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

Nov 17, 2025 23 min

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

from Let It Grow Investing Hosted by Jeff Sebastian

⚡ 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! 🏋️‍♂️ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠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 🌱📈

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

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