To me, the stock market’s recent snapback from all-time highs is a clear signal that investors are tiring of high valuations amid an uncertain macroeconomic outlook. But while the majority of the market has been dominated by expensive large-cap tech, there are stillWith 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 ...