As we come close to wrapping up 2025, there's no doubt that the biggest narrative shaping the markets this year is the promise of AI. But outside the flashy, multi-billion AI infrastructure deals that have created a gusher of share price appreciation inWith 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 ...