Within just a few years, the cloud software stocks that drove the market rally during the pandemic era have made a sharp transition from overpriced momentum trades to unloved bargain-basement stocks. Workday ( WDAY ), theWith 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 Seekin ...