Let It Grow Investing

🎙️ 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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🙏 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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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!

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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

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 stocks
• Investors worried about rates, AI spending, and economic slowdown
• Volatility increasing = opportunity rising

• Trying to time the bottom rarely works
• The best market days often come right after the worst
• Missing 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 selloffs
• Long-term investors benefit from lower entry prices
• Dollar-cost averaging becomes more powerful

• Leader in CRM and enterprise software
• Expanding margins and strong cash flow
• Positioned to benefit from AI integration across businesses

• AWS remains a dominant profit engine
• Retail efficiency improving after cost cuts
• Long-term growth in cloud + AI + logistics

• Major player in AI chips and data centers
• Competing aggressively in high-performance computing
• Leveraging long-term AI demand tailwinds

• Continue buying high-quality companies during dips
• Focus on long-term trends (AI, cloud, infrastructure)
• Avoid emotional decisions driven by short-term volatility

• Market fear creates generational opportunities
• Sitting in cash may feel safe—but often costs more over time
• The investors who win are the ones who stay disciplined and consistent

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 🌱

📉 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!

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The 2026 Dip: Buy Now or Wait?

Summary
The S&P 500 and Nasdaq are officially in the red for 2026. This episode breaks down why the market is sliding—from Middle East tensions to a weak jobs report—and whether you should grab the "discount" or stay on the sidelines.Key Points

• The State of Play: A look at the 1.5% to 3.1% YTD drop in major indices and the surprising resilience of small-cap stocks. [1.2, 1.3]
• The Drivers: Why surging oil prices ($90+) and AI valuation fatigue are spooking tech investors. [1.4, 1.5]
• The Strategy: Why "waiting for the settle" usually means missing the bounce. We discuss dollar-cost averaging as the ultimate hedge against fear. [1.3]

Market Snapshot (YTD)The Takeaway
Don't time the bottom; time your consistency.

🙏 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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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.

If you enjoy the episode, follow and share Let It Grow Investing.

🔥 Key Themes This Episode📊 Stocks Mentioned

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👉 Please subscribe, share, and reach out with any questions — I’ll do my best to cover them on the show.

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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

🙏 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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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

🙏 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 🌱📈

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

🙏 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 🌱📈