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

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 mi...

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...

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 securit...

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 moa...

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 conversa...

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 m...

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 argu...

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...

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 mark...

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 Cr...

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...

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...

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 grow...

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 p...

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 C...

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-ca...

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 cu...

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 softwar...

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 w...

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...

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, CrowdSt...

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...

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...

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 f...

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 sec...