One trend is becoming clear as we move throughout the Q2 earnings season: investors are seeking safety, but they're doing so by jumping into blue-chip large-cap stocks like Meta ( META ) and Microsoft (With 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 regular contributor on Seeking Alpha since 2017. ...