Core Viewpoint - The overall stock market is trending near all-time highs, making it crucial for investors to focus on single-stock selection to identify reasonably valued stocks that offer more stability [1] Group 1: Market Trends - The stock market is currently near all-time highs, indicating a strong market performance [1] - Investors are encouraged to deploy single-stock selection strategies to find undervalued stocks [1] Group 2: Analyst Background - Gary Alexander has extensive experience in covering technology companies on Wall Street and has worked in Silicon Valley [1] - He has been an outside adviser to several seed-round startups, providing insights into current industry themes [1] - Alexander has been a contributor to Seeking Alpha since 2017 and has been quoted in various web publications [1]

Group 1 - The stock market is at all-time highs, prompting the need for investors to focus on single-stock selection to diversify portfolios away from large-cap concentration in the S&P 500 [1] - Gary Alexander has extensive experience in technology companies and has been a contributor on Seeking Alpha since 2017, providing insights into industry themes [1] Group 2 - The article does not provide specific investment recommendations or advice, emphasizing that past performance does not guarantee future results [3]