It's a tricky stock market right now, with valuations stretched and investors poised to sell on the smallest whiff of a negative headline. In this environment, I continue to emphasize allocating out of large-cap tech stocks and into more small- and mid-cap names thatWith 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 toda ...