He's concerned because he has stopped going to Google, and he can't be the only one.

Losing Money in the Stock Market: Buying Fads

You know what we are talking about here. Nearly every investor has been caught buying a fad that didn’t work out. Cannabis? Check. Electric vehicles? Check. Dot-com companies (for the older folks)? Check. When there is a fad that is attracting investor attention and money it is important not to get caught up. Yes, there are often good companies doing well, and that’s how the fad or bubble is created in the first place. But investors can focus on smaller companies and there are always promoters and brokers willing to extol the virtues of a sector or specific businesses. Stick to the fundamentals. Don’t pay 100 times sales for a tiny company just because it is in a ‘hot’ sector!
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That's true. A month or two ago, the degree of uncertainty around Canadian federal leadership renewal would have been much lower. The polls had been predicting a landslide victory for the opposition. Now, with Mark Carney, the polls are neck and neck.

As for a reaction in the Canadian stock market, we've been talking about a 2025 election since the middle of last year. We knew there would be policy change, no matter which party wins. Realistically, only plausible direction for economic policy has to be in the direction of pro-growth, less red tape, smaller government, less tax. Generally speaking, positive for investors. Markets will probably take this in stride when we go back to trading on Monday.

You could look at AVGO, the clear leader in networking and provider of GPU chips for GOOG. There should also be a huge growth driver in memory, DRAM.