Group 1 - The core theme of the Q2 earnings season is that investors are moving away from small- and mid-cap growth stocks towards large-cap tech stocks, which are perceived as safer investments [1] - Large-cap tech stocks are currently trading at very high valuations, indicating a shift in investor sentiment towards more established companies [1] Group 2 - Gary Alexander has extensive experience in covering technology companies and has been involved with various startups, providing insights into current industry trends [1]