As the stock market steps back from all-time highs, a major rotation might be occurring right underneath our noses. Investors are seemingly jittery about high valuations, especially in the large-cap tech space, amid a potentially shaky macroeconomy. Against 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 ...

Group 1 - The article emphasizes that despite the White House's willingness to de-escalate trade conflicts with China, investors should remain cautious due to heightened market volatility and high valuations [1] - Gary Alexander, with extensive experience in technology and startups, provides insights into current industry themes and has been a contributor to Seeking Alpha since 2017 [1]