Subject: Re: Bubble Watch
Isn't that the point, equal-weight is not doing well, cap-weight is crazy due to the bubble-like valuations of a few companies?

            EPS (TTM)  PE
GOOG :      $10.14     28
MSFT :      $14.06     35
META :      $29.07     21
AMZN :      $ 7.09     34
AAPL :      $ 7.48     36
NVDA  :     $ 3.52     53

Valuations are stretched, but I wouldn't list these as crazy... certainly not at a level where a 50% correction in valuations with these would be warranted (which is what I would label as bubble level).

tecmo
...

PS: I used AI to generate these values, I spot checked one AAPL and it checked out.