In a surprising turn for the stock markets, the S&P 500 has soared back near all-time highs. Investors are taking a risk-on attitude again, even with the conflict in Iran largely unresolved.With 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. He has been ...