Start selling Nvidia?

 Claude says WAIT. 

1. Historical precedent is clear - No company has sustained P/S ratios above 40x for extended periods, regardless of how revolutionary their technology was
2. The gap is extreme - Palantir at 69x sales isn't just slightly above historical peaks; it's in uncharted territory that suggests pure speculation rather than fundamental analysis
3. Even quality doesn't justify everything - While Nvidia and Palantir do have competitive moats, valuations this extreme assume near-perfect execution and market dominance for years to come

The key insight is that even if AI proves as transformative as the internet (which it likely will), that doesn't mean current stock prices are justified. The internet revolutionized everything, but most internet stocks from 1999-2000 were still terrible investments at those prices.

Bottom line: The Motley Fool's argument is mathematically sound and historically grounded. These valuations price in not just success, but perfect, uninterrupted dominance - something the market rarely delivers, even for the best companies.

Asked  Claude when to sell:

Bottom Line: Nvidia is a hold rather than an immediate sell, despite some short-term technical concerns. Wait for the Aug 28 earnings results before making major selling decisions.