Group 1 - The article emphasizes that there is a structural bull market, indicating that not all sectors will reach overvaluation simultaneously, which is a characteristic of such markets [2] - It suggests that sectors with less price appreciation currently may experience growth in future market cycles, highlighting historical examples where small-cap stocks lagged behind large-cap stocks before eventually leading the market [3] - The notion of patience is stressed, as currently underperforming sectors may become leaders in future phases of the market [3] Group 2 - The article implies that even if a sector has not reached overvaluation, it does not mean there are no returns to be gained from it [5]