-
Natcore Technology Inc. (NXT)
-
Elastic N.V. (ESTC)
-
Axon Enterprise Inc. (AXON)
-
Vertiv Holdings LLC Class A (VRT)
Q: Good afternoon, Just wondering if your conviction for Elastic N.V. is still as high as it was several weeks ago? Since the drop following the recent earnings report, ESTC hasn't really participated much in any of the tech rallies. I'm down about 11% and wondering if I should be patient, or consider selling and adding to other high conviction picks already owned, such as NXT, VRT or AXON? Thanks. Brad