### Comment:
You say it’s like ROKU but what these companies are selling during a long period of global slowdown and contracting credit is what matters more, in my opinion. With ROKU, they can still capture revenue as people will want to spend less for less services. With Shopify, non-staple consumption will be hit harder, and that’s the rub for me. There’s a reason so much money has been flowing into companies that provide staples.

### REPLY:
Oh sorry I mean it's like ROKU in current sentiment and also in terms of direct trade war perceived impact. I completely agree these are two different companies and can easily diverge in their results going forward, but they are current two of the hottest stocks and I can't see them freefalling immediately until some negative news comes out.

### END.