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Stocks Are Getting Hit — But Not Everything Is a Buy The market is pulling back, and investors are looking for opportunities. But just because a stock is down doesn't mean it's a bargain. This week, we're breaking down the difference between buying the dip and catching a falling knife. We'll discuss the growing concerns surrounding AI infrastructure, CoreWeave's struggles, and what the risks could mean for Nvidia and AMD. Plus, Tesla's wild new Roadster reveal and the latest developments surrounding SpaceX. Market Sell-Off: Why stocks are getting knocked back and how to identify genuine buying opportunities versus stocks that still have room to fall. CoreWeave's Struggles: Rising debt, financing costs, and concerns about AI infrastructure spending are putting pressure on the company. What could go wrong, and is the sell-off justified? Nvidia & AMD: How closely are these chipmakers tied to the success of AI infrastructure companies like CoreWeave? Does the current weakness create an opportunity? Tesla Roadster: Tesla's redesigned Roadster features SpaceX-inspired thrusters and ambitious performance claims, but what does it actually mean for Tesla investors? SpaceX: The expanding relationship between Tesla, SpaceX, and AI infrastructure—and the investment opportunities and risks surrounding this ecosystem. Buy the Dip or Stay Away? How to evaluate valuations, balance sheets, growth expectations, and risk before putting money to work. A falling stock price doesn't automatically make a company cheap. The goal is to find businesses with strong fundamentals, durable growth prospects, and valuations that offer an attractive long-term return. Which stocks are worth buying during this pullback, and which ones are better left alone? Let’s dig in! Like, Subscribe and Share! Thanks for tuning in and being part of the Let It Grow community. ⚠️ Disclaimer: This is not financial advice. I'm simply sharing what I'm doing in my own portfolio based on my personal goals, risk tolerance, age, income, and investment strategy. Always do your own research before making investment decisions. 🏋️‍♂️ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Supplements: 1st Phorm⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👖 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Barbell Apparel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📘 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📈 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠E*Trade Referral⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💸 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Binance US⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🪙 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Crypto.com – Get $25⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📊 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Webull – Free Stock⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👏 If you've made it this far, you're the real MVP. Thanks for supporting the show and helping grow this amazing community. Let's get after it and LET IT GROW! 🌱📈 #LetItGrowInvesting #NVDA #AMD #CELH #SpaceX #Anthropic #AIStocks #GrowthStocks #InvestingPodcast #StockMarket #LongTermInvesting #TESLA #roadster #micron

The market is getting tougher as rates rise and valuations come under pressure. This week, we break down where the best growth opportunities may be. 📈 In this episode: Market & interest-rate updateNVDA & AMD valuationsCRM & AMZN growth opportunitiesSOFI & GEV — higher-growth playsWhere I'm putting new moneyAs always, not investing advice — just what I’m doing in my own portfolio based on my risk tolerance, goals, age, income, and more. Like, Subscribe & Share! 🚀 ⚠️ Disclaimer: This is not financial advice. I'm simply sharing what I'm doing in my own portfolio based on my personal goals, risk tolerance, age, income, and investment strategy. Always do your own research before making investment decisions. 🏋️‍♂️ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Supplements: 1st Phorm⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👖 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Barbell Apparel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📘 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📈 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠E*Trade Referral⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💸 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Binance US⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🪙 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Crypto.com – Get $25⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📊 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Webull – Free Stock⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👏 If you've made it this far, you're the real MVP. Thanks for supporting the show and helping grow this amazing community. Let's get after it and LET IT GROW! 🌱📈 #LetItGrowInvesting #NVDA #AMD #CELH #SpaceX #Anthropic #AIStocks #GrowthStocks #InvestingPodcast #StockMarket #LongTermInvesting

Stocks managed to hold near record highs even as Treasury yields jumped and expectations for a September Fed rate hike increased. The August jobs report showed 162,000 jobs added, roughly three times economists' expectations, while unemployment held at 4.1%. The strong labor market was good news for the economy—but potentially bad news for stocks because it gives the Fed less reason to ease policy. 📈 Stocks shrug off higher rates Why the S&P 500 and Nasdaq continue to show resilienceCan stocks keep climbing if yields remain elevated?💼 The jobs report changes the Fed conversation 162,000 jobs added in AugustWhy strong employment could keep the Fed on hold—or even lead to a rate hikeThe market is increasingly pricing in a September hike💰 Treasury yields are the key Why higher bond yields create competition for stocksWhat rising rates could mean for high-growth and high-valuation companies🤖 AI and semiconductor stocks remain strong Why investors continue to favor the AI trade despite higher ratesAre Nvidia, Broadcom and other semiconductor stocks still leading the market?🛢️ Oil adds another inflation concern Rising energy prices could make the Fed's job even harderWhat higher oil prices could mean for inflation, consumers and corporate margins🔎 What I'm watching next August PPI on ThursdayAugust CPI on FridayFed decision coming September 16Oracle and Adobe earningsWhether higher yields finally put pressure on growth stocksThe market is sending an interesting message: the economy looks strong enough to support earnings, but perhaps too strong for the Fed to cut rates. The big question now is whether stocks can continue to rise if inflation remains sticky, oil moves higher and Treasury yields stay elevated. ⚠️ Disclaimer: This is not financial advice. I'm simply sharing what I'm doing in my own portfolio based on my personal goals, risk tolerance, age, income, and investment strategy. Always do your own research before making investment decisions. 🏋️‍♂️ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Supplements: 1st Phorm⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👖 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Barbell Apparel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📘 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📈 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠E*Trade Referral⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💸 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Binance US⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🪙 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Crypto.com – Get $25⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📊 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Webull – Free Stock⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👏 If you've made it this far, you're the real MVP. Thanks for supporting the show and helping grow this amazing community. Let's get after it and LET IT GROW! 🌱📈 #LetItGrowInvesting #NVDA #AMD #CELH #SpaceX #Anthropic #AIStocks #GrowthStocks #InvestingPodcast #StockMarket #LongTermInvesting

What would I buy if I were starting from $0 today and wanted to build a $1 million portfolio over the next 20 years? In this episode of Let It Grow Investing, we break down how I’d approach building a balanced, growth-focused portfolio at age 40. 📈 The Rule of 120 — why 80% stocks / 20% bonds can make sense at 40🇺🇸 Core holdings — building around broad-market ETFs🚀 Growth stocks — adding companies like NVDA, META, AMZN, GOOGL, MSFT and TSLA🌎 International & small-cap exposure for diversification💰 Bonds & cash — why you still need a defensive side₿ Bitcoin & higher-risk investments — how much is too much?🔄 Rebalancing — when to buy, sell and adjust💵 The math behind $1 million — what monthly contributions and returns could get you there🧠 Most importantly: building a portfolio you can actually stick with through a major market crashThe goal isn't to find the next 10X stock. It's to build a portfolio that can compound for 20 years while still allowing room for higher-conviction investments. ⚠️ Disclaimer: This is not financial advice. I'm simply sharing what I'm doing in my own portfolio based on my personal goals, risk tolerance, age, income, and investment strategy. Always do your own research before making investment decisions. 🏋️‍♂️ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Supplements: 1st Phorm⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👖 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Barbell Apparel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📘 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📈 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠E*Trade Referral⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💸 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Binance US⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🪙 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Crypto.com – Get $25⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📊 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Webull – Free Stock⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👏 If you've made it this far, you're the real MVP. Thanks for supporting the show and helping grow this amazing community. Let's get after it and LET IT GROW! 🌱📈 #LetItGrowInvesting #NVDA #AMD #CELH #SpaceX #Anthropic #AIStocks #GrowthStocks #InvestingPodcast #StockMarket #LongTermInvesting

AI Spending Pays Off? META, PLTR, AMZN & CELH Earnings Breakdown Is all the massive AI spending finally paying off? This week on Let It Grow Investing, we break down earnings from Meta, Palantir, Amazon and Celsius Holdings. 📈 META: Huge AI spending, strong advertising growth — but are expenses getting too high? 🤖 PLTR: Explosive AI-driven growth continues, but can the valuation keep up? ☁️ AMZN: AWS growth accelerates as Amazon ramps AI infrastructure spending. 🥤 CELH: Breaking down the latest results, growth outlook and whether Celsius can regain momentum. Plus, we discuss the bigger AI investment question: Which companies are actually turning AI spending into revenue, profits and long-term shareholder value? Not investing advice — simply what I am looking to do in my own portfolio while understanding my risks, timeline, age, income, debt and other factors. #Investing #AI #META #PLTR #AMZN #CELH #Stocks #Earnings #LetItGrowInvesting 👍 If you enjoyed this episode: Like the videoSubscribe to Let It Grow InvestingShare it with a friend interested in long-term investingLeave a comment with the stocks you're buying this monthNothing discussed in this episode is financial advice. I'm simply sharing my own research and what I'm doing in my personal portfolio. Always do your own due diligence before making investment decisions. 🌱 Thanks for watching, and as always… Let It Grow! 📈 This Week's Topics📊 Stocks Discussed🌱 My Portfolio Moves💬 Question of the Week ⚠️ Disclaimer: This is not financial advice. I'm simply sharing what I'm doing in my own portfolio based on my personal goals, risk tolerance, age, income, and investment strategy. Always do your own research before making investment decisions. 🏋️‍♂️ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Supplements: 1st Phorm⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👖 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Barbell Apparel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📘 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📈 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠E*Trade Referral⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💸 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Binance US⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🪙 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Crypto.com – Get $25⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📊 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Webull – Free Stock⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👏 If you've made it this far, you're the real MVP. Thanks for supporting the show and helping grow this amazing community. Let's get after it and LET IT GROW! 🌱📈 #LetItGrowInvesting #NVDA #AMD #CELH #SpaceX #Anthropic #AIStocks #GrowthStocks #InvestingPodcast #StockMarket #LongTermInvesting

Is the AI spending spree a bubble, or the ultimate buying opportunity? In this episode, we unpack the massive capital expenditure (Capex) figures coming out of Silicon Valley. We explain why Wall Street's short-term panic has put the world's best companies on deep sale, breaking down our precise buy thesis for NVIDIA, Netflix, and Tesla. Plus, we look at how pairing these tech giants with high-growth consumer alpha like e.l.f. Beauty (ELF), Celsius (CELH), and SPCX creates a resilient, high-upside portfolio.📈 Covered Metrics & Core Targets NVIDIA (⁠NVDA⁠): Trailing P/E at 31.68 and trailing PEG at an ultra-cheap 0.29, signaling deep growth-adjusted undervaluation.Netflix (NFLX): Trading at a compressed P/E of 22.08, a massive discount compared to its historical averages.Tesla (TSLA): Balancing near-term auto margin pressure against long-term autonomous driving and robotics upside.Consumer Alpha (CELH / ELF / SPCX): Utilizing hyper-growth consumer brands and sector-specific indexing to hedge tech sector volatility. 👍 If you enjoyed this episode: Like the videoSubscribe to Let It Grow InvestingShare it with a friend interested in long-term investingLeave a comment with the stocks you're buying this monthNothing discussed in this episode is financial advice. I'm simply sharing my own research and what I'm doing in my personal portfolio. Always do your own due diligence before making investment decisions. 🌱 Thanks for watching, and as always… Let It Grow! 📈 This Week's Topics📊 Stocks Discussed🌱 My Portfolio Moves💬 Question of the Week ⚠️ Disclaimer: This is not financial advice. I'm simply sharing what I'm doing in my own portfolio based on my personal goals, risk tolerance, age, income, and investment strategy. Always do your own research before making investment decisions. 🏋️‍♂️ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Supplements: 1st Phorm⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👖 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Barbell Apparel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📘 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📈 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠E*Trade Referral⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💸 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Binance US⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🪙 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Crypto.com – Get $25⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📊 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Webull – Free Stock⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👏 If you've made it this far, you're the real MVP. Thanks for supporting the show and helping grow this amazing community. Let's get after it and LET IT GROW! 🌱📈 #LetItGrowInvesting #NVDA #AMD #CELH #SpaceX #Anthropic #AIStocks #GrowthStocks #InvestingPodcast #StockMarket #LongTermInvesting

🚀 AI Memory Boom, SpaceX, & Stocks I'm Buying This week on Let It Grow Investing, we dive into one of the hottest themes in the market: AI infrastructure. Memory demand is accelerating, Micron and SK hynix continue to dominate the high-bandwidth memory (HBM) race, and investors are watching to see who benefits most from the next wave of AI spending. We also discuss the latest developments surrounding SpaceX and why it remains one of the most closely watched private companies in the world. Even if you can't buy SpaceX shares directly, there are still ways to gain exposure to the broader space economy. Finally, I share several additions I'm considering for my own portfolio and explain why Microsoft, Celsius Holdings, and Palantir continue to be on my buy list. AI infrastructure spending remains strongMicron vs. SK hynix: Who has the edge in HBM memory?Why AI memory demand could continue for yearsSpaceX updates and what they could mean for investorsMicrosoft: Still one of the best AI compounders?Celsius: Growth story after the recent pullbackPalantir: Is the valuation justified?Portfolio updates and what I'm watching nextMicron (MU)SK hynixMicrosoft (MSFT)Celsius Holdings (CELH)Palantir (PLTR)This week I'm discussing why I'm interested in: ✅ Microsoft (MSFT)✅ Celsius Holdings (CELH)✅ Palantir (PLTR)These are simply the companies I'm researching and considering for my own portfolio based on my investing goals, risk tolerance, and long-term time horizon. Which company do you think wins the AI infrastructure race over the next five years? MicronSK hynixNVIDIAAnother company? Let me know in the comments!👍 If you enjoyed this episode: Like the videoSubscribe to Let It Grow InvestingShare it with a friend interested in long-term investingLeave a comment with the stocks you're buying this monthNothing discussed in this episode is financial advice. I'm simply sharing my own research and what I'm doing in my personal portfolio. Always do your own due diligence before making investment decisions. 🌱 Thanks for watching, and as always… Let It Grow! 📈 This Week's Topics📊 Stocks Discussed🌱 My Portfolio Moves💬 Question of the Week ⚠️ Disclaimer: This is not financial advice. I'm simply sharing what I'm doing in my own portfolio based on my personal goals, risk tolerance, age, income, and investment strategy. Always do your own research before making investment decisions. 🏋️‍♂️ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Supplements: 1st Phorm⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👖 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Barbell Apparel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📘 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📈 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠E*Trade Referral⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💸 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Binance US⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🪙 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Crypto.com – Get $25⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📊 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Webull – Free Stock⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👏 If you've made it this far, you're the real MVP. Thanks for supporting the show and helping grow this amazing community. Let's get after it and LET IT GROW! 🌱📈 #LetItGrowInvesting #NVDA #AMD #CELH #SpaceX #Anthropic #AIStocks #GrowthStocks #InvestingPodcast #StockMarket #LongTermInvesting

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 roadmap that could launch Marvell (MRVL) on a legitimate path toward a $1 trillion valuation. The Historic Debut: SpaceX formally went public on the Nasdaq at an initial valuation of $1.77 trillion, raising an unprecedented $75 billion in gross proceeds. Market Impact: Trading surged on day one to push its market cap over $2 trillion. We discuss the unique, multi-staged insider lock-up structure and how fast-tracked index rules are shifting the mechanics of passive ETF tracking. Pure Profit Growth: Ahead of its fiscal Q3 earnings call on June 24, Wall Street consensus is targeting a mind-boggling ~1,000% year-over-year increase in adjusted EPS. What to Watch: We break down the absolute dominance of their HBM3E/HBM4 product cycles, massive CapEx scaling across new fabs, and whether the memory cycle is turning into a permanent structural moat. ADBE: Creative Cloud is showing resilient enterprise retention as AI monetization begins to manifest in actual ARR. CELH: After a painful distribution and inventory rightsizing over the past few quarters, the stock is showing technical and fundamental signs of a text-book volume accumulation phase. The Trillion-Dollar Blueprint: Why optical DSPs and custom silicon partnerships position Marvell perfectly to capture the massive capital expenditure tailwinds from hyperscalers building out data centers. Is a $1T valuation realistic, or is it getting ahead of its fundamentals? 📈 Key Takeaways From This Episode1. The SpaceX Phenomenon (Ticker: SPCX)2. Micron Technology (Ticker: MU)3. Adobe (Ticker: ADBE) & Celsius (Ticker: CELH)4. Marvell Technology (Ticker: MRVL) 👍 Like, Subscribe & Share if you enjoy the content. 👉 Have a question or stock you'd like covered? Reach out and I'll do my best to feature it in a future episode. ⚠️ Disclaimer: This is not financial advice. I'm simply sharing what I'm doing in my own portfolio based on my personal goals, risk tolerance, age, income, and investment strategy. Always do your own research before making investment decisions. 🏋️‍♂️ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Supplements: 1st Phorm⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👖 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Barbell Apparel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📘 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📈 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠E*Trade Referral⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💸 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Binance US⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🪙 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Crypto.com – Get $25⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📊 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Webull – Free Stock⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👏 If you've made it this far, you're the real MVP. Thanks for supporting the show and helping grow this amazing community. Let's get after it and LET IT GROW! 🌱📈 #LetItGrowInvesting #NVDA #AMD #CELH #SpaceX #Anthropic #AIStocks #GrowthStocks #InvestingPodcast #StockMarket #LongTermInvesting

🌱 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 demandCustom silicon and networking exposure remain attractiveIs the recent rally sustainable or are expectations getting ahead of fundamentals?Key risks and valuation considerations moving forwardAMD's recent weakness despite long-term AI potentialMicron facing concerns around memory pricing and future demand expectationsSeparating short-term market reactions from long-term business fundamentalsAre these buying opportunities or value traps?Consumer Discretionary sector outlook for the second half of the yearStrength of the U.S. consumerImpact of rates, employment, and spending trendsWhy XLY could still have upside despite recent gainsExamining the investment thesisBusiness fundamentals and growth outlookWhat investors may be missingRisks and catalysts to watchInstitutional adoption continues to growSupply scarcity remains a major part of the bull caseMacro environment and its impact on digital assetsLong-term outlook for Bitcoin investors✅ AI infrastructure spending remains a powerful market driver. ✅ Market pullbacks in quality names can create opportunities. ✅ Consumer spending remains a critical piece of the economic puzzle. ✅ Valuation matters—but so do long-term growth trends. ✅ Bitcoin continues to gain legitimacy among institutional investors. Is MRVL still a buy after the run-up?Which has the better risk/reward today: AMD or MU?Do you own XLY or individual consumer discretionary stocks?What's your long-term Bitcoin price target?🎙️ If you're enjoying the show: Follow & Subscribe to Let It Grow InvestingLike, Share, and Leave a ReviewSend in your questions for future episodesStay patient. Stay disciplined. Keep growing. 🌱📈 Topics Covered🚀 Marvell (MRVL) – Run-Up Continues📉 AMD & Micron (MU) – Why the Sell-Off?🛍️ XLY – Fairly Valued with Room to Run?🎮 Clarity on ACT₿ Bitcoin 👍 Like, Subscribe & Share if you enjoy the content. 👉 Have a question or stock you'd like covered? Reach out and I'll do my best to feature it in a future episode. ⚠️ Disclaimer: This is not financial advice. I'm simply sharing what I'm doing in my own portfolio based on my personal goals, risk tolerance, age, income, and investment strategy. Always do your own research before making investment decisions. 🏋️‍♂️ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Supplements: 1st Phorm⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👖 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Barbell Apparel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📘 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📈 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠E*Trade Referral⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💸 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Binance US⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🪙 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Crypto.com – Get $25⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📊 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Webull – Free Stock⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👏 If you've made it this far, you're the real MVP. Thanks for supporting the show and helping grow this amazing community. Let's get after it and LET IT GROW! 🌱📈 #LetItGrowInvesting #NVDA #AMD #CELH #SpaceX #Anthropic #AIStocks #GrowthStocks #InvestingPodcast #StockMarket #LongTermInvesting

If you're enjoying the show: Follow and subscribe to Let It Grow InvestingShare this episode with someone navigating today's market volatilityStay 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. 👍 Like, Subscribe & Share if you enjoy the content. 👉 Have a question or stock you'd like covered? Reach out and I'll do my best to feature it in a future episode. ⚠️ Disclaimer: This is not financial advice. I'm simply sharing what I'm doing in my own portfolio based on my personal goals, risk tolerance, age, income, and investment strategy. Always do your own research before making investment decisions. 🏋️‍♂️ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Supplements: 1st Phorm⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👖 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Barbell Apparel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📘 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📈 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠E*Trade Referral⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💸 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Binance US⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🪙 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Crypto.com – Get $25⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📊 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Webull – Free Stock⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👏 If you've made it this far, you're the real MVP. Thanks for supporting the show and helping grow this amazing community. Let's get after it and LET IT GROW! 🌱📈 #LetItGrowInvesting #NVDA #AMD #CELH #SpaceX #Anthropic #AIStocks #GrowthStocks #InvestingPodcast #StockMarket #LongTermInvesting

🎙️ Let It Grow InvestingPicks & 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 can win no matter who dominates AI. Valuations, chip cycles, and slowing AI spend. 📈 Stocks to Watch🧠 Key Takeaway⚠️ Watch Risks If you’re enjoying the show: Follow & subscribe to Let It Grow InvestingShare with someone who needs to hear this during market volatilityStay patient, stay consistent, and keep growing 🌱🙏 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 weekly insights with you. 👉 Please subscribe, share, and reach out with any questions — I’ll do my best to cover them on the show. ⚠️ This is not investing advice — just what I’m doing in my own portfolio based on my risk tolerance, goals, age, income, and more. Always do your own research! 🏋️‍♂️ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Supplements: 1st Phorm⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👖 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Barbell Apparel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📘 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📈 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠E*Trade Referral⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💸 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Binance US⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🪙 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Crypto.com – Get $25⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📊 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Webull – Free Stock⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👏 If you’ve read this far — you’re the real MVP! Thanks again for supporting the show and helping grow our community. Let’s get after it and LET IT GROW 🌱📈

🎙️ 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 fueling future growth—or cutting into near-term profits? 🟢 Alphabet (GOOGL) Stock surged +12%Strong search performanceGoogle Cloud revenue jumped +63%Clear winner of the week, powered by AI momentum🔴 Meta Platforms (META) Stock dropped -9.8%Beat earnings expectationsSell-off driven by rising AI infrastructure spendingMarket concerned about profitability vs. long-term investment🟢 Amazon (AMZN) Strong results across the boardAWS growth remains a key driverStock moved higher on solid execution🔴 Microsoft (MSFT) Impressive Azure cloud growthStock dipped due to:🟢 Apple (AAPL) Stock up +3.4%Strong iPhone 17 performanceGrowth driven largely by China demandAMD (Advanced Micro Devices) on deck after strong prior quartersMarket attention shifting toward consumer-facing companiesContinued focus on:Big Tech is all-in on AI, but it’s expensiveMarkets are rewarding results today, not just future potentialCapEx is becoming the new battleground metricVolatility may continue as investors reassess valuations📊 Market Recap (Week Ending May 3, 2026)💻 Big Tech Earnings Breakdown👀 What’s Next🧠 Key Takeaways If you’re enjoying the show: Follow & subscribe to Let It Grow InvestingShare with someone who needs to hear this during market volatilityStay patient, stay consistent, and keep growing 🌱🙏 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 weekly insights with you. 👉 Please subscribe, share, and reach out with any questions — I’ll do my best to cover them on the show. ⚠️ This is not investing advice — just what I’m doing in my own portfolio based on my risk tolerance, goals, age, income, and more. Always do your own research! 🏋️‍♂️ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Supplements: 1st Phorm⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👖 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Barbell Apparel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📘 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📈 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠E*Trade Referral⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💸 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Binance US⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🪙 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Crypto.com – Get $25⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📊 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Webull – Free Stock⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👏 If you’ve read this far — you’re the real MVP! Thanks again for supporting the show and helping grow our community. Let’s get after it and LET IT GROW 🌱📈

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: Global data centers will soon consume over 1,000 TWh annually. The biggest threat to AI growth isn't competition—it's grid capacity. Energy Independence: Hyperscalers are becoming their own utilities. We’re seeing a massive shift toward on-site microgrids and modular power to bypass aging public infrastructure. Storage as a Strategic Asset: Modern AI workloads create massive power spikes. Specialized high-density battery storage is no longer optional—it’s the backbone of the facility. Wealth Creation: The "Picks and Shovels" play for 2026 isn't just GPU stocks; it’s the liquid cooling, electrical switchgear, and energy storage companies that make the chips possible. Keep an eye on AMD’s Q1 earnings (May 5). Their upcoming "Venice" Zen 5 architecture is laser-focused on performance-per-watt, a direct response to the energy constraints currently capping the industry. In 2026, the winners won't just have the best algorithms—they'll have the most reliable power. That is where the generational wealth is being anchored. If you’re enjoying the show: Follow & subscribe to Let It Grow InvestingShare with someone who needs to hear this during market volatilityStay patient, stay consistent, and keep growing 🌱🙏 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 weekly insights with you. 👉 Please subscribe, share, and reach out with any questions — I’ll do my best to cover them on the show. ⚠️ This is not investing advice — just what I’m doing in my own portfolio based on my risk tolerance, goals, age, income, and more. Always do your own research! 🏋️‍♂️ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Supplements: 1st Phorm⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👖 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Barbell Apparel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📘 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📈 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠E*Trade Referral⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💸 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Binance US⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🪙 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Crypto.com – Get $25⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📊 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Webull – Free Stock⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👏 If you’ve read this far — you’re the real MVP! Thanks again for supporting the show and helping grow our community. Let’s get after it and LET IT GROW 🌱📈

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 growthNike (NKE) – Rebound potentialCelsius (CELH) – High-growth, volatile opportunitySoFi (SOFI) – Expanding fintech playMicrosoft (MSFT) – AI leader, long-term core🚀 Stocks of the Week

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 stocksInvestors worried about rates, AI spending, and economic slowdownVolatility increasing = opportunity risingTrying to time the bottom rarely worksThe best market days often come right after the worstMissing just a few big rebound days can destroy long-term returns💡 Key takeaway:Time in the market beats timing the market Stocks go on sale during fear-driven selloffsLong-term investors benefit from lower entry pricesDollar-cost averaging becomes more powerfulLeader in CRM and enterprise softwareExpanding margins and strong cash flowPositioned to benefit from AI integration across businessesAWS remains a dominant profit engineRetail efficiency improving after cost cutsLong-term growth in cloud + AI + logisticsMajor player in AI chips and data centersCompeting aggressively in high-performance computingLeveraging long-term AI demand tailwindsContinue buying high-quality companies during dipsFocus on long-term trends (AI, cloud, infrastructure)Avoid emotional decisions driven by short-term volatilityMarket fear creates generational opportunitiesSitting in cash may feel safe—but often costs more over timeThe investors who win are the ones who stay disciplined and consistentIf you’re enjoying the show: Follow & subscribe to Let It Grow InvestingShare with someone who needs to hear this during market volatilityStay patient, stay consistent, and keep growing 🌱📉 What’s Happening in the Market🧠 The Big Mistake: Sitting It Out💰 Why Down Markets = Opportunity📊 Stocks We’re Buying☁️ Salesforce📦 Amazon⚡ Advanced Micro Devices🔥 Strategy Breakdown🧭 Final Thoughts📢 Call to Action 🙏 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 weekly insights with you. 👉 Please subscribe, share, and reach out with any questions — I’ll do my best to cover them on the show. ⚠️ This is not investing advice — just what I’m doing in my own portfolio based on my risk tolerance, goals, age, income, and more. Always do your own research! 🏋️‍♂️ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Supplements: 1st Phorm⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👖 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Barbell Apparel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📘 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📈 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠E*Trade Referral⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💸 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Binance US⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🪙 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Crypto.com – Get $25⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📊 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Webull – Free Stock⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👏 If you’ve read this far — you’re the real MVP! Thanks again for supporting the show and helping grow our community. Let’s get after it and LET IT GROW 🌱📈