If TTD gets low enough I might add
I thought the same thing about ZS when it blew past $70 on 5/10.
I finally decided today that I am tired of waiting for it to drop and bought it at $83.50 - now enjoying a little 2% daily gain. Would certainly have preferred the 20+% gain if I had pulled the trigger in May.
I also added to TTD today. Thankfully, I did not wait for a special buying price on it when I bought it on 5/9 and am enjoying the 40% gain on it after 2 1/2 months.
Today was a great buying opportunity. I sold off all of my remaining AAPL to either start positions or add to them, including MDB and AYX.