『Why Growth Stocks Are Getting Crushed in a Broad Bull Market』のカバーアート

Why Growth Stocks Are Getting Crushed in a Broad Bull Market

Why Growth Stocks Are Getting Crushed in a Broad Bull Market

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The bull market isn't over — it's rotating. While the S&P 500 and Dow are holding near all-time highs, the NASDAQ has dropped over 5% in five days, and high-growth names like Shopify, CrowdStrike, Datadog, and Palantir have been hit especially hard. In this episode, Lucas and Luna dissect the June 2026 growth stock sell-off: what's driving it, why a hot jobs report is pushing rate-cut expectations further out, and what it means for investors who've been riding the momentum trade. Lucas breaks down the numbers — Shopify down 11.7% in a week, CrowdStrike off 14.2%, Palantir down 15.6% — while Luna questions whether this is a healthy rotation into cyclicals or a warning sign for the broader rally. If you're wondering whether to hold, trim, or rotate your growth positions, this episode gives you the framework to decide. #GrowthStocks #SellOff #BullMarket #Rotation #Shopify #CrowdStrike #Datadog #Palantir #NASDAQ #SP500 #DowJones #Fed #RateCuts #JobsReport #MomentumTrading #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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