With the market soaring to new heights, we as investors should recognize openly that the vast majority of the year's gains have been driven by disproportionate rallies in large-cap, momentum-driven tech stocks. With large-cap multiples at historic highs, those of us who are lookingWith 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 th ...