What we know for sure about stocks that are beneficiaries of Covid:
1. their fundamentals would face really tough comparisons in Q2 2021
2. their sales might even decline (ppl don’t need another $3K Peloton bike) – demand pull forward
3. their valuations are insane – top multiples on topping fundamentals
4. they are owned by “weak hands” – the RobinHood crowd
Other than that, you have nothing to worry about!
If you are an investor at Zoom or Peloton at 35-100x Sales – pls sleep well