As we wrap up the bulk of the Q2 earnings season, one theme has rung out clearly: Investors are largely ditching small- and mid-cap growth stocks and fleeing to the perceived safety of large-cap tech stocks, which are trading at veryWith 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 contribut ...