Episodes

  • Why AI Stocks Are Getting Crushed in June 2026

    Why AI Stocks Are Getting Crushed in June 2026
    Jun 7 2026
    Lucas and Luna dig into the sharp sell-off hitting AI stocks in early June 2026, with the Nasdaq down over 10% in a week and names like ServiceNow, Broadcom, and Palantir dropping 15-17%. They explore two competing explanations: the valuation reset narrative versus the AI spending fatigue narrative. Lucas brings up the recent JOLTS data showing a cooling labor market and rising unemployment claims, arguing that the market is re-pricing AI expectations in a higher-for-longer rate environment. Luna counters with the view that AI revenue is real but not growing fast enough to justify 2024-2025 multiples, and points to enterprise survey data from Gartner showing AI adoption plateaus. They also discuss the role of the rising ten-year Treasury yield and what it means for high-duration growth stocks. The episode ends with a question about whether this is a buying opportunity or the start of a deeper correction. #AIStocks #StockMarketCrash #Nasdaq #ServiceNow #Broadcom #Palantir #JOLTS #LaborMarket #FederalReserve #GrowthStocks #TechSelloff #InterestRates #TreasuryYields #AIAdoption #Gartner #EnterpriseAI #June2026 #FexingoBusiness Keep every episode free: buymeacoffee.com/fexingo
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    11 mins
  • AI Prompt Injection Attacks Are the New Security Frontier

    AI Prompt Injection Attacks Are the New Security Frontier
    Jun 7 2026
    Lucas and Luna dive into OpenAI's newly announced Lockdown Mode, a feature designed to protect sensitive data from prompt injection attacks. They explore how this security measure works, why it's necessary, and what it means for enterprise AI adoption. Drawing on recent market sell-offs in AI and software stocks, they discuss whether these security concerns are contributing to investor unease. The conversation also touches on the broader trend of AI models becoming more secure and how companies like Microsoft and Salesforce are responding. By the end, listeners will understand why prompt injection is not just a technical curiosity but a real business risk that could shape the next phase of AI deployment. #AI #Security #OpenAI #PromptInjection #LockdownMode #EnterpriseAI #GenerativeAI #Technology #TechPodcast #CyberSecurity #ArtificialIntelligence #NVIDIA #Microsoft #Salesforce #AIAdoption #BusinessRisk #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    9 mins
  • Why AI Software Stocks Are Getting Crushed in June 2026

    Why AI Software Stocks Are Getting Crushed in June 2026
    Jun 6 2026
    Lucas and Luna dive into the brutal sell-off hitting enterprise AI software stocks in early June 2026. With ServiceNow down 17%, Broadcom off 16%, and Palantir dropping 15% in just five days, the hosts unpack what's really driving the rotation. They examine the divergence between AI infrastructure stocks like NVIDIA — down only 8% — and the software layer that's been hit far harder. The episode focuses on one specific catalyst: the growing realization that AI model commoditization is squeezing software margins, not expanding them. Lucas walks through a back-of-the-envelope comparison of AI inference costs versus traditional SaaS gross margins, and Luna challenges whether the sell-off is rational or just momentum reversing. Tied to the latest White House AI advisor departure and the OpenAI equity-stake chatter, this is a grounded look at what the market is pricing in and what it might be missing. #AIStocks #EnterpriseSoftware #StockMarketSelloff #ServiceNow #Palantir #Broadcom #NVIDIA #AICommoditization #SoftwareMargins #InferenceCosts #Technology #Business #Investing #MarketRotation #WhiteHouseAI #OpenAI #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    9 mins
  • Why AI Software Stocks Are Crashing Despite Strong Earnings

    Why AI Software Stocks Are Crashing Despite Strong Earnings
    Jun 6 2026
    The AI software sector is in turmoil. Over the past week, stocks like ServiceNow, Palantir, and Snowflake have dropped 15-17%, while Adobe and Microsoft fell 8-10%. Yet earnings reports have been solid. How can this be? In this episode, Lucas and Luna break down the disconnect: a rotation out of high-beta AI names into defensives, profit-taking ahead of a Fed decision, and the growing fear that AI revenue expectations are already priced in. They look at ServiceNow's 22% revenue growth and 30% operating margin — numbers that would normally send a stock higher. Instead, NOW dropped 17% in five days. Is the market signaling that AI software is becoming a commodity? Or is this just a healthy correction in an overbought sector? With the VIX spiking and the NASDAQ down 8% from highs, the hosts ask whether this is a buying opportunity or the start of a deeper repricing. Specific, data-driven, and grounded in the June 2026 market reality. #AIStocks #SoftwareCrash #ServiceNow #Palantir #Snowflake #Microsoft #Adobe #MarketRotation #TechSelloff #EarningsDisconnect #VIX #NASDAQ #ProfitTaking #FedPolicy #Commoditization #Technology #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    7 mins
  • Why Supabase Doubled to 10 Billion in 8 Months

    Why Supabase Doubled to 10 Billion in 8 Months
    Jun 5 2026
    Lucas and Luna dig into Supabase's stunning valuation jump from $5B to $10B in just eight months — a rare bright spot in a week when enterprise software stocks like ServiceNow, Salesforce, and Snowflake got crushed. They unpack what Supabase is (an open-source Firebase alternative), why developers are flocking to it, and whether the valuation tells us more about AI's hunger for data infrastructure or about frothy private-market momentum. Along the way, they touch on the broader selloff in tech — including Broadcom, Palantir, and ARM dropping 15 to 16 percent in five days — and ask whether Supabase's model of PostgreSQL-plus-AI extensions is a genuinely different bet or just the next thing to get commoditized. Concrete, curious, and grounded in the numbers of June 5, 2026. #Supabase #Valuation #OpenSource #PostgreSQL #AIDatabase #DeveloperTools #Infrastructure #PrivateMarkets #VentureCapital #EnterpriseSoftware #TechStocks #ServiceNow #Palantir #Broadcom #Selloff #Technology #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    9 mins
  • Why AI Models Cant Handle a Simple Calendar Question

    Why AI Models Cant Handle a Simple Calendar Question
    Jun 5 2026
    In this episode of ChatGPT and Beyond with Fexingo, Lucas and Luna dig into a surprising limitation of today's large language models: they still can't reliably answer simple calendar or date-arithmetic questions. Using a concrete example from June 2026—asking a model what day of the week June 5 falls on—they explore why temporal reasoning breaks down for transformer-based architectures, even as these models ace the bar exam and write production code. They discuss the difference between memorized date patterns and genuine temporal reasoning, the role of tokenization in numerical errors, and why model makers from OpenAI to Anthropic are pouring research into 'grounding' problems. The hosts also touch on how this limitation matters for AI agents scheduling meetings or handling logistics, and whether future models might need built-in calendar APIs rather than pure reasoning. A focused, 10-minute look at one brittle seam in the AI stack—and why it's harder to fix than you'd think. #AI #LargeLanguageModels #GenerativeAI #TemporalReasoning #CalendarProblems #OpenAI #Anthropic #AIlimitations #Tokenization #MachineLearning #Technology #Business #FexingoBusiness #BusinessPodcast #ChatGPT #AIResearch #Productivity #AIagents Keep every episode free: buymeacoffee.com/fexingo
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    10 mins
  • How AI Data Centers Are Being Built Like Warehouses

    How AI Data Centers Are Being Built Like Warehouses
    Jun 4 2026
    Lucas and Luna discuss the surprising shift in AI infrastructure construction, where tech giants like Meta are adopting cost-effective, rapid-deployment methods — including tent-like structures — to house their GPU clusters. With Meta building data centers in tents, NVIDIA's stock up 4% in a week, and ARM surging 10.8%, they explore what this means for the chip supply chain, hyperscaler competition, and the future of AI compute. The episode ties these trends to the broader commoditization of AI model costs and the pressure on cloud margins. A look at how building methods are adapting to the insatiable demand for AI training and inference. #Meta #DataCenters #AIIndustry #NVIDIA #ARM #TechInfrastructure #Hyperscalers #GPUClusters #AIChips #CloudComputing #AIInference #Technology #FexingoBusiness #BusinessPodcast #AIProductivity #DataCenterConstruction #ChipSupplyChain #TentDataCenters Keep every episode free: buymeacoffee.com/fexingo
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    8 mins
  • Why Oracle and Broadcom Are Beating the AI Chip Narrative

    Why Oracle and Broadcom Are Beating the AI Chip Narrative
    Jun 4 2026
    Every AI stock story right now is about NVIDIA versus AMD. But this episode argues the real action in June 2026 is happening in infrastructure-adjacent names that own the data-center plumbing. We start with Broadcom's 12 percent weekly surge and Oracle's 13 percent jump after a multiyear Google Cloud deal was reported for Lovable, an AI startup. Then we unpack how custom chip design (ASICs) and enterprise software tied to AI deployment are creating a quieter but more durable growth story than the GPU hype cycle. Lucas and Luna explore why Broadcom's networking and custom silicon business now has a higher forward growth rate than NVIDIA's core GPU segment, and why Oracle's cloud infrastructure wins are changing how analysts think about the AI supply chain. Specific numbers: Broadcom's P/E compression even as revenue accelerates, Oracle's cloud revenue mix crossing 50 percent, and the Lovable-Google Cloud deal that signals enterprise AI is moving from experimentation to multiyear procurement. #Oracle #Broadcom #AIInfrastructure #CustomSilicon #CloudComputing #GoogleCloud #LovableAI #DataCenter #ASIC #EnterpriseAI #GPUvsASIC #TechStocks #June2026 #InfrastructureInvesting #Technology #FexingoBusiness #BusinessPodcast #AIHardware Keep every episode free: buymeacoffee.com/fexingo
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    7 mins