Latest / Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio
How the Great Megacap Rotation Is Creating a Stock Pickers Market
In this episode of Stock Picking with Fexingo, Lucas and Luna explore the massive rotation happening in June 2026. With NASDAQ down 7.3% in a week while the Russell 2000 is up 1.2%, they drill into why Alphabet and Microsoft are getting crushed—and how disciplined stock pickers can find bargains among the rubble. They examine the specific case of Alphabet, trading at 22 times forward earnings, versus a mid-cap industrial like Eaton that's up 14% year-to-date. They also discuss what the rotation means for long-term portfolio construction, including the overlooked role of stock buyback…
The skinny
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