As we near the end of 2025, I continue to emphasize the need for a portfolio rotation out of expensive large-cap growth stocks and into individual small- and mid-cap names that have less correlation to the broader market. We don't need to eliminateWith 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 re ...