Let It Grow Investing

Hosted by Jeff Sebastian

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Jun 2026

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Let's talk stocks, cryptocurrency, retirement planning, small business and investing ideas. We'll cover it all and make your money works just as hard as you do! 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 :)

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June 7, 2026Episode 34234 min

Stocks FELL off a cliff. What NOW?

🌱 This Week on Let It Grow InvestingMarkets continue to rotate, AI remains the dominant investment theme, and several key names are moving in very different directions. In this episode, we break down whether recent moves are justified and where opportunity may be developing.Strong momentum fueled by AI infrastructure demandCustom silicon and networking exposure remain attractiveIs the recent rally sustainable or are expectations getting ahead of fundamentals?Key risks and valuation considerations moving forwardAMD's recent weakness despite long-term AI potentialMicron facing concerns around memory pricing and future demand expectationsSeparating short-term market reactions from long-term business fundamentalsAre these buying opportunities or value traps?Consumer Discretionary sector outlook for the second half of the yearStrength of the U.S. consumerImpact of rates, employment, and spending trendsWhy XLY could still have upside despite recent gainsExamining the investment thesisBusiness fundamentals and growth outlookWhat investors may be missingRisks and catalysts to watchInstitutional adoption continues to growSupply scarcity remains a major part of the bull caseMacro environment and its impact on digital assetsLong-term outlook for Bitcoin investors✅ AI infrastructure spending remains a powerful market driver.✅ Market pullbacks in quality names can create opportunities.✅ Consumer spending remains a critical piece of the economic puzzle.✅ Valuation matters—but so do long-term growth trends.✅ Bitcoin continues to gain legitimacy among institutional investors.Is MRVL still a buy after the run-up?Which has the better risk/reward today: AMD or MU?Do you own XLY or individual consumer discretionary stocks?What's your long-term Bitcoin price target?🎙️ If you're enjoying the show:Follow & Subscribe to Let It Grow InvestingLike, Share, and Leave a ReviewSend in your questions for future episodesStay patient. Stay disciplined. Keep growing. 🌱📈Topics Covered🚀 Marvell (MRVL) – Run-Up Continues📉 AMD & Micron (MU) – Why the Sell-Off?🛍️ XLY – Fairly Valued with Room to Run?🎮 Clarity on ACT₿ Bitcoin👍 Like, Subscribe & Share if you enjoy the content.👉 Have a question or stock you'd like covered? Reach out and I'll do my best to feature it in a future episode.⚠️ 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.🏋️‍♂️ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Supplements: 1st Phorm⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠👖 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Barbell Apparel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠📘 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠📈 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠E*Trade Referral⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠💸 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Binance US⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠🪙 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Crypto.com – Get $25⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠📊 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Webull – Free Stock⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠👏 If you've made it this far, you're the real MVP. Thanks for supporting the show and helping grow this amazing community.Let's get after it and LET IT GROW! 🌱📈#LetItGrowInvesting #NVDA #AMD #CELH #SpaceX #Anthropic #AIStocks #GrowthStocks #InvestingPodcast #StockMarket #LongTermInvesting

May 26, 2026Episode 34137 min

NVDA vs AMD! IPOs heating up. BUYING this stock!

If you're enjoying the show:Follow and subscribe to Let It Grow InvestingShare this episode with someone navigating today's market volatilityStay patient, stay consistent, and keep growing 🌱🙏 Thank you for tuning in and supporting the Let It Grow Investing community! This week, we're discussing NVDA vs. AMD, the potential IPO opportunities of SpaceX and Anthropic, and why I'm buying CELH.👍 Like, Subscribe & Share if you enjoy the content.👉 Have a question or stock you'd like covered? Reach out and I'll do my best to feature it in a future episode.⚠️ 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.🏋️‍♂️ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Supplements: 1st Phorm⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠👖 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Barbell Apparel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠📘 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠📈 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠E*Trade Referral⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠💸 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Binance US⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠🪙 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Crypto.com – Get $25⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠📊 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Webull – Free Stock⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠👏 If you've made it this far, you're the real MVP. Thanks for supporting the show and helping grow this amazing community.Let's get after it and LET IT GROW! 🌱📈#LetItGrowInvesting #NVDA #AMD #CELH #SpaceX #Anthropic #AIStocks #GrowthStocks #InvestingPodcast #StockMarket #LongTermInvesting

May 10, 2026Episode 36329 min

Picks and Shovels of AI. Don't do this with AMD!

🎙️ Let It Grow InvestingPicks & Shovels of AIEpisode Summary:Instead of chasing flashy AI apps, we focus on the companies supplying the tools behind the boom—chips, servers, and infrastructure.Nvidia (NVDA)Taiwan Semi (TSM)ASML (ASML)Arista Networks (ANET)Super Micro (SMCI)Broadcom (AVGO)Dell (DELL)In a gold rush, the real winners often sell the tools. AI infrastructure companies can win no matter who dominates AI.Valuations, chip cycles, and slowing AI spend.📈 Stocks to Watch🧠 Key Takeaway⚠️ Watch RisksIf you’re enjoying the show:Follow & subscribe to Let It Grow InvestingShare with someone who needs to hear this during market volatilityStay 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!🏋️‍♂️ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠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 🌱📈

May 4, 2026Episode 33923 min

Stocks to BUY after earnings!

🎙️ Let It Grow Investing – Episode NotesTitle: 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 performanceGoogle Cloud revenue jumped +63%Clear winner of the week, powered by AI momentum🔴 Meta Platforms (META)Stock dropped -9.8%Beat earnings expectationsSell-off driven by rising AI infrastructure spendingMarket concerned about profitability vs. long-term investment🟢 Amazon (AMZN)Strong results across the boardAWS growth remains a key driverStock moved higher on solid execution🔴 Microsoft (MSFT)Impressive Azure cloud growthStock dipped due to:🟢 Apple (AAPL)Stock up +3.4%Strong iPhone 17 performanceGrowth driven largely by China demandAMD (Advanced Micro Devices) on deck after strong prior quartersMarket attention shifting toward consumer-facing companiesContinued focus on:Big Tech is all-in on AI, but it’s expensiveMarkets are rewarding results today, not just future potentialCapEx is becoming the new battleground metricVolatility may continue as investors reassess valuations📊 Market Recap (Week Ending May 3, 2026)💻 Big Tech Earnings Breakdown👀 What’s Next🧠 Key TakeawaysIf you’re enjoying the show:Follow & subscribe to Let It Grow InvestingShare with someone who needs to hear this during market volatilityStay 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!🏋️‍♂️ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠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 🌱📈

April 26, 2026Episode 33932 min

Ride the WAVE! Gotta talk INTC and AMD

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 InvestingShare with someone who needs to hear this during market volatilityStay 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!🏋️‍♂️ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠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 🌱📈

April 20, 2026Episode 33730 min

Pain before the POP! Market rally ENGAGE!

Pain Before the Pop: Rally Mode EngageAfter 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 growthNike (NKE) – Rebound potentialCelsius (CELH) – High-growth, volatile opportunitySoFi (SOFI) – Expanding fintech playMicrosoft (MSFT) – AI leader, long-term core🚀 Stocks of the Week

April 6, 2026Episode 33736 min

Decision time! Go ALL in? DCA? Sell and hold cash?

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 stocksInvestors worried about rates, AI spending, and economic slowdownVolatility increasing = opportunity risingTrying to time the bottom rarely worksThe best market days often come right after the worstMissing just a few big rebound days can destroy long-term returns💡 Key takeaway:Time in the market beats timing the marketStocks go on sale during fear-driven selloffsLong-term investors benefit from lower entry pricesDollar-cost averaging becomes more powerfulLeader in CRM and enterprise softwareExpanding margins and strong cash flowPositioned to benefit from AI integration across businessesAWS remains a dominant profit engineRetail efficiency improving after cost cutsLong-term growth in cloud + AI + logisticsMajor player in AI chips and data centersCompeting aggressively in high-performance computingLeveraging long-term AI demand tailwindsContinue buying high-quality companies during dipsFocus on long-term trends (AI, cloud, infrastructure)Avoid emotional decisions driven by short-term volatilityMarket fear creates generational opportunitiesSitting in cash may feel safe—but often costs more over timeThe investors who win are the ones who stay disciplined and consistentIf you’re enjoying the show:Follow & subscribe to Let It Grow InvestingShare with someone who needs to hear this during market volatilityStay 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!🏋️‍♂️ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠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 🌱📈

March 8, 2026Episode 33637 min

Market is RED! "Buy the DIP" moment or catching a falling knife?

The 2026 Dip: Buy Now or Wait?SummaryThe 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 PointsThe 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 TakeawayDon'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!🏋️‍♂️ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠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 🌱📈

March 1, 2026Episode 33543 min

From Tehran to Nasdaq: Oil Price Shocks, Nvidia Pressure, and Zscaler on Sale

USA vs Iran, Oil Surge Incoming, NVDA & Tech Dip — Buying ZscalerIn 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 higherHow higher energy prices impact inflation and Fed policyWhy tech stocks are dipping — and whether it’s temporaryOur thoughts on buying Zscaler during weaknessRisk management strategies in volatile marketsCybersecurity 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 fearNVIDIA (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🙏 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 🌱📈

February 15, 2026Episode 3341 hr 7 min

Buying the tech SALE!

Tech Stock Sell-Off & Buying the DipThe 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 CapExValuation compression in mega-cap techHigher-for-longer rate fearsSector rotation out of growthProfit-taking after a massive runMarkets don’t fall because businesses collapse overnight — they fall when expectations reset.We discuss:Whether AI growth is slowing or just normalizingIf margins are temporarily pressuredHow earnings guidance impacts stock pricesWhy strong companies can still see 15–25% pullbacksKey principles:Focus on quality balance sheetsPrioritize free cash flowLook for expanding moatsScale in — don’t go all-in at onceThink 3–5 years, not 3–5 weeksWe also discuss which types of tech names tend to recover fastest:Cloud leadersAI infrastructureDominant platform businessesCash-rich mega caps📉 What’s Causing the Tech Sell-Off?🧠 Is This a Structural Problem or a Sentiment Shift?💰 Buying the Dip Strategy