Correction is one thing but saying "stocks are dead" is hyperbole. Just my poor ass startup is paying Google Cloud around 1 million USD a year to have our operations going. We're quite a cheap company but we're totally dependent on them. And Cloud is a minor part of Google's earnings they have Youtube, Search, Android etc etc. This isn't a bubble, these are real earnings that are probably not going away any time soon. Does it mean Google is bullet proof? No. They may experience a big correction at some point but that has always been the case for all companies.

I can make the same case for Meta, Microsoft, to lesser extent Amazon. I'll leave Tesla aside it's indeed too richly valued.