The stock market is back at fresh all-time highs, and large-cap growth stocks, as usual, have driven the majority of that rally. With valuation multiples stretched amid the potential for a recession to deepen, I continue to encourage investors to rotate more and moreWith 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 toda ...