You're back in the year 2000 - 1 January 2000, what do you invest in?

After seeing the post recently on 1999 and the internet bubble. I was thinking what companies would have been interesting as serious investment if you found yourself back in the year 2000, specifically 1 January 2000 and had capital? I'm thinking serious portfolio allocations and funds and stocks. With he knowledge of what you know now, what would you do different. I am not looking for YOLO type responses, but genuine investment ideas and portfolio allocation.

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