Core Viewpoint - The article suggests that there is a significant opportunity for investment in small and mid-cap stocks as a rotation away from large-cap growth stocks is anticipated in 2026 [1] Group 1: Market Trends - The current market environment is described as rocky, indicating volatility and uncertainty at the start of 2026 [1] - There is an expectation for a shift from large-cap growth stocks to small-cap value stocks this year, which is seen as overdue [1] Group 2: Analyst Background - Gary Alexander, the analyst, has extensive experience in technology sectors, having worked on Wall Street and in Silicon Valley, and has been involved with seed-round startups [1] - He has been a contributor to Seeking Alpha since 2017 and has been featured in various web publications, indicating a strong presence in the investment community [1]

Market Overview - The current bull market is primarily driven by large-cap growth stocks, raising concerns about the sustainability of these gains [1] Analyst Background - Gary Alexander has extensive experience in covering technology companies and has worked in Silicon Valley, providing insights into industry trends [1] Contribution and Influence - Alexander has been a contributor to Seeking Alpha since 2017 and has been quoted in various web publications, indicating his influence in the investment community [1]