Amid the resounding bearishness that is upending the AI trade, investors should look to portfolio rotation to protect themselves from possible further downside in the S&P 500. In my view, the best way to achieve this is to emphasize “growth at a reasonable price” 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 ...