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 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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👏 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 🌱📈

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 potential takeover and what it could mean for the AI race.

We’ll break down the news, the trades, and the strategy to keep your portfolio growing.

Not financial advice — just sharing what I’m doing and learning in my own 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 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

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👏 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 – 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 for opportunities in the current market.

We’ll break down the news, the trades, and the strategy to keep your portfolio growing.

Not financial advice — just sharing what I’m doing and learning in my own 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 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 🌱📈

🔹 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

• 📉 Weak Jobs Report

  • What the numbers missed

  • How investors are interpreting labor softness

• 🏦 Powell Holds Rates Steady

  • Fed’s current stance on inflation and employment

  • Market expectations going forward

• 💻 Earnings Recap

  • SOFI: Sluggish growth or hidden potential?

  • MSFT: AI leadership and cloud expansion

  • META: Strong ad revenue and Threads momentum

  • GOOGL: Search and cloud stabilize after past volatility

  • POOL & SWK: What these earnings tell us about the consumer

• $SOFI

• $MSFT

• $META

• $GOOGL

• $POOL

• $SWK

While politics and macro data are rattling markets, earnings paint a more nuanced picture. Staying invested, diversified, and focused on long-term value creation.

📊 Key Topics Covered📈 Stocks Discussed🧠 Final Thoughts

🙏 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 🌱📈

🎙️ 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: Reports July 31.

• Focus: AWS growth, AI investments (Bedrock), ad revenue.

• Why I’m Buying: Strong e-comm + long-term AI/cloud upside.

• Earnings: Just reported — mixed results.

• Concerns: EV demand slowdown, margin pressure.

• Why I’m Still In: Long-term innovation — robotaxi, energy storage, FSD potential.

• Earnings: July 29.

• Why I’m Waiting: Valuation’s high — I want to see if they hit growth targets and guide higher before adding.

• Buying: GOOGL, AMZN, TSLA

• Watching: SOFI after earnings

• Big week for tech — stay tuned for post-earnings breakdowns!

📈 GOOGL (Alphabet)📦 AMZN (Amazon)⚡ TSLA (Tesla)💳 SOFI (SoFi)🎯 Final Thoughts

🙏 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

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• 📊 ⁠⁠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 🌱📈

✅ 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, watch for Q3-Q4 growth trends

✅ S&P 500 Valuation & Growth

• Current P/E ~21–22x vs. historical avg ~16–18x

• Long-term EPS growth ~6–8%

• Market returns ~9–10% CAGR historically

• Today: higher concentration, AI premium priced in

• Strategy: Stay invested, be selective

🎯 Closing Thought:
Tesla is a high-conviction, high-risk/reward play that fits into a long-term, diversified 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 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 🌱📈

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 podcast and group! It has been a fun journey gathering info and sharing it with you all every week. Please make sure to subscribe, share and should you have questions, please feel free to ask and I'll do my best to cover them. ***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!!*** As always, thank you for continuing to support the page and podcast, by liking, subscribing and sharing! www.1stphorm.com/letitgrowhttps://barbellapparel.com/?rstr=LetitgrowbarbellapparelFB GROUP:  https://www.facebook.com/groups/3149013668660459/ E-Trade Referral code https://refer.etrade.net/jsebastian1987 https://accounts.binance.us/en/register?ref=53539239 Use my referral link https://crypto.com/app/3jsnadjrsq to sign up for Crypto.com and we both get $25 USD. Open an account on webull, make a deposit and get a free share valued between $8-$2000!! https://a.webull.com/iq6NLY31wXgKyPlM1g If anyone is reading down here, you are the real MVP!! Thanks for your support and making our community a better place and for making me a better investor. I hope you've learned something; I certainly have! Let's get out there and "LET IT GROW"

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 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 subscribe, share and should you have questions, please feel free to ask and I'll do my best to cover them. ***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!!*** As always, thank you for continuing to support the page and podcast, by liking, subscribing and sharing! www.1stphorm.com/letitgrowhttps://barbellapparel.com/?rstr=LetitgrowbarbellapparelFB GROUP:  https://www.facebook.com/groups/3149013668660459/ E-Trade Referral code https://refer.etrade.net/jsebastian1987 https://accounts.binance.us/en/register?ref=53539239 Use my referral link https://crypto.com/app/3jsnadjrsq to sign up for Crypto.com and we both get $25 USD. Open an account on webull, make a deposit and get a free share valued between $8-$2000!! https://a.webull.com/iq6NLY31wXgKyPlM1g If anyone is reading down here, you are the real MVP!! Thanks for your support and making our community a better place and for making me a better investor. I hope you've learned something; I certainly have! Let's get out there and "LET IT GROW"

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, 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 subscribe, share and should you have questions, please feel free to ask and I'll do my best to cover them. ***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!!*** As always, thank you for continuing to support the page and podcast, by liking, subscribing and sharing! www.1stphorm.com/letitgrowhttps://barbellapparel.com/?rstr=LetitgrowbarbellapparelFB GROUP:  https://www.facebook.com/groups/3149013668660459/ E-Trade Referral code https://refer.etrade.net/jsebastian1987 https://accounts.binance.us/en/register?ref=53539239 Use my referral link https://crypto.com/app/3jsnadjrsq to sign up for Crypto.com and we both get $25 USD. Open an account on webull, make a deposit and get a free share valued between $8-$2000!! https://a.webull.com/iq6NLY31wXgKyPlM1g If anyone is reading down here, you are the real MVP!! Thanks for your support and making our community a better place and for making me a better investor. I hope you've learned something; I certainly have! Let's get out there and "LET IT GROW"

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. 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 subscribe, share and should you have questions, please feel free to ask and I'll do my best to cover them. ***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!!*** As always, thank you for continuing to support the page and podcast, by liking, subscribing and sharing! www.1stphorm.com/letitgrowhttps://barbellapparel.com/?rstr=LetitgrowbarbellapparelFB GROUP:  https://www.facebook.com/groups/3149013668660459/ E-Trade Referral code https://refer.etrade.net/jsebastian1987 https://accounts.binance.us/en/register?ref=53539239 Use my referral link https://crypto.com/app/3jsnadjrsq to sign up for Crypto.com and we both get $25 USD. Open an account on webull, make a deposit and get a free share valued between $8-$2000!! https://a.webull.com/iq6NLY31wXgKyPlM1g If anyone is reading down here, you are the real MVP!! Thanks for your support and making our community a better place and for making me a better investor. I hope you've learned something; I certainly have! Let's get out there and "LET IT GROW"