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

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Nothing 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.

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👏 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:

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Nothing 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.

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👏 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 strong
• Micron vs. SK hynix: Who has the edge in HBM memory?
• Why AI memory demand could continue for years
• SpaceX updates and what they could mean for investors
• Microsoft: Still one of the best AI compounders?
• Celsius: Growth story after the recent pullback
• Palantir: Is the valuation justified?
• Portfolio updates and what I'm watching next

• Micron (MU)
• SK hynix
• Microsoft (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?

• Micron
• SK hynix
• NVIDIA
• Another company? Let me know in the comments!

👍 If you enjoyed this episode:

• Like the video
• Subscribe to Let It Grow Investing
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• Leave a comment with the stocks you're buying this month

Nothing 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.

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👏 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.

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👏 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 demand
• Custom silicon and networking exposure remain attractive
• Is the recent rally sustainable or are expectations getting ahead of fundamentals?
• Key risks and valuation considerations moving forward

• AMD's recent weakness despite long-term AI potential
• Micron facing concerns around memory pricing and future demand expectations
• Separating short-term market reactions from long-term business fundamentals
• Are these buying opportunities or value traps?

• Consumer Discretionary sector outlook for the second half of the year
• Strength of the U.S. consumer
• Impact of rates, employment, and spending trends
• Why XLY could still have upside despite recent gains

• Examining the investment thesis
• Business fundamentals and growth outlook
• What investors may be missing
• Risks and catalysts to watch

• Institutional adoption continues to grow
• Supply scarcity remains a major part of the bull case
• Macro environment and its impact on digital assets
• Long-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:

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• Like, Share, and Leave a Review
• Send in your questions for future episodes

Stay 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.

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👏 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 Investing
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• 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.

👍 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.

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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

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🎙️ 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 performance
• Google Cloud revenue jumped +63%
• Clear winner of the week, powered by AI momentum

🔴 Meta Platforms (META)

• Stock dropped -9.8%
• Beat earnings expectations
• Sell-off driven by rising AI infrastructure spending
• Market concerned about profitability vs. long-term investment

🟢 Amazon (AMZN)

• Strong results across the board
• AWS growth remains a key driver
• Stock moved higher on solid execution

🔴 Microsoft (MSFT)

• Impressive Azure cloud growth
• Stock dipped due to:

🟢 Apple (AAPL)

• Stock up +3.4%
• Strong iPhone 17 performance
• Growth driven largely by China demand

• AMD (Advanced Micro Devices) on deck after strong prior quarters
• Market attention shifting toward consumer-facing companies
• Continued focus on:

• Big Tech is all-in on AI, but it’s expensive
• Markets are rewarding results today, not just future potential
• CapEx is becoming the new battleground metric
• Volatility may continue as investors reassess valuations

📊 Market Recap (Week Ending May 3, 2026)💻 Big Tech Earnings Breakdown👀 What’s Next🧠 Key Takeaways

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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 Investing
• Share with someone who needs to hear this during market volatility
• Stay 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

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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-term core

🚀 Stocks of the Week