With the markets shifting their attention to the potential for Fed rate cuts and the narrative moving away from macroeconomic and geopolitical pressures, the S&P 500 is nearing YTD highs again, and for many stocks, particularly in the large-cap space, valuationsWith 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 ...