Amid the sharp stock market rally over the past year, accelerated with the recent Fed rate cuts, I've taken a long and hard look at my portfolio, specifically the winners. My macro outlook is more cautious over the next two 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 See ...