Braze: Growth Rates Are Stabilizing, Which May Catalyze A Broader Rebound

Market Overview - A fresh rally has overtaken the stock markets in early 2025, but historically high valuations suggest caution is warranted [1] - The focus remains on maintaining exposure to growth stocks, but the field is being narrowed [1] Analyst Background - The analyst has combined experience covering technology companies on Wall Street and working in Silicon Valley [1] - The analyst serves as an outside adviser to several seed-round startups, providing exposure to industry-shaping themes [1] - The analyst has been a regular contributor on Seeking Alpha since 2017 and is quoted in many web publications [1] - The analyst's articles are syndicated to company pages in popular trading apps like Robinhood [1]