Netskope: This Dip Is Irrational, And Should Be Bought Aggressively

In early 2026, it wouldn't be an overstatement to say that investors' panic gauge has reached incredibly irrational levels. Investors are skittishly reacting to every daily headline about AI—and unlike last year, when AI was considered a tailwind, thisWith 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 industry today. He has been ...