Amid a potentially weakening macroeconomy, one fact captures my attention more than any other: this year's market gain has been predominantly driven by momentum-heavy large-cap stocks, where investors have crowded their investments on the hopes of AI-related acceleration. This has created a vast disparityWith 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 ...