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Backblaze: Perfect Small-Cap Value Play As AI Drives New Bookings
BLZEBackblaze(BLZE) Seeking Alpha·2025-05-16 08:17

With the S&P 500 clawing itself back into the green for the year, I continue to be wary of stretched valuations amid a shaky macro. One major pocket of value, however, is in small-cap stocks, where in my view, valuation discountsWith 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 o ...