Group 1 - The stock market is reflecting concerns in the macroeconomy, suggesting a need for careful stock-picking to outperform the market for the remainder of FY25 [1] - There is a trend of rotating out of large-cap growth stocks, indicating a shift in investment strategy [1] - Gary Alexander has extensive experience in technology sectors, both on Wall Street and in Silicon Valley, which informs his insights into current industry themes [1] Group 2 - The article expresses a beneficial long position in the shares of GRAB, indicating a positive outlook on the company's stock [2] - The author emphasizes that the opinions expressed are personal and not influenced by compensation from any company mentioned [2]

Group 1 - The Q2 earnings season has been particularly difficult, with investors driving down shares of most companies despite generally strong results that contradict a challenging macroeconomic environment [1] - This period is viewed as an excellent opportunity for investors to engage in opportunistic stock-picking [1] - The analyst has extensive experience covering technology companies and has been involved with various themes shaping the industry, contributing regularly to Seeking Alpha since 2017 [1]

Analyst's Disclosure:I/we have a beneficial long position in the shares of WRBY either through stock ownership, options, or other derivatives. 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 advice is being given as to whether any in ...

Group 1 - The article expresses concern about investing in index funds that are heavily weighted with large-cap growth stocks, suggesting that careful stock-picking is necessary to outperform the market in a costly environment [1] - The author, Gary Alexander, has extensive experience in covering technology companies and has worked with startups, providing insights into current industry trends [1] - Alexander has been a contributor to Seeking Alpha since 2017 and has been featured in various publications, indicating his influence and reach within the investment community [1]