USA vs Iran, Oil Surge Incoming, NVDA & Tech Dip — Buying Zscaler

In this episode, we break down the escalating tensions between the United States and Iran and what it could mean for markets — especially oil prices and tech stocks.

With crude oil reacting sharply to geopolitical risk, investors are starting to price in supply disruption and a rising risk premium. If tensions continue, could we see $100+ oil?

Meanwhile, the tech sector is under pressure. Even market leaders like NVIDIA are pulling back as investors rotate toward energy and defensive plays.

But selloffs create opportunity.

Today we discuss:

• Why geopolitical conflict typically drives oil higher

• How higher energy prices impact inflation and Fed policy

• Why tech stocks are dipping — and whether it’s temporary

• Our thoughts on buying Zscaler during weakness

• Risk management strategies in volatile markets

Cybersecurity remains a long-term secular growth trend, and we explain why Zscaler could benefit regardless of macro turbulence.

• U.S.–Iran conflict impact on crude oil
• Energy stocks vs. tech rotation
• Inflation implications if oil spikes
• NVDA pullback — warning sign or opportunity?
• Buying high-quality growth stocks on fear

• NVIDIA (NVDA)

• Zscaler (ZS)

Volatility creates headlines — but disciplined investors look for asymmetric opportunities.

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🔥 Key Themes This Episode📊 Stocks Mentioned

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Tech Stock Sell-Off & Buying the Dip

The market pulled back hard this week, especially in tech — but is this fear creating opportunity?

In this episode, we break down what’s driving the sell-off and where smart long-term investors may want to step in.

• AI spending concerns and rising CapEx

• Valuation compression in mega-cap tech

• Higher-for-longer rate fears

• Sector rotation out of growth

• Profit-taking after a massive run

Markets don’t fall because businesses collapse overnight — they fall when expectations reset.

We discuss:

• Whether AI growth is slowing or just normalizing

• If margins are temporarily pressured

• How earnings guidance impacts stock prices

• Why strong companies can still see 15–25% pullbacks

Key principles:

• Focus on quality balance sheets

• Prioritize free cash flow

• Look for expanding moats

• Scale in — don’t go all-in at once

• Think 3–5 years, not 3–5 weeks

We also discuss which types of tech names tend to recover fastest:

• Cloud leaders

• AI infrastructure

• Dominant platform businesses

• Cash-rich mega caps

📉 What’s Causing the Tech Sell-Off?🧠 Is This a Structural Problem or a Sentiment Shift?💰 Buying the Dip Strategy

📉 What’s Happening?

Markets pulled back sharply, led by tech and AI names. Risk sentiment shifted fast as investors moved out of high-growth stocks and into safer assets.

1. Massive AI Spending
Big tech is pouring hundreds of billions into AI chips, data centers, and infrastructure. The concern? Spending is happening now — profits may take years.

2. Monetization Questions
AI revenue is growing, but not yet matching the scale of capex. Investors are questioning valuations.

3. “AI Bubble” Narrative
Some fear the trade got overcrowded and overvalued. That’s triggering rotation into defensive sectors.

This isn’t just about AI — it’s about expectations. When markets price in perfection, even small doubts can cause sharp pullbacks.

AI is likely a long-term trend — but short term, markets are repricing risk, cash flow, and timelines.

🧠 What’s Driving It?🔍 Bigger Picture🎯 Takeaway

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Costco Sales Surge | Google Passes Apple | Defense Boom | NVDA China | JPM–Apple Deal

Markets are heating up across consumer, tech, defense, and financials. In this episode, we break down Costco’s strong sales momentum, a major shake-up at the top of the market-cap leaderboard as Google overtakes Apple, rising global defense spending, new developments for Nvidia in China, and JPMorgan winning Apple’s massive credit card business.

🛒 Costco Sales Continue to Climb

• Strong same-store sales and membership growth

• Resilient consumer spending despite inflation concerns

• Why Costco remains a defensive long-term compounder

🔎 Google Overtakes Apple in Market Cap

• Alphabet’s AI-driven momentum

• Cloud, search, and advertising strength

• What this means for mega-cap tech leadership

🛡️ Defense Spending Surges Toward $1.5 Trillion

• Global geopolitical tensions driving budgets higher

• Key defense contractors positioned to benefit

• Long-term implications for defense and aerospace stocks

🇨🇳 China Set to Approve Nvidia H200 Chips

• Potential easing of restrictions and revenue upside

• Why Nvidia remains the backbone of AI infrastructure

• Risks and rewards of China exposure

💳 JPMorgan Wins Apple Credit Card Business

• Why Apple moved on from Goldman Sachs

• Strategic win for JPMorgan

• What this means for Apple’s financial services ambitions

• Consumer strength remains intact in key areas

• AI continues reshaping tech leadership

• Defense spending is becoming a multi-year investment theme

• Financial institutions are consolidating power in fintech partnerships

Episode Overview🔍 Topics Covered📊 Big Picture Takeaways

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Recapping 2025 and planning ahead for 2026! Some stocks remain on the list for the new year!

🎙️ Top Stocks to Buy for 2026

In this episode, we break down top long-term investment ideas heading into 2026, focusing on AI, consumer brands, fintech, cloud, and digital assets.

• Nike (NKE): Global brand power, DTC growth, and consumer recovery

• Adobe (ADBE): Creative software leader integrating AI across its platform

• Salesforce (CRM): Enterprise CRM backbone with expanding AI tools

• SoFi (SOFI): Fintech growth story in digital banking and lending

• AMD (AMD): Data center, gaming, and AI compute momentum

• NVIDIA (NVDA): Core infrastructure for generative AI

• Microsoft (MSFT): Cloud, AI, and recurring enterprise revenue

• Amazon (AMZN): AWS, advertising, and e-commerce efficiency

• Celsius (CELH): High-growth consumer beverage brand

• Global-E (GEV): Cross-border e-commerce enabler

• Netflix (NFLX): Streaming leader expanding ads and monetization

• Bitcoin (BTC): Digital store of value and portfolio diversifier

• AI remains the dominant multi-year growth trend

• Strong brands and platforms win over full cycles

• Fintech and crypto offer asymmetric upside

• Long-term focus matters more than short-term volatility

🔹 Stocks & Themes Covered🔑 Key Takeaways

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In this episode, we break down how investors can avoid common Bitcoin scams while navigating a market full of mixed signals. We discuss why Nike, Oracle, and Broadcom are trading lower, why Micron continues its strong run, and whether Google (Alphabet) is now sitting in fair value territory after its recent rally. From crypto safety to stock-specific insights, this episode focuses on discipline, risk management, and long-term thinking.

• Why crypto scams are becoming more sophisticated

• Red flags investors should always watch for

• Why “guaranteed returns” and unsolicited messages are major warning signs

• The importance of using regulated exchanges and protecting private keys

Nike (NKE)

• Ongoing pressure from weaker demand and margin concerns

• Why investors are cautious despite the brand’s long-term strength

Oracle (ORCL)

• Volatility tied to AI spending expectations and infrastructure costs

• How debt and capital investment concerns are impacting sentiment

Broadcom (AVGO)

• Recent pullback following earnings

• Balancing near-term disappointment with long-term AI exposure

• Strong earnings and forward guidance driving momentum

• AI-driven demand for memory chips

• Why Micron stands out while other tech names struggle

• How Alphabet’s recent rally has changed the valuation story

• What “fair value” really means for long-term investors

• Why Google may be more of a hold than a chase at current levels

• Risk management matters as much as returns — especially in crypto

• Not all tech stocks move together

• Valuation discipline is critical when markets become selective

🛡️ Avoiding Bitcoin Scams📉 Stocks Trading Lower🚀 Micron on a Run📊 Google in Fair Value Territory🎯 Key Takeaways

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Selling UNH, Rotating Into High-Conviction Tech + Bitcoin Ahead of Fed Decision

1. Portfolio Moves

• Selling out of UNH

  • Rotating capital away from slow-growth healthcare

  • Taking profits / reallocating toward higher-upside opportunities

  • UNH stability appreciated, but limited near-term catalysts

2. New Buys / Adds

• CRM (Salesforce)

  • Strong enterprise demand

  • AI integration driving margin expansion

  • Attractive valuation relative to growth

• META

  • Earnings strength + ad revenue resilience

  • AI + Reels boosting engagement

  • Long-term capex is high, but future returns look strong

• AMD

  • Benefiting from AI demand and server competition with NVDA

  • Strong product roadmap (MI300, etc.)

• NVDA

  • Still the leader in AI hardware

  • Strong demand despite high expectations

  • Watching for supply constraints and margin trends

• UPS

  • Rebounding volumes

  • Cost restructuring starting to show results

  • Potential macro tailwinds if rates fall

3. Crypto Allocation

• Adding Bitcoin

  • Hedge against long-term monetary policy uncertainty

  • Still strong ETF inflows

  • Halving cycle tailwinds

4. Macro to Watch

• Federal Reserve Decision

  • Will the Fed hint at cuts?

  • Market volatility around dot plot expectations

  • How guidance impacts tech valuations and risk assets

  • Impact on yields → which directly affects growth stocks and Bitcoin

    
    

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Investing $30k right now into: Tesla, Costco, Broadcom, Meta, Bitcoin.

Theme: Markets gearing up for a Fed rate cut next meeting → risk-on mood returning.

Key Points:

• Rate cut = cheaper borrowing + more liquidity → typically boosts tech, growth stocks, and crypto.

• Tesla / Broadcom / Meta: High-growth names that usually benefit most from lower rates.

• Costco: Defensive consumer staple; steadier anchor in a volatile market.

• Bitcoin: Thrives in liquidity-heavy, risk-on environments; big upside but high volatility.

• Overall strategy: Balanced mix of stability + growth + speculative upside heading into a potentially more dovish Fed.

🙏 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!

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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 🌱📈

⚡ Quick Show Notes: Tech, Bitcoin, and Portfolio

• Tech Sell-Off: Sharp market pullback, led by tech, due to stretched valuations in AI stocks (NVDA, etc.) and fading expectations for a Federal Reserve rate cut in December.

• Bitcoin Plunge: BTC price dipped significantly, falling towards the $94,000 range, driven by broader risk-off sentiment and concerns over US financial system liquidity.

• AMZN (Amazon): Strong Buy consensus. Analysts cite continued dominance in AWS Cloud (20% YoY growth) and e-commerce, with a high average price target.

• META (Meta Platforms): A key player in the AI/Energy convergence, committing to new nuclear power to fuel data centers. Fundamental outlook remains strong.

• SMR (NuScale Power): Highly volatile small modular reactor stock. Plunged after recent earnings, but long-term interest remains due to massive data center energy demand (linked to AMZN/META). Valuation is a risk.

📉 Market Headlines💡 Investment Focus: Buying Analysis✅ Portfolio Check-Up

LLYEli LillyDominant in the GLP-1 obesity drug market; strong growth prospects.

AMDAdvanced Micro DevicesBenefiting from the AI catch-up trade; strong earnings growth forecast.

NVDANvidiaThe AI bellwether, though its high valuation makes it sensitive to market jitters.

CRMSalesforceSubject to corporate IT spending trends; competitive landscape is challenging.

UNHUnitedHealth GroupHealthcare giant with attractive valuation (low forward P/E) and diversified stability.

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⚠️ 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!

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Summary:
Markets sold off this week as investors questioned high valuations. Growth names cooled after big runs, creating some buying opportunities.

My Moves:

• Trimmed Eli Lilly (LLY): Great company, but valuation stretched. Took profits after strong gains.

• Bought Meta (META) & Amazon (AMZN): Using the pullback to add quality names at better prices. Both remain long-term conviction holds.

Takeaway:
This sell-off looks more like a healthy reset than a crash. Stay focused, stay patient, and use volatility to your advantage.

🙏 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

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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 🌱📈