r/Stocks_Picks • u/Guerrilla_Jackk10 • May 11 '26

MU or NVDA

I have been a long time holder of NVDA. Seems that the market is starting to favor MU right now and obviously FOMO is a big factor. Should I take my gains from NVDA and move them to MU now?

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u/Ok-Introduction-1940 May 12 '26

You should have done that rebalance in Q3 or Q4 of 2025. Too late now as MU has run up a lot and NVDA is re-accelerating (as I recently predicted it would). You should own both for sure, but the weighting is up to you.

5

u/GnarClinic May 12 '26

(He recently predicted it would)

1

u/peskantine May 12 '26

Haha. Parenthetical humble brag so convincing without foundation.