Let It Grow Investing

Tech sell-off, minor blip vs. major problem?


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⚡ 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.

🙏 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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Let It Grow InvestingBy Jeff Sebastian


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