Group 1 - Investors are pushing back against high valuations in the stock market as Q2 earnings season concludes [1] - It is suggested that this period presents an opportunity to adopt a "risk-on" approach by investing in lesser-known, underappreciated small- and mid-cap stocks [1] - The analyst has extensive experience in covering technology companies and has been involved with seed-round startups, providing insights into current industry themes [1]