I love to hang out with Charles Payne - his show pre-notes are excellent and coming on the show is very smooth. He just lets you rip into it and let it out. Here is the thing, I'm not quite as bullish as he is, or the other guests. I get it, tech is doing well. But there are other options than just sinking cash into high flyers.
I suggest looking at what is still on sale. Every time markets head out of recessions, the unloved cheaper and smaller stocks lead for a year or more. Heck, emerging markets are doing as well as tech the last few months and have a fraction of the valuation. But, as with every market top, people will say valuations don't matter anymore and it's different this time.
My last point is simple, you can have a world where the hot stuff doesn't crash, but stops going up while the unloved catch up. That appears to be what is happening this summer.