 On CNBCs Fast Money Halftime Report, Stephanie Link spoke about NVIDIA Corporation NASDAQ: NVDA after the stock reached its all-time high on an upgrade from Bank Of America.She owns the stock and she is going to hold it, but she would not buy it at these levels because its up 69 year to date and its 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.See more from Benzinga Cramer Weighs In On Ciena, Harley-Davidson And More Fast Money Picks For May 11: EA, Nike, NvidiaC 2020 Benzinga.com. Benzinga does not provide investment advice. All rights reserved. 