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

As of June 28, 2026, the iShares Russell 1000 Growth ETF (IWF) is down 2.2% over five days, while the Vanguard Growth ETF (VUG) has fallen 3.5%. Yet within these broad benchmarks, a handful of names—Shopify up 8.2%, CrowdStrike up 3.8%, Cloudflare up 8.6%, Datadog up 8.3%—are sharply outperforming both the index and mega-cap laggards like Apple down 4.5% and NVIDIA down 7.7%. Lucas and Luna unpack...

Lucas and Luna dissect a striking divergence in growth stocks as of late June 2026. While NVIDIA and Tesla have dropped 7.7% and 6.3% over the past five days, Cloudflare, Datadog, and Shopify are up 8.6%, 8.3%, and 8.2% respectively. They explore why the market is rotating from AI hardware into software and infrastructure plays, using specific price moves and the backdrop of Kashkari's rate hike s...

Lucas and Luna break down why growth stocks are already discounting a 2026 rate hike, even before Minneapolis Fed President Neel Kashkari's hawkish comments this week. They examine how the sell-off in high-duration names like Palantir and Apple reflects a new regime where the market front-runs Fed policy. Using data from the iShares Russell 1000 Growth ETF (IWF) down 2% and ARKK's 4% drop, they ex...

Lucas and Luna drill into the split personality of growth stocks in late June 2026. While Minneapolis Fed President Kashkari warns of a rate hike this year, high-multiple names like Shopify and CrowdStrike are holding up while Apple and Microsoft lag. The hosts unpack why the market is pricing in a 'good-news-is-bad-news' regime for mega-caps but treating software growth stocks differently. They l...

Lucas and Luna break down the dramatic divergence in growth stocks as of late June 2026. While CrowdStrike, Shopify, and Cloudflare surge, Palantir, Apple, and NVIDIA get crushed. They explore why cybersecurity and digital operations stocks are commanding premium multiples while defense tech and consumer hardware fall out of favor. With the Fed hinting at another rate hike and the market at histor...

Lucas and Luna dissect the dramatic divergence in growth stocks over the past week, with Apple down 7.7%, Palantir plunging 16.5%, and Shopify actually gaining 2.5%. They explore how the market is now punishing companies with low revenue visibility and rewarding those with clear, recurring growth. Using specific data from June 26, 2026, they discuss the shift in investor focus from potential to pr...

Lucas and Luna break down the sharp divergence in growth stocks as of late June 2026. While mega-cap tech like Apple, Microsoft, and Nvidia have dropped 6-8% in the last five days, Shopify is up 2.5%. They explore why the market is punishing high-valuation, high-expectation names while rewarding companies with clear AI monetization stories. The conversation centers on the Fed's mixed signals—Gools...

In this episode, Lucas and Luna examine Shopify's surprising 5.6% weekly gain while the broader growth stock market slides. They dig into the company's recent merchant data, its AI-powered logistics pivot, and why Shopify's revenue mix is making it a relative safe haven. They also touch on the Fed stress test results and what JPMorgan's $50 billion buyback says about capital returns. Plus, a brief...

Palantir Technologies has plummeted 13 percent in the last five days, wiping out months of gains and raising serious questions about its growth narrative. Lucas and Luna dig into the numbers: Palantir's stock now trades at 48 times forward sales, down from over 70 times earlier this year. They compare Palantir's situation to high-growth peers like Shopify and CrowdStrike, which have held their val...

Episode 70 of Growth Stocks with Fexingo examines the dramatic divergence in mega-cap growth stocks as of June 24, 2026. Over the past week, Microsoft is down 5.1 percent, Alphabet has dropped 7.3 percent, and Amazon has fallen 4.8 percent. But Lucas and Luna dig into why Microsoft's decline signals a deeper shift: the cloud market is repricing growth expectations as AI workloads mature. They brea...

Lucas and Luna break down the brutal sell-off hitting growth stocks in late June 2026. The Russell 1000 Growth ETF is down nearly 3% in five days, and the pain is widespread—Shopify off 5%, Palantir plunging 12%, Microsoft and Alphabet each losing 5% or more. But it's not a uniform rout. CrowdStrike is flat, NVIDIA is down a relatively tame 3.6%. The hosts explore what's driving the rotation: a sh...

Palantir stock dropped more than 11 percent in the last five days, widening the gap between high-growth names with clear AI revenue and those still selling a story. This episode drills into Palantir's current valuation — 35 times forward sales — versus peers like CrowdStrike and Cloudflare. Lucas and Luna debate whether the market is finally demanding proof of profitability at scale, or if the sel...

Lucas and Luna examine the divergence between high-growth names like Cloudflare and Palantir, which are down 7% and 11% respectively in the past five days, and mega-cap stalwarts like Apple, which is flat. They argue that the market is shifting from a growth-at-any-price mindset to a quality filter, favoring companies with strong free cash flow and durable revenue. The conversation centers on the...

The market for growth stocks is quietly fracturing along a new axis: revenue visibility. Lucas and Luna look at how companies like CrowdStrike and Palantir—with multi-year contracts—command premium valuations, while high-growth names like Cloudflare and Datadog trade at a steep discount despite similar growth rates. Using solid data from June 2026, they explore how the Fed's 'velvet glove' regime...

Episode 65 of Growth Stocks with Fexingo. Lucas and Luna examine the growing divergence in the growth stock universe as AI adoption creates a clear divide between companies that benefit directly from AI workloads and those that don't. Using recent performance data for Datadog and Cloudflare as case studies, they discuss how investors can identify which side of the divide a stock falls on. The conv...

The VIX has dropped to 12.4, its lowest since 2019, yet growth stocks like Datadog and Cloudflare are selling off. Lucas and Luna examine why high-growth software names are diverging from the broader risk-on rally in mega-caps like Nvidia and Amazon. They unpack the 'AI hangover' thesis, how the Warsh Fed policy shift is compressing duration premiums, and what the IWF versus VUG performance gap te...

Lucas and Luna unpack the aftermath of SpaceX's IPO and the surprising divergence it has created in the growth stock universe. With shares initially surging then slipping, the debut has exposed a widening gap between 'narrative' growth and 'fundamental' growth. Drawing on data from ARKK's 6 percent weekly jump and NVDA's 2.7 percent gain, they explore how the IPO has split the market into two dist...

Lucas and Luna break down how the AI computing boom is creating a new class of growth stocks built on infrastructure spending rather than software subscriptions. With Vanguard Growth ETF up 2% in a week and ARK Innovation surging 6%, they examine why companies like NVIDIA and CrowdStrike are benefiting from a shift toward compute-as-a-commodity, and what that means for long-term investors. The epi...

Lucas and Luna dig into a paradox at the heart of growth investing: the most explosive returns often come from companies with the least predictable revenue. They examine how software firms like Datadog and Cloudflare — whose stocks have diverged sharply in recent weeks — illustrate the tension between recurring revenue visibility and category-creating upside. Using the recent performance of ARKK a...

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 cov...

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....

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 o...

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...

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 whet...

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 grow...