To me, the stock market is in shaky territory. The large-cap growth stocks that have driven much of 2025's gains are in questionable shape as valuation multiples look widely stretched. That doesn't mean, however, that the entire stock market is expensive, and amid a potential marketWith 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 t ...