If there's one trend that has characterized the stock market in 2025, it's that the market has carved itself between winners and losers, with AI drawing the distinction between the two buckets. The problem, however, is that most of the large-cap tech stocks that haveWith 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 ...