Wow! That whiplash on the stock of Microsoft Corporation ( MSFT ), which saw a historic selloff that was matched only by the throes of the COVID pandemic in March 2020 in aJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above th ...

Core Insights - The large-cap growth sector is expected to face challenges in 2026 due to high valuation multiples and uncertainty regarding the profitability of significant AI investments made this year [1] Group 1: Market Outlook - The market is anticipated to wobble, indicating potential volatility in large-cap growth stocks [1] - There is a need to explore overlooked stocks to outperform the market in the upcoming period [1] Group 2: Analyst Background - Gary Alexander has extensive experience in technology sectors, having worked on Wall Street and in Silicon Valley, and has advised several seed-round startups [1] - He has been a contributor to Seeking Alpha since 2017 and has been featured in various web publications [1]