Growth Stocks After the Fed Pivot to Neutral

The Federal Reserve's June 17 rate decision — hold rates steady, remove cutting bias — marks a regime change for growth stocks. Lucas and Luna unpack what 'neutral' really means for high-multiple names like Datadog, Shopify, and CrowdStrike, and why this week's split between ARKK surging 4 percent and MSFT dropping nearly 3 percent tells the real story: growth investors are rotating toward direct AI-revenue plays and away from legacy tech platform exposure. A focused look at one specific portfolio decision — swapping Microsoft for a pure-play AI compute provider — and why the Warsh Fed changes the math on DCF models for 2027 earnings. #Fed #GrowthStocks #WarshFed #AICompute #Datadog #Shopify #Microsoft #ARKK #DCF #PortfolioRotation #NeutralRate #CrowdStrike #NVIDIA #InterestRates #IPORotection #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo