It's a tricky stock market right now, with valuations stretched and investors poised to sell on the smallest whiff of a negative headline. In this environment, I continue to emphasize allocating out of large-cap tech stocks and into more small- and mid-cap names thatWith 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 toda ...

With the S&P 500 continuing to vault to new all-time highs, my investment focus remains to reallocate the majority of my portfolio toward more under-recognized small- and mid-cap stocks. Though far less flashy than the AI stories that large-cap tech stocks are touting, small-capsWith 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 ...