Why Growth Stocks Are Hiding in Tech Giants

Lucas and Luna explore a surprising trend in growth investing: the biggest tech companies—Apple, Amazon, Meta—are now outperforming pure-play growth names like CrowdStrike and Palantir. Lucas digs into the rotation: Apple up 2.8% over five days, Meta up 5%, while CrowdStrike fell 0.7% and Palantir dropped 3.4%. They discuss the search for safety within growth, the shift away from high-beta names, and what it means for building a resilient growth portfolio. Luna questions whether this is a new normal or a temporary flight to quality. The conversation covers the role of AI monetization, cash piles, and investor psychology. A concrete look at how the growth stock playbook is being rewritten in late May 2026. #GrowthStocks #Apple #Amazon #Meta #CrowdStrike #Palantir #NVIDIA #ARKK #TechGiants #AI #Monetization #PortfolioStrategy #Beta #MarketRotation #Finance #Investing #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo