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

Shopify is up two percent over the past five days while Cloudflare has surged eight point four percent. Lucas and Luna dig into what's driving the divergence — Shopify's enterprise push versus Cloudflare's AI edge-network story — and what it tells us about the current growth rotation. With specific numbers from the July 2026 market, they explore whether this is a temporary gap or a lasting trend....

Cloudflare is up 8.4% in the past five days while CrowdStrike has fallen 6.1%. Lucas and Luna dig into the divergence between these two cybersecurity growth stocks. Cloudflare's edge is its new AI firewall product and expanding network effect with developers. CrowdStrike faces post-earnings profit-taking and questions about its endpoint dominance. They also touch on how Meta's 11.5% surge is resha...

In this episode, Lucas and Luna examine why Cloudflare and Shopify have surged 13.8% and 3.1% respectively over the past five days, easily outpacing the iShares Russell 1000 Growth ETF's 1.8% gain. They explore how Cloudflare's edge computing platform is benefiting from a wave of AI inference deployments, while Shopify's merchant tools are driving recurring revenue growth. The hosts also discuss w...

Lucas and Luna break down the July 9, 2026 growth rally led by Shopify and Meta, with Shopify up 3.1% in five days and Meta surging 8.3%. They explore why these two names are outperforming the mega-cap tech giants like Microsoft and Alphabet, and what it signals about the current rotation into digital commerce and advertising. The hosts also touch on the broader market context, including the impac...

For episode 100 of Growth Stocks with Fexingo, Lucas and Luna tackle a surprising story: Apple, up 6.5% in five days, is acting like a growth stock again. They unpack how device AI and services revenue are rewiring Apple's valuation, pushing its price-to-earnings ratio higher even as mega-cap peers like Microsoft and Tesla lag. Lucas walks through the numbers — Apple's services gross margins near...

This episode examines the surprising convergence between Apple and NVIDIA as both companies push AI processing onto devices rather than relying solely on the cloud. We look at Apple's recent M5 chip announcements and NVIDIA's new device-side AI inference platform, and discuss what this means for growth investors. With Apple up 6.5% in the last five days to $313 and NVIDIA up 3.3% to $204, both are...

As Fed minutes reveal internal divisions over rate policy, growth stocks like Palantir, Meta, and Shopify are surging on company-specific catalysts rather than macro headlines. Lucas and Luna break down why the rotation into AI software and digital advertising is accelerating, how Palantir's 15 percent weekly gain reflects government AI adoption, and why the disconnect between the S&P 500's calm a...

On Episode 97 of Growth Stocks with Fexingo, Lucas and Luna dig into a striking mid-summer divergence: while Palantir and CrowdStrike have dominated headlines, Shopify and Meta are quietly putting up the most interesting numbers. As of July 7, 2026, Shopify is up 6.7% in five days and Meta is up 9.3%, both outpacing mega-cap peers like Microsoft and Amazon. The hosts examine what's driving this ro...

Apple and Palantir have surged over 10% in the last five trading days, leaving NVIDIA and Tesla flat. Lucas and Luna dig into the data to understand why the AI trade is shifting from hardware to software. They discuss Apple's edge in on-device AI and Palantir's strength in government contracts, and why this rotation might have legs. Plus, a quick note on how listener support keeps the show ad-free...

This episode breaks down the dramatic rotation in growth stocks as of early July 2026. Apple is up 11% in five days, Meta surging 6.7%, while NVIDIA barely moves. Lucas and Luna explore what's driving this shift from AI hardware to AI software and mega-cap consumer tech. They dig into Apple's services momentum and Meta's AI monetization, and why Palantir's 14.6% surge fits the same narrative. Plus...

Lucas and Luna examine the July 2026 growth stock rally, where Palantir jumped 14.5% and CrowdStrike gained 10.7% in a week, outpacing mega-caps like Apple and Microsoft. They explore how AI software stocks are decoupling from infrastructure plays like NVIDIA, and what the shift to profitability and prediction markets means for investors. Specific data points include PLTR at $129.30 and CRWD at $1...

CrowdStrike is up 10.7% in five days and Palantir has surged 14.5%, while NVIDIA has barely moved. Lucas and Luna dig into the rotation happening under the surface of the growth-stock rally. They look at the specific data points driving cybersecurity and software stocks higher, why AI hardware is taking a breather, and what the surge in prediction market volumes tied to the World Cup tells us abou...

Palantir and CrowdStrike have surged 14.5% and 10.7% respectively over the past week, far outpacing the broader growth stock rally. Lucas and Luna explore what's driving these moves: a combination of AI software adoption, geopolitical tailwinds from the World Cup boosting prediction markets, and a rotation away from pure AI hardware plays like NVIDIA. They discuss how Palantir's government contrac...

Lucas and Luna break down the dramatic rotation into AI software names like Palantir and CrowdStrike in the first week of July 2026. With Palantir up 14.5% in five days and CrowdStrike gaining 10.7%, the hosts explore what's driving the shift away from hardware stalwarts like NVIDIA. They discuss the role of earnings quality, government contracts, and the broader market's appetite for growth at a...

Lucas and Luna break down the latest rotation in growth stocks, focusing on the surge in Palantir and CrowdStrike over the past week. With Palantir up 14.5% and CrowdStrike up 10.7%, while NVIDIA only gained 1.2%, they explore whether the market is moving from AI hardware to AI software. They discuss the revenue quality and profitability metrics driving this shift, and what it means for portfolios...

In episode 89 of Growth Stocks with Fexingo, Lucas and Luna explore the surprising co-movement of Palantir and Apple in the first week of July 2026. With Palantir up 14.5% and Apple up 8.8% over five days, they dig into what's driving both stocks—and why this pairing challenges the usual growth-versus-value narrative. They discuss the role of AI monetization expectations, Apple's services momentum...

Episode 88 of Growth Stocks with Fexingo: Tech Companies, High-Growth Picks, and Long-Term Holdings. Lucas and Luna break down the surprising parallel rallies in Palantir and CrowdStrike, two growth stocks that have often been compared but rarely move in lockstep. Over the past five trading days into July 3, 2026, Palantir is up 14.5 percent and CrowdStrike is up 10.7 percent. The hosts explore th...

Palantir is up 14.5% in a week, NVIDIA barely 1.2%. Lucas and Luna dig into why the market is rewarding Palantir's new government deals and profitability narrative over NVIDIA's AI hardware dominance. They explore the shift from 'pick-and-shovel' AI bets to outcome-based software, and what it means for growth stock investors in mid-2026. With specific data from this week's trading and a look at Pa...

Episode 86 of Growth Stocks with Fexingo examines why Datadog and CrowdStrike are outperforming mega-cap tech in the latest rally. Lucas and Luna break down the five-day performance data — Datadog up 19.7%, CrowdStrike up 13.9% — and explore what these companies have in common: high revenue visibility, expanding profit margins, and exposure to mission-critical enterprise spending. They contrast th...

It's July 1, 2026, and growth stocks are suddenly hot again. The iShares Russell 1000 Growth ETF (IWF) is up over 4% in the last five days, and the ARK Innovation ETF (ARKK) has surged nearly 7%. But beneath the surface, a fascinating divergence is emerging: Datadog is up nearly 20% in a week while NVIDIA barely budges. Lucas and Luna dig into the numbers to understand what's really driving this r...

In this episode, Lucas and Luna examine why Datadog and Shopify are surging while Palantir and Apple lag. With Datadog up 16.9% in the past five days and Shopify flat but resilient, they explore the shift toward revenue visibility and profitability in growth stocks. They discuss how the market is rewarding companies with clear repeatable revenue streams, known as net dollar retention, and penalizi...

Episode 83 of Growth Stocks with Fexingo examines the dramatic divergence in cloud infrastructure stocks in late June 2026. While Datadog jumps 16.9% and Cloudflare 9.8% in the week ending June 30, Palantir manages only 2.8%. Lucas and Luna unpack why the market is rewarding companies with clear infrastructure revenue and punishing those tied to government contracts and narrative-driven growth. Th...

Lucas and Luna examine the growing divergence between cloud software stocks and AI hardware plays in the second quarter of 2026. With Datadog up 12.7% in the last five days, CrowdStrike up 9.1%, and Cloudflare up 8.4%, while NVIDIA and Apple lag, the hosts drill into what's driving this rotation. They look at Datadog's recent product launches, CrowdStrike's earnings beat, and the broader shift fro...

In this episode of Growth Stocks with Fexingo, Lucas and Luna examine a clear rotation happening in growth stocks as of late June 2026: investors are rewarding companies with proven profitability while punishing those still relying on future promise. Using fresh data, they highlight how CrowdStrike, Shopify, Cloudflare, and Datadog have surged 6-13% in the past five days, while Apple, Microsoft, a...

Lucas and Luna explore a sharp divergence in the growth stock universe as of late June 2026. While mega-cap tech like Apple, NVIDIA, and Tesla get hammered, cloud infrastructure names like Shopify, Cloudflare, and Datadog are surging 8% in a week. The hosts drill into why the market is rotating toward companies with high revenue visibility and recurring subscription models, away from hardware and...