The only real indication that we are in a bubble is the frailty of the future of digital advertising. I don't think there are many hypervalued hardware firms. A

The only real indication that we are in a bubble is the frailty of the future of digital advertising. I don't think there are many hypervalued hardware firms. Advertising hinges on corporate and consumer purchasing power which seems to be healthy if slightly waning, and to a certain extent the personal tolerance of ads and highly abundant Web content. Outside of the US the appetite for both continues to grow year over year. While display on publisher sites has many weak spots, search and social ads a solid footing on most advertiser's budgets. They won't dissappear overnight. What will?