Let It Grow Investing

Changes coming into the market! Tech led sell-off on Friday and other erratic market behavior. Time to buy or sell? Maybe a bit of both? DKNG sells off after issuing a debt raise of $500M UNH sell off after DOJ investigates Medicare spending CRWD sells off after sales to IRS are cut AAPL announces that they will be using all Apple modems in the remaining iPhones. Cutting out Qualcomm modems from t...

Looking over the moves in the market! NVDA rallies after selling SOUN Soundhound DKNG Soars with a guide higher for 2025 GOOGL looks oversold after data center fears are overblown NVDA buys Weride and Nebius Paul Tudor Jones bets big on Bitcoin, adding $445M AMZN and META still look to be a good value as other stocks push to insane levels STOCKS for 2025... 1. NVDA 2. TSLA 3. META 4. AMZN 5. LLY 6...

Earnings season recap from some of our favorite names! Palantir crushes it and guides higher. Up massively already this year! Alphabet and Amazon report solid earnings but miss in cloud. AMD in depth look at why I am continuing to buy. They may trend lower in the short term but I believe they could be bottoming soon! Data center and cloud spend from the mag 7 point to more business for the chip ma...

Links to support families who were impacted by the American Airlines flight at DCA. Here are some ways to help families in our community that have suffered unimaginable losses last night… I know we can never fill the hole left in their hearts but we can show them we care. Our hearts go out to all families, children, and friends of those lost and those first responders doing their best to help. • S...

We are back and rolling into the new year! Focusing our portfolio on 12 names that we are adding to for 2025! I've built a watch list and we will be adding to these individual names over the course of the year, in search of outsized gains and dollar cost averaging. This week we will be adding $AMD to our WeBull portfolio. Trump pushing an AI initiative that will benefit AI hardware and softwar...

Welcome back to the show! We are changing things up for our investing challenge for 2025! Instead of looking at 5 new stocks every week, we are going to be building a portfolio with 13 plays in mind. Each week we will look at the overall market and decide which stock will get my investment for the week. This will help us build our position sizes and still diversify with have 13 names we are focusi...

Building out the portfolio that fits your risk, timeline, strategy, involvement and plan! Not every stock should be YOUR stock! Don't invest in every shiny new object and keep your portfolio focused on stocks, ETFs and plays that work for you!

Peace out 2024... Let's get set for 2025! What stocks and situations do we see working for 2025? We break down the market and look into stocks that could soar into the new year. Some of our favorite picks for 2024 could still be winners while others are at the point of being overvalued in the short term. I'm looking at LLY Eli Lilly, AMZN Amazon, AMD Advanced Micro Devices , ADBE Adobe, LMT Lockhe...

Covering all the action from the Fed with a 25 bps cut to the Fed funds rate. Action from Merck licensing a GLP-1 drug from LaNova Medicines and the ripple effect it caused in the other pharma stocks. AMD vs. NVDA for 25! Still going long on AMD but not ignoring that NVDA is in correction territory and has increasing revenue for the foreseeable future. We purchased AMD for week #52 of our investin...

We take a deeper dive into why AMD could be a great addition to my portfolio for the next few years! We estimate out the growth and stock price into 2028 and look at some of the financials behind the company and why there might be a narrow window before this one starts to take off! Also, we dive into some other stocks that could give us some outsized gains for the new year! Eli Lilly has been cut...

Which stocks do you have that you plan to keep forever? I have a few that I have trimmed or pulled some profits from but don't plan to sell out of anytime soon! They might not be the best entry point at the moment but if we look long term and want to build a position in these names we can dollar cost average our way into a full position. I've made a tough decision to make this episode showing my o...

In this episode we look at the last companies to report earnings. Which stocks still have room left to run for the remainder of the year and beyond? After much of the market has already moved as some of the uncertainty settles down, is there anything left to buy at a reasonable valuation? I think we have found a few that deserve a closer look! Sold TSLA covered calls at $300 Closed NVDA calls @ $1...

We look into earnings from Target and Nvidia. Evaluate the "Mag 7" stocks. Tracking the action in Bitcoin and Crypto. Week #48 winner $LLY Eli Lilly. Buying the dip after LLY reports weaker sales than expected in Wegovy and Mounjaro Week 49 stocks of the week 1. TGT Target 2. NVDA Nvidia 3. AMD Advanced Micro 4. NEE Nextera Energy 5. CELH Celsius Holdings WEEK 1 SELL $PLUG, $HNST, $SHOP. BUY $DVN,...

This week we have Nvidia earnings on tap. How will the AI chip giant shake up the market? Netflix streaming of the Paul vs. Tyson was a disaster! How will the streaming problems disrupt the stock? Bitcoin trends higher above $90k Disney rallies higher after reporting Q4 and guiding higher for 2025 Palantir rallies higher with AI demand Week 48 stock pick 1. LLY 2. MU 3. AVGO 4. NFLX 5. AMZN WEEK 1...

Checking out the market after a huge week filled with earnings, election results, Fed rate cuts and new record highs in many corners of the market. We look at what stocks have already run, fallen and stand to benefit from a Trump presidency. Why Tesla and Bitcoin have surged like crazy this week alone. Week 46 ends with a $UPS win for our investing challenge Week 47 stocks of the week! 1. ASML 2....

We check out the earnings results from some of our favorite names in the market. Amazon, Alphabet, Microsoft, Meta, Eli Lilly, Abbvie, Altria, and plenty more! Palantir has insiders selling millions! Should we join them in selling before earnings? SMCI gets DESTROYED after fraud and accounting issues are discovered. $C Citigroup takes the win for week 45. Week 46 poll is live now. Get your vote in...

We are looking at stock picks during one of the most important weeks of the year! With earnings from some of the largest companies in the market coming out this week, PCE and initial jobless claims at the end of the week and election next week, we have plenty of hurdles and speed bumps to avoid! Apple, Microsoft, Google, Meta, Amazon, Chevron, Exxon, and plenty more reporting this week we are posi...

PLTR leads in data driven AI for governments CELH smaller cap growth stock in the energy drink space SOFI bank stock aimed at younger consumers, gaining customers, market share, adding products and members ASML Semiconductor chipmaking equipment company with recent sell-off HNST household products company with focus on products with less artificial ingredients and dyes, WEEK 44 poll!! 1. PLTR 2. C...

We look over the moves from this past week. Including robotaxi event, NVDA presentation in DC, PPI, Warren Buffett selling off BAC and more! Week #43 stocks of the week 1. AMD 2. ADBE Adobe 3. PFE Pfizer 4. VZ Verizon 5. TSLA Tesla WEEK 1 SELL $PLUG, $HNST, $SHOP. BUY $DVN, $MPW, $NEE, WEEK 2 $NVDA, WEEK 3 $HASI, WEEK 4 $CRSP, WEEK 5 $TSM, WEEK 6 $MSFT, WEEK 7 $XOM, WEEK 8 $BMY, WEEK 9 $O, WEEK 10...

When I will double up my investments into a position I have high conviction in. Jobs report comes in hotter than expected Port strike ends with a 62% raise over 6 years Israel and Iran tensions spike Market to finish the year on a strong note? sideways until the election? What stock for week 42? 1. AMZN 2. MELI 3. ETSY 4. MRK 5. DVN WEEK 1 SELL $PLUG, $HNST, $SHOP. BUY $DVN, $MPW, $NEE, WEEK 2 $NV...

PCE the Fed's favored inflation gauges comes in light pointing to the fact that inflation is finally back in check China pumps stimulus and drives the market higher. I am glad to say I have closed my position in a few Chinese stocks! Some analysts are saying it is time to buy consumer discretionary, but I am on the fence about that. Some may be safe but others might be a bit too risky for me just...

We look at the moves from the Fed and their decision to cut 50 BPS. What that means for us as investors and consumers, why we should pay attention and how it differs from Treasury yields. How the Fed Funds rate differs from the 10 year yield and why mortgage rates aren't dropping as fast as the Fed funds rate. What the Fed rate means for consumers. Typically we look at growth stocks, industria...

We look at the Feds big decision this week How it can go right or wrong and what plays to make Trump's second assassination attempt Winning plays of the week CPI Numbers Stock news from Palantir, Albemarle, Oracle, Adobe, Chevron, Broadcom, Micron, and more Week 38 ends with a UPS win! What stock should we buy for week 39? 1. O Realty Income 2. GOLD Barrick Gold 3. PLTR Palantir 4. ORCL Oracle...

NASDAQ down 5.6% this week! Weak jobs report on Friday, sell-off from Broadcom on weaker guidance. U.S. Steel $X sale being halted by the White House. Cleveland Cliffs backs WH and offers to buy pieces of US Steel business. Dollar General and Family Dollar fall further on weakening demand. Kroger Albertson's merger deal drama rising. Week 37 ends with a $S Sentinel One win! Week 38 stock of th...

Looking at the results of Nvidia's quarter after a double beat, raised guidance and falling stock price. Time to buy? Unemployment numbers are in focus this week as labor market remains shaky. SMCI drops heavy on investigation from SEC Dollar General drops after poor results, falling margin and rising costs. Problems look isolated (ish) Tesla sales rise 3% in China last month Harris' proposed tax...