Bandwidth: Profit Upside Will Eventually Grab Value Investors' Attention

Core Insights - The Q3 earnings season is characterized by volatility, with stocks needing to demonstrate their value to support the significant rally observed in 2025 [1] Group 1: Market Overview - The overall stock market is perceived as expensive, but this view may overlook the fact that the valuation concerns are primarily concentrated in specific sectors [1] Group 2: Analyst Background - Gary Alexander has extensive experience in technology sectors, having worked on Wall Street and in Silicon Valley, and has been involved with seed-round startups [1]