As we head into the final stretch of 2025, it’s worthwhile for investors to take a deep look at our portfolios and consider allocations for 2026. Large cap U.S. growth stocks have been the core driver of gains this year, but with valuations stretched, thisWith 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 b ...