Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
Why This Bull Market Loves Small-Cap AI Bets
The S&P 500 just touched a new high, but the real action is in small-caps and AI-adjacent names. Lucas and Luna break down the 35.6% surge in Palantir and the 28.5% jump in Shopify, and what the widening rally says about investor appetite for risk. They also examine why Datadog tumbled 12.8% despite strong earnings, and what copper hitting an all-time high signals for the broader economy. With the Fed likely on hold after a weak jobs report, they discuss how liquidity conditions are fueling speculative bets. Plus, a note on why this podcast stays ad-free and how listeners can support it. If…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.