Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Bull Markets Create Their Own Defensive Sectors
In Episode 79 of Bull Market Conversations, Lucas and Luna explore a counterintuitive phenomenon: as bull markets mature, they create new defensive sectors that behave differently from traditional safe havens. Using the current June 2026 bull market as a case study, they examine how AI software stocks — including Cloudflare, Datadog, and CrowdStrike — are showing lower volatility and stronger relative performance during pullbacks, effectively becoming the new utilities or consumer staples. Lucas cites the recent 5-day performance of NET (+8.6%), DDOG (+8.3%), and CRWD (+3.8%) even as growth…
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