Revenue clarity and accelerating growth in the middle of recession suggests top stocks deserve premium valuations, but stocks don't rise or fall in a straight line, so expecting some form of mean reversion is understandable.
That said, stocks tend to climb higher and fall further than most investors expect, and that could mean it's a mistake to sell winners. A better strategy may be to reduce margin exposure and proactively identify prices you're willing to pay for top stocks on a pullback, rather than chase stocks higher.
One reason to get a bit more patient