It's not a bubble, it's vertical integration! :)

...sell?

I kid, but the flavor is indeed a bit bubbly.

It worries me too, although an acquaintance of mine has a bumper sticker that reads "just one more bubble, this time I'll sell."

My concern is that non-qualified investors will once again be participating in a complex equities market with technology companies that are pushing the edge of the envelope. That will fund companies that should not be funded, lose money for people who cannot afford to lose it, and create another period of ill will for "tech" investment.