Core Viewpoint - Investors are encouraged to diversify portfolios away from large-cap growth stocks and focus on catalyst-driven value and rebound plays as 2025 comes to a close [1] Group 1: Investment Strategy - The current market environment suggests a shift from large-cap growth stocks, which have dominated gains in 2025, to more value-oriented and rebound investment opportunities [1] Group 2: Analyst Background - Gary Alexander has extensive experience in covering technology companies on Wall Street and working in Silicon Valley, providing insights into current industry themes [1] - He has been a contributor on Seeking Alpha since 2017 and has been quoted in various web publications, indicating a strong presence in the investment community [1]