With the U.S. stock markets rallying to fresh highs, a common topic that is in my mind as well as in the minds of many investors is: how vulnerable is this rally, and do fundamentals really support the stretched valuations that manyWith 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 regular contributo ...