🚀 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:

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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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Let's get after it and LET IT GROW! 🌱📈

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