Zscaler: Due For A Rebound In 2025

Market Performance and Valuations - The stock market has delivered back-to-back gains of over 20% in the past two years, leading to stretched valuations and investor nervousness near all-time market highs [1] - The priority for the year is to rotate more of the portfolio, indicating a strategic shift in investment focus [1] Analyst Background and Industry Exposure - Gary Alexander has combined experience covering technology companies on Wall Street and working in Silicon Valley, providing deep industry insights [1] - He serves as an outside adviser to several seed-round startups, giving him exposure to emerging industry themes [1] - His contributions on Seeking Alpha since 2017 and syndication to platforms like Robinhood highlight his influence in the investment community [1]