So far, through the early innings of the Q3 earnings season, investors have tended to take a favorable view of most companies' earnings prints, especially where top-line revenue trends have bucked macro concerns and shown strength or even acceleration. And yet, we have toWith 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 ...