I tend to value people's bets based on what they're willing to risk on it. All of this idle surface speculation doesn't do much for me. Particularly non-insightful.
You can always wager your reputation, or at least make some definitive claims that can be held against you if you end up being wrong.
"Some companies with high valuation will tank" is neither informative nor original advice. It's beating up on an easy target without adding anything new.
I agree with your last thought, but let me just point out that there is absolutely nothing humble about the kinds of companies in question. It's explosive growth built upon ephemera.
