Market Overview - The stock market has exhibited signs of nervousness despite reaching all-time highs, indicating a potential shift in investor sentiment [1] - Investors are starting to retreat from popular large-cap stocks such as Palantir (PLTR), suggesting a reevaluation of crowded trades [1] Analyst Insights - Gary Alexander, with extensive experience in technology sectors on Wall Street and Silicon Valley, provides insights into current industry themes and trends [1] - His contributions to Seeking Alpha since 2017 highlight his engagement with the investment community and his expertise in analyzing technology companies [1]