NetSkope: Buy The Dip As Growth Accelerates And Valuation Compresses

As we head into the final stretch of 2025, recent market skittishness suggests that the backlash against the tech and AI trade has begun. However, in my view, the concern of overvaluation primarily rests in large-cap stocks, whereas many small- and mid-cap names that were cheapWith 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 in ...