Growth Stocks with Fexingo: Tech Companies, High-Growth Picks, and Long-Term Holdings

Episode 60 of Growth Stocks with Fexingo. Lucas and Luna dig into Realty Income, the triple-net-lease REIT that's quietly compounding at 5 to 6 percent annually through a disciplined acquisitions machine. They break down how the company has deployed over $11 billion in property deals since 2022, why its investment-grade tenant roster—including Walgreens, Dollar General, and 7-Eleven—keeps rent coverage ratios stable, and how rising interest rates actually sharpen its competitive edge against private buyers. Along the way, they touch on the current market environment: IWF at 123, ARKK hovering near 80, and why growth investors should look beyond pure tech. If you think growth equals software or biotech, this episode might change your mind. #GrowthStocks #RealtyIncome #REIT #TripleNetLease #DividendGrowth #Walgreens #DollarGeneral #7Eleven #InterestRates #IWF #ARKK #Compounding #Acquisitions #Finance #Investing #FexingoBusiness #BusinessPodcast #WealthBuilding Keep every episode free: buymeacoffee.com/fexingo

The Federal Reserve under new chairman Kevin Warsh is turning out to be more hawkish than markets expected. On this episode of Growth Stocks with Fexingo, Lucas and Luna dig into how growth stock valuations have already adjusted to a higher-for-longer rate environment, using the recent performance of ARKK, the iShares Russell 1000 Growth ETF (IWF), and the Vanguard Growth ETF (VUG) as their guide. They explore why high-duration growth names like Datadog and Cloudflare are down while mega-cap tech like Apple and NVIDIA remain resilient, and what that split means for investors. The hosts also unpack the IPO slump and how rising real yields are compressing valuations for unprofitable tech. If you've been watching the rotation out of speculative growth into quality, this episode offers a clear framework for understanding what the market has already priced in. #WarshFed #KevinWarsh #GrowthStocks #ARKK #IWF #VUG #FedPolicy #InterestRates #Valuation #TechStocks #IPO #Datadog #Cloudflare #NVIDIA #Apple #GrowthInvesting #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

On this episode of Growth Stocks with Fexingo, Lucas and Luna explore how the Federal Reserve's recent shift to a neutral stance—removing its cutting bias under Chairman Warsh—is creating a new hierarchy among growth stocks. Using the latest market data, they examine why ARKK has surged 4 percent in five days while Datadog and Shopify have dropped over 2 percent. The hosts drill into the concept of 'rate-sensitivity tiers,' explaining which growth companies benefit from a steady-rate environment and which are repriced as high-duration bets. They also discuss how the Fed's new statement signals a potential hike later in 2026, and what that means for high-multiple tech names versus profitable compounders. A practical, data-rich conversation for investors navigating this new regime. #GrowthStocks #FederalReserve #FedPivot #ChairmanWarsh #ARKK #Datadog #Shopify #Netflix #Microsoft #InterestRates #HikingCycle #RateSensitivity #Podcast #Fexingo #FexingoBusiness #BusinessPodcast #GrowthInvesting #TechStocks Keep every episode free: buymeacoffee.com/fexingo

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

This episode explores the emerging market for AI computing power as a tradeable commodity, similar to oil or electricity. Lucas and Luna discuss how companies like CoreWeave and Lambda are creating spot and futures markets for GPU compute, and what this means for growth investors. Using recent data showing ARKK up 8% in a week and strong performance from names like META and TSLA, they examine whether compute commoditization could disrupt the AI hardware landscape. The conversation draws parallels to the early days of energy trading, referencing a recent CNBC article on efforts to turn AI compute into a commodity. Key points include the potential for margin compression at NVIDIA if compute becomes fungible, and the opportunity for hyperscalers to trade excess capacity. The hosts also touch on the Fed's interest rate outlook and its impact on growth stocks. #AIComputing #ComputeCommodity #GPU #CoreWeave #Lambda #NVIDIA #META #TSLA #ARKK #GrowthStocks #Commodities #Finance #FexingoBusiness #BusinessPodcast #TechInvesting #AIHardware #CloudComputing #SpotMarket Keep every episode free: buymeacoffee.com/fexingo

Episode 55 of Growth Stocks with Fexingo examines the sudden rotation back into high-growth names. With ARKK up 8.3% in five days while value stocks lag, Lucas and Luna unpack what's driving the move—and whether it has legs. They focus on two factors: the Fed's expected hold on interest rates and a surprising jump in Cathie Wood's flagship fund. Is this a dead-cat bounce or the start of a new growth cycle? They also look at specific holdings like Tesla (+6%) and META (+5.2%) to see which names are leading and why. Finally, they touch on Michael Burry's recent comments about SpaceX and what it says about frothy sentiment in private markets. No hot takes, just a grounded look at the data. #ARKK #CathieWood #GrowthStocks #TechStocks #MarketRotation #FederalReserve #InterestRates #Tesla #META #SpaceX #MichaelBurry #Investing #Finance #FexingoBusiness #BusinessPodcast #StockMarket #MomentumInvesting #RiskOn Keep every episode free: buymeacoffee.com/fexingo

The SpaceX IPO was one of the most anticipated public offerings in years, but retail investors ended up with tiny allocations and a tough decision: hold or sell. In this episode, we break down the numbers behind the IPO, why the allocation structure left individual investors with too few shares, and what it means for the future of growth investing. We look at the Kalshi market betting on a Mars mission timeline, and discuss how the IPO is reshaping expectations for high-demand growth stocks. Plus, we touch on the broader market rotation as mega-caps like Nvidia and Apple trade flat while mid-cap growth names like CrowdStrike and Shopify see momentum. Specific examples and real data from June 16, 2026 anchor the conversation. #SpaceX #IPO #RetailInvestors #GrowthStocks #Kalshi #MarsMission #CrowdStrike #Shopify #Nvidia #Apple #IWF #ARKK #FexingoBusiness #BusinessPodcast #Finance #Investing #Allocation #StockMarket Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna unpack what the SpaceX IPO means for growth stock investors beyond the hype. With shares surging 80% from the IPO price and Ron Baron revealing a $25 billion stake, they explore how the deal exposes a two-speed growth market: private-company valuations vs. public-market growth stocks. They discuss why retail investors got tiny allocations, whether the 'SpaceX premium' is distorting other space-adjacent stocks, and what the company's fundraising structure tells us about the future of growth investing. Plus, they tie it back to the ARKK ETF's 6.2% weekly gain and question if innovation stocks are finally rotating back in favor. #SpaceX #IPO #GrowthStocks #RonBaron #ARKK #PrivateEquity #Innovation #SpaceEconomy #RetailInvestors #Valuation #CathieWood #Finance #Investing #StockMarket #FexingoBusiness #BusinessPodcast #GrowthInvesting #PublicVsPrivate Keep every episode free: buymeacoffee.com/fexingo

CrowdStrike shares are up 3.6% in the last five days while the broader growth index IWF is down 1.1%. Lucas and Luna drill into why the cybersecurity firm is pulling ahead: its Falcon platform is evolving from endpoint protection into a full AI-security layer. They walk through CrowdStrike's recent product announcements, how it's winning contracts that combine endpoint, cloud, and identity security, and what the AI workload boom means for the company's growth trajectory compared to peers like Palo Alto Networks. They also touch on the dark side: competition from Microsoft and the risk of a security incident hitting their own reputation. A focused look at one company that's quietly reshaping the security-software landscape. #CrowdStrike #Cybersecurity #AISecurity #FalconPlatform #EndpointProtection #CloudSecurity #IdentitySecurity #AIWorkloads #GrowthStocks #TechInvesting #PaloAltoNetworks #Microsoft #ARO #GenAI #PlatformExpansion #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

Shopify stock is down 2.3% this week to $108.24, but the story is bigger than the ticker. Lucas breaks down the company's quiet transformation from a DTC website builder into the backend infrastructure for physical retail, B2B wholesale, and global logistics. He points to Shopify's 2024 'Retail OS' pivot, the 40%+ revenue growth from offline channels, and why the market may be undervaluing the moat. Luna questions whether Shopify's enterprise ambitions risk the same margin compression that plagued its post-pandemic expansion. The hosts also discuss how Shopify's bundling strategy with Stripe and Flexport creates switching costs that competitors like BigCommerce and Salesforce can't easily replicate. A candid moment: the hosts share how listener support at buy me a coffee dot com slash fexingo keeps the show ad-free and independent. #Shopify #RetailOS #Omnichannel #GrowthStocks #Ecommerce #B2B #Logistics #Stripe #Flexport #BigCommerce #Salesforce #Investing #Finance #FexingoBusiness #BusinessPodcast #TechStocks #GrowthInvesting #SHOP Keep every episode free: buymeacoffee.com/fexingo

Episode 50 of Growth Stocks with Fexingo. Hosts Lucas and Luna examine why growth stocks, especially mega-caps like Microsoft and Apple, have sold off sharply over the past week while the broader economy shows no recession signal. They drill into the divergence between the GDP outlook and growth stock valuations, using the IWF and VUG five-day drops of 1.1 percent as a starting point. The conversation covers how tightening financial conditions, not earnings deterioration, are driving the rotation, and whether this creates a buying opportunity in high-quality names like Adobe and Datadog. Lucas references the recent Adobe earnings beat and the broader enterprise software sell-off, arguing that the market is pricing in a recession that hasn't arrived. Luna pushes back with data on rising layoffs and consumer credit stress, leading to a nuanced take: growth stocks are splitting into two groups—those with fortress balance sheets and those trading on narrative. The episode ends with a forward look at how the SpaceX IPO and M&A wave could reshape the growth landscape. No fluff, just the numbers and the debate investors need. #GrowthStocks #StockMarket #RecessionPricing #Microsoft #Apple #Adobe #Datadog #SpaceX #IPO #IWF #VUG #EnterpriseSoftware #MergersAndAcquisitions #FinancialConditions #Investing #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna break down the emerging three-tier growth stock market in June 2026. Mega-caps like Microsoft and Apple are down 5% and 3.5% respectively in the past week, while Cloudflare has tumbled 7.8% and Palantir 6.2%. Meanwhile, CrowdStrike is up 3.6%. The hosts explain why the old 'growth vs. value' frame no longer works, digging into the divergence between mega-cap stalwarts, high-growth momentum plays, and the speculative names getting crushed by rising rates. They use Shopify, which is up 125% over the past year but down 2.3% in the last five days, as a case study for how investors should think about tier-two growth. No panic, no hype — just a clear framework for navigating a market that has stopped treating all growth stocks the same. Plus, a brief mention of how SpaceX's IPO is forcing a re-evaluation of what 'growth' even means. #GrowthStocks #ThreeTiers #MegaCaps #Cloudflare #Palantir #CrowdStrike #Shopify #SpaceX #MarketDivergence #Microsoft #Apple #RisingRates #Finance #Investing #FexingoBusiness #BusinessPodcast #StockMarket #MomentumInvesting Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna examine a growing divergence in growth stocks: while mega-caps like Microsoft and Apple slide, cybersecurity names like CrowdStrike are surging. They explore why investors are rotating away from broad-market growth ETFs like IWF and VUG into sector-specific plays, and what this means for portfolio construction in mid-2026. Using real-time data and recent price action, the hosts argue that the growth category itself is fragmenting into a defensive 'value growth' camp and a high-beta 'momentum growth' camp, with implications for risk management and allocation. They touch on the SpaceX IPO frenzy, the sell-off in Datadog and Cloudflare, and why enterprise software faces a different headwind than AI infrastructure. A data-driven, action-oriented conversation for growth investors navigating a tricky market. #GrowthStocks #MegaCaps #Cybersecurity #CrowdStrike #Microsoft #Apple #SpaceX #IWF #VUG #ARKK #MarketRotation #ValueGrowth #MomentumGrowth #PortfolioConstruction #EnterpriseSoftware #AIInfrastructure #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

Growth stocks are no longer moving together. Lucas and Luna break down the growing divergence between mega-cap tech and high-growth names like CrowdStrike and Cloudflare. With the S&P 500 flat but individual stocks swinging wildly, they explore what's driving the split — from AI monetization timelines to institutional rotation. This episode focuses on the real data behind the divergence, including CrowdStrike's 3.6% weekly gain versus Cloudflare's 7.8% drop, and what it means for growth investors today. #GrowthStocks #StockMarketDivergence #CrowdStrike #Cloudflare #MegaCapTech #AIStocks #InstitutionalInvesting #GrowthVsValue #PortfolioStrategy #MarketRotation #TechSector #EarningsSeason #RiskManagement #Business #Finance #InvestmentStrategy #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

SpaceX is preparing to go public with a potential $2 trillion market cap, but its retail allocation is being slashed. On this episode of Growth Stocks with Fexingo, Lucas and Luna break down what the SpaceX IPO tells us about the current growth stock landscape, how the S&P 500 is already pricing in the stock via a new index methodology, and why growth investors should pay attention to the IPO market even if they can't get shares at the open. They also discuss how the IPO might shift capital flows away from other mega-cap growth stocks like Apple and Microsoft, which have been sliding recently. Tune in for a fresh take on the biggest IPO of the decade and what it means for your growth portfolio. #SpaceX #IPO #GrowthStocks #MegaCaps #S&P500 #RetailInvesting #MarketCap #CapitalMarkets #Liquidity #IndexFunds #Apple #Microsoft #NVDA #ArkInnovation #Finance #Investing #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

SpaceX is about to go public with a market cap north of $1.8 trillion. Lucas and Luna unpack what this means for growth investors — from the sheer scale of the retail allocation cut to just 20 percent, to the signal it sends about private market maturation. They explore why SpaceX's IPO is unlike any tech debut before it, how it compares to the FAANG era, and whether the hype is justified. With CrowdStrike up 3 percent this week and Cloudflare down 9 percent, they also discuss how mega-cap growth is diverging from the rest. A specific, data-rich look at the biggest IPO of the decade. #SpaceX #IPO #GrowthInvesting #ElonMusk #PrivateMarkets #RetailInvestors #MarketCap #TechStocks #IWF #VUG #ARKK #CRWD #NET #Finance #Business #FexingoBusiness #BusinessPodcast #IPO2026 Keep every episode free: buymeacoffee.com/fexingo

On this episode of Growth Stocks with Fexingo, Lucas and Luna dig into a striking new call from KKR: the AI productivity boom is accelerating at a pace not seen since the 1800s. They explore what that comparison actually means for growth investors—whether it signals a genuine structural shift or just another hype cycle. The hosts tie KKR's warning about 'extreme' trends to real portfolio decisions, looking at which growth stocks have already priced in transformation and which may still have room to run. With specific references to recent moves in enterprise software, AI infrastructure, and semiconductor names like NVIDIA (trading around $200), the conversation helps listeners separate signal from noise in a market that's rotating fast. If you're trying to figure out whether your growth holdings are positioned for a multiyear productivity wave or just riding a crowded trade, this episode gives you a framework—not a hot take. #GrowthStocks #AI #Productivity #KKR #EnterpriseSoftware #Semiconductors #NVIDIA #Cloudflare #Datadog #Podcast #Business #Finance #Investing #TechStocks #AIInfrastructure #PrivateEquity #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna dig into Cloudflare's 18 percent weekly drop — the worst among mega-cap growth stocks — and ask whether the sell-off reflects real business risk or market overreaction. They walk through the numbers behind the decline, compare Cloudflare's current valuation to its five-year average price-to-sales multiple, and examine how the company's network-as-a-service model generates recurring revenue that insulates it from headline volatility. The conversation also touches on broader growth-stock rotation patterns, using the IWF and ARKK as reference points, and explores what CEO Matthew Prince's recent insider buying might signal to long-term investors. A candid segment on listener support keeps the ad-free model transparent. By the end, listeners will have a clear framework for evaluating whether a sharp drawdown in a high-conviction growth name is a warning sign or a chance to average in. #Cloudflare #NET #GrowthStocks #BuyingOpportunity #TechSellOff #LongTermInvesting #NetworkAsAService #Valuation #MarketRotation #IWF #ARKK #InsiderBuying #MatthewPrince #RecurringRevenue #Finance #Investing #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna examine how enterprise software companies like ServiceNow and Salesforce are driving growth not through new customer acquisition but through expanding existing platform relationships. With the iShares Russell 1000 Growth ETF (IWF) trading around $122 and Vanguard Growth ETF (VUG) at $85 in early June 2026, the hosts discuss why platform stickiness is becoming the key metric for growth investors. They explore ServiceNow's recent federal contract wins and Salesforce's Agentforce AI rollout, arguing that expansion revenue now accounts for over 60% of new annual contract value at top enterprise software firms. The conversation also touches on how JPMorgan's AI agent deployment plans signal broader enterprise IT spending trends, and why growth investors should focus on net revenue retention rates rather than headline customer counts. #EnterpriseSoftware #PlatformExpansion #ServiceNow #Salesforce #NetRevenueRetention #GrowthStocks #AIAdoption #Agentforce #JPMorgan #ITSpending #IWF #VUG #ARR #LandAndExpand #FederalContracts #FexingoBusiness #BusinessPodcast #Finance Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna explore how Kalshi's new perpetual futures contracts (perps) crossed $1 billion in volume within a week of launch, and what this means for growth stock investors. They discuss prediction markets as a new asset class, the potential for increased volatility in growth names as speculative capital rotates, and how platforms like Kalshi and Polymarket are forcing traditional finance to pay attention. Using recent market data showing a broad growth stock selloff — with CrowdStrike down nearly 14%, Cloudflare off 11%, and Datadog losing 9% over the past five days — they examine whether perps are drawing liquidity away from tech stocks or simply reflecting a shift in risk appetite. Lucas offers a framework for thinking about prediction market derivatives as both a hedging tool and a speculative outlet, while Luna questions whether retail investors should participate. The episode closes with a reflection on how innovation in financial infrastructure often arrives from unexpected places. #Kalshi #PredictionMarkets #PerpetualFutures #Perps #GrowthStocks #CrowdStrike #Cloudflare #Datadog #RetailInvesting #Derivatives #Speculation #FinancialInnovation #MarketStructure #Volatility #RiskManagement #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

This episode digs into Netflix's transformation from a volatile streaming disruptor into a steady, cash-flow-rich pillar of the S&P 500. Lucas and Luna break down how the company's ad-tier rollout and password-sharing crackdown have reshaped its financial profile, pushing free cash flow past $8 billion annually. They compare Netflix's valuation and growth stability to traditional blue chips like Coca-Cola and Microsoft, and ask whether this signals a broader maturation of the tech sector. Along the way, they reference Netflix's recent content slate, subscriber trends in APAC, and what the shift means for growth investors who used to treat Netflix as a high-risk momentum play. #Netflix #GrowthStocks #BlueChip #Streaming #FreeCashFlow #AdTier #SubscriberGrowth #ContentStrategy #S&P500 #TechMaturation #InvestingStrategy #CashFlow #Valuation #CocaCola #Microsoft #Business #Finance #FexingoBusiness Keep every episode free: buymeacoffee.com/fexingo

Growth stocks have been getting crushed lately—the iShares Russell 1000 Growth ETF (IWF) is down over 4% in five days, and the ARK Innovation ETF (ARKK) is off 5%. But beneath the broad sell-off, a quiet rotation is underway. In this episode, Lucas and Luna examine why enterprise software and cybersecurity names like CrowdStrike (-14.3%) and Datadog (-13.9%) are getting hit far harder than mega-cap growth stocks. They unpack the role of AI infrastructure spending, the shift from growth-at-any-price to profitability, and how rising long-term Treasury yields are reshaping valuations. Plus, a look at which names might be oversold and why this rotation could create opportunities for patient investors. Specific, data-driven, and grounded in current market action as of June 8, 2026. #GrowthStocks #EnterpriseSoftware #Cybersecurity #CrowdStrike #Datadog #ARKK #IWF #VUG #AIInfrastructure #TreasuryYields #MarketRotation #Profitability #Valuation #Finance #Investing #FexingoBusiness #BusinessPodcast #StockMarket Keep every episode free: buymeacoffee.com/fexingo

The first week of June 2026 has been brutal for high-growth names: Datadog down 15.6%, CrowdStrike off 14.2%, Palantir off 15.6%. Yet Apple is flat and the mega-caps are mixed. Lucas and Luna unpack what's driving the divergence — and why it might signal a rotation into quality growth rather than a broad sell-off. They look at the ARKK ETF's 8.3% weekly slide, the 'hot jobs report' pushing rate cuts further out, and what the data says about which growth stocks still have pricing power. Plus, a quick note on how listener support keeps the show ad-free. #GrowthStocks #NASDAQ #Datadog #CrowdStrike #Palantir #ARKK #Apple #FedPolicy #RateCuts #June2026 #StockMarket #Rotation #EnterpriseSoftware #Cybersecurity #AIStocks #FexingoBusiness #BusinessPodcast #Finance Keep every episode free: buymeacoffee.com/fexingo

Growth stocks have been hammered this week, with the iShares Russell 1000 Growth ETF (IWF) down 4.7% in five days and the ARK Innovation ETF (ARKK) plunging 8.3%. But not all growth stocks are equal: Apple actually gained 0.3% amid the selloff. In this episode, Lucas and Luna break down what's driving the rout — a hot jobs report pushing Fed rate cuts further out, deep losses in enterprise software names like Datadog and Palantir, and why Apple's relative resilience offers a clue for long-term growth investors. They also discuss where the next 'big wave' for AI trade might be, drawing on recent headlines and specific stock moves. If you're wondering whether this is a buying opportunity or a warning sign, this episode gives you the numbers and context to decide. #GrowthStocks #StockMarketSelloff #IWF #ARKK #Datadog #Palantir #Apple #FedRateCuts #JobsReport #AITrade #EnterpriseSoftware #DividendGrowth #TechStocks #InvestingStrategy #MarketRotation #FexingoBusiness #BusinessPodcast #Finance Keep every episode free: buymeacoffee.com/fexingo

Episode 36 of Growth Stocks with Fexingo. Lucas and Luna dig into the brutal sell-off hammering high-growth names like CrowdStrike, Datadog, and Palantir—down 14 to 16 percent in five days. But Apple is flat. What explains the divergence? They break down the hot jobs report, the Fed's new hawkish stance under Chair Warsh, and why mega-cap stability is masking a growth-stock rout. Plus: a look at where the next AI wave might come from, and whether a rotation out of enterprise software is underway. A tight, data-driven conversation about what's working, what's not, and what the VIX spike means for long-term growth investors. #GrowthStocks #StockMarketCrash #Apple #CrowdStrike #Datadog #Palantir #NVIDIA #FedPolicy #Warsh #JobsReport #VIX #EnterpriseSoftware #AI #Rotation #Finance #Investing #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna break down the brutal sell-off hitting high-growth tech stocks in early June 2026. With Datadog down 15.6% in five days, CrowdStrike off 14.2%, and Shopify plunging 11.7%, the hosts examine what's driving the rotation out of growth and into safety. They dig into the hot jobs report that pushed Fed rate cuts further out of reach, and how Chair Warsh's hawkish stance is reshaping risk appetite. Plus, a look at why mega-cap names like Apple and Meta have held up better, and what the sell-off means for long-term growth investors. No hot takes, just a clear-eyed assessment of the current market reality and how to think about the next move. #GrowthStocks #StockMarketSellOff #FedPolicy #InterestRates #Datadog #CrowdStrike #Shopify #Apple #Meta #NVIDIA #ARKK #Rotation #RiskOff #JobsReport #KevinWarsh #InvestingStrategy #Finance #FexingoBusiness Keep every episode free: buymeacoffee.com/fexingo

The iShares Russell 1000 Growth ETF (IWF) is down nearly 5% in five days. The ARK Innovation ETF (ARKK) has plunged over 8%. Lucas and Luna break down what's driving the sell-off — a hot jobs report that pushes Fed rate cuts further out, a rotation away from high-duration equities, and a look at whether this is a buying opportunity or a warning signal. Using specific examples like Shopify, CrowdStrike, and Datadog, they explain how growth stocks are especially sensitive to the 'higher for longer' narrative and what investors should watch next. #GrowthStocks #SellOff #FederalReserve #RateCuts #JobsReport #IWF #ARKK #Shopify #CrowdStrike #Datadog #DurationRisk #Rotation #Finance #Investing #FexingoBusiness #BusinessPodcast #MarketVolatility #HigherForLonger Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna break down the brutal sell-off hammering high-growth names in early June 2026, with Ark Innovation down 8.3% in five days and Datadog plunging over 15%. They trace the sell pressure to the hot jobs report on June 5 that pushed Fed rate cuts further out of reach, and explore which growth stocks might actually benefit from a 'higher for longer' regime. Using examples like Shopify's 11.7% drop versus Apple's flat performance, the hosts argue that the market is repricing duration risk — and that investors should distinguish between companies that need cheap capital to survive and those that generate cash regardless of rates. The episode closes with a look at where the AI trade could find its next wave. #GrowthStocks #StockMarketSelloff #FedPolicy #InterestRates #ARKK #IWF #VUG #Shopify #Datadog #CrowdStrike #Apple #Microsoft #NVIDIA #AITrade #DurationRisk #FexingoBusiness #BusinessPodcast #Finance Keep every episode free: buymeacoffee.com/fexingo

Palantir stock is up 30% year-to-date, but the real story isn't the stock price — it's how the company has quietly become the backbone of AI deployment across the U.S. government. Lucas and Luna dig into one specific contract: the Army's TITAN program, a $823 million deal to put AI-powered targeting sensors on vehicles. They trace how Palantir's Foundry platform evolved from counterterrorism tool to a general-purpose operating system for classified data, and why that positions it differently from every other AI growth stock. They also connect it to the broader rotation out of mega-cap tech — Microsoft is down 4.9% this week — and into specialized platforms with real government lock-in. Plus: why the SpaceX IPO chatter and prediction markets are two sides of the same 'alternative liquidity' coin for growth investors. #Palantir #GovernmentAI #GrowthStocks #TITANProgram #AIDeployment #DefenseTech #Foundry #PLTR #AIInfrastructure #EnterpriseSoftware #MegaCapRotation #SpaceXIPO #PredictionMarkets #Kalshi #Business #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna explore how prediction markets like Kalshi and Polymarket are becoming serious tools for growth investors in mid-2026. With a fresh report that Kalshi is building a Bloomberg Terminal for prediction traders, the hosts examine what this means for data-driven stock selection. They tie in Palantir's recent volatility and NVIDIA's continued ascent, discussing how real-time probability feeds could rival traditional analyst research. The episode also touches on the regulatory trajectory under the CFTC and why hedge funds are already incorporating these signals. A concrete look at an emerging edge in growth equity analysis — no hype, just the mechanics. #PredictionMarkets #Kalshi #Polymarket #GrowthStocks #Finance #BusinessPodcast #FexingoBusiness #Palantir #NVIDIA #DataDriven #CFTC #BloombergTerminal #HedgeFunds #Probability #StockPicking #2026Markets #AlternativeData #MarketStructure Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna break down the massive rotation into cybersecurity stocks like CrowdStrike, Cloudflare, and Datadog. With CrowdStrike up 11.4% and Cloudflare up 16.3% in the past week, while Amazon and Alphabet have dropped 8-9%, the hosts explore why enterprise security is suddenly the top growth sector. They discuss the Morgan Stanley AI agent announcement, the shift from consumer tech to B2B security, and what this means for growth investors. The show also touches on market concentration risk and whether this rotation has legs into the second half of 2026. #GrowthStocks #Cybersecurity #CrowdStrike #Cloudflare #Datadog #EnterpriseSoftware #AI #MorganStanley #Amazon #Alphabet #MarketRotation #TechInvesting #Finance #FexingoBusiness #BusinessPodcast #GrowthInvesting #StockMarket #PortfolioStrategy Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna dig into a striking divergence in the growth stock universe as of early June 2026. While mega-cap consumer tech names like Amazon and Alphabet have dropped 8-9% over the past week, enterprise software stocks such as CrowdStrike, Cloudflare, and Datadog are surging double digits. The hosts explore the structural reasons behind this rotation: durable subscription revenue, AI-driven product cycles, and a shift in institutional portfolio construction. They specifically examine CrowdStrike's recent 11% rally, unpack why its zero-trust security platform is becoming a must-have in an era of AI-powered cyber threats, and contrast that with the advertising and retail headwinds hitting Alphabet and Amazon. The episode also touches on how Morgan Stanley's trillion-dollar wealth management platform opening up to AI agents signals a broader migration of capital into enterprise software names. A focused look at a single rotation signal that listeners can track themselves. #CrowdStrike #Cloudflare #Datadog #EnterpriseSoftware #GrowthStocks #Rotation #CyberSecurity #AIAgents #Amazon #Alphabet #MorganStanley #PortfolioConstruction #SubscriptionRevenue #ZeroTrust #Finance #Investing #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

Episode 28 revisits Shopify's dramatic pivot away from building its own fulfillment network and back to its core commerce platform. Lucas and Luna break down the 2022-2023 capital expenditure cuts, the partnership with Flexport, and how Shopify's asset-light model now generates higher free cash flow margins. They compare it to Amazon's heavy logistics investment, discuss what the market is missing about SaaS operating leverage, and touch on CrowdStrike and Datadog as other growth stocks that shed low-margin businesses to refocus on high-margin software. A concrete look at why strategic subtraction often beats expansion. #Shopify #Logistics #Fulfillment #Flexport #AssetLight #SaaS #GrowthStocks #OperatingLeverage #FreeCashFlow #CapitalAllocation #Amazon #CrowdStrike #Datadog #BusinessStrategy #Finance #FexingoBusiness #BusinessPodcast #TechCompanies Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna dive into Datadog's recent 21% weekly surge, examining how its observability platform is becoming essential for companies managing AI workloads. They discuss why cloud monitoring demand is growing faster than the cloud itself, and what Datadog's performance says about the broader enterprise AI adoption cycle. With specific numbers and comparisons to CrowdStrike and Cloudflare, this episode explains why Datadog might be the purest growth play in the infrastructure layer right now. #Datadog #Observability #CloudInfrastructure #AIWorkloads #GrowthStocks #EnterpriseSoftware #CloudMonitoring #DDOG #CrowdStrike #Cloudflare #NET #CRWD #TechInvesting #SoftwareAsAService #Finance #FexingoBusiness #BusinessPodcast #EarningsGrowth Keep every episode free: buymeacoffee.com/fexingo

Cloudflare's stock is up 24.5% in the past five days, and its AI Gateway is processing over a trillion inference requests a month. Lucas and Luna break down how Cloudflare went from a CDN to a critical piece of AI infrastructure, competing with cloud giants by sitting at the network edge. They discuss the Workers AI platform, the competitive dynamics against AWS and Google Cloud, and what it means for growth investors. If you're looking for a concrete example of a company riding the AI infrastructure tailwind without building expensive data centers, this episode explains why Cloudflare's strategy is resonating. #Cloudflare #AIInfrastructure #GrowthStocks #EdgeComputing #WorkersAI #AIGateway #Inference #CDN #NetworkEffect #TechInvesting #Finance #Business #FexingoBusiness #BusinessPodcast #StockMarket #AI #Infrastructure #GrowthInvesting Keep every episode free: buymeacoffee.com/fexingo

Cloudflare's stock surged 24% in a week, hitting $270.82, as enterprise networking demand accelerates. Lucas and Luna unpack how this edge-computing and security company is positioning itself as the default infrastructure layer for AI applications, and what that means for growth investors in mid-2026. #Cloudflare #GrowthStocks #Infrastructure #EdgeComputing #AI #Cybersecurity #EnterpriseTech #NET #CloudComputing #TechInvesting #GrowthInvesting #Business #Finance #FexingoBusiness #BusinessPodcast #StockMarket #LongTermHolding #NetworkEffect Keep every episode free: buymeacoffee.com/fexingo

In this episode of Growth Stocks with Fexingo, Lucas and Luna examine Shopify's sharp strategic pivot away from its own logistics network. With Shopify stock surging over 15% in the past five days to $118.71, the hosts break down how the company's decision to sell its fulfillment assets to Flexport in 2023 and return to a capital-light model has transformed its financial profile. They explore the numbers: a 25% reduction in operating expenses, gross margins expanding from 49% to nearly 55%, and free cash flow margins that now rival enterprise software peers. The conversation also ties this turnaround to a broader lesson for growth investors: when a company with a dominant software platform tries to build physical infrastructure, it can destroy value — but reversing that decision can unlock it. Lucas and Luna also discuss what this means for other platform companies tempted to vertically integrate, and how Shopify now sits as a cleaner growth compounder. #Shopify #GrowthStocks #Finance #Business #Ecommerce #LogisticsPivot #Flexport #CapitalLight #FreeCashFlow #GrossMargin #SoftwareInvesting #PlatformEconomics #VerticalIntegration #ShopifyTurnaround #GrowthInvesting #CanadianTech #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

CrowdStrike's stock surged 10% in the past week, and Lucas and Luna dig into why. They examine the company's shift from endpoint protection to a cloud-native security platform that now touches identity, cloud workloads, and SIEM. With a specific look at the Falcon platform's module expansion and the massive total addressable market, they discuss why CrowdStrike trades at a premium and whether it can sustain its growth as competitors like Microsoft and SentinelOne crowd the space. Along the way, they touch on the broader rotation into growth stocks, the NASA ETF phenomenon, and the ad-free mission of the show. A focused look at one company's strategy to become the operating system for enterprise security. #CrowdStrike #Cybersecurity #GrowthStocks #FalconPlatform #EndpointSecurity #CloudSecurity #SIEM #EnterpriseTech #Finance #Investing #StockMarket #TechStocks #NASAETF #SpaceX #LucasAndLuna #FexingoBusiness #BusinessPodcast #AdFreePodcast Keep every episode free: buymeacoffee.com/fexingo

Episode 22 of Growth Stocks with Fexingo. Lucas and Luna examine the May 2026 growth stock resurgence, anchored by Shopify's 15.3% weekly surge and CrowdStrike's 10.2% gain. They explore two unexpected catalysts: a rotation from mega-cap AI names into midsize growth plays and the surprising impact of the NASA ETF's SpaceX IPO access on retail demand for high-growth names. Lucas breaks down why the 7.3% jump in ARKK signals a broader shift in risk appetite, while Luna questions whether the move is sustainable given NVIDIA's 1.9% decline. They also discuss how Fed Governor Bowman's rate-hike warning has paradoxically fueled growth stock buying as investors bet on a 'no landing' scenario. The episode closes with a reflection on whether this rally is a head fake or the start of a new growth cycle. #GrowthStocks #Shopify #CrowdStrike #ARKK #SpaceX #NASAETF #FedPolicy #MichelleBowman #StockMarket #RiskOn #MegaCapRotation #May2026 #Investing #Finance #FexingoBusiness #BusinessPodcast #GrowthInvesting #TechStocks Keep every episode free: buymeacoffee.com/fexingo

SpaceX isn't public, but a NASA-themed ETF became the hottest retail vehicle to access its IPO. In two months, the NASA ETF has pulled in $2.6 billion, riding a wave of retail demand for private space exposure. Lucas and Luna break down the mechanics - how the ETF structures its allocation, why regulators haven't stepped in, and what it means for growth investors who typically can't touch pre-IPO giants. They also explore the broader hunger for private market access via ETFs, and whether this model could spread to other names like Stripe or Databricks. Plus: how SpaceX's rapid Starship launch cadence is changing the revenue story for investors. If you've ever wondered how to bet on SpaceX without accredited investor status, this episode is your playbook. #SpaceX #NASAETF #IPO #PrivateMarkets #RetailInvesting #GrowthStocks #ETFStrategy #SpaceInvesting #Starship #LiquidityPremium #AccreditedInvestor #SEC #Fexingo #FexingoBusiness #BusinessPodcast #Finance #InvestmentTrends #PrivateCompanyAccess Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna dig into a striking pattern in the May 30 data: mega-cap tech stocks like Microsoft and Meta are surging while high-multiple names like NVIDIA and Alphabet lag. They explore what's driving this rotation—from Fed governor Bowman's rate-hike warning to the crowding-out effect of government bond yields—and what it means for growth investors. Specific numbers: Microsoft up 7.6% in a week, ARKK up 7.3%, NVIDIA down 1.9%. The hosts connect this to a broader theme: as AI monetization narrows to the biggest platforms, growth is concentrating in the names that can actually deliver cash flows. A tight, data-driven conversation for investors watching the market's shifting center of gravity. #GrowthStocks #MegaCapTech #Microsoft #NVIDIA #ARKK #FedPolicy #BondYields #MarketRotation #AIMonetization #Finance #Investing #StockMarket #Macro #GrowthVsValue #PortfolioStrategy #FexingoBusiness #BusinessPodcast #WealthManagement Keep every episode free: buymeacoffee.com/fexingo

This episode digs into why growth stocks — from Shopify and CrowdStrike to Datadog and Palantir — are ripping higher even as Fed Governor Bowman warns against rate cuts. Lucas and Luna explore the disconnect between hawkish Fed chatter and a market that seems to have moved on. They look at the five-day numbers: Shopify up 15%, CrowdStrike up 10%, Datadog up 11%. With the ten-year Treasury yield holding around 4.5%, the old playbook says growth stocks should suffer. Instead, the market is telling a different story — one about earnings momentum, AI monetization, and a Fed that may be losing its grip on equity sentiment. The conversation touches on what this means for the second half of 2026 and whether the 'higher for longer' narrative has finally been priced in. #GrowthStocks #Fed #Shopify #CrowdStrike #Datadog #Palantir #ARKK #IWF #VUG #MichelleBowman #HigherForLonger #AIMonetization #EarningsMomentum #TreasuryYields #Finance #Investing #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna explore a strange market dynamic: growth stocks are rallying despite recession fears that keep getting pushed out. Using the recent performance of Shopify, CrowdStrike, and the ARKK ETF, they discuss why high-growth companies are pricing in a 'soft landing' scenario that investors have been waiting for since early 2024. They also touch on how the bond market's shifting expectations are making growth names more attractive, and whether this rally is sustainable or a trap. Plus, a quick personal note on listener support. #GrowthStocks #SoftLanding #Shopify #CrowdStrike #ARKK #IWF #VUG #BondMarket #FederalReserve #Recession #MonetaryPolicy #Earnings #TechInvesting #StockMarket #Finance #FexingoBusiness #BusinessPodcast #InvestingStrategy Keep every episode free: buymeacoffee.com/fexingo

In this episode, Lucas and Luna explore how the rise of prediction markets is intersecting with growth stock investing. With the CFTC suing Rhode Island over prediction market regulation and a Google employee charged with insider trading on Polymarket, the hosts discuss what this means for investors. They dive into how platforms like Kalshi and Polymarket are creating new data streams that could reshape how we value companies, and why growth investors should pay attention. Along the way, they touch on NVIDIA's recent dip and Apple's steady climb, tying market action to the bigger picture of information asymmetry and regulatory uncertainty. #PredictionMarkets #Polymarket #Kalshi #GrowthStocks #Finance #Investing #CFTC #Regulation #InsiderTrading #NVIDIA #Apple #DataEconomy #FexingoBusiness #BusinessPodcast #InformationAsymmetry #MarketStructure #RiskAndReward #Innovation Keep every episode free: buymeacoffee.com/fexingo

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

Robinhood just rolled out AI agents that can trade and spend on your behalf. Lucas and Luna break down what's actually happening under the hood—how these agents work, why they're different from robo-advisors, and what it means for retail investors. They dig into the specific triggers Robinhood uses, the guardrails (or lack thereof), and what this says about the future of DIY investing. Plus, a look at how Tesla's 5.5% weekly gain and Datadog's 4.5% move fit into a market that's increasingly algorithm-driven. No hype, just a clear-eyed take on the next frontier of retail trading. #Robinhood #AIAgents #RetailTrading #Finance #Investing #GrowthStocks #FexingoBusiness #BusinessPodcast #FinTech #TradingBots #TSLA #DDOG #DIYInvesting #AlgorithmicTrading #RobinhoodAgents #TechStocks #AI #MoneyManagement Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna break down the growing gap between AI infrastructure plays and AI application companies. With NVIDIA down 2.6% in the past five days while CrowdStrike jumped 8.9% and Shopify surged 3.9%, the market is rewarding companies that can show real revenue from AI — not just those selling the picks and shovels. Lucas argues we're entering a 'show-me' phase for AI stocks, using Microsoft's tepid performance (down 0.1% over five days) as a cautionary tale. Luna counters with Tesla's 7.3% rise, suggesting some narrative-driven growth still works. They debate whether the AI trade is rotating from hardware to software, and what it means for growth stock portfolios today. Along the way, they explain how listener support through buy me a coffee dot com slash fexingo keeps the show independent and ad-free. #AIMonetization #GrowthStocks #NVIDIA #CrowdStrike #Shopify #Tesla #Microsoft #AIInfrastructure #SoftwareStocks #Earnings #StockMarket #TechStocks #Investing #Finance #FexingoBusiness #BusinessPodcast #GrowthInvesting #MarketRotation Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna explore a rare market anomaly: for the first time in modern history, the forward earnings yield on the iShares Russell 1000 Growth ETF, IWF, has dropped below the ten-year Treasury yield. Using real data from May 26, 2026, they break down what this means for growth stock valuations, the role of AI capex expectations, and why NVIDIA's 2.6% dip this week might be a signal of a deeper rotation. They also discuss how the bond market's new pricing regime is forcing fund managers to rethink the 'growth at any price' playbook, with specific numbers from the week's top performers like CrowdStrike and Shopify. No hand-waving—just concrete analysis of a structural shift that changes how we value companies with long-duration cash flows. #GrowthStocks #BondMarket #Valuation #IWF #Russell1000Growth #TenYearTreasury #NVIDIA #CrowdStrike #Shopify #AIInvesting #Capex #RotationalPlay #YieldCurve #FOMC #RiskPremium #FexingoBusiness #BusinessPodcast #Finance Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna examine a surprising market dynamic: as the U.S. government takes equity stakes in strategic companies, growth investors face new crowding-out risks. Using recent headlines about potential government stakes and the APEC trade impasse, they explore how this shifts the calculus for high-growth tech stocks. With ARKK up 2.5% in a week but Big Tech lagging, they ask whether government involvement creates a new category of 'semi-sovereign' equities. Specific focus on the Federal Reserve's Kevin Warsh and how Wall Street plumbing might change the growth landscape. #GovernmentInvestment #GrowthStocks #CrowdingOut #ARKK #KevinWarsh #FederalReserve #APEC #TradePolicy #SemiSovereign #TechStocks #MacroInvesting #WallStreet #EquityStakes #NationalSecurity #Finance #FexingoBusiness #BusinessPodcast #GrowthInvesting Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna examine the escalating rivalry between Apple and Huawei in smartphone chips and what it means for growth investors. With Apple up 3.7% over the past week and Nvidia slipping 3.1%, they discuss how trade tensions and semiconductor competition are shifting the momentum among mega-cap tech. Plus, they look at what the market is pricing in for Apple's fall cycle and whether Huawei's resurgence could alter supply chain dynamics. A focused look at one of the most consequential competitive battles in tech right now. #Apple #Huawei #Semiconductors #GrowthStocks #Technology #SmartphoneChips #TradeWar #ChinaTech #NVDA #AAPL #SupplyChain #Investing #Finance #Business #FexingoBusiness #BusinessPodcast #StockMarket #MegaCapTech Keep every episode free: buymeacoffee.com/fexingo