No. of Recommendations: 1
While they are both excellent companies are you not concerned that these are trading at the very high end of their historical valuations (P/S)? If you look at their last 1 year charts looks like they are ready for a pull back.

For fast-growing companies, imho, this is what you want. And you can use any pullbacks to add more shares (assuming the thesis for buying in the first place has not broken).
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