As the majority of the Q2 earnings season wraps up, the market is shifting in a very clear direction: investors are crowding into large-cap tech stocks, while more or less shunning small to mid-cap stocks that haveWith 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 contributor on Seeking Alpha ...