I generally agree. I'm not certain which month sentiment will...

I generally agree. I'm not certain which month sentiment will change in a meaningful way, but the moment the fed starts cutting rates will be an early indicator. The rally that small to medium caps saw from late Jan to mid April was tied to expectations of inflation cooling and interest rates reducing (in that time NVX's SP doubled, as did many other similar growth stocks with no significant news).

The rubber really hits the road at the confluence of the next big offtake (with expansion finance), and the inevitable step-change improvement of market sentiment. When this stock moves it moves fast. Basic maths shows where this stock could land in the months and years after it starts producing NAM for Panasonic.

Vanguard, I posit, have been shown to be consistently good value buyers over time:
https://www.dailyfx.com/forex/fundamental/article/special_report/2019/02/05/Market-cycle-phases.html