Let It Grow Investing Jeff Sebastian

After NVDA's mind numbing run I have decided to take a bit more off the table and further cut my position down to size...but is my move enough?

Writing covered calls on QCOM and selling off most of my position there.

As rate cuts get nearer we look at stocks that should benefit from lower costs of borrowing, but we are also looking at the stocks that benefit when the consumer has a lower cost to borrow.

We always hear that the NASDAQ names are more rate sensitive, but housing, car sales, some retail and banking names should also rise a bit as rates settle back down at lower levels.

Many names continue to buyback their shares and/or also raise their dividends and a good number of those stocks are where I am looking to park some cash for dividends and long term gains.

Week 27

1. LOW Lowes 2. UPS 3. PLTR Palantir 4. TGT Target 5. MELI Mercado Libre

WEEK 1 SELL $PLUG, $HNST, $SHOP. BUY $DVN, $MPW, $NEE, WEEK 2 $NVDA, WEEK 3 $HASI, WEEK 4 $CRSP, WEEK 5 $TSM, WEEK 6 $MSFT, WEEK 7 $XOM, WEEK 8 $BMY, WEEK 9 $O, WEEK 10 $KO, WEEK 11 $SOUN, WEEK 12 $IRM and $AAPL WEEK 13 $AMD, WEEK 14 $CVX, WEEK 15 $AMZN, WEEK 16 $INTC/$X, WEEK 17 $V, WEEK 18 $O, WEEK 19 $META, WEEK 20 $CIVI, WEEK 21 $BRCC, WEEK 22 $WBA, WEEK 23 $COST, WEEK 24 $CVX, WEEK 25 $MO, WEEK 26 $AMZN


As always, I thank each and every one of you for listening in, voting, and following along to the podcast and group! It has been a fun journey gathering info and sharing it with you all every week. Please make sure to subscribe, share and should you have questions, please feel free to ask and I'll do my best to cover them. 
***Not investing advice, simply what I am looking to do in my own portfolio while understanding my risks, timeline, age, income, debt and other factors!!*** As always, thank you for continuing to support the page and podcast, by liking, subscribing and sharing! 

https://barbellapparel.com/?rstr=Letitgrowbarbellapparel

FB GROUP:  https://www.facebook.com/groups/3149013668660459/ 
E-Trade Referral code https://refer.etrade.net/jsebastian1987 
https://accounts.binance.us/en/register?ref=53539239 
Use my referral link https://crypto.com/app/3jsnadjrsq to sign up for Crypto.com and we both get $25 USD. 
Open an account on webull, make a deposit and get a free share valued between $8-$2000!! https://a.webull.com/iq6NLY31wXgKyPlM1g 
If anyone is reading down here, you are the real MVP!! Thanks for your support and making our community a better place and for making me a better investor. I hope you've learned something; I certainly have! Let's get out there and "LET IT GROW"


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Send in a voice message: https://podcasters.spotify.com/pod/show/letitgrow/message
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We look at a cooling CPI and PPI print, shedding light on rate cuts for the back half of the year. The Fed will take these cooler numbers and slowing job market into account as they discuss the possibility for one or two cuts for 2024.



Oracle, Adobe and Broadcom have pushed higher after they beat expectations, guided higher for longer and even issued some stock splits.



Apple pushes to record levels after releasing new updates and products that lean heavily into AI.



Week 26

1. AMZN Amazon 2. MELI Mercado Libre 3. S Sentinel One 4. VZ Verizon 5. BMY Bristol Myers

WEEK 1 SELL $PLUG, $HNST, $SHOP. BUY $DVN, $MPW, $NEE, WEEK 2 $NVDA, WEEK 3 $HASI, WEEK 4 $CRSP, WEEK 5 $TSM, WEEK 6 $MSFT, WEEK 7 $XOM, WEEK 8 $BMY, WEEK 9 $O, WEEK 10 $KO, WEEK 11 $SOUN, WEEK 12 $IRM and $AAPL WEEK 13 $AMD, WEEK 14 $CVX, WEEK 15 $AMZN, WEEK 16 $INTC/$X, WEEK 17 $V, WEEK 18 $O, WEEK 19 $META, WEEK 20 $CIVI, WEEK 21 $BRCC, WEEK 22 $WBA, WEEK 23 $COST, WEEK 24 $CVX, WEEK 25 $MO,


As always, I thank each and every one of you for listening in, voting, and following along to the podcast and group! It has been a fun journey gathering info and sharing it with you all every week. Please make sure to subscribe, share and should you have questions, please feel free to ask and I'll do my best to cover them. 
***Not investing advice, simply what I am looking to do in my own portfolio while understanding my risks, timeline, age, income, debt and other factors!!*** As always, thank you for continuing to support the page and podcast, by liking, subscribing and sharing! 

https://barbellapparel.com/?rstr=Letitgrowbarbellapparel

FB GROUP:  https://www.facebook.com/groups/3149013668660459/ 
E-Trade Referral code https://refer.etrade.net/jsebastian1987 
https://accounts.binance.us/en/register?ref=53539239 
Use my referral link https://crypto.com/app/3jsnadjrsq to sign up for Crypto.com and we both get $25 USD. 
Open an account on webull, make a deposit and get a free share valued between $8-$2000!! https://a.webull.com/iq6NLY31wXgKyPlM1g 
If anyone is reading down here, you are the real MVP!! Thanks for your support and making our community a better place and for making me a better investor. I hope you've learned something; I certainly have! Let's get out there and "LET IT GROW"


---

Send in a voice message: https://podcasters.spotify.com/pod/show/letitgrow/message
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Jobs report adds 272k new jobs vs. 180k expected!


Rate cuts predictions drop from 70% probability down to 46%
NVDA 10:1 stock split occurs
Fisker FSR misses key $3.5M loan repayment on filing an 8-K with the SEC
JUUL ban rescinded after 2 year investigation with the FDA.

Week 25

1. KR Kroger 2. BLBD Blue Bird 3. MO Altria 4. CRWD Crowdstrike 5. TSLA Tesla

WEEK 1 SELL $PLUG, $HNST, $SHOP. BUY $DVN, $MPW, $NEE, WEEK 2 $NVDA, WEEK 3 $HASI, WEEK 4 $CRSP, WEEK 5 $TSM, WEEK 6 $MSFT, WEEK 7 $XOM, WEEK 8 $BMY, WEEK 9 $O, WEEK 10 $KO, WEEK 11 $SOUN, WEEK 12 $IRM and $AAPL WEEK 13 $AMD, WEEK 14 $CVX, WEEK 15 $AMZN, WEEK 16 $INTC/$X, WEEK 17 $V, WEEK 18 $O, WEEK 19 $META, WEEK 20 $CIVI, WEEK 21 $BRCC, WEEK 22 $WBA, WEEK 23 $COST, WEEK 24 $CVX


As always, I thank each and every one of you for listening in, voting, and following along to the podcast and group! It has been a fun journey gathering info and sharing it with you all every week. Please make sure to subscribe, share and should you have questions, please feel free to ask and I'll do my best to cover them. 
***Not investing advice, simply what I am looking to do in my own portfolio while understanding my risks, timeline, age, income, debt and other factors!!*** As always, thank you for continuing to support the page and podcast, by liking, subscribing and sharing! 

https://barbellapparel.com/?rstr=Letitgrowbarbellapparel

FB GROUP:  https://www.facebook.com/groups/3149013668660459/ 
E-Trade Referral code https://refer.etrade.net/jsebastian1987 
https://accounts.binance.us/en/register?ref=53539239 
Use my referral link https://crypto.com/app/3jsnadjrsq to sign up for Crypto.com and we both get $25 USD. 
Open an account on webull, make a deposit and get a free share valued between $8-$2000!! https://a.webull.com/iq6NLY31wXgKyPlM1g 
If anyone is reading down here, you are the real MVP!! Thanks for your support and making our community a better place and for making me a better investor. I hope you've learned something; I certainly have! Let's get out there and "LET IT GROW"


---

Send in a voice message: https://podcasters.spotify.com/pod/show/letitgrow/message
Support this podcast: https://podcasters.spotify.com/pod/show/letitgrow/support

Costco earnings coming in better than expected!


CRM Salesforce gets pummeled on weaker than expected software sales. Bringing down others in the industry!
Ethereum ETPs approved in the UK
Draftkings and Fanduel sink after Illinois announces plan to raise taxes on sports betting
NVDA reaches new highs after earnings beat and guidance raise



Week 24

1. CVX Chevron 2. RIO Rio Tinto 3. CRM Salesforce 4. PANW Palo Alto Networks 5. ALB Albemarle

WEEK 1 SELL $PLUG, $HNST, $SHOP. BUY $DVN, $MPW, $NEE, WEEK 2 $NVDA, WEEK 3 $HASI, WEEK 4 $CRSP, WEEK 5 $TSM, WEEK 6 $MSFT, WEEK 7 $XOM, WEEK 8 $BMY, WEEK 9 $O, WEEK 10 $KO, WEEK 11 $SOUN, WEEK 12 $IRM and $AAPL WEEK 13 $AMD, WEEK 14 $CVX, WEEK 15 $AMZN, WEEK 16 $INTC/$X, WEEK 17 $V, WEEK 18 $O, WEEK 19 $META, WEEK 20 $CIVI, WEEK 21 $BRCC, WEEK 22 $WBA, WEEK 23 $COST


As always, I thank each and every one of you for listening in, voting, and following along to the podcast and group! It has been a fun journey gathering info and sharing it with you all every week. Please make sure to subscribe, share and should you have questions, please feel free to ask and I'll do my best to cover them. 
***Not investing advice, simply what I am looking to do in my own portfolio while understanding my risks, timeline, age, income, debt and other factors!!*** As always, thank you for continuing to support the page and podcast, by liking, subscribing and sharing! 

https://barbellapparel.com/?rstr=Letitgrowbarbellapparel

FB GROUP:  https://www.facebook.com/groups/3149013668660459/ 
E-Trade Referral code https://refer.etrade.net/jsebastian1987 
https://accounts.binance.us/en/register?ref=53539239 
Use my referral link https://crypto.com/app/3jsnadjrsq to sign up for Crypto.com and we both get $25 USD. 
Open an account on webull, make a deposit and get a free share valued between $8-$2000!! https://a.webull.com/iq6NLY31wXgKyPlM1g 
If anyone is reading down here, you are the real MVP!! Thanks for your support and making our community a better place and for making me a better investor. I hope you've learned something; I certainly have! Let's get out there and "LET IT GROW"!


---

Send in a voice message: https://podcasters.spotify.com/pod/show/letitgrow/message
Support this podcast: https://podcasters.spotify.com/pod/show/letitgrow/support

Earnings report from NVDA. Outperform and guide higher with revenue coming in from Blackwell GPU segment.


10:1 Stock split
Dividend raise
HUGE revenue growth
Low PEG ratio

Tesla resumes hiring AI and autopilot positions.

SEC approves Ethereum spot ETFs and ETH rallies 25% over the past week

Biden administration reschedules marijuana as a class 3 drug from a class 1. Remains illegal at a federal level.



Week 22 1. AMD Advanced Micro Devices 2. IWM iShares Russel 2000 ETF 3. WBA Walgreen Boots 4. EXPE Expedia 5. DIS Disney

WEEK 1 SELL $PLUG, $HNST, $SHOP. BUY $DVN, $MPW, $NEE, WEEK 2 $NVDA, WEEK 3 $HASI, WEEK 4 $CRSP, WEEK 5 $TSM, WEEK 6 $MSFT, WEEK 7 $XOM, WEEK 8 $BMY, WEEK 9 $O, WEEK 10 $KO, WEEK 11 $SOUN, WEEK 12 $IRM and $AAPL WEEK 13 $AMD, WEEK 14 $CVX, WEEK 15 $AMZN, WEEK 16 $INTC/$X, WEEK 17 $V, WEEK 18 $O, WEEK 19 $META, WEEK 20 $CIVI, WEEK 21 $BRCC, WEEK 22 $WBA


As always, I thank each and every one of you for listening in, voting, and following along to the podcast and group! It has been a fun journey gathering info and sharing it with you all every week. Please make sure to subscribe, share and should you have questions, please feel free to ask and I'll do my best to cover them. 
***Not investing advice, simply what I am looking to do in my own portfolio while understanding my risks, timeline, age, income, debt and other factors!!*** As always, thank you for continuing to support the page and podcast, by liking, subscribing and sharing! 

https://barbellapparel.com/?rstr=Letitgrowbarbellapparel

FB GROUP:  https://www.facebook.com/groups/3149013668660459/ 
E-Trade Referral code https://refer.etrade.net/jsebastian1987 
https://accounts.binance.us/en/register?ref=53539239 
Use my referral link https://crypto.com/app/3jsnadjrsq to sign up for Crypto.com and we both get $25 USD. 
Open an account on webull, make a deposit and get a free share valued between $8-$2000!! https://a.webull.com/iq6NLY31wXgKyPlM1g 
If anyone is reading down here, you are the real MVP!! Thanks for your support and making our community a better place and for making me a better investor. I hope you've learned something; I certainly have! Let's get out there and "LET IT GROW"!


---

Send in a voice message: https://podcasters.spotify.com/pod/show/letitgrow/message
Support this podcast: https://podcasters.spotify.com/pod/show/letitgrow/support

We recap earnings from Home Depot, John Deere, Wal Mart. Deals, mergers and acquisitions from Walgreen Boots, Novavax, Microsoft, AMD, HASI and more!


NVDA earnings on deck
Airlines upgraded
Time to buy small cap??
Russell 2000
Microsoft "build conference"
NFLX dives further into live TV
Tesla issues special interest rates on Model Y

Week 22 1. AMD Advanced Micro Devices 2. IWM iShares Russel 2000 ETF 3. WBA Walgreen Boots 4. EXPE Expedia 5. DIS Disney

WEEK 1 SELL $PLUG, $HNST, $SHOP. BUY $DVN, $MPW, $NEE, WEEK 2 $NVDA, WEEK 3 $HASI, WEEK 4 $CRSP, WEEK 5 $TSM, WEEK 6 $MSFT, WEEK 7 $XOM, WEEK 8 $BMY, WEEK 9 $O, WEEK 10 $KO, WEEK 11 $SOUN, WEEK 12 $IRM and $AAPL WEEK 13 $AMD, WEEK 14 $CVX, WEEK 15 $AMZN, WEEK 16 $INTC/$X, WEEK 17 $V, WEEK 18 $O, WEEK 19 $META WEEK 20 $CIVI WEEK 21 $BRCC


As always, I thank each and every one of you for listening in, voting, and following along to the podcast and group! It has been a fun journey gathering info and sharing it with you all every week. Please make sure to subscribe, share and should you have questions, please feel free to ask and I'll do my best to cover them. 
***Not investing advice, simply what I am looking to do in my own portfolio while understanding my risks, timeline, age, income, debt and other factors!!*** As always, thank you for continuing to support the page and podcast, by liking, subscribing and sharing! 

https://barbellapparel.com/?rstr=Letitgrowbarbellapparel

FB GROUP:  https://www.facebook.com/groups/3149013668660459/ 
E-Trade Referral code https://refer.etrade.net/jsebastian1987 
https://accounts.binance.us/en/register?ref=53539239 
Use my referral link https://crypto.com/app/3jsnadjrsq to sign up for Crypto.com and we both get $25 USD. 
Open an account on webull, make a deposit and get a free share valued between $8-$2000!! https://a.webull.com/iq6NLY31wXgKyPlM1g 
If anyone is reading down here, you are the real MVP!! Thanks for your support and making our community a better place and for making me a better investor. I hope you've learned something; I certainly have! Let's get out there and "LET IT GROW"!




---

Send in a voice message: https://podcasters.spotify.com/pod/show/letitgrow/message
Support this podcast: https://podcasters.spotify.com/pod/show/letitgrow/support