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EPISODE · Sep 29, 2025 · 26 MIN

Money making moves NOW!

from Let It Grow Investing · host Jeff Sebastian

Topics Covered This Week Costco Earnings Beat on EPS and revenue, U.S. comps strong.Membership fee hike already in effect.New perks: extended hours, early shopping for Executive members. Stock dipped slightly post-earnings despite strong results. Micron Earnings Big beat on both revenue and EPS, guidance raised again.AI/data center demand now ~40% of revenue.Stock strength shows secular tailwind in semiconductors, but memory cycles remain a risk. Trump Tariffs New tariffs hitting furniture, pharma, and consumer goods. Retail and healthcare names sold off. Adds inflation risk and margin pressure across sectors. Market broadly shrugged it off — for now. Stocks to Buy NowSemis / AI: Micron, Nvidia, AMD.Defensives / Membership Models: Costco, Walmart. Quality Growth: Microsoft, Apple, Google.Dividend / Cash Flow: Procter & Gamble, Coca-Cola. Market Correction Outlook Corrections are normal (10–20% pullbacks).Keep cash ready, dollar-cost average, and focus on high-conviction names. Watch for tariff escalation, inflation surprises, or weak earnings as possible triggers. Use corrections to add to long-term winners, especially in AI/semis and strong consumer staples. Key Takeaway Stay balanced: lean into secular growth (AI, semiconductors) but keep defensives (Costco, consumer staples) for stability. Corrections are opportunities, not reasons to panic. 🙏 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 🌱📈

Episode metadata supplied by the publisher feed · Published Sep 29, 2025

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Money making moves NOW!

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