Welcome to squawk alley. The founder of aol ventures is with us. John, its good to have you back. Jon fortt is out today but Kayla Tausche is here. The dow is down about triple digits. A few select companies are driving whatever gains we have in the nasdaq composite this year. Six companies, amazon, google, apple and gillian account for more than half of the 64 billion in value added to the nasdaq composite in 2015. The concentrated gain in a few stocks is boosting concerns of dwindling leadership, a market top, some say. The nasdaq itself is up about 7 so far this year. And i think if you take out amazon and google, john, even the s p is negative year to date. People say classic sign of an aging bull market. Is that legit . Certainly a ton of consolidation and thats reason for concern in a business that is concerned. Youd rather have more diversification of broadening. Im not sure if its a causation or a warning sign. Im not ready to show impending doom yet. Jim cramer, of course, coi