エピソード

  • Growth Stocks Are Getting Crushed Right Now

    Growth Stocks Are Getting Crushed Right Now
    2026/06/06
    Lucas and Luna break down the brutal sell-off hitting high-growth tech stocks in early June 2026. With Datadog down 15.6% in five days, CrowdStrike off 14.2%, and Shopify plunging 11.7%, the hosts examine what's driving the rotation out of growth and into safety. They dig into the hot jobs report that pushed Fed rate cuts further out of reach, and how Chair Warsh's hawkish stance is reshaping risk appetite. Plus, a look at why mega-cap names like Apple and Meta have held up better, and what the sell-off means for long-term growth investors. No hot takes, just a clear-eyed assessment of the current market reality and how to think about the next move. #GrowthStocks #StockMarketSellOff #FedPolicy #InterestRates #Datadog #CrowdStrike #Shopify #Apple #Meta #NVIDIA #ARKK #Rotation #RiskOff #JobsReport #KevinWarsh #InvestingStrategy #Finance #FexingoBusiness Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    9 分
  • Why Growth Stocks Are Getting Crushed Right Now

    Why Growth Stocks Are Getting Crushed Right Now
    2026/06/06
    The iShares Russell 1000 Growth ETF (IWF) is down nearly 5% in five days. The ARK Innovation ETF (ARKK) has plunged over 8%. Lucas and Luna break down what's driving the sell-off — a hot jobs report that pushes Fed rate cuts further out, a rotation away from high-duration equities, and a look at whether this is a buying opportunity or a warning signal. Using specific examples like Shopify, CrowdStrike, and Datadog, they explain how growth stocks are especially sensitive to the 'higher for longer' narrative and what investors should watch next. #GrowthStocks #SellOff #FederalReserve #RateCuts #JobsReport #IWF #ARKK #Shopify #CrowdStrike #Datadog #DurationRisk #Rotation #Finance #Investing #FexingoBusiness #BusinessPodcast #MarketVolatility #HigherForLonger Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    6 分
  • Why Growth Stocks Are Getting Crushed Right Now

    Why Growth Stocks Are Getting Crushed Right Now
    2026/06/05
    Lucas and Luna break down the brutal sell-off hammering high-growth names in early June 2026, with Ark Innovation down 8.3% in five days and Datadog plunging over 15%. They trace the sell pressure to the hot jobs report on June 5 that pushed Fed rate cuts further out of reach, and explore which growth stocks might actually benefit from a 'higher for longer' regime. Using examples like Shopify's 11.7% drop versus Apple's flat performance, the hosts argue that the market is repricing duration risk — and that investors should distinguish between companies that need cheap capital to survive and those that generate cash regardless of rates. The episode closes with a look at where the AI trade could find its next wave. #GrowthStocks #StockMarketSelloff #FedPolicy #InterestRates #ARKK #IWF #VUG #Shopify #Datadog #CrowdStrike #Apple #Microsoft #NVIDIA #AITrade #DurationRisk #FexingoBusiness #BusinessPodcast #Finance Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    9 分
  • How Palantir Became the Operating System for Government AI

    How Palantir Became the Operating System for Government AI
    2026/06/05
    Palantir stock is up 30% year-to-date, but the real story isn't the stock price — it's how the company has quietly become the backbone of AI deployment across the U.S. government. Lucas and Luna dig into one specific contract: the Army's TITAN program, a $823 million deal to put AI-powered targeting sensors on vehicles. They trace how Palantir's Foundry platform evolved from counterterrorism tool to a general-purpose operating system for classified data, and why that positions it differently from every other AI growth stock. They also connect it to the broader rotation out of mega-cap tech — Microsoft is down 4.9% this week — and into specialized platforms with real government lock-in. Plus: why the SpaceX IPO chatter and prediction markets are two sides of the same 'alternative liquidity' coin for growth investors. #Palantir #GovernmentAI #GrowthStocks #TITANProgram #AIDeployment #DefenseTech #Foundry #PLTR #AIInfrastructure #EnterpriseSoftware #MegaCapRotation #SpaceXIPO #PredictionMarkets #Kalshi #Business #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    10 分
  • How Prediction Markets Are Reshaping Growth Investing

    How Prediction Markets Are Reshaping Growth Investing
    2026/06/04
    Lucas and Luna explore how prediction markets like Kalshi and Polymarket are becoming serious tools for growth investors in mid-2026. With a fresh report that Kalshi is building a Bloomberg Terminal for prediction traders, the hosts examine what this means for data-driven stock selection. They tie in Palantir's recent volatility and NVIDIA's continued ascent, discussing how real-time probability feeds could rival traditional analyst research. The episode also touches on the regulatory trajectory under the CFTC and why hedge funds are already incorporating these signals. A concrete look at an emerging edge in growth equity analysis — no hype, just the mechanics. #PredictionMarkets #Kalshi #Polymarket #GrowthStocks #Finance #BusinessPodcast #FexingoBusiness #Palantir #NVIDIA #DataDriven #CFTC #BloombergTerminal #HedgeFunds #Probability #StockPicking #2026Markets #AlternativeData #MarketStructure Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    7 分
  • Why Growth Stocks Are Rotating Into Cybersecurity Now

    Why Growth Stocks Are Rotating Into Cybersecurity Now
    2026/06/04
    Lucas and Luna break down the massive rotation into cybersecurity stocks like CrowdStrike, Cloudflare, and Datadog. With CrowdStrike up 11.4% and Cloudflare up 16.3% in the past week, while Amazon and Alphabet have dropped 8-9%, the hosts explore why enterprise security is suddenly the top growth sector. They discuss the Morgan Stanley AI agent announcement, the shift from consumer tech to B2B security, and what this means for growth investors. The show also touches on market concentration risk and whether this rotation has legs into the second half of 2026. #GrowthStocks #Cybersecurity #CrowdStrike #Cloudflare #Datadog #EnterpriseSoftware #AI #MorganStanley #Amazon #Alphabet #MarketRotation #TechInvesting #Finance #FexingoBusiness #BusinessPodcast #GrowthInvesting #StockMarket #PortfolioStrategy Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    9 分
  • Why Growth Stocks Are Rotating Into Enterprise Software

    Why Growth Stocks Are Rotating Into Enterprise Software
    2026/06/03
    Lucas and Luna dig into a striking divergence in the growth stock universe as of early June 2026. While mega-cap consumer tech names like Amazon and Alphabet have dropped 8-9% over the past week, enterprise software stocks such as CrowdStrike, Cloudflare, and Datadog are surging double digits. The hosts explore the structural reasons behind this rotation: durable subscription revenue, AI-driven product cycles, and a shift in institutional portfolio construction. They specifically examine CrowdStrike's recent 11% rally, unpack why its zero-trust security platform is becoming a must-have in an era of AI-powered cyber threats, and contrast that with the advertising and retail headwinds hitting Alphabet and Amazon. The episode also touches on how Morgan Stanley's trillion-dollar wealth management platform opening up to AI agents signals a broader migration of capital into enterprise software names. A focused look at a single rotation signal that listeners can track themselves. #CrowdStrike #Cloudflare #Datadog #EnterpriseSoftware #GrowthStocks #Rotation #CyberSecurity #AIAgents #Amazon #Alphabet #MorganStanley #PortfolioConstruction #SubscriptionRevenue #ZeroTrust #Finance #Investing #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    8 分
  • Why Shopify's Logistics Pullback Refocused Its Growth Story

    Why Shopify's Logistics Pullback Refocused Its Growth Story
    2026/06/03
    Episode 28 revisits Shopify's dramatic pivot away from building its own fulfillment network and back to its core commerce platform. Lucas and Luna break down the 2022-2023 capital expenditure cuts, the partnership with Flexport, and how Shopify's asset-light model now generates higher free cash flow margins. They compare it to Amazon's heavy logistics investment, discuss what the market is missing about SaaS operating leverage, and touch on CrowdStrike and Datadog as other growth stocks that shed low-margin businesses to refocus on high-margin software. A concrete look at why strategic subtraction often beats expansion. #Shopify #Logistics #Fulfillment #Flexport #AssetLight #SaaS #GrowthStocks #OperatingLeverage #FreeCashFlow #CapitalAllocation #Amazon #CrowdStrike #Datadog #BusinessStrategy #Finance #FexingoBusiness #BusinessPodcast #TechCompanies Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    7 分