For years, investors have been trained to think of chip stocks as highly cyclical, and as such, not deserving of valuation multiples in line with the rest of the market. This negative connotation has persisted even through 2024, whenWith 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 contribut ...