For most of the year, the stock market rally has been driven by a very small and concentrated group of large-cap tech stocks. Meanwhile, the overwhelming consensus opinion is that smaller companies with fewer resources are likely to be long-term losers in theWith 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 ha ...