As we approach the end of 2025 with an SP 500 that is clinging to near record highs, investors should increasingly look to rotate more of our portfolios toward value-oriented stocks that have little correlation to the performance of the broaderWith 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. He has been a regula ...

Group 1 - The stock market is rebounding sharply from post-tariff lows, leading to stretched valuation multiples [1] - Investors are advised to focus on careful stock-picking to identify value-oriented stocks, particularly in the small/mid-cap space [1] - Value stocks that also offer growth potential are considered a bonus for investors [1] Group 2 - Gary Alexander has extensive experience in covering technology companies and has worked in Silicon Valley, providing insights into current industry themes [1] - He has been a contributor on Seeking Alpha since 2017 and has been quoted in various web publications [1] - His articles are syndicated to popular trading apps like Robinhood, indicating a broad reach and influence [1]