$Tesla Motors(TSLA)$ : overpriced and increasing competition in the EV industry, especially from cheaper options by Chinese EV makers that are technologically advanced as well
$Microsoft(MSFT)$ : its productivity applications are somewhat recession proof, and demand will continue to be robust even as economy slows down next year. Companies are unlikely to cease or reduce such subscriptions as they are critical for day to day operations. Furthermore, their Azure cloud business has been showing strong growth over the last few years and will continue to strengthen with companies resuming their digital transformation efforts after recessionary fears eases. Gaming will continue to be another strong growth engine as Microsoft continues to dominate with their Xbox business segment. Definitely a company to look out for the long term investment.