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Podcast: Let It Grow Investing
Episode: Market sell-off!! WHAT to BUY now!
Description: 📉 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 SpendingBig 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 QuestionsAI revenue is growing, but not yet matching the scale of capex. Investors are questioning valuations.3. “AI Bubble” NarrativeSome fear the trade got overcrowded and overvalued. That’s triggering rotation into defensiv...