As the rush of the Q2 earnings season fades away, one clear trend has crystallized over the past few weeks: investors are ditching small and mid-cap growth stocks, particularly in the software sector, to seek safety in large-cap stocks. This has createdWith 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 ...