PODCAST · business
Let It Grow Investing
by Jeff Sebastian
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 codehttps://refer.etrade.net/jsebastian1987https://accounts.binance.us/en/register?ref=53539239Use my referral link https://crypto.com/app/3jsnadjrsq to sign up for Crypto.com and we both get $25 USD :)
Episodes
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CHEAP is not an investing thesis!
Stocks Are Getting Hit — But Not Everything Is a Buy The market is pulling back, and investors are looking for opportunities. But just because a stock is down doesn't mean it's a bargain. This week, we're breaking down the difference between buying the dip and catching a falling knife. We'll...
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The Market Gets Tough: Where Are the Best Growth Opportunities?
The market is getting tougher as rates rise and valuations come under pressure. This week, we break down where the best growth opportunities may be. 📈 In this episode: Market & interest-rate update NVDA & AMD valuations CRM & AMZN growth opportunities SOFI & GEV — higher-growth plays Where I'm...
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Stocks hold up as rates surge -- What happens next??
Stocks managed to hold near record highs even as Treasury yields jumped and expectations for a September Fed rate hike increased. The August jobs report showed 162,000 jobs added, roughly three times economists' expectations, while unemployment held at 4.1%. The strong labor market was good news...
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How I’d Build a $1 Million Portfolio From Scratch
What would I buy if I were starting from $0 today and wanted to build a $1 million portfolio over the next 20 years? In this episode of Let It Grow Investing, we break down how I’d approach building a balanced, growth-focused portfolio at age 40. 📈 The Rule of 120 — why 80% stocks / 20% bonds…
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AI Spending Pays Off? META, PLTR, AMZN & CELH Earnings Breakdown
AI Spending Pays Off? META, PLTR, AMZN & CELH Earnings Breakdown Is all the massive AI spending finally paying off? This week on Let It Grow Investing, we break down earnings from Meta, Palantir, Amazon and Celsius Holdings. 📈 META: Huge AI spending, strong advertising growth — but are expenses...
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Big Tech's Big Spend! Dip in Google, Tesla, Netflix and Nvidia
Is the AI spending spree a bubble, or the ultimate buying opportunity? In this episode, we unpack the massive capital expenditure (Capex) figures coming out of Silicon Valley. We explain why Wall Street's short-term panic has put the world's best companies on deep sale, breaking down our precise...
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MEMORY WAR + My Next $$ BUYS $$
🚀 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…
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SpaceX Goes Public, Micron Earnings, & Is Marvell the Next Nvidia?
Episode Description:In this episode, we break down a massive week on Wall Street, starting with the historic SpaceX IPO that shattered public market records. Then, we preview Micron’s high-stakes fiscal Q3 earnings report as AI-driven memory demand pushes margins to historic levels. Plus, we look...
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Stocks FELL off a cliff. What NOW?
🌱 This Week on Let It Grow Investing Markets 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...
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NVDA vs AMD! IPOs heating up. BUYING this stock!
If you're enjoying the show: Follow and subscribe to Let It Grow Investing Share this episode with someone navigating today's market volatility Stay patient, stay consistent, and keep growing 🌱 🙏 Thank you for tuning in and supporting the Let It Grow Investing community! This week, we're...
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Picks and Shovels of AI. Don't do this with AMD!
🎙️ Let It Grow InvestingPicks & Shovels of AI Episode 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…
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Stocks to BUY after earnings!
🎙️ Let It Grow Investing – Episode Notes Title: 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...
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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...
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Pain before the POP! Market rally ENGAGE!
Pain Before the Pop: Rally Mode Engage After 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 growth Nike (NKE) – Rebound potential Celsius (CELH) –...
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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…
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Market is RED! "Buy the DIP" moment or catching a falling knife?
The 2026 Dip: Buy Now or Wait? Summary The 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 Points The State of Play: A...
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From Tehran to Nasdaq: Oil Price Shocks, Nvidia Pressure, and Zscaler on Sale
USA vs Iran, Oil Surge Incoming, NVDA & Tech Dip — Buying Zscaler In 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…
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Buying the tech SALE!
Tech Stock Sell-Off & Buying the Dip The 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 CapEx…
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Market sell-off!! WHAT to BUY now!
📉 What’s Happening? Markets pulled back sharply, led by tech and AI names. Risk sentiment shifted fast as investors moved out of high-growth stocks and into safer assets. 1. Massive AI Spending Big tech is pouring hundreds of billions into AI chips, data centers, and infrastructure. The concern?...
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Surging IPOs for 2026! WATCH OUT for THIS!
Costco Sales Surge | Google Passes Apple | Defense Boom | NVDA China | JPM–Apple Deal Markets are heating up across consumer, tech, defense, and financials. In this episode, we break down Costco’s strong sales momentum, a major shake-up at the top of the market-cap leaderboard as Google overtakes...
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TOP stocks for '26!
Recapping 2025 and planning ahead for 2026! Some stocks remain on the list for the new year! 🎙️ Top Stocks to Buy for 2026 In this episode, we break down top long-term investment ideas heading into 2026, focusing on AI, consumer brands, fintech, cloud, and digital assets. Nike (NKE): Global…
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Bitcoin SCAM!! Finding fair value stocks
In this episode, we break down how investors can avoid common Bitcoin scams while navigating a market full of mixed signals. We discuss why Nike, Oracle, and Broadcom are trading lower, why Micron continues its strong run, and whether Google (Alphabet) is now sitting in fair value territory after...
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SOLD out of this stock!!
Selling UNH, Rotating Into High-Conviction Tech + Bitcoin Ahead of Fed Decision 1. Portfolio Moves Selling out of UNH Rotating capital away from slow-growth healthcare Taking profits / reallocating toward higher-upside opportunities UNH stability appreciated, but limited near-term catalysts 2.…
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Investing $30k now!
Investing $30k right now into: Tesla, Costco, Broadcom, Meta, Bitcoin. Theme: Markets gearing up for a Fed rate cut next meeting → risk-on mood returning. Key Points: Rate cut = cheaper borrowing + more liquidity → typically boosts tech, growth stocks, and crypto. Tesla / Broadcom / Meta:...
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Tech sell-off, minor blip vs. major problem?
⚡ 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...
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Market pullback! BUYING the dip
Summary: Markets sold off this week as investors questioned high valuations. Growth names cooled after big runs, creating some buying opportunities. My Moves: Trimmed Eli Lilly (LLY): Great company, but valuation stretched. Took profits after strong gains. Bought Meta (META) & Amazon (AMZN)…
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Earnings driving market action!
On this episode: United Parcel Service (UPS): Financials: Beat on adjusted EPS and revenue, but consolidated revenue declined slightly Y/Y. Key Action: Focused on profitability by strategically shedding low-margin volume, including a "planned glide down" of Amazon volume. Outlook: International...
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Trio of stocks I'm buying! AI Arms race, crypto volatility
In this episode, we delve into the investment landscape, analyzing three major companies—Nike, Salesforce, and Adobe—to see if they belong in your portfolio. We'll also break down the recent volatile price action in Bitcoin and explore why gold is strengthening against the U.S. dollar. Finally,...
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Shutdown agenda, Netflix CANCELLED!
In this episode of Let It Grow Investing, we’re diving into the latest mix of politics, markets, and tech shaping the week ahead. Topics Covered: Government Shutdown Risk – What a potential shutdown could mean for the economy and investor sentiment. Trump’s Agenda – Updates on campaign promises,...
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Money making moves NOW!
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,...
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Rate CUTS = Small Cap RALLY?
NVIDIA invests in Intel: surprising partnership move, potential collaboration on AI and chip production. Federal Reserve cuts rates: markets react, what it means for stocks, bonds, and borrowing costs. Nuclear energy for data centers: growing demand for clean, reliable power to support AI and…
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Oracle Rally. ..Fed CUTS coming?!
Fed Rate Cuts Incoming: The Federal Reserve is signaling that rate cuts could begin soon. Markets are watching closely as lower rates would ease borrowing costs, support economic growth, and likely provide a lift to equities. Tesla Expansion: Tesla is ramping up production at its Gigafactory in...
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NEW stock BUY!! Tech titans victory?
Let It Grow Investing – Episode NotesHeadlines This Week Google rallies after antitrust win Judge Amit Mehta rules against breaking up Chrome/Android. Google avoids forced divestitures, only barred from new exclusivity deals. Stock pops ~9%, adding $200B+ in value. Apple benefits from Google…
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#314 NVDA Problems??
Nvidia and CrowdStrike report earnings as AI and cybersecurity lead the tech story. We break down the latest PCE inflation update, labor market data, and retail demand trends—and what it all means for the Fed, the economy, and your portfolio. 🙏 Thank you all for tuning in, voting, following, and...
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Big week for AI!
This week we’re covering: Google upside: Big moves ahead with new Apple deals and Waymo expansion, plus growth opportunities in AI and advertising. Meta in focus: How it’s positioning itself for the next wave of tech adoption. Powell hinting at rate cuts in September: What lower rates could mean...
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I SOLD 3 Stocks!
Let it Grow Investing – LLY Slides, Chipmakers Pay, & My Latest Moves This week on Let it Grow Investing: LLY Tumbles – Eli Lilly slips after disappointing weight-loss pill results. Chipmakers Paying to Play – NVDA & AMD agree to pay for export licenses amid new chip restrictions. Portfolio Moves…
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Market divided... These stocks are WINNING!
🔹 Episode Summary In today’s episode, we unpack a whirlwind week in the markets. Trump makes headlines by firing the BLS commissioner after a weak jobs report. Jerome Powell holds rates steady amid labor market softness. Plus, we dive into key earnings from Big Tech and more. 🇺🇸 Trump Fires…
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MAG 7 stock to buy NOW! SOFI PLTR AMZN GOOGL TSLA
🎙️ Weekly Moves & Earnings Preview🧠 What’s On Deck: Earnings week for GOOGL, TSLA, AMZN, and SOFI. I'm buying GOOGL, AMZN, TSLA — but holding off on SOFI until after earnings. Earnings: Already reported — beat expectations. Highlights: Strong growth in AI (Gemini), Cloud, and YouTube ads. Why…
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Market too HOT? Do this NOW! TSLA GOOGL AMD NVDA
✅ Why I’m Entering Tesla Stock Valuation pullback = better entry point Long-term upside: FSD, AI, energy margins Risks: competition, regulation, Elon factor Sentiment is low = opportunity ✅ Earnings Season Takeaways Big Tech: Strong AI-driven beats (MSFT, NVDA, GOOGL) Banks: Mixed results, but...
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NEW stock purchases. Finding value in this market!
NVDA hits $4 Trillion Market at all time highs European Union to reach trade deals before August 1st deadline META buys stake in Essilor Luxotica BTC reaches new all time highs STOCKS for 2025... 1. NVDA 2. TSLA 3. META 4. AMZN 5. LLY 6. LHX 7. NEE 8. CRWD 9. COST 10. PLTR 11. BAC 12. AMD 13....
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Bill PASSED. What NOW?
Big beautiful Bill passed and is now law! What now? Lots of converging events that are going to have the markets shaken up! Fed rate cuts, tariff deadline on August 1st, market volatility. Where we can expect some stability in this wild market. STOCKS for 2025... 1. NVDA 2. TSLA 3. META 4. AMZN…
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Buy or value trap?? NKE PLTR AMZN META TSLA
Nike outperforms big on Friday! Earnings came in better than expected but way less than last year! Time to load the boat or still to early in the turn around? Adding LLY to the investing challenge portfolio! STOCKS for 2025... 1. NVDA 2. TSLA 3. META 4. AMZN 5. LLY 6. LHX 7. NEE 8. CRWD 9. COST…
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Risk vs. Reward! When to buy and sell
Looking at the Iran, Israel, USA conflict and seeing what it means for our portfolios. Are we going to be buying, selling or holding through the turmoil in the market? Looking past what could be a short term volatility, how do we know when a stock is fairly valued for a long term hold? Buying…
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Returning to NEW highs! Trump Xi talks, earnings reports
Buying NEE for the investing challenge this week! STOCKS for 2025... 1. NVDA 2. TSLA 3. META 4. AMZN 5. LLY 6. LHX 7. NEE 8. CRWD 9. COST 10. PLTR 11. BAC 12. AMD 13. Bitcoin As always, I thank each and every one of you for listening in, voting, and following along to the podcast and group! It…
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TACO Trades!
NVDA and COST beat on earnings! Court rules that Trump tariffs are not valid, but being enforced until appealed. What I'm buying NOW! STOCKS for 2025... 1. NVDA 2. TSLA 3. META 4. AMZN 5. LLY 6. LHX 7. NEE 8. CRWD 9. COST 10. PLTR 11. BAC 12. AMD 13. Bitcoin As always, I thank each and every one…
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Nvidia Apple knocked down! Buying THIS
NVDA and APPL Struck downTrump pens Nuclear ordersEuropean Union gets dealt tariff newsSTOCKS for 2025...1. NVDA2. TSLA3. META4. AMZN5. LLY6. LHX7. NEE8. CRWD9. COST10. PLTR11. BAC12. AMD13. BitcoinAs always, I thank each and every one of you for listening in, voting, and following along to the...
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Trump making deals in Middle East. UNH gets PUMMELED!
Trump making move on his trip to the Middle East. Making deals with Saudi, Qatar, Syria. United Health gets destroyed after removing guidance and a Wall Street Journal story says they are being criminally investigated by the DOJ. Bitcoin rises above $105K AMD approves additional $6B in buybacks...
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#301 Let's make a deal!
UK and US reach a trade deal! Trump thinks of lowering China tariffs to reach a deal UNH sinks as costs rise CRWD cuts 500 employees BTC above $100K STOCKS for 2025... 1. NVDA 2. TSLA 3. META 4. AMZN 5. LLY 6. LHX 7. NEE 8. CRWD 9. COST 10. PLTR 11. BAC 12. AMD 13. Bitcoin As always, I thank each...
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Episode #300 Tariffs, Earnings, Buffett, Stocks for the next 10+ years
In this one we are checking out the best plays for the next 10+ years. What will have the staying power to grow for the foreseeable future? Companies with a significant barrier to entry, low competition and high demand that a re in a growing field. Think of buying Apple, Amazon, Google or others...
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Who Blinks 1st?? USA v. China. Buying THIS now!
USA vs. China in an economic war! Who will blink first in this battle? LLY trials on Orforglipron GLP-1 pill performs well in trials! UNH down big on missed earnings and revs Market focus shifts towards earnings and guidance as new results come in! STOCKS for 2025... 1. NVDA 2. TSLA 3. META 4.…
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ABOUT THIS SHOW
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 codehttps://refer.etrade.net/jsebastian1987https://accounts.binance.us/en/register?ref=53539239Use my referral link https://crypto.com/app/3jsnadjrsq to sign up for Crypto.com and we both get $25 USD :)
HOSTED BY
Jeff Sebastian
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