It reminds me a lot of the "New Economy" discussions my programmer colleagues were having in mid-to-late 1999 about CSCO and the rest. One guy persuaded his grandmother to sell out of bonds and buy tech stocks. That ended badly.
It could be that. Or it could be the start of something brand new and very big/exciting. Afterall, the hype of the tech stocks did come to fruition...but 5-15 years later. I don't know.