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

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

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

  • Why Growth Stocks Are Ignoring Fed Minutes as Earnings Season Opens

    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 and underlying sector rotation matters for long-term growth investors. They also discuss why Apple's services revenue is becoming a stealth growth driver, and what the VIX's low level signals about market complacency heading into Q2 earnings.

    #GrowthStocks #Palantir #Meta #Shopify #Apple #FedMinutes #AI #Software #DigitalAdvertising #GovernmentContracts #EarningsSeason #Rotation #ServicesRevenue #VIX #S&P500 #Business #Finance #FexingoBusiness

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    12 min
  • How Shopify and Meta Are Winning the Mid-Summer Growth Race

    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 rotation—strong consumer data, AI-powered ad tools, and a shift toward companies with proven monetization models. They also discuss why NVIDIA has stalled while Apple and Meta are surging, and whether the Kalshi prediction of the Nasdaq-100 above 30,000 by year-end is realistic. Along the way, they explain why the donation-supported, ad-free model of this podcast exists and how listeners can support it at buy me a coffee dot com slash fexingo.

    #Shopify #Meta #GrowthStocks #StockMarket #AI #Advertising #BusinessPodcast #FexingoBusiness #Investing #Podcast #Finance #Cloud #Cybersecurity #Palantir #CrowdStrike #NVIDIA #Apple #Nasdaq

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    10 min
  • Apple and Palantir Are Winning the AI Software Race

    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. Featuring data from July 7, 2026.

    #Apple #Palantir #GrowthStocks #AI #Software #AIHardware #NVIDIA #Tesla #StockRotation #Investing #Finance #Business #Podcast #FexingoBusiness #BusinessPodcast #GrowthInvesting #TechStocks #StockMarket

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    7 min
  • How Apple and Meta Are Driving the Growth Rotation

    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, a look at Shopify and CrowdStrike as smaller beneficiaries of the rotation. If you're wondering why your portfolio's growth names are suddenly acting differently, this one's for you.

    #GrowthStocks #Apple #Meta #Palantir #NVIDIA #Shopify #CrowdStrike #AIRotation #MegaCaps #SoftwareOverHardware #July2026 #StockMarket #Investing #Finance #FexingoBusiness #BusinessPodcast #GrowthRotation #TechStocks

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    9 min
  • Palantir and CrowdStrike Race Past Mega-Caps in July 2026

    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 $193.98, with the VUG up 3.3% and ARKK up 4.0%. The hosts discuss whether this rotation is sustainable and how to position for the second half of 2026.

    #Palantir #CrowdStrike #GrowthStocks #AI #Software #Cybersecurity #PredictionMarkets #PLTR #CRWD #NVIDIA #Apple #Microsoft #VUG #ARKK #FexingoBusiness #BusinessPodcast #Finance #Investing

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    7 min
  • Why Growth Stocks Are Rotating Into Cybersecurity in July 2026

    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 about the market's appetite for data-driven platforms. No fluff, just the numbers and the story behind them.

    #GrowthStocks #Cybersecurity #CrowdStrike #Palantir #NVIDIA #WorldCup #PredictionMarkets #AI #Software #Rotation #ARKK #Finance #Investing #July2026 #StockMarket #DataDriven #FexingoBusiness #BusinessPodcast

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    10 min
  • Why Palantir and CrowdStrike Are Surging as World Cup Drives Prediction Market Volumes

    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 contracts and CrowdStrike's cybersecurity dominance are benefiting from increased global instability and data demand. Plus, they touch on the broader trend of growth stocks diverging into winners and losers based on real revenue quality versus hype. The episode also includes a brief, organic mention of listener support for the show.

    #Palantir #CrowdStrike #GrowthStocks #AI #Cybersecurity #WorldCup #PredictionMarkets #NVIDIA #RevenueQuality #StockMarket #Finance #Business #Podcast #FexingoBusiness #BusinessPodcast #Investing #TechStocks #MarketRotation

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    8 min
  • Why Growth Stocks Are Surging Into AI Software in July 2026

    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 reasonable price. Plus, a look at how Shopify and Datadog are holding their ground in this reshuffling.

    #GrowthStocks #AI #Software #Palantir #CrowdStrike #NVIDIA #Shopify #Datadog #StockMarket #Investing #Finance #Business #FexingoBusiness #BusinessPodcast #MarketRotation #Q2Earnings #TechStocks #July2026

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    6 min
  • Palantir and CrowdStrike Surge as Growth Stocks Rotate Into AI Software

    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 Q3 2026. The episode also touches on Shopify, Datadog, and Apple as key indicators of the broader trend toward high-margin, recurring-revenue software companies.

    #Palantir #CrowdStrike #GrowthStocks #AISoftware #AIHardware #RevenueQuality #Profitability #Shopify #Datadog #Apple #NVIDIA #MarketRotation #SoftwareInvesting #Q32026 #Finance #Investing #FexingoBusiness #BusinessPodcast

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    7 min
  • Why Palantir and Apple Are Surging Together This Week

    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, and Palantir's expanding government and commercial backlog. The hosts also examine how the broader market's 'risk-on' mood is lifting high-beta names while rewarding cash-rich quality. No hot takes, just data and perspective.

    #Palantir #Apple #GrowthStocks #StockMarket #Investing #AI #ServicesRevenue #RiskOn #FexingoBusiness #BusinessPodcast #Finance #TechStocks #PLTR #AAPL #Q22026 #PortfolioStrategy #MarketRotation #EarningsQuality

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    7 min

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

From the publisher's feed

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, gross margins, customer acquisition costs, and the messy line between expansion and dilution. Lucas brings the macro context and sector history; Luna presses on valuation discipline and competitive moat. Together they test every bull and bear thesis against publicly-available financials and market data, avoiding hype and anchoring on what actually matters for long-term holders. The show is built for the investor who reads 10-Ks for fun, who wants to understand why a Rule of 40 metric matters more than a price target, and who knows that a 30% pullback in a great business is an opportunity to learn, not to panic. No stock tips — just the framework to decide for yourself. Can a company growing revenue at 40% but burning cash at 20% of sales ever become a blue chip? That's the kind of question Lucas and Luna tackle, one name at a time.