Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How the Bull Market Is Pricing the AI Trade for Perfection
As the S&P 500 hits fresh records and the Nasdaq climbs, Lucas and Luna unpack a subtle shift beneath the surface: the AI trade is pricing in perfection. They drill into recent moves in CrowdStrike, Datadog, and Cloudflare — up five to six percent in a week — while Shopify and Palantir stumble, and the small-cap Russell 2000 lags. With real GDP growth cooling to 1.5 percent, they ask whether investors are paying too much for flawless execution. They contrast the mega-cap giants with the high-multiple software names, revisit the lessons from the 'Situational Awareness' hedge fund…
The skinny
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