1/2 Here is NVDA, MSFT, AMZN, AAPL and META versus the 5 largest companies of the 1999 bubble. Today's Big Five are generally more profitable than Cisco, MSFT, Wal-Mart, GE and Exxon were 1999. They are also trading at a generally lower P/E multiple.

2/2 Comparing today's stocks to the biggest bubble in history may not be the best rubric, but people ask for it, so here you go. I'm up to a bunch of followers; I want to thank all of you who retweeted and told your friends over the years. 💪 and all that.