With the stock market continuing to drift around all-time highs despite macroeconomic jitters, I'm getting increasingly concerned about the stock market's concentration into large-cap tech and the possibility of a downward multiples re-rating. As we move through the Q2 earnings season, I thinkWith 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 theme ...