Throughout 2025, one key theme has dominated the rise in the S&P 500: the gains have been concentrated in large-cap tech stocks. And yet there is also been a stark gap between the winners and the losersWith 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. ...

As we wrap up the bulk of the Q2 earnings season, one theme has rung out clearly: Investors are largely ditching small- and mid-cap growth stocks and fleeing to the perceived safety of large-cap tech stocks, which are trading at veryWith 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 contribut ...

I last covered Microsoft Corporation stock (NASDAQ: MSFT ) more than 1 month ago. More specifically, that article was entitled “Microsoft: Stargate Project Adds More Growth Potential” and was published on Mar As you can tell, our core style is to provide actionable and unambiguous ideas from our independent research. If your share this investment style, check out Envision Early Retirement. It provides at least 1x in-depth articles per week on such ideas.We have helped our members not only to beat S&P 500 bu ...