Group 1 - The stock market is experiencing volatility but remains near all-time highs during the Q2 earnings season, indicating strong investor interest in large-cap momentum trades [1] - There is a noticeable trend of investors crowding into several momentum-driven large-cap stocks, particularly in the technology sector [1] Group 2 - The article highlights the author's extensive experience in covering technology companies and working with startups, which provides insights into current industry trends [1]