Since the start of 2025, a clear theme has rung out in the markets: investors have chased the stock market’s gains higher, but they’re also crowding into the large-cap tech trades that dominate the top of the market. Meanwhile, a number of other fantastic stocksWith 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 ...

Since the start of 2025, a clear theme has rung out in the markets: investors have chased the stock market’s gains higher, but they’re also crowding into the large-cap tech trades that dominate the top of the market. Meanwhile, a number of other fantastic stocksWith 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 ...