Why the Earnings Growth Trade Is Failing Growth Stocks

The NASDAQ is down over 5% in the last five trading days while the Dow barely budged. Lucas and Luna dig into why high-growth names like Datadog, Palantir, and CrowdStrike are getting hit hardest despite strong earnings. They explore the disconnect between revenue growth and market reaction, the role of rising real yields, and what the IWF versus Dow divergence tells us about where institutional money is rotating. Specific data points include the NASDAQ's 5.1% weekly drop, the IWF growth ETF's 4.7% decline, and Datadog's 15.6% plunge. The hosts also touch on the Fed holding at 3.63% and what that means for duration-sensitive stocks. #GrowthStocks #NASDAQ #DowJones #BullMarket #EarningsSeason #StockMarket #InterestRates #Fed #RealYields #Datadog #Palantir #CrowdStrike #IWF #RotationalBullMarket #Finance #Investing #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo