エピソード

  • Why Apple Is Beating the AI Selloff in June 2026

    Why Apple Is Beating the AI Selloff in June 2026
    2026/06/07
    While tech giants like Microsoft, Amazon, and Nvidia have dropped 5-10% this week, Apple's stock has held nearly flat. Lucas and Luna dig into why: Apple's capital return program, its insulation from the AI capex cycle, and its Services revenue stream. They also look at how Berkshire's recent buying spree in financials is a bet on a different kind of growth, and what a hot jobs report and Fed pause mean for value vs. growth in a 5000-point NASDAQ correction. Plus, a brief note on how the show stays ad-free. #Apple #StockPicking #Finance #Business #Investing #BerkshireHathaway #ValueStocks #GrowthStocks #ServicesRevenue #CapitalReturns #ShareBuybacks #Dividends #FedPolicy #MarketCorrection #NASDAQ #TreasuryYields #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • How JPMorgan and Bank of America Are Outperforming Big Tech in June 2026

    How JPMorgan and Bank of America Are Outperforming Big Tech in June 2026
    2026/06/07
    The S&P 500 is down 2.8% over the past week, with the Nasdaq plunging 5.1% as big tech stocks like Microsoft, Nvidia, and Amazon get hammered. But two old-economy names—JPMorgan and Bank of America—are up more than 5% each. Why are banks suddenly the safe haven? Lucas and Luna dig into the hot jobs report that pushed rate-cut expectations further out, the surprising resilience of net interest income, and what a higher-for-longer rate environment means for the economy. Plus, they examine whether this is a rotation or a one-off rally, and what it signals for the rest of 2026. A focused, data-driven conversation about a market narrative that’s quietly rewriting the playbook. #JPMorgan #BankOfAmerica #BigTech #Banks #InterestRates #Fed #RotationalTrade #StockMarket #Earnings #NetInterestIncome #Dividends #ValueStocks #Finance #Investing #StockPicking #MarketAnalysis #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • Why Value Stocks Are Quietly Outperforming Big Tech in June 2026

    Why Value Stocks Are Quietly Outperforming Big Tech in June 2026
    2026/06/06
    Big Tech is getting hammered this week — the NASDAQ is down over 5 percent, Microsoft and Nvidia have lost 9-plus percent each — but value stocks and financials are holding steady or even gaining. On this episode of Stock Picking with Fexingo, Lucas and Luna dig into the rotation: why the hot jobs report pushed rate-cut hopes further out, how Berkshire Hathaway, JPMorgan, and Bank of America are acting as safe havens, and whether this is a one-week blip or the start of a bigger regime shift. Lucas walks through the numbers — S&P 500 at 7,384, Dow near flat, the Russell 2000 off 2.5 percent — and explains why the market is repricing the AI winners while rewarding traditional earnings power. Luna pushes back on whether value can sustain momentum without lower rates. A concrete, data-anchored conversation for anyone wondering if it's time to rethink growth exposure. #ValueStocks #BigTech #StockRotation #JobsReport #FederalReserve #BerkshireHathaway #JPMorgan #BankOfAmerica #Microsoft #Nvidia #NASDAQ #S&P500 #InterestRates #GrowthStocks #StockPicking #FexingoBusiness #BusinessPodcast #Finance Keep every episode free: buymeacoffee.com/fexingo
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    9 分
  • How Amazon Is Losing the Cloud AI Margin Race

    How Amazon Is Losing the Cloud AI Margin Race
    2026/06/06
    Amazon's cloud business has long been the profit engine of the company. But in 2026, that engine is sputtering. While Microsoft and Google pour capital into AI infrastructure and see revenue accelerate, Amazon Web Services is growing slower and spending more. This episode unpacks the numbers: AWS operating margins have compressed by over 500 basis points year-over-year, capital expenditures have surged past $75 billion annualized, and the payoff in AI workloads remains uncertain. Lucas and Luna walk through the competitive dynamics, the impact of NVIDIA's GPU shortages, and whether Amazon's heavy investment in custom silicon — the Trainium and Inferentia chips — can turn the tide. They also discuss how the broader market rotation away from mega-cap tech is amplifying the pressure on Amazon's stock, which is down nearly 6 percent in the past week. Is this a temporary bump in the road or a structural shift in cloud economics? #Amazon #AWS #CloudComputing #ArtificialIntelligence #Microsoft #GoogleCloud #NVIDIA #Trainium #Inferentia #Capex #OperatingMargins #MegaCapTech #StockPicking #Finance #Business #Investing #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • Why Berkshire Hathaway Is Buying Back Its Own Stock Aggressively in 2026

    Why Berkshire Hathaway Is Buying Back Its Own Stock Aggressively in 2026
    2026/06/05
    Lucas and Luna dissect Berkshire Hathaway's accelerating share repurchase program in mid-2026. With Berkshire stock up over 4% in the last five days while the S&P 500 dropped 2%, they explore why Warren Buffett's firm is spending billions on its own shares. The conversation examines Berkshire's cash pile, the valuation signal, and how buybacks compare to other capital allocation moves like the recent housing bet. Specific data points include Berkshire's 4.2% weekly gain, the $489.86 share price, and the broader market decline. A focused look at one of the most consequential buyback programs in the market today. #BerkshireHathaway #StockBuybacks #CapitalAllocation #WarrenBuffett #ValueInvesting #ShareRepurchase #CashPile #BRKB #EquityAnalysis #DividendVsBuyback #Finance #Investing #BusinessPodcast #StockPickingWithFexingo #FexingoBusiness #MarketUpdate #S&P500 #ConcentratedPortfolio Keep every episode free: buymeacoffee.com/fexingo
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    12 分
  • Why Broadcom Is Winning the Custom AI Chip Race

    Why Broadcom Is Winning the Custom AI Chip Race
    2026/06/05
    Lucas and Luna break down Broadcom's edge in the custom AI chip market, using its recent premarket move as a springboard. They explore why hyperscalers like Alphabet and Meta are turning to Broadcom over Nvidia for specialized ASICs, how Broadcom's networking business creates an ecosystem lock-in, and what it means for investors considering a position in semis beyond the GPU giants. The hosts tie the discussion to Broadcom's 2026 strategy, referencing its recent VMware integration and the $60 billion AI networking opportunity. A focused look at one company's quiet dominance in a fast-shifting landscape. #Broadcom #AI #CustomChips #ASIC #Semiconductors #Hyperscalers #Alphabet #Meta #Nvidia #Networking #VMware #StockPicking #Finance #BusinessPodcast #FexingoBusiness #Investment #Tech #Hardware Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • Why One Energy Stock Is Beating Big Oil in 2026

    Why One Energy Stock Is Beating Big Oil in 2026
    2026/06/04
    ExxonMobil is up 5.5 percent in the past five days and 20 percent year-to-date, outpacing Chevron and the broader S&P 500. In this episode, Lucas and Luna dig into what’s driving the divergence: Exxon’s aggressive Permian Basin acreage build, its growing chemicals-and-trading revenue stream, and why its balance sheet is positioned for a persistent oil-price floor near $70. They compare Exxon’s strategy to Chevron’s more cautious capital allocation, and discuss whether the stock still has room to run as the energy sector faces political pressure and long-term demand uncertainty. This is a focused look at how one integrated major is rewriting the playbook for Big Oil in 2026. #ExxonMobil #XOM #Chevron #CVX #BigOil #EnergyStocks #PermianBasin #OilPrices #CapitalAllocation #ShareholderReturns #Dividends #StockPicking #Finance #Investing #FexingoBusiness #BusinessPodcast #MarketAnalysis #2026Outlook Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • Why This Gold Stock Is Beating Its Peers in 2026

    Why This Gold Stock Is Beating Its Peers in 2026
    2026/06/04
    Episode 30 of Stock Picking with Fexingo drills into the gold mining sector, which has quietly outperformed the S&P 500 over the past month despite headwinds for commodities broadly. Lucas and Luna focus on one mid-cap producer—Agnico Eagle Mines—that has surged 15 percent year-to-date while larger rivals like Newmont and Barrick have treaded water. The hosts walk through why this specific company's operational discipline and low-cost mine portfolio have insulated it from rising input costs and a flat gold price. They also examine the broader thesis for gold equities in a market where real rates remain elevated and the dollar is sticky. Specific data points include the stock's price-to-earnings ratio versus peers, its five-year compound annual growth rate in free cash flow per share, and how its all-in sustaining cost metric compares to the industry average. Lucas argues that Agnico Eagle represents a rare combo of quality and value in a sector often dominated by risky explorers and debt-laden majors. Luna pushes back on the valuation, asking whether the premium is justified. The conversation closes with a look at what would need to change to make the whole sector attractive again. No hot takes, just a disciplined look at one company's numbers and the logic behind a concentrated position. #AgnicoEagle #GoldMining #GoldStocks #PreciousMetals #MiningStocks #AEM #GoldInvesting #Commodities #ValueInvesting #StockPicking #FexingoBusiness #Finance #InvestingPodcast #ConcentratedPortfolio #EquityResearch #AllInSustainingCost #FreeCashFlow #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    10 分