As we enter into the back half of 2026, the stock market is pricing itself to be incredibly volatile. AI infrastructure stocks are swinging wildly, sometimes hitting double-digit gains that reverse in double-digit losses the following day. There With combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regu ...