Episodes
Why the Bull Market Is Ignoring a Slowing GDP
In episode 163 of Bull Market Conversations, Lucas and Luna explore a striking disconnect: GDP growth has slowed to just 1.5 percent annualized in the latest reading, yet the S&P 500 sits near record highs and the Dow hovers above 53,000. Why is the bull market brushing off weaker growth? The hosts drill into the composition of GDP — consumer spending, business investment, government outlays — and how markets are looking past today's numbers to a potential Fed easing cycle. They also examine…
Why This Bull Market Is Quietly Shifting to Index Funds
Lucas and Luna drill into one of the quietest but most consequential shifts in this bull market: the accelerating move into index funds and ETFs. Using live data from mid-August 2026, they note the S&P 500 at 7,767, the Nasdaq up 1 percent on the week, and the Russell 2000 up 1.1 percent, while the Dow lags. The conversation centers on how passive investing is reshaping price discovery, with the S&P 500's concentration in mega-cap tech creating a feedback loop. They reference a fresh report on…
How the Bull Market Is Pricing Rate Cuts
The S&P 500 sits at 7,786 while the Fed funds rate holds at 3.63 percent. Lucas and Luna dissect a curious disconnect: stocks near highs despite the Fed signaling no immediate cuts. They trace how the market has repriced rate expectations, moving away from betting on aggressive easing and toward a 'higher for longer' equilibrium. Using the recent moves in Cloudflare, CrowdStrike, and the Russell 2000's 1.7 percent weekly gain, they explain why small caps are now the barometer for rate…
Why This Bull Market Loves Buybacks Again
In Episode 160 of Bull Market Conversations, Lucas and Luna explore the quiet resurgence of stock buybacks in the summer of 2026. With the S&P 500 hovering near 7,800 and the Fed holding rates at 3.63 percent, companies are returning record cash to shareholders. Lucas breaks down the numbers: buybacks are up 18 percent year-over-year, and the tech sector leads the charge, with Apple, Alphabet, and Meta repurchasing tens of billions in the second quarter. But not all buybacks are created equal.…
Why Record Profit Margins Are Fueling This Bull Market
The S&P 500 keeps climbing, and one overlooked driver is corporate profit margins at an all-time high. In this episode, Lucas and Luna dig into the latest GDP data showing real GDP growth slowing to 1.5 percent while nominal GDP accelerates—a combination that's boosting margins and keeping the bull market alive. They break down why margins matter more than top-line growth in this environment, how companies are protecting profitability through pricing power and cost discipline, and what it means…
How Cloud Stocks Are Carrying This Bull Market
The S&P 500 is pushing toward eight thousand, but the real action is hiding in plain sight: cloud infrastructure names like Cloudflare, Datadog, and CrowdStrike are posting double-digit weekly gains while the broader index crawls. In this episode, Lucas and Luna dig into why this rotation is happening, what it says about the AI trade maturing, and whether the cloud rally has legs or is just another momentum trap. They break down the numbers—Cloudflare up ten percent in five days, Datadog up…
Why Small Caps Are Quietly Leading This Bull Market
The S&P 500 keeps setting records, but the real action in this bull market is happening further down the cap spectrum. On this episode of Bull Market Conversations, Lucas and Luna unpack the Russell 2000's 1.3 percent weekly gain — triple the Dow's move — and what it signals about investor appetite for risk. They trace the rotation from mega-cap tech into smaller names, using Palantir's 10.2 percent surge as a case study of how momentum is broadening. They also connect the dots to the Fed's…
Why This Bull Market Is Splitting Into Haves and Have-Nots
The S&P 500 sits near record highs, but underneath, a sharp divide is forming. While the index is up just 0.1% over the past week, the Nasdaq rose 0.3%, and the small-cap Russell 2000 added 0.4%. But look closer: growth ETFs like ARK Innovation are surging 5.6% in five days, while the tech-heavy VUG is flat. Individual names tell the story—Palantir jumps 10.8%, CrowdStrike 7.1%, Cloudflare 6%, while Datadog plunges 11.2%. In this episode, Lucas and Luna break down what's driving this…
Why the Bull Market Is Loving Momentum Stocks Again
The S&P 500 sits near record highs, but underneath the surface, a rotation is underway: momentum stocks are back. In this episode, Lucas and Luna dig into the numbers that show why investors are piling back into high-beta growth names like ARK Innovation and Palantir, while value and defensive sectors lag. They break down the economic backdrop — GDP growth softening to 1.5 percent annualized, the Fed on hold — and ask whether this is a sustainable shift or just a summer fling. They also look at…
How One Stock Split Exposes the Bull Market's Selective Momentum
In this episode of Bull Market Conversations, Lucas and Luna dig into a striking divergence inside the August bull run: Shopify's 29.5% surge in five days while Datadog dropped 14.5%. Why is the market throwing money at one cloud software stock and punishing another? They walk through the specific drivers—Shopify's AI-powered merchant tools and its aggressive push into enterprise retail, versus Datadog's exposure to a cooling cloud optimization cycle—and what it says about the broader rotation…
Why Palantir's 36 Percent Surge Is Bull Market Momentum
In this episode of Bull Market Conversations, Lucas and Luna dive into Palantir's stunning 36.9 percent weekly surge and what it reveals about the current bull market's appetite for AI-driven growth. They break down the numbers behind the move, compare it to other big winners like Shopify and CrowdStrike, and contrast it with Datadog's 14.5 percent drop to show how selective this rally has become. The conversation touches on the broader market context, with the S&P 500 hitting new highs and the…
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…
How Bull Market Breadth Is Broadening Beyond Mega-Cap Tech
In this episode of Bull Market Conversations, Lucas and Luna examine the recent broadening of the bull market beyond mega-cap tech. With the S&P 500 up 3 percent in five days and small caps up 2.7 percent, they discuss why mid-caps and value are starting to participate. They break down the rally in Shopify, which surged 25 percent after strong earnings, and contrast it with Datadog's 11.5 percent drop, showing how investors are rewarding companies with clear AI monetization. They also touch on…
Why Palantir's 30 Percent Surge Is Bull Market Momentum
On this milestone episode, Lucas and Luna examine the extraordinary one-week surge in Palantir, which jumped 30.5 percent in five days, and what it signals about the durability of this bull market. They explore how a single stock's momentum can distort sector indexes, why concentration risks are building beneath the surface, and how investors can think about momentum-driven moves without getting caught in the noise. With the S&P 500 at 7,740 and the NASDAQ up 5.4 percent in a week, they debate…
Why This Bull Market Is Rotating Toward Mid-Caps
In today's episode, Lucas and Luna explore a surprising shift in the current bull market: mid-cap stocks are starting to outpace their mega-cap cousins. With the S&P 500 up nearly 6% over the past week and the NASDAQ surging over 8%, you'd expect the usual tech giants to lead. But a closer look reveals that smaller companies, especially in sectors like cybersecurity and data analytics, are posting even bigger gains. CrowdStrike jumped nearly 17% in five days, and Palantir soared over 32%.…
Why the VIX Is Quiet While the S&P Hits New Highs
The S&P 500 is up 2.1% in a week, the Nasdaq is up 4%, and yet the VIX is eerily calm. In this episode of Bull Market Conversations, Lucas and Luna dig into why volatility has collapsed even as stocks reach record highs. They look at the mechanics of the VIX, how it's calculated, and what the low reading actually tells us about investor positioning. They discuss the role of options selling, the impact of the Fed's steady rate policy, and why a calm VIX doesn't mean the market is safe. With the…
How Bull Markets Are Forcing a Rethink of the Front End of the Yield Curve
Episode 147 of Bull Market Conversations digs into a quiet but telling shift in this bull market: investors are starting to care about the front end of the yield curve again. With the Fed holding funds at 3.63 percent and the market pricing a possible cut, the old playbook of 'don't fight the Fed' is getting a refresh. Lucas and Luna look at what the two-year Treasury is signaling, why Goldman's trading desk is having a record year on the back of this shift, and how momentum in software names…
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…
How the Bull Market Shrugged Off a 1000-Point Dow Drop
The Dow Jones Industrial Average suffered a 1,000-point drop last week on China tech tensions, but the bull market quickly recovered. As of July 30, 2026, the Dow sits at 52,146, up 0.4% in five days, while the S&P 500 holds at 7,421. Lucas and Luna examine the resilience of the current rally, the selective momentum in AI winners like Cloudflare and Datadog (each up over 7%), and the underperformance of names like Palantir and CrowdStrike. They also discuss the US-China AI decoupling, the Fed's…
How the Bull Market Is Betting on Cloud Infrastructure as AI Competition Intensifies
Episode 144 of Bull Market Conversations: Lucas and Luna examine why cloud infrastructure stocks like Datadog (+8.1%) and Cloudflare (+3.1%) are rallying even as the broader market stumbles. With the S&P 500 down 1.2% over the past five days and the Nasdaq off 2.8%, the hosts discuss how GDP acceleration to 2.1% is fueling enterprise IT spending, while geopolitical tensions over China's AI dominance push investors toward companies that enable, rather than just sell, AI. They contrast this with…
How GDP Acceleration Is Reshaping Bull Market Rotation
Real GDP growth surged to an annualized 2.1% in early 2026, up from just 0.5% the prior quarter. But the S&P 500 has barely budged, while the Dow climbs and the Nasdaq slides. Lucas and Luna unpack what this macro shift means for sector rotation, why growth ETFs like IWF are lagging even as Shopify and Datadog rally, and how investors can navigate a market that's rewarding stock-picking over passive bets. They also explore the bond market's calm Fed policy signal and what it means for value…
AI Agents Are Rewriting Momentum in This Bull Market
The S&P 500 sits above 7,400 and the Nasdaq near 25,000, but a new force is quietly reshaping how momentum happens: AI agents that trade 24/7. Lucas and Luna break down how startups and brokers are deploying adaptive algorithms to ride market strength, and why this could amplify both rallies and reversals. They discuss the concentration in large-cap tech, the lag in small caps, and what it means for investors trying to catch the next wave. #AI #ArtificialIntelligence #Trading…
Why the Bull Market Is Increasingly Selective – Shopify's 12.5% Surge as a Case Study
The Nasdaq is down nearly 3% over five days, but Shopify skyrocketed 12.5% in the same window. Lucas and Luna explore what this divergence reveals about the bull market's shift from broad-based rallies to hyper-selective momentum. They unpack how AI efficiency themes, a resilient Dow, and a mixed growth landscape are forcing investors to pick stocks over indexes. With the S&P 500 flat to slightly lower, the conversation zeroes in on why companies like Shopify are breaking away while ARKK and…
How Steve Eisman's AI Exit Reveals a Shift in the Bull Market
This episode drills into the growing divergence in the bull market as growth stocks crack and value holds. We anchor on Steve Eisman selling a key AI position and the Nasdaq's worst five-day drop in months, down 3.5%, while the S&P 500 shed only 1.3% and the Dow stayed flat. The ARKK innovation ETF fell 6.6%, but Shopify rose 3.1% — proving the selloff isn't uniform. Lucas and Luna examine whether Eisman's move signals a top or a healthy rotation, given the economy is still growing at 2.1% real…
How the Bull Market Is Rewarding Value While Growth Stumbles
The Nasdaq just dropped 3.5% in a week, and ARKK is down over 6%. Yet the Dow is flat, and the NYSE composite is actually up. Lucas and Luna unpack the rotation beneath this bull market: value is quietly outperforming, while high-multiple growth names get punished. They drill into the numbers – GDP growth at 2.1%, the Fed holding at 3.63% – and ask whether this is a healthy handoff or a warning sign. Specific stocks and ETFs like IWF, VUG, and the Dow's resilience are used as case studies. The…
Steve Eisman Sells AI Bets as Bull Market Turns Cautious
Steve Eisman, the 'Big Short' investor who famously bet against subprime mortgages, just sold a key tech stock and voiced doubts about artificial intelligence. As the NASDAQ drops 4% in a week and the ARK Innovation ETF loses 7.6%, we examine what Eisman's move signals for the bull market. Is this a lone value investor's caution, or the first crack in momentum? We explore the data, the sentiment shift, and what it means for anyone riding market strength. Also: why credit rating agencies are now…
How the Bull Market Is Shrugging Off Rising Oil Prices
The S&P 500 sits above 7,400, but crude oil has surged 15% in a month, driving rate-hike odds higher. Lucas and Luna explore why the bull market isn't flinching at energy inflation — and what that says about investor confidence, sector rotation, and the resilience of the current rally. They look at the GDP growth backdrop, the lagging Russell 2000, and whether this is complacency or a rational bet that the economy can absorb higher oil costs. #OilPrices #BullMarket #FederalReserve #RateHike…
How Bull Market Concentration in Mega-Cap Tech Hides Risks
The S&P 500 flirts with 7,400, but beneath the surface, a handful of mega-cap tech stocks are driving most of the gains. In this episode, Lucas and Luna examine the growing concentration risk in the bull market, drawing on recent data from the NYSE and Russell 2000, and the Moody's warning that AI spending is straining credit quality at Amazon, Meta, and Alphabet. They discuss how top-heavy the index has become—the top five stocks now account for over a quarter of its weight—and what history…
Why the Bull Market Is Dismissing the Risk of a Rate Hike
The S&P 500 sits at 7,412 and the Dow above 51,900, but the Russell 2000 is barely flat. Meanwhile, oil prices are surging and the odds of a Federal Reserve rate hike have jumped. Lucas and Luna unpack why the market seems to be ignoring this risk—and what it means for the bull market's next leg. They also touch on Moody's warning that AI spending is threatening the credit quality of Amazon, Meta, and Alphabet, and how that fits into the broader picture. A sharp, data-driven conversation about…
How AI Spending Is Creating a Credit Risk Underneath the Bull Market
The S&P 500 sits near 7,400, but Moody's just warned that 'unprecedented' AI capital spending by Amazon, Meta, Alphabet, and others is threatening their credit quality. Lucas and Luna unpack this paradox: record high stock prices vs. rising debt loads and potential downgrades. They discuss the scale of the capex—over $200 billion annually—and how the Fed's potential rate hike due to surging oil prices adds another layer of risk. Is the bull market ignoring the credit signal, or is AI's payoff…
How Bull Markets Are Making Growth Stocks a Trap
The S&P 500 sits at 7,408 and the Nasdaq is off 1.5% in five days. High-growth names like Shopify, CrowdStrike, Cloudflare, and Palantir have sold off hard — down 5% to 10% in the same window. Lucas and Luna dig into why this bull market is punishing growth stocks that lack near-term earnings visibility, and why the market's rotation away from 'story stocks' might be the real story. They look at the ARKK Innovation ETF down nearly 2% in a week, contrast it with the broader NYSE composite that's…
How Bull Markets Are Making Growth Stocks a Trap
The S&P 500 sits at 7,408, but many former high-flyers are getting crushed. Lucas and Luna dig into an uncomfortable pattern: Shopify down 8.5% in a week, CrowdStrike down 9.6%, Palantir down 8.1%. These aren't isolated incidents—they're part of a rotation out of growth into cyclicals and value. The hosts explain why the bull market is becoming a two-tiered affair, with momentum names getting punished despite a broad market that's barely dipped. They look at what's driving the divergence…
How Bull Markets Are Challenging Growth at a Reasonable Price
Episode 131 of Bull Market Conversations with Fexingo: Lucas and Luna explore the tension between momentum-driven growth and valuation discipline in this bull market. They examine Shopify's 5.3% weekly drop and Palantir's 7.3% decline as signs that investors are rethinking the 'growth at any price' narrative. The hosts discuss how the GARP strategy—Growth at a Reasonable Price—is gaining traction, with the IWF growth ETF down only 0.2% versus ARKK's 0.8% decline. They reference the Fed's flat…
How Bull Markets Are Reshaping the Midterm Prediction Market Playbook
This episode of Bull Market Conversations examines how the current bull market is fueling the prediction market boom, specifically around the 2026 midterm elections. Lucas and Luna discuss the convergence of cheap capital, retail speculation, and regulatory clarity that has turned platforms like Kalshi and PredictIt into mainstream financial instruments. They dissect the mechanics of election contracts, the role of liquidity providers, and how institutional money is starting to flow into these…
How Bull Markets Are Making Private Markets Platforms a Must-Watch
In Episode 129 of Bull Market Conversations, Lucas and Luna unpack Goldman Sachs' recent launch of a private markets platform for wealthy investors, analyzing how the sustained bull market is democratizing access to pre-IPO companies like SpaceX and Stripe. They explore the economics of private market platforms, the 32% short interest in SpaceX, and what this means for traditional venture capital. With the S&P 500 at 7,524 and GDP growth at 2.1%, the hosts debate whether these platforms are a…
How Bull Markets Are Making Private Markets Platforms a Must-Watch
Episode 128 of Bull Market Conversations with Fexingo dives into Goldman Sachs' new private markets platform, launched July 21, 2026 to meet surging demand from wealthy investors chasing pre-IPO giants like SpaceX and Stripe. Lucas and Luna explore how the bull market is democratizing access to private equity, with Goldman's platform aiming to open uncorrelated returns to accredited investors. They discuss the mechanics of the platform, the state of the private markets boom (estimated at $13…
How Bull Markets Are Reshaping the Dividend Aristocrat Playbook
In July 2026, the S&P 500 sits at 7,513 and the Nasdaq at 25,863, but the classic Dividend Aristocrats—companies with 25+ years of consecutive dividend increases—are barely keeping up. Lucas and Luna drill into why. They examine Procter & Gamble, Coca-Cola, and Lowe's, questioning whether the old 'buy and hold for yield' strategy still works when growth stocks are returning 20% annually. They debate the role of buybacks versus dividends, the impact of high interest rates (Fed funds at 3.63%)…
How Bull Markets Are Making Bitcoin ETFs a Mainstay
In this episode, Lucas and Luna examine how the bull market of 2026 has transformed Bitcoin ETFs from a speculative novelty into a mainstream portfolio staple. They anchor on the surprising resilience of spot Bitcoin ETFs even as the broader market shows signs of froth, with the S&P 500 sitting at 7,443 after a 1.3% weekly dip and the Nasdaq down 2.3%. They discuss how institutional adoption has accelerated, with asset managers now treating Bitcoin ETFs as a core holding rather than a tactical…
How Bull Markets Are Reshaping the Prediction Market Boom in 2026
Prediction markets like Kalshi are exploding in popularity, with 3 million new users signing up during the World Cup alone. Lucas and Luna dig into what's driving this surge — from the Fed's new transparency playbook to the institutional money flooding into event contracts. They debate whether these platforms are just a fun side bet or a genuine disruptive force in financial data. Plus, a look at how the bull market is fueling the regulatory race between Kalshi, Polymarket, and the CFTC. If…
Why the Bull Market Is Making Prediction Markets Mainstream
This episode of Bull Market Conversations with Fexingo explores how prediction markets are going mainstream in July 2026. Kalshi just added 3 million new users, capitalizing on the World Cup frenzy and a broader shift toward event-driven trading. Lucas and Luna break down why contract volumes are surging, how institutional money is flowing into platforms like Kalshi and Polymarket, and what this means for traditional finance — from the Fed's communication strategy to corporate hedging. They…
Why the Bull Market Is Reshaping the SPAC Playbook in 2026
The SPAC market has been written off as dead multiple times since 2021, but in July 2026 it's quietly rebounding — with a completely different structure. Lucas and Luna unpack how blank-check companies are returning, but with tighter terms, more institutional money, and a focus on profitable targets rather than flashy projections. Using the recent $31 billion India IPO frenzy and the shift in Fed rate expectations as a backdrop, they explore why the new SPAC playbook might actually work this…
Why the Bull Market Is Ignoring the Russell 2000
The S&P 500 is up 11% year-to-date in 2026, but small-cap stocks in the Russell 2000 have barely budged. Lucas and Luna dig into why the bull market is leaving small caps behind — from the Fed's higher-for-longer rate stance to a rotation into mega-cap tech. They break down the mechanics: small caps carry more floating-rate debt, their earnings are more domestic and rate-sensitive, and passive flows overwhelmingly favor the S&P 500. They also look at the one corner of small caps that is working…
How Bull Markets Are Reshaping the CrowdStrike Playbook
CrowdStrike's stock jumped 8 percent in a week while the S&P 500 slipped. Lucas and Luna dig into why the cybersecurity giant is defying a broad market pullback in July 2026. They examine the specific drivers: a new product cycle around Charlotte AI, the shift to cloud-native endpoint security, and how CrowdStrike's land-and-expand model thrives when enterprises consolidate vendors during bull-market budget cycles. They also contrast CrowdStrike's momentum with other high-beta names that…
How Bull Markets Are Rewriting the Active ETF Playbook
In this episode of Bull Market Conversations with Fexingo, Lucas and Luna explore how the relentless 2026 rally is reshaping the active ETF landscape. With the S&P 500 hovering near 7,490 and the Russell 2000 finally showing life, a new wave of semi-transparent and defined-outcome ETFs is flooding the market. They zero in on the JPMorgan Equity Premium Income ETF (ticker J-E-P-I) — a $35 billion behemoth that has rewritten the rules on income generation in a bull market. Lucas breaks down how…
Why the Bull Market Is Ignoring Small Caps
Episode 119 of Bull Market Conversations with Fexingo. The Russell 2000 has barely budged while the S&P 500 sits above 7,500. Lucas and Luna dig into why small caps are getting left behind in July 2026, despite a hot economy and falling recession fears. They walk through the math: small-cap valuations relative to large caps are near historic extremes, but earnings growth isn't showing up. They talk about the rate angle — Dallas Fed President Logan's recent call for higher rates — and how…
How Bull Markets Are Reshaping the IPO Playbook in 2026
In this episode of Bull Market Conversations, Lucas and Luna explore how the current bull market is transforming the IPO landscape. With the S&P 500 at 7,554 and the Nasdaq Composite at 26,051, companies like Anthropic are moving closer to mega-IPOs as bankers line up investor meetings. Meanwhile, SpaceX has dropped below its IPO price, with short sellers loading up. Lucas and Luna discuss the new playbook: longer private stays, direct listings, and SPACs versus traditional IPOs. They dive into…
How the Fed Funds Rate and S&P 500 Bull Market Are Changing Mortgage REITs
In this episode of Bull Market Conversations with Fexingo, Lucas and Luna explore how the current bull market and steady Fed funds rate at 3.63 percent are reshaping mortgage real estate investment trusts (REITs). They focus on Annaly Capital Management, a major mREIT that borrows short-term to invest in long-term agency mortgage-backed securities. With the yield curve inverted for over two years, the carry trade that mREITs rely on has been squeezed, forcing firms to hedge aggressively and…
How Bull Markets Are Creating a Luxury-Recession Blind Spot
Episode 116 of Bull Market Conversations with Fexingo. Lucas and Luna unpack a puzzling divergence: while the S&P 500 sits at 7,546 and the Dow at 52,551, the Russell 2000 has slipped nearly 1% in the past week, and ARKK is down nearly 3%. Warren Buffett recently remarked that 'it's tough to find values when everybody is preferring gambling.' The hosts drill into the quiet rotation out of unprofitable tech and into luxury goods — specifically, how Hermès and LVMH are defying a broader consumer…
How Bull Markets Are Reshaping the Urban Office REIT
Episode 115 of Bull Market Conversations with Fexingo explores the surprising resurgence of urban office REITs in mid-2026. Lucas and Luna break down how the shift back to in-office mandates — led by companies like Goldman Sachs and JPMorgan Chase — is driving a 12% year-to-date gain for the Vanguard Real Estate ETF and pushing downtown vacancy rates below 15% for the first time since 2020. They focus on one specific case: the 80% occupancy jump at a flagship Manhattan tower owned by Boston…
How Bull Markets Are Fueling the Cybersecurity Arms Race in July 2026
CrowdStrike is up 8.6% in five days. The Nasdaq is at 26,123. But beneath the surface, a specific structural force is driving cybersecurity stocks higher: the Fed's new rate regime has made defensive growth essential for institutional portfolios, and this earnings season is proving it. Lucas and Luna break down the numbers behind the CrowdStrike spike, what the Fed's 'regime change' means for sector rotation, and why a single security breach in May re-priced the entire cybersecurity sector's…
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