“Shipwreck”?? That is perhaps a bit harsh…”Listing in the wind”, for sure. Perhaps even a broken rudder. “Shipwreck”, though would imply there is no recovery possible and they are sitting at the bottom of the ocean. NTNX is definitely stuck for awhile, but still has amazing tech, a great story, and phenomenal future potential…they are down, but not out. While I too reduced my position from 8% to 2% of my portfolio, I think we could be pleasantly surprised in 12 months… if they are able to get their sales/sails 
back in the wind, they could resume their growth and retest their highs. But no sense waiting around in the middle of the ocean when there are a LOT of really fast ships around to jump on in the mean time! I will definitely continue to watch this ship though when/if they get it going again. They will survive to race another day…
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