It's not hard to justify. Anyone who has held stocks in commodity booms know the following is true.
In a boom the large and medium producers benefit initially as they get an instant boost to their profits. As a commodity price continues to increase and more insto's and retailers enter the market eventually the money flows into the smaller and more speculative areas of the market. To put this in terms perhaps you might understand "a rising tide lifts all boats". The money does not flow into all parts of the sector at the same time.
Have a look at lithium companies during the last boom to see how share prices react.
Your jellyfish mate OGM reckons that we are in the biggest gold boom of all time and you peanuts don't own gold stocks.
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