Since we don't have 2019 GDP and Total Market Cap data, we have to use 2018 numbers. Assuming the 12% and 2.5% shares still hold true, the ratio of GDP to total stock market cap is about 4 times higher than the ratio of total revenue to market cap for those meg stocks. Since GDP is not the revenue of all stock, the gap is most likely overestimated. But still it provides a good reference. As long as the revenue growth of meg stocks is 4 times higher than GDP growth, the market cap is supported by fundamental. Given that GDP growth is about 2-3% and meg stock revenue grows at 12% or more, we are fine.