What way do you envision it popping? Nvidia has tons of investments on their books in smaller companies. If a couple of them start showing poor earnings, it could cause a death spiral for NVDA because 1) their investment just tanked, and 2) those companies are no longer buying chips from them therefore reducing revenue.

Nvidia also makes up ~7% of the S&P 500 so if their stock price falls substantially, that's a big chunk of capital just... gone for a lot of people.

> I think it will pop but not in the way everyone thinks it will pop.

Everyone thinks it will pop the way the dotcom bubble popped

> There's plenty that's not going to go away / anywhere, but I'm sure lots of startups will fail and close their doors.

Just like the dotcom bubble pop - IOW, just like the way everyone thinks it will pop.

I guess I was too young during that bubble to really have it as a point of reference, is there a solid write up of it somewhere?

I dunno; never looked. I worked through that, and when it popped I was, literally overnight, out of a job.

Company owner (startup) met us at the door to the office, said sorry but investors pulled out (or something), gave us all a cheque for the current month salary, and we walked off.

Luckily I got hired at a non-dotcom (not web-based) business after about a month.

In spite of maybe 90% of the dot-coms folding, some still stayed around (Amazon, Google, etc).

When the bubble pops, some hang on.