Josh Brown

They just issued $85 billion worth of debt over the last 12 months.

They just issued some equity, $80 billion worth of equity.

So they're all in, but it just seems like what happens when

People are using it and not just people, enterprises and of course, enterprises are using it.

So I agree.

But it is it is hard not to look at some of the charts that we're going to get to and say this just doesn't feel normal.

Now, what's not normal is the earnings growth and the revenue growth.

Those charts that you just shared, Sean, we've never seen anything like that.

What's happened with Micron and SanDisk and Western Digital's names, we've never seen anything like that.

If the earnings are up eight X,

What do you think the stock is going to do?

These are shares in the business.

So of course it's going to happen.

I love this quote from Meyer Statman.

I think we all should remind ourselves of this anytime we are thinking about how confident we are in making a declaration about the future or the current crazy environment.

The market may be crazy, but that doesn't make you a psychologist.

So allow me to Grand Rapids hedge where we are, what inning we're in.

So I tweeted this in 2017.

This is a quote from the pseudonymous author Adam Smith.

His real name was Jerry Goodman, I believe, George Goodman.