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

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 pr...

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...

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...

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...

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...

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...

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 c...

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...

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...

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 wee...

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 ho...

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...

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 r...

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,...

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 loo...

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 t...

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...

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 i...

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 res...

Cathie Wood's ARKK Innovation ETF is up 2.5% this week alone, but the real story is deeper. Lucas and Luna examine how active thematic ETFs are evolving from speculative bets into permanent portfolio staples. They look at ARKK's 2026 positioning, the regulatory shift that paved the way (SEC's 2019 ETF rule change), and why institutional adoption is finally happening. Along the way, they discuss th...

Lucas and Luna dive into the surprising trend of growth companies investing in prediction markets, despite murky legal ground. With specific numbers from this week's market action — ARKK up 2.5%, CrowdStrike surging 7.2% — they examine how firms like those in the ARK Innovation ETF are using prediction platforms to hedge macro risks and spot demand signals. The hosts discuss the regulatory gray zo...

In this episode, Lucas and Luna examine how the current market environment is rewarding slow, incremental compounding over high-octane growth-at-any-price. They anchor the discussion on the recent performance of the ARK Innovation ETF (up 2.5% in the last five days) and contrast it with the steady climb of Apple, which gained 3.7% over the same period. Using Shopify as a case study, they break dow...

In this episode, Lucas and Luna unpack how the recent surge in risk-free Treasury yields is forcing a recalibration of growth stock valuations. They focus on the ARKK Innovation ETF, which has climbed 2.5% in the last five days even as the ten-year yield pushes higher. Lucas explains the math: higher discount rates compress the present value of distant cash flows, which is why high-growth names li...

In this episode, Lucas and Luna examine how rising Treasury yields are reshaping growth stock valuations. With the ten-year yield hovering near 4.8 percent, the math for high-duration names like NVIDIA and Palantir is shifting. They break down why ARKK is up 2.5 percent in a week while the S&P 500 barely budged, and what the Fed's plumbing changes mean for the growth trade. Specific numbers: IWF a...

Lucas and Luna dig into Datadog's 6.5% weekly surge and what it says about the broader enterprise software landscape in late May 2026. They explore why observability has become a non-negotiable for cloud-native companies, how Datadog's platform approach creates switching costs, and what the rise of AI workloads means for monitoring demand. Drawing on recent market moves and a key CNBC headline abo...