I agree, it's clear across all my stocks there is an early-stage tech selloff more than anything. People are moving into less risky positions on fear of a bubble, the NASDAQ is going in the same direction and we're even more exposed on the ASX imo.
It comes down to whether or not you think the company will still be here in a years time, having turned cashflow positive. I don't think the actual growth plans for the company are the concern here.
But you also need to bear in mind that access to capital will be a lot tougher than the last time around - for the same reasons - and a capital raising right now will not be at a good price.
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