To me, the stock market's recent ascent to fresh all-time highs is somewhat deceptive. It's mainly large-cap tech stocks like Microsoft ( MSFT ) and now Oracle ( ORCL ) that are driving the index, butWith 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 contributor on Seeking Alpha since 2017. H ...