We’re kicking off 2026 on a positive note so far, and in my view, the main theme we should be watching out for this year is rotation. Early so far in January, many laggards have achieved meaningful rebounds. This isn’t just tax loss rebounds- in myWith 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 re ...