As we move deeper into the Q4 earnings season, the pervading mood in the markets appears to be one of caution. Investors are very wary of escalating macroeconomic and trade tensions, which look perilous set against the backdrop of steep valuations.With 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 a re ...

We're about to head into the Q4 earnings season, and the stock market remains incredibly volatile. Investors continue to bear major concerns about frothy valuations in the wake of potential macroeconomic disruption. And though no massive rotation has happened yet, my core strategy forWith 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 ...

So far, the Q4 earnings season is kicking off on a rather sour note, as investors look for any and all excuses to sell off expensive tech stocks amid additional geopolitical and macroeconomic woes. Agilysis ( AGYS ), the hospitality softwareWith 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 a regular c ...

Market Overview - The market is currently facing challenges as it approaches the Q4 earnings season, with investors exhibiting caution due to high valuations, especially in the tech sector [1] - Macroeconomic conditions and geopolitical events are contributing to the complexity of the current market landscape [1] Analyst Insights - Gary Alexander, with extensive experience in both Wall Street and Silicon Valley, provides insights into the themes influencing the technology industry [1] - He has been a contributor to Seeking Alpha since 2017 and has been featured in various web publications, indicating his established presence in the investment community [1]