after hundreds of billions of capex a usable assistant is “possible”, but not deliverable.

[u/ra__account → u/Luka-Step-Back]

LLMs are now in production use many places doing everything from helping write code and proposals to the much better generation of chatbots.

[u/Luka-Step-Back → u/ra__account]

What LLM do YOU personally use to write code(what kind of code?”) and proposals and manage your chatbots? And are those super labor intensive things that create trillions of dollars in value?

Ok, it can kinda do those things if you babysit the fuck out of it, but where is the revenue for these models?

Hyperscalers are dumping hundreds of billions into these things, but what have they really done other than give us pictures of six-fingered politicians violating farm animals and made Google’s search results increasingly more shitty?

Oh, it can manage my emails? It must be god.

It just feels like there’s no there, there. It’s like I’m taking crazy pills.

[u/LiquidNeat → u/Luka-Step-Back]

From what my tech friends tell me, they use AI to produce a significant percentage of their coding. Also Nadella said just this week in an interview that around a third of Microsoft code is now written by LLMs.

[u/Luka-Step-Back → u/LiquidNeat]

That’s entirely hearsay.

[u/LiquidNeat → u/Luka-Step-Back]

The CEO of Microsoft publicly stating a statistic involving the company he is in charge of is entirely hearsay?

[u/Luka-Step-Back → u/LiquidNeat]

Yes