Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
Why Cloudflare Is Falling in a Bull Market and What It Signals
The S&P 500 is at an all-time high near 7,400, the Dow is above 50,800, and the Russell 2000 is ripping 3% higher in just five days. Yet Cloudflare, a high-profile growth stock that peaked above $250 in 2021, has dropped 9% in a week and is trading around $227. Lucas and Luna dig into why one of the most widely owned growth names is getting hammered while the broad market surges. They trace the divergence to rising real yields, a shift in Fed rate expectations, and a rotation out of long-duration assets. They examine Cloudflare's specific business model—capital-intensive network…
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