She owns the stock and she is going to hold it, but she would not buy it at these levels because it's up 69% year to date and it's trading at 50 times earnings. She would rather buy Broadcom Inc (NASDAQ: AVGO). It has a good market exposure in 5G and cloud and it also has a 4% dividend yield. She finds it cheaper than Nvidia.
Josh Brown is not a buyer of Teladoc Health Inc (NYSE: TDOC). The stock was initiated at Overweight at Stephens and it reached its all-time high on Tuesday. Brown owned the stock through the pandemic for around 100 points, but he decided to take profits because he is concerned about potential competition.
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