It's just getting started, you can see it in the comments from MF generalists who are now open to discussing commodities investments, dipping their toes in, sea change from "oil is un-investable", "oil is the new whale oil" or don't even talk to me about it.
The herd isn't here yet, takes time. Growth now being compared to the internet stocks of the 2000's, the media picking up on that, no sure thing any longer. Back in the early 2000's the internet kept growing but the stocks didn't fare well and value came into it's own, takes time for that narrative to play out, were seeing a very similiar transition.
When Wall St. and Bay St. are talking up your stocks, meeting with clients, and advising that they move into a sector, generating daily news feeds and that just started a few months ago, far to early to take profits.