Let It Grow Investing

Let It Grow Investing – Episode NotesHeadlines This Week Google rallies after antitrust win Judge Amit Mehta rules against breaking up Chrome/Android. Google avoids forced divestitures, only barred from new exclusivity deals. Stock pops ~9%, adding $200B+ in value. Apple benefits from Google ruling Apple continues to receive billions annually from Google to remain the default search engine. Streng...

Nvidia and CrowdStrike report earnings as AI and cybersecurity lead the tech story. We break down the latest PCE inflation update, labor market data, and retail demand trends—and what it all means for the Fed, the economy, and your portfolio. 🙏 Thank you all for tuning in, voting, following, and being part of the Let It Grow community! It’s been an awesome journey gathering info and sharing weekl...

This week we’re covering: Google upside: Big moves ahead with new Apple deals and Waymo expansion , plus growth opportunities in AI and advertising. Meta in focus: How it’s positioning itself for the next wave of tech adoption. Powell hinting at rate cuts in September: What lower rates could mean for markets and investors. Musk & Zuckerberg eyeing OpenAI: Breaking down the rumors of a potentia...

Let it Grow Investing – LLY Slides, Chipmakers Pay, & My Latest Moves This week on Let it Grow Investing : LLY Tumbles – Eli Lilly slips after disappointing weight-loss pill results. Chipmakers Paying to Play – NVDA & AMD agree to pay for export licenses amid new chip restrictions. Portfolio Moves – I sold three stocks this week — here’s why and what’s next. What to Buy Now – My watchlist...

🔹 Episode Summary In today’s episode, we unpack a whirlwind week in the markets. Trump makes headlines by firing the BLS commissioner after a weak jobs report. Jerome Powell holds rates steady amid labor market softness. Plus, we dive into key earnings from Big Tech and more. 🇺🇸 Trump Fires BLS Commissioner Repercussions and market reactions Political implications as election season heats up 📉 W...

🎙️ Weekly Moves & Earnings Preview🧠 What’s On Deck: Earnings week for GOOGL , TSLA , AMZN , and SOFI . I'm buying GOOGL , AMZN , TSLA — but holding off on SOFI until after earnings. Earnings : Already reported — beat expectations. Highlights : Strong growth in AI (Gemini), Cloud, and YouTube ads. Why I’m Buying : Solid fundamentals, growing AI monetization, good risk/reward. Earnings : Re...

✅ Why I’m Entering Tesla Stock Valuation pullback = better entry point Long-term upside: FSD, AI, energy margins Risks: competition, regulation, Elon factor Sentiment is low = opportunity ✅ Earnings Season Takeaways Big Tech: Strong AI-driven beats (MSFT, NVDA, GOOGL) Banks: Mixed results, but consumer still solid Consumer: Staples steady, discretionary slowing Outlook: Soft landing priced in, w...

NVDA hits $4 Trillion Market at all time highs European Union to reach trade deals before August 1st deadline META buys stake in Essilor Luxotica BTC reaches new all time highs STOCKS for 2025... 1. NVDA 2. TSLA 3. META 4. AMZN 5. LLY 6. LHX 7. NEE 8. CRWD 9. COST 10. PLTR 11. BAC 12. AMD 13. Bitcoin As always, I thank each and every one of you for listening in, voting, and following along to the...

Big beautiful Bill passed and is now law! What now? Lots of converging events that are going to have the markets shaken up! Fed rate cuts, tariff deadline on August 1st, market volatility. Where we can expect some stability in this wild market. STOCKS for 2025... 1. NVDA 2. TSLA 3. META 4. AMZN 5. LLY 6. LHX 7. NEE 8. CRWD 9. COST 10. PLTR 11. BAC 12. AMD 13. Bitcoin As always, I thank each and ev...

Nike outperforms big on Friday! Earnings came in better than expected but way less than last year! Time to load the boat or still to early in the turn around? Adding LLY to the investing challenge portfolio! STOCKS for 2025... 1. NVDA 2. TSLA 3. META 4. AMZN 5. LLY 6. LHX 7. NEE 8. CRWD 9. COST 10. PLTR 11. BAC 12. AMD 13. Bitcoin As always, I thank each and every one of you for listening in, voti...

Looking at the Iran, Israel, USA conflict and seeing what it means for our portfolios. Are we going to be buying, selling or holding through the turmoil in the market? Looking past what could be a short term volatility, how do we know when a stock is fairly valued for a long term hold? Buying $AMZN for our Investing Challenge portfolio! STOCKS for 2025... 1. NVDA 2. TSLA 3. META 4. AMZN 5. LLY 6....

Buying NEE for the investing challenge this week! STOCKS for 2025... 1. NVDA 2. TSLA 3. META 4. AMZN 5. LLY 6. LHX 7. NEE 8. CRWD 9. COST 10. PLTR 11. BAC 12. AMD 13. Bitcoin As always, I thank each and every one of you for listening in, voting, and following along to the podcast and group! It has been a fun journey gathering info and sharing it with you all every week. Please make sure to subscri...

NVDA and COST beat on earnings! Court rules that Trump tariffs are not valid, but being enforced until appealed. What I'm buying NOW! STOCKS for 2025... 1. NVDA 2. TSLA 3. META 4. AMZN 5. LLY 6. LHX 7. NEE 8. CRWD 9. COST 10. PLTR 11. BAC 12. AMD 13. Bitcoin As always, I thank each and every one of you for listening in, voting, and following along to the podcast and group! It has been a fun jo...

NVDA and APPL Struck downTrump pens Nuclear ordersEuropean Union gets dealt tariff newsSTOCKS for 2025...1. NVDA2. TSLA3. META4. AMZN5. LLY6. LHX7. NEE8. CRWD9. COST10. PLTR11. BAC12. AMD13. BitcoinAs always, I thank each and every one of you for listening in, voting, and following along to the podcast and group! It has been a fun journey gathering info and sharing it with you all every week. Plea...

Trump making move on his trip to the Middle East. Making deals with Saudi, Qatar, Syria. United Health gets destroyed after removing guidance and a Wall Street Journal story says they are being criminally investigated by the DOJ. Bitcoin rises above $105K AMD approves additional $6B in buybacks (total now $10B) STOCKS for 2025... 1. NVDA 2. TSLA 3. META 4. AMZN 5. LLY 6. LHX 7. NEE 8. CRWD 9. COST...

UK and US reach a trade deal! Trump thinks of lowering China tariffs to reach a deal UNH sinks as costs rise CRWD cuts 500 employees BTC above $100K STOCKS for 2025... 1. NVDA 2. TSLA 3. META 4. AMZN 5. LLY 6. LHX 7. NEE 8. CRWD 9. COST 10. PLTR 11. BAC 12. AMD 13. Bitcoin As always, I thank each and every one of you for listening in, voting, and following along to the podcast and group! It has be...

In this one we are checking out the best plays for the next 10+ years. What will have the staying power to grow for the foreseeable future? Companies with a significant barrier to entry, low competition and high demand that a re in a growing field. Think of buying Apple, Amazon, Google or others 20+ years ago; can we find those future gainers now? -Buffett out as CEO of Berkshire Hathaway -Trump t...

USA vs. China in an economic war! Who will blink first in this battle? LLY trials on Orforglipron GLP-1 pill performs well in trials! UNH down big on missed earnings and revs Market focus shifts towards earnings and guidance as new results come in! STOCKS for 2025... 1. NVDA 2. TSLA 3. META 4. AMZN 5. LLY 6. LHX 7. NEE 8. CRWD 9. COST 10. PLTR 11. BAC 12. AMD 13. Bitcoin As always, I thank each an...

Breaking down the plan for all things tariffs! What is the end goal for all of this madness that the market is enduring? STOCKS for 2025... 1. NVDA 2. TSLA 3. META 4. AMZN 5. LLY 6. LHX 7. NEE 8. CRWD 9. COST 10. PLTR 11. BAC 12. AMD 13. Bitcoin As always, I thank each and every one of you for listening in, voting, and following along to the podcast and group! It has been a fun journey gathering i...

What a brutal week! Liberation Day caught us blindsided as we didn't plan for 'reciprocal tariffs' that shellacked the market. But the tariffs weren't exactly reciprocal...so what happened and what can we do next to protect our investments and setup for this new market that we are now in? Check it out for all the news and insight that we can pack into 30+ minutes of market must kno...

Rough week this past week and with tariffs getting set in place on the 2nd can we expect any better this week? We look at market news, stocks to hide out in that should have little to do with tariffs, crypto news and plenty more! Please make sure to subscribe and share. STOCKS for 2025... 1. NVDA 2. TSLA 3. META 4. AMZN 5. LLY 6. LHX 7. NEE 8. CRWD 9. COST 10. PLTR 11. BAC 12. AMD 13. Bitcoin As a...

Looking over the comments from the FED, GTC conference with NVDA and Jensen Huang, earnings from Micron and other moves throughout the market. Checking out simple moving averages of names we regularly follow to find a solid entry point, watch for a turn around or identify positions to close or monitor closely. STOCKS for 2025... 1. NVDA 2. TSLA 3. META 4. AMZN 5. LLY 6. LHX 7. NEE 8. CRWD 9. COST...

taking a close look at the sell-off in the market. Any plays oversold? Stocks that we need to add at this point? One sell that I made this week that might have been too little and/or too late. Viking Therapeutics sorts out manufacturing Sofi gets funding for personal loans Nvidia valuations Stocks that I have added this week STOCKS for 2025... 1. NVDA 2. TSLA 3. META 4. AMZN 5. LLY 6. LHX 7. NEE 8...

More of a roller coaster ride in the market with some earnings shake ups! We look at results and guidance from Crowdstrike and Costco. Looking at the sell-down in Eli Lilly and Tesla. Which of these seem safer to buy at this point? I'm eyeing up quite a few positions as prices come back to earth and make for some better entry points. Keeping a close watch on Mag 7, financials, pharma, and consumer...

What a wild week on Wall Street and around the world! Geopolitical tensions, tariffs, peace talks, AI fears, trade deals and more have shaken the markets up this week. While all of that fear has driven the market lower, the bond markets haven't pointed to any significant concerns as of yet. There are still fears I have around tariffs, inflation and unemployment, but I feel some stocks can be purch...