I like that project, but I haven't taken action for now, not because it's bad, but mainly because there are more attractive targets at the moment. The leading tech companies in the S&P 500—NVIDIA, Apple, Microsoft, Google, Amazon, Broadcom, Meta—these seven companies' profit contributions across various sectors are truly outrageous.

In the information technology sector, these seven companies alone contribute more than two-thirds of the profits. The communication services sector is similar, with these seven accounting for 65% of the profits. The data is right there, hard to ignore.

That's why sometimes choosing an investment target depends on the market rhythm. Good projects will come, but even better opportunities are also present. The key is to seize that more optimal allocation window.