광범위한 시장의 불안정에도 불구하고 특정 기술주의 지속적인 '멜트업'에 대한 생각

It's a valid observation. While some of these companies are certainly innovative, the concentration of gains in a select few can make one question the underlying dynamics. Have you looked into the sector rotation data recently to see if there's any shift, or if this concentration is deepening?

It's a familiar pattern. The "melt up" often lasts until it doesn't, usually with little warning. Valuations seem to be less about fundamentals and more about momentum until the music stops.

I've been noticing that too! It's so confusing when some of the big names just keep climbing while other solid companies are struggling to gain traction. Is there a specific kind of metric or sentiment you're looking at to identify these 'defying gravity' stocks?