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Growth Stocks with Fexingo: Tech Companies, High-Growth Picks, and Long-Term Holdings
Every trading day, Lucas and Luna sit down at the growth-investing-research desk to dissect the fastest-moving names in tech: from mega-cap cloud platforms to pre-profit SaaS disruptors and everything in between. They don't chase momentum for its own sake. Instead, they ask: which of these triple-digit growers have the unit economics and total addressable market to sustain compounding over a decade? Each episode starts with a specific high-growth stock — one that's reported earnings, announced a product shift, or caught a sector tailwind — and walks through the numbers: revenue growth rates, g...
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Episódios
Palantir Is Not What You Think It Is 22.05.2026 9:04
Palantir's stock has more than doubled year-to-date, but the growth narrative has shifted from government contracts to a rapidly expanding commercial business. Lucas and Luna break down Palantir's AI platform (AIP), how it's driving a 36% surge in U.S. commercial revenue, and why the company's boot-camp sales model is actually a competitive moat. They also discuss the key risk: a price-to-earnings...
Cloudflare Is the Infrastructure Layer Nobody Talks About 21.05.2026 7:24
While the market obsesses over AI model makers and SaaS frontrunners, Cloudflare has quietly become the connective tissue for a fifth of the web. Lucas and Luna dig into Cloudflare's Q1 2026 earnings: why its revenue mix is shifting toward Workers and AI inference, how it's using its own network to build a developer ecosystem, and what the 'network effect for infrastructure' actually means. Plus,...
The Shopify Engine That Defied the Growth Reset 21.05.2026 7:22
While many high-growth tech stocks have stumbled in recent months, Shopify quietly surged over 7% in the past week. In this episode, Lucas and Luna explore the specific drivers behind Shopify's resilience: the merchant services pivot, gross payment volume growth, and a shift toward profitability that has attracted a new class of investors. They contrast Shopify's trajectory with the broader growth...
CrowdStrike Is Up 10 Percent This Week and Nobody’s Asking Why 19.05.2026 5:02
Episode 1 of Growth Stocks with Fexingo kicks off with a concrete number: CrowdStrike’s stock jumped more than 10 percent in the last five trading days, while the broader growth ETF the S&P 500 growth index slipped a full percent. Lucas and Luna dig into what’s driving that divergence—specifically, a single contract win in the federal sector and a subtle shift in cybersecurity spending priorities....
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