Let It Grow Investing

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 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 🌱📈

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 for markets and investors. * Musk & Zuckerberg eyeing OpenAI: Breaking down the rumors of a potential takeover and what it could mean for the AI race. We’ll break down the news, the trades, and the strategy to keep your portfolio growing. Not financial advice — just sharing what I’m doing and learning in my own portfolio. 🙏 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 🌱📈

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 – I sold three stocks this week — here’s why and what’s next. * What to Buy Now – My watchlist for opportunities in the current market. We’ll break down the news, the trades, and the strategy to keep your portfolio growing. Not financial advice — just sharing what I’m doing and learning in my own portfolio. 🙏 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 🌱📈

🔹 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 BLS Commissioner * Repercussions and market reactions * Political implications as election season heats up * 📉 Weak Jobs Report * What the numbers missed * How investors are interpreting labor softness * 🏦 Powell Holds Rates Steady * Fed’s current stance on inflation and employment * Market expectations going forward * 💻 Earnings Recap * SOFI: Sluggish growth or hidden potential? * MSFT: AI leadership and cloud expansion * META: Strong ad revenue and Threads momentum * GOOGL: Search and cloud stabilize after past volatility * POOL & SWK: What these earnings tell us about the consumer * $SOFI * $MSFT * $META * $GOOGL * $POOL * $SWK While politics and macro data are rattling markets, earnings paint a more nuanced picture. Staying invested, diversified, and focused on long-term value creation. 📊 Key Topics Covered📈 Stocks Discussed🧠 Final Thoughts 🙏 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 🌱📈

🎙️ 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 I’m Buying: Solid fundamentals, growing AI monetization, good risk/reward. * Earnings: Reports July 31. * Focus: AWS growth, AI investments (Bedrock), ad revenue. * Why I’m Buying: Strong e-comm + long-term AI/cloud upside. * Earnings: Just reported — mixed results. * Concerns: EV demand slowdown, margin pressure. * Why I’m Still In: Long-term innovation — robotaxi, energy storage, FSD potential. * Earnings: July 29. * Why I’m Waiting: Valuation’s high — I want to see if they hit growth targets and guide higher before adding. * Buying: GOOGL, AMZN, TSLA * Watching: SOFI after earnings * Big week for tech — stay tuned for post-earnings breakdowns! 📈 GOOGL (Alphabet)📦 AMZN (Amazon)⚡ TSLA (Tesla)💳 SOFI (SoFi)🎯 Final Thoughts 🙏 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 🌱📈