So far in 2025, the main theme driving the stock market is investors crowding into large-cap growth stocks at the top end of the market. This has created extremely unbalanced valuations in stocks, with large capWith 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 contributor on Seeking Alpha si ...