ETSY + DOCU rotating out to SE

I appreciate reading and learning from the entire community here, thanks especially to Saul’s comments I am considering rotating out my small allocations in ETSY, and DOCU - mostly due to lack of confidence in the non-founder CEOs. I do see potential in both of these companies, but I believe the current market environment will continue to penalize any company that does no produce real growth and results until at least the end of this year.

I was wondering if anyone here has an opinion or provide the bearish thesis on SE ? I don’t see it in many of the portfolios, and not sure if there is a specific reason for this or is it simply the Chinese connection?

I apologize if this is OT.