For years people said Amazon and apple and Google were too expensive.... My thought is that if you don't need the cash, investing in good companies with good leadership is a good idea. I still love Shopify and Okta. I am still a mild believer in New Relic, but they aren't getting traction. Nvidia is no longer my favorite, but they are priced cheaper, so maybe? I can't comment on the rest, as I haven't looked at them. This is, of course, not advice, just observations.....