So far in the Q2 earnings season, we're noticing that investors are severely punishing companies for merely maintaining their full-year guidance outlooks (despite Q2 earnings beats), suggesting that the overbought conditions of the S&P 500 are raising the bar for what constitutes a "goodWith 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 shap ...