Episode 100 Three Stocks That Survived the Megacap Rotation

Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio · Jul 8, 2026 · 7m · transcript

For episode 100, Lucas and Luna examine three stocks that have held up remarkably well during the recent rotation away from megacap tech. They analyze Apple's services revenue surge, JPMorgan's net interest income resilience, and Chevron's free cash flow yield amid energy strength. Using live data from July 8, 2026, they show how Apple gained 7.4% in a week while the Nasdaq fell 1.5%, how JPMorgan rose 4.1% on a steepening yield curve, and why Chevron's 5% weekly gain reflects both oil prices and disciplined capital allocation. The hosts tie each pick to a specific…