Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...

Group 1 - The current market environment presents a favorable opportunity for careful stock-picking, despite concerns over tariffs and a slowing macroeconomy [1] - There is a noticeable investor nervousness as the stock market reaches year-to-date highs [1] - Preference is indicated for smaller-cap stocks in the current investment climate [1] Group 2 - Gary Alexander has extensive experience in technology sectors, having worked on Wall Street and in Silicon Valley, and advises seed-round startups [1] - He has been a contributor to Seeking Alpha since 2017 and has been featured in various web publications [1]