With the stock market continuing to heat up to new highs, our prerogative through the end of FY25 should be to protect our portfolios from downside. For me, that means shifting as much allocation as possible away from richly valuedWith 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 ...