With the stock market looking increasingly vulnerable near all-time highs, my investment philosophy to prepare my portfolio for 2026 is relatively simple: Move out of expensive large-cap stocks and rotate into more under-recognized and undervalued small- and mid-cap stocks, particularly thoseWith 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 ...

市场估值与投资策略 - 投资者正对股市高估值进行抵制 表明市场情绪转向谨慎 [1] - 当前是采取聪明风险偏好态度的时机 重点投资于知名度较低且被低估的中小盘股票 [1] 分析师背景与行业洞察 - 分析师拥有华尔街科技公司覆盖和硅谷工作经验 对行业趋势有深度接触 [1] - 担任多家种子轮初创公司外部顾问 熟悉行业前沿动态 [1] - 自2017年起持续为Seeking Alpha供稿 观点被多家网络媒体引用并同步至Robinhood等交易平台 [1]