Stock markets have decided that the Iran war is like old news and they are just like plowing on regardless. And one of the reasons they're plowing on regardless is that they are really tightly glued to corporate earnings. And really big companies, particularly kind of AI-flavored, tech-flavored companies, are just making money hand over fist.But that sort of links back to this sort of gnawing thing that people have in the back of their head, which is is this a little bit like the dot-com boom and bust of so ...