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 buy thesis for NVIDIA, Netflix, and Tesla. Plus, we look at how pairing these tech giants with high-growth consumer alpha like e.l.f. Beauty (ELF), Celsius (CELH), and SPCX creates a resilient, high-upside portfolio.📈 Covered Metrics & Core Targets NVIDIA (⁠NVDA⁠): Trailing P/E at 31.68 and trailing PEG at an ultra-cheap 0.29, signaling deep growth-adjusted undervaluation. Netflix (NFLX): Trading at a compressed P/E of 22.08, a massive discount compared to its historical averages. Tesla (TSLA): Balancing near-term auto margin pressure against long-term autonomous driving and robotics upside. Consumer Alpha (CELH / ELF / SPCX): Utilizing hyper-growth consumer brands and sector-specific indexing to hedge tech sector volatility. 👍 If you enjoyed this episode: Like the video Subscribe to Let It Grow Investing Share it with a friend interested in long-term investing Leave a comment with the stocks you're buying this month Nothing discussed in this episode is financial advice. I'm simply sharing my own research and what I'm doing in my personal portfolio. Always do your own due diligence before making investment decisions. 🌱 Thanks for watching, and as always… Let It Grow! 📈 This Week's Topics📊 Stocks Discussed🌱 My Portfolio Moves💬 Question of the Week ⚠️ Disclaimer: This is not financial advice. I'm simply sharing what I'm doing in my own portfolio based on my personal goals, risk tolerance, age, income, and investment strategy. Always do your own research before making investment decisions. 🏋️‍♂️ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Supplements: 1st Phorm⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👖 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Barbell Apparel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📘 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📈 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠E*Trade Referral⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💸 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Binance US⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🪙 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Crypto.com – Get $25⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📊 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Webull – Free Stock⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👏 If you've made it this far, you're the real MVP. Thanks for supporting the show and helping grow this amazing community. Let's get after it and LET IT GROW! 🌱📈 #LetItGrowInvesting #NVDA #AMD #CELH #SpaceX #Anthropic #AIStocks #GrowthStocks #InvestingPodcast #StockMarket #LongTermInvesting