Hi mauser96.
I don’t follow NVDA or TSLA as closely as some of the other companies I analyze here. That said, NVDA and TSLA are both holdings of mine, so I do pay some attention. My NVDA holding (one of my largest) is about five times the size of my TSLA holding, and I’ve held it about four times as long.
Maybe you realize this already, because you put “graphics” in quotes. In case you don’t, though, I’ll offer this bit of information. I think that the same features that make NVDA chips so good for graphics also lend themselves very well to powering artificial intelligence (AI) applications. While NVDA chips may have other uses in the Infotainment console, I think AI is the real reason NVDA is being talked about so much these days.
If you use any kind of backward-looking metric to value NVDA, it seems grossly overvalued right now. But I think that may be an apples-to-oranges comparison. As NVDA’s role in AI increases, and as AI’s role in the world increases, comparisons against a company whose target market was mostly video game enthusiasts become increasingly irrelevant.
I’m happy with my large NVDA holding, and I’m not keen on trimming it. I’m likewise happy with my much, much smaller TSLA holding.
I hope that helps.
Thanks and best wishes,
TMFDatabaseBob (long: NVDA, TSLA)
See my holdings here: http://my.fool.com/profile/TMFDatabasebob/info.aspx
Peace on Earth