Furthermore, by the time its known to be a bubble by the masses its already too late. Competition becomes greater, risk rises exponentially.

This tech boom will harshly coincide with the ongoing currency crisis' around the World. It has certainly been one to watch. In my view this has the potential to be a real 1930's boom-bust cycle given how many industries are tied to the business model.

If you're really evil... er 'smart' you'll rake up the assets of the failures during the bust cycle at fire sale prices. That of course means having made better decision than others during said mania, which in my view is away from the tech boom altogether--ideally a diverse position in which you still supply a side of the industry. Or at the very least one in which you let others take the risks or facilitate a way out of the boom before the bust.