Chewy: Accelerating Growth, Rising Margins (Upgrade) (NYSE:CHWY)

Market Environment - The current stock market is characterized by stretched valuations and a heightened sensitivity among investors to negative headlines [1] - There is a recommendation to shift investments from large-cap tech stocks to small- and mid-cap stocks [1] Analyst Background - Gary Alexander has extensive experience in covering technology companies on Wall Street and has worked in Silicon Valley [1] - He has been an outside adviser to several seed-round startups and has contributed to Seeking Alpha since 2017 [1] - His insights are frequently quoted in various web publications and his articles are syndicated to popular trading apps like Robinhood [1]