Q: I have TTD, PLTR, NVDA, PLTR, NVDA, CRWD, APPS, UCTT, CELH, AFRM, MTTR, UPST, VEEV, in my US account, and LSPD, SHOP, EGLX, TIXT in my Canadian (and holdings in other sectors, but these are the holdings in question). I don't need to sell anything, but don't have new funds to deploy in the low market. I had a lot of positions in tech going in and already thinking about consolidating the sector when the market turned. I wonder if you see anything that should be sold, and added to something else to maximize growth when the market turns good again, or if it is better not to shuffle at this point.

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?

Q: I know you answered a question this morning regarding CELH but I think there is some information you may not be aware of. On Friday Li Ka Shing and his friend Chau Hoi Shuen filed a 424B5 supplemental shelf offering to sell their 12.4M shares (16% of CELH). This is why the share price has tanked over 25% including todays drop. It worries me coming on the back of the news that there was an SEC inquiry in Dec of which we still don't know the details. Makes you wonder if the largest shareholders are bailing before the news drops? Anyway I worry this negative momentum will keep going. I never like panic selling into news etc. What are your thoughts?