As we prepare to close out 2025 and make decisions for our portfolio in 2026, it's becoming clear that most investors are nervous about sky-high valuations and the likelihood that the AI trade won't panWith 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 on Seeking Alpha since 2017. ...