Amid the stock market's surge to new heights, I continue to encourage investors to focus on rotating our portfolios toward reasonably priced small- and mid-cap names to diversify our exposure away from the large-cap growth stocks that have constituted the majority ofWith 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 toda ...