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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:
As 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
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📈 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
💼 The jobs report changes the Fed conversation
💰 Treasury yields are the key
🤖 AI and semiconductor stocks remain strong
🛢️ Oil adds another inflation concern
🔎 What I'm watching next
The 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 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:
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.
🏋️♂️ 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
👍 If you enjoyed this episode:
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.
🏋️♂️ 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.
This week I'm discussing why I'm interested in:
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?
👍 If you enjoyed this episode:
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.
🏋️♂️ 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.
✅ 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.
🎙️ If you're enjoying the show:
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.
🏋️♂️ 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:
🙏 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.
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:
🙏 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 🌱📈
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