I have heard of NTNX; seems as though the stock has been on a good run. If the price rebounds (near ATH's) then it may not be a bad idea to dump and buy back in when the price dips again.

I think the market shifts in January were market insiders shaking up the bag a little. Market insiders like to do this to get the everyday investors (like you and I) scared about what's to come. They are able to fluctuate the price of a stock quite easily which then allows for fear to set in for shareholders-- spurring panic sells.

With that said, I think January was an artificial and volatile fluctuation in tandem with ominous signs to come