Let It Grow Investing

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 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 Takeaway Don'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 [https://www.1stphorm.com/letitgrow] * 👖 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Barbell Apparel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://barbellapparel.com/?rstr=Letitgrowbarbellapparel] * 📘 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.facebook.com/groups/3149013668660459/] * 📈 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠E*Trade Referral⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://refer.etrade.net/jsebastian1987] * 💸 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Binance US⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://accounts.binance.us/en/register?ref=53539239] * 🪙 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Crypto.com – Get $25⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://crypto.com/app/3jsnadjrsq] * 📊 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Webull – Free Stock⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://a.webull.com/iq6NLY31wXgKyPlM1g] 👏 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 🌱📈

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 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 higher * How higher energy prices impact inflation and Fed policy * Why tech stocks are dipping — and whether it’s temporary * Our thoughts on buying Zscaler during weakness * Risk management strategies in volatile markets Cybersecurity 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 fear * NVIDIA (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 [https://www.1stphorm.com/letitgrow] * 👖 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Barbell Apparel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://barbellapparel.com/?rstr=Letitgrowbarbellapparel] * 📘 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.facebook.com/groups/3149013668660459/] * 📈 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠E*Trade Referral⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://refer.etrade.net/jsebastian1987] * 💸 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Binance US⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://accounts.binance.us/en/register?ref=53539239] * 🪙 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Crypto.com – Get $25⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://crypto.com/app/3jsnadjrsq] * 📊 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Webull – Free Stock⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://a.webull.com/iq6NLY31wXgKyPlM1g] 👏 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 🌱📈

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 * Valuation compression in mega-cap tech * Higher-for-longer rate fears * Sector rotation out of growth * Profit-taking after a massive run Markets don’t fall because businesses collapse overnight — they fall when expectations reset. We discuss: * Whether AI growth is slowing or just normalizing * If margins are temporarily pressured * How earnings guidance impacts stock prices * Why strong companies can still see 15–25% pullbacks Key principles: * Focus on quality balance sheets * Prioritize free cash flow * Look for expanding moats * Scale in — don’t go all-in at once * Think 3–5 years, not 3–5 weeks We also discuss which types of tech names tend to recover fastest: * Cloud leaders * AI infrastructure * Dominant platform businesses * Cash-rich mega caps 📉 What’s Causing the Tech Sell-Off?🧠 Is This a Structural Problem or a Sentiment Shift?💰 Buying the Dip Strategy

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? Spending is happening now — profits may take years. 2. Monetization Questions AI revenue is growing, but not yet matching the scale of capex. Investors are questioning valuations. 3. “AI Bubble” Narrative Some fear the trade got overcrowded and overvalued. That’s triggering rotation into defensive sectors. This isn’t just about AI — it’s about expectations. When markets price in perfection, even small doubts can cause sharp pullbacks. AI is likely a long-term trend — but short term, markets are repricing risk, cash flow, and timelines. 🧠 What’s Driving It?🔍 Bigger Picture🎯 Takeaway 🙏 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 [https://www.1stphorm.com/letitgrow] * 👖 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Barbell Apparel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://barbellapparel.com/?rstr=Letitgrowbarbellapparel] * 📘 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.facebook.com/groups/3149013668660459/] * 📈 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠E*Trade Referral⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://refer.etrade.net/jsebastian1987] * 💸 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Binance US⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://accounts.binance.us/en/register?ref=53539239] * 🪙 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Crypto.com – Get $25⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://crypto.com/app/3jsnadjrsq] * 📊 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Webull – Free Stock⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://a.webull.com/iq6NLY31wXgKyPlM1g] 👏 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 🌱📈

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 Apple, rising global defense spending, new developments for Nvidia in China, and JPMorgan winning Apple’s massive credit card business. 🛒 Costco Sales Continue to Climb * Strong same-store sales and membership growth * Resilient consumer spending despite inflation concerns * Why Costco remains a defensive long-term compounder 🔎 Google Overtakes Apple in Market Cap * Alphabet’s AI-driven momentum * Cloud, search, and advertising strength * What this means for mega-cap tech leadership 🛡️ Defense Spending Surges Toward $1.5 Trillion * Global geopolitical tensions driving budgets higher * Key defense contractors positioned to benefit * Long-term implications for defense and aerospace stocks 🇨🇳 China Set to Approve Nvidia H200 Chips * Potential easing of restrictions and revenue upside * Why Nvidia remains the backbone of AI infrastructure * Risks and rewards of China exposure 💳 JPMorgan Wins Apple Credit Card Business * Why Apple moved on from Goldman Sachs * Strategic win for JPMorgan * What this means for Apple’s financial services ambitions * Consumer strength remains intact in key areas * AI continues reshaping tech leadership * Defense spending is becoming a multi-year investment theme * Financial institutions are consolidating power in fintech partnerships Episode Overview🔍 Topics Covered📊 Big Picture Takeaways 🙏 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 [https://www.1stphorm.com/letitgrow] * 👖 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Barbell Apparel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://barbellapparel.com/?rstr=Letitgrowbarbellapparel] * 📘 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.facebook.com/groups/3149013668660459/] * 📈 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠E*Trade Referral⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://refer.etrade.net/jsebastian1987] * 💸 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Binance US⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://accounts.binance.us/en/register?ref=53539239] * 🪙 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Crypto.com – Get $25⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://crypto.com/app/3jsnadjrsq] * 📊 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Webull – Free Stock⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://a.webull.com/iq6NLY31wXgKyPlM1g] 👏 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 🌱📈