NetApp: Positive Margin Recovery, Despite Growth Gap To Peers (NASDAQ:NTAP)

Core Insights - The stock markets are experiencing increased volatility as 2025 approaches its end, suggesting a strategic shift in investment focus may be necessary [1] Group 1: Market Trends - There is a recommendation to rotate portfolios away from large-cap growth stocks due to the current market conditions [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 an adviser to seed-round startups [1] - He has been a contributor to Seeking Alpha since 2017 and has been featured in various web publications [1]