Latest / Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio
How Apple's Rout Is a Buying Opportunity in a Rotating Market
Apple stock just fell 8.3% in a week while Microsoft, Amazon, and Alphabet surged. In this episode of Stock Picking with Fexingo, Lucas and Luna dig into what this divergence tells us about the mid-2026 rotation. They walk through why a double-digit drop in a mega-cap like Apple can be a gift for concentrated investors, how to separate a company-specific stumble from a broader market signal, and where Apple's valuation now stands relative to its five-year history. They also compare Apple's situation to what happened with Microsoft earlier this year, and why the last time Apple had a…
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