On this episode:United Parcel Service (UPS):Financials: Beat on adjusted EPS and revenue, but consolidated revenue declined slightly Y/Y.Key Action: Focused on profitability by strategically shedding low-margin volume, including a "planned glide down" of Amazon volume.Outlook: International segment was strong; domestic performance reflects cost controls and deliberate mix management.Caterpillar (CAT):Financials: Strong beat on revenue (up 10% Y/Y) and adjusted EPS.Key Driver: Booming demand in Energy & Transportation for power generation equipment—a direct connection to the massive build-out of AI data centers.Outlook: Large and growing backlog suggests sustained momentum from infrastructure demand.Alphabet (GOOGL):Financials: Reported its first-ever $100 Billion revenue quarter, beating expectations. EPS also beat.AI Engine: CEO cited a "full-stack approach to AI" as the core driver of growth across Search, Cloud, and YouTube.Cloud: Google Cloud (GCP) revenue surged 34%, validating large AI investments.CapEx: Expects higher Capital Expenditures (CapEx) going forward to meet AI/Cloud demand.Amazon (AMZN):Financials: Strong beats on revenue and EPS.Cloud Comeback: Amazon Web Services (AWS) growth re-accelerated to over 20%, easing investor concerns and leading to a positive stock reaction.Segments: Retail was solid; Advertising remains a high-growth pillar, enhanced by AI targeting.Meta Platforms (META):Financials: Excellent 26%+ revenue growth on strong ad performance. However, GAAP EPS missed due to a significant, one-time tax/legal charge.The AI Cost: Management is aggressively increasing spending on AI infrastructure (CapEx) and hiring to build "personal superintelligence," which is weighing on near-term margins.User Growth: Daily Active People (DAP) continued its strong growth trajectory.The AI Arms Race: The biggest theme is the massive, multi-billion dollar CapEx cycle by Google, Amazon, and Meta, driving demand for specialized infrastructure (chips, data centers, power generation).Cloud Competition: AWS's re-acceleration keeps the pressure on Google Cloud, making AI feature integration the primary competitive battleground.Operational Discipline: In a mixed economic environment, companies like UPS are prioritizing margin preservation and quality of business over volume at any cost.🙏 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 🌱📈

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