How Growth Stocks Are Finding New Momentum in May 2026

Lucas and Luna examine the surprising rotation back into growth stocks as the broader market rallies in May 2026. With the Nasdaq Composite hitting new highs and names like CrowdStrike and Cloudflare surging over 7% in the past week, they dig into what's driving this momentum—and whether it's sustainable. Lucas points to the Fed's steady rate policy and strong GDP growth as tailwinds, while Luna flags the concentration risk in mega-cap tech. They also discuss how the Russell 2000's 3.4% weekly gain signals broadening participation, and what that means for investors thinking about the next six months. Specific stocks, sector ratios, and the return of risk appetite are all on the table. No hot takes—just clear analysis of where the rally is heading. #GrowthStocks #MarketRally #Nasdaq #Russell2000 #CrowdStrike #Cloudflare #FedPolicy #GDPGrowth #StockMarket #Investing #MomentumTrading #BullMarket #Finance #FexingoBusiness #BusinessPodcast #WealthBuilding #PortfolioStrategy #RiskOn Keep every episode free: buymeacoffee.com/fexingo