Market Overview - The stock market has reached new all-time highs, primarily driven by large-cap growth stocks [1] - Valuation multiples are stretched, raising concerns about a potential recession [1] Analyst Insights - Gary Alexander has extensive experience in covering technology companies and advising startups, providing insights into current industry themes [1] - He has been a contributor to Seeking Alpha since 2017 and has been featured in various web publications [1] Investment Strategy - Investors are encouraged to rotate their investments amid the current market conditions [1]

With the S&P 500 near YTD highs again despite a noticeable increase in both geopolitical and macroeconomic concerns, I remain generally concerned about how stretched valuation multiples have become, especially in the large-cap growth space. That being said, while I am focusing most ofWith 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 ...