Sea(US:SE) Seeking Alpha·2025-12-07 10:57Core Insights - The U.S. stock market is experiencing a rally as the year comes to a close, raising concerns about portfolio concentration in large-cap U.S. growth stocks, which have significantly driven market performance this year [1]. Group 1: Market Trends - The current rally in the U.S. stock market is notable as it approaches year-end, indicating a potential shift in investor sentiment and market dynamics [1]. Group 2: Analyst Background - Gary Alexander has extensive experience in covering technology companies on Wall Street and has worked in Silicon Valley, providing him with insights into current industry trends [1]. - He has been a contributor to Seeking Alpha since 2017 and has been featured in various web publications, indicating his influence and reach within the investment community [1].