The article by Rational Walk covers this well:
newsletter.rationalwalk.com - Coffee can investing

One of the quotes he has is about Aswath Damodaran on NVDA

“I would be lying if I said that selling one of my biggest winners is easy, especially since there is a plausible pathway, albeit a low-probability one, that the company will be able to deliver solid returns, at current prices. I chose a path that splits the difference, selling half of my holdings and cashing in on my profits, and holding on to the other half, more for the optionality (that the company will find other new markets to enter in the next decade). The value purists can argue, with justification, that I am acting inconsistently, given my value philosophy, but I am pragmatist, not a purist, and this works for me. It does open up an interesting question of whether you should continue to hold a stock in your portfolio that you would not buy at today's stock prices, and it is one that I will return to in a future post.”

-h