- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Celsius Holdings Inc. (CELH)
- Unity Software Inc. (U)
Q: In your opinion, is it too late to get out of the higher valuation stocks like SHOP, CROWD, UNITY, APPS, CELH etc.? With 3-4 rate hikes coming possibly, would I be better off in the lower multiples like banks? Or is most of the damage already done?