Surging IPOs for 2026! WATCH OUT for THIS!
Sun Jan 11 2026
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!
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👏 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 🌱📈
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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 👖 Barbell Apparel 📘 Facebook Group 📈 E*Trade Referral 💸 Binance US 🪙 Crypto.com – Get $25 📊 Webull – Free Stock 👏 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 🌱📈