Let It Grow Investing

Episode Description: In this episode, we break down a massive week on Wall Street, starting with the historic SpaceX IPO that shattered public market records. Then, we preview Micron’s high-stakes fiscal Q3 earnings report as AI-driven memory demand pushes margins to historic levels. Plus, we look at Adobe’s quiet rebound, why Celsius (CELH) is starting to regain traction, and the structural roadm...

🌱 This Week on Let It Grow Investing Markets continue to rotate, AI remains the dominant investment theme, and several key names are moving in very different directions. In this episode, we break down whether recent moves are justified and where opportunity may be developing. Strong momentum fueled by AI infrastructure demand Custom silicon and networking exposure remain attractive Is the recent...

If you're enjoying the show: Follow and subscribe to Let It Grow Investing Share this episode with someone navigating today's market volatility Stay patient, stay consistent, and keep growing 🌱 🙏 Thank you for tuning in and supporting the Let It Grow Investing community! This week, we're discussing NVDA vs. AMD, the potential IPO opportunities of SpaceX and Anthropic, and why I'm buying CELH. 👍...

🎙️ Let It Grow Investing Picks & Shovels of AI Episode Summary: Instead of chasing flashy AI apps, we focus on the companies supplying the tools behind the boom—chips, servers, and infrastructure. Nvidia (NVDA) Taiwan Semi (TSM) ASML (ASML) Arista Networks (ANET) Super Micro (SMCI) Broadcom (AVGO) Dell (DELL) In a gold rush, the real winners often sell the tools. AI infrastructure companies ca...

🎙️ Let It Grow Investing – Episode Notes Title: Big Tech Earnings: AI Boom or Spending Bubble? It was a massive earnings week for Big Tech, with five of the “Magnificent 7” reporting results. While most companies beat expectations , the market reaction was mixed—largely due to heavy AI-related capital expenditures (CapEx) . Investors are starting to ask a key question: 👉 Are these AI investments...

We’re moving past the "software" hype to the physical reality of AI. The bottleneck has shifted from chip supply to megawatts. If you want to build generational wealth in this cycle, you have to look at the grid. The Trillion-Dollar Build: AI isn't just code; it’s an industrial project. Over $2.9 trillion is being poured into data center infrastructure through 2028. The Power Wall: G...

Pain Before the Pop: Rally Mode Engage After short-term market pain, the rally is here. This episode breaks down why staying invested during volatility pays off—and why panic selling can cost you big. Netflix (NFLX) – Strong momentum, ad growth Nike (NKE) – Rebound potential Celsius (CELH) – High-growth, volatile opportunity SoFi (SOFI) – Expanding fintech play Microsoft (MSFT) – AI leader, long-t...

Markets are pulling back—and investors are faced with a critical decision: panic and sit on the sidelines, or lean in and buy quality companies at a discount. In this episode, we break down why downturns create opportunity and why we’re adding to positions in Salesforce, Amazon, and Advanced Micro Devices. Recent pullbacks creating fear across tech and growth stocks Investors worried about rates,...

The 2026 Dip: Buy Now or Wait? Summary The  S&P 500  and  Nasdaq  are officially in the red for 2026. This episode breaks down why the market is sliding—from Middle East tensions to a weak jobs report—and whether you should grab the "discount" or stay on the sidelines. Key Points The State of Play:  A look at the  1.5% to 3.1% YTD drop  in major indices and the surprising resilience...

USA vs Iran, Oil Surge Incoming, NVDA & Tech Dip — Buying Zscaler In this episode, we break down the escalating tensions between the United States and Iran and what it could mean for markets — especially oil prices and tech stocks. With crude oil reacting sharply to geopolitical risk, investors are starting to price in supply disruption and a rising risk premium. If tensions continue, could we...

Tech Stock Sell-Off & Buying the Dip The market pulled back hard this week, especially in tech — but is this fear creating opportunity? In this episode, we break down what’s driving the sell-off and where smart long-term investors may want to step in. AI spending concerns and rising CapEx Valuation compression in mega-cap tech Higher-for-longer rate fears Sector rotation out of growth Profit-t...

📉 What’s Happening? Markets pulled back sharply, led by tech and AI names. Risk sentiment shifted fast as investors moved out of high-growth stocks and into safer assets. 1. Massive AI Spending Big tech is pouring hundreds of billions into AI chips, data centers, and infrastructure. The concern? Spending is happening now — profits may take years. 2. Monetization Questions AI revenue is growing, b...

Costco Sales Surge | Google Passes Apple | Defense Boom | NVDA China | JPM–Apple Deal Markets are heating up across consumer, tech, defense, and financials. In this episode, we break down Costco’s strong sales momentum, a major shake-up at the top of the market-cap leaderboard as Google overtakes Apple, rising global defense spending, new developments for Nvidia in China, and JPMorgan winning Appl...

Recapping 2025 and planning ahead for 2026! Some stocks remain on the list for the new year! 🎙️ Top Stocks to Buy for 2026 In this episode, we break down top long-term investment ideas heading into 2026 , focusing on AI, consumer brands, fintech, cloud, and digital assets. Nike (NKE): Global brand power, DTC growth, and consumer recovery Adobe (ADBE): Creative software leader integrating AI across...

In this episode, we break down how investors can avoid common Bitcoin scams while navigating a market full of mixed signals. We discuss why Nike, Oracle, and Broadcom are trading lower, why Micron continues its strong run , and whether Google (Alphabet) is now sitting in fair value territory after its recent rally. From crypto safety to stock-specific insights, this episode focuses on discipline,...

Selling UNH, Rotating Into High-Conviction Tech + Bitcoin Ahead of Fed Decision 1. Portfolio Moves Selling out of UNH Rotating capital away from slow-growth healthcare Taking profits / reallocating toward higher-upside opportunities UNH stability appreciated, but limited near-term catalysts 2. New Buys / Adds CRM (Salesforce) Strong enterprise demand AI integration driving margin expansion Attract...

Investing $30k right now into: Tesla, Costco, Broadcom, Meta, Bitcoin. Theme: Markets gearing up for a Fed rate cut next meeting → risk-on mood returning. Key Points: Rate cut = cheaper borrowing + more liquidity → typically boosts tech, growth stocks, and crypto. Tesla / Broadcom / Meta: High-growth names that usually benefit most from lower rates. Costco: Defensive consumer staple; steadier anch...

⚡ Quick Show Notes: Tech, Bitcoin, and Portfolio Tech Sell-Off: Sharp market pullback, led by tech, due to stretched valuations in AI stocks (NVDA, etc.) and fading expectations for a Federal Reserve rate cut in December. Bitcoin Plunge: BTC price dipped significantly, falling towards the $94,000 range , driven by broader risk-off sentiment and concerns over US financial system liquidity . AMZN (...

Summary: Markets sold off this week as investors questioned high valuations. Growth names cooled after big runs, creating some buying opportunities. My Moves: Trimmed Eli Lilly (LLY): Great company, but valuation stretched. Took profits after strong gains. Bought Meta (META) & Amazon (AMZN): Using the pullback to add quality names at better prices. Both remain long-term conviction holds. Takea...

On this episode: United Parcel Service (UPS): Financials: Beat on adjusted EPS and revenue, but consolidated revenue declined slightly Y/Y. Key Action: Focused on profitability by strategically shedding low-margin volume, including a "planned glide down" of Amazon volume . Outlook: International segment was strong; domestic performance reflects cost controls and deliberate mix management...

In this episode, we delve into the investment landscape, analyzing three major companies—Nike,  Salesforce , and Adobe—to see if they belong in your portfolio. We'll also break down the recent volatile price action in Bitcoin and explore why gold is strengthening against the U.S. dollar. Finally, we'll examine the massive, $300 billion partnership between Oracle and OpenAI and what it means for th...

In this episode of Let It Grow Investing , we’re diving into the latest mix of politics, markets, and tech shaping the week ahead. Topics Covered: Government Shutdown Risk – What a potential shutdown could mean for the economy and investor sentiment. Trump’s Agenda – Updates on campaign promises, policy shifts, and their possible market impact. Defense Tech Spotlight – Palantir and Anduril face ne...

Topics Covered This Week Costco Earnings Beat on EPS and revenue, U.S. comps strong. Membership fee hike already in effect. New perks: extended hours, early shopping for Executive members. Stock dipped slightly post-earnings despite strong results. Micron Earnings Big beat on both revenue and EPS, guidance raised again. AI/data center demand now ~40% of revenue. Stock strength shows secular tailwi...

NVIDIA invests in Intel : surprising partnership move, potential collaboration on AI and chip production. Federal Reserve cuts rates : markets react, what it means for stocks, bonds, and borrowing costs. Nuclear energy for data centers : growing demand for clean, reliable power to support AI and cloud growth. Trump’s H-1B visa cost : new policy details and potential impact on tech hiring and globa...

Fed Rate Cuts Incoming : The Federal Reserve is signaling that rate cuts could begin soon. Markets are watching closely as lower rates would ease borrowing costs, support economic growth, and likely provide a lift to equities. Tesla Expansion : Tesla is ramping up production at its Gigafactory in Germany. This boost should help meet European demand while improving efficiencies and lowering costs,...