NetApp: Great Buy At 14x P/E Amid Recovering Billings

With the stock market having recouped all of its post-tariff losses, I continue to be concerned about the growing valuation disconnects in the stock market, particularly among large-cap stocks. I've taken advantage of the run-up over the past few weeks to sell someWith 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. ...