Latest / Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio
How Alphabet Lost Forty Billion in a Week
In this episode of Stock Picking with Fexingo, Lucas and Luna dig into Alphabet's sharp four percent drop in the first full week of July 2026 — a roughly forty billion dollar loss in market cap. They explore what drove the selloff, from renewed antitrust headwinds to a market that is rotating away from mega-cap tech into energy and banks. The hosts compare Alphabet's situation to other tech giants like Meta and NVIDIA that are weathering the rotation better, and discuss whether the selloff is a buying opportunity or a signal of deeper structural risk. They also highlight…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.