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Episode 61 is packed and the guys have LOTS of opinions. There are company earnings reports from tech giants Tesla ($TSLA), Meta ($META) and SpaceX ($SPCX). Meta and Tesla both beat after the bell. But SpaceX posted a monster quarter, with roughly half its revenue coming from renting out AI data center capacity. Hamid breaks down why Elon’s next-year projections don’t add up, and what it could mean for Micron ($MU) and Nvidia ($NVDA) either way. Plus, the new Tesla Roadster delivered one of the wildest demos ever (and one of the messiest presentations), and both hosts made rare same-week portfolio moves, buying back into Rocket Lab ($RKLB) after the Neutron delay. 🎙️ In this episode: 🚀 Rocket Lab buys: Hamid adds ~9%, Dustin grows his position ~50% after the Neutron delay 💻 Dustin adds to IREN and explains how its debt differs from CoreWeave’s 📊 Meta earnings: double beat with a ~30% EPS surprise 🚗 Tesla earnings: revenue in line, 20% EPS beat 🛰️ SpaceX earnings: $14.5B revenue, a 118% EPS beat, and the $50-per-watt data center math 🤔 Is Elon’s $500B–$1T ARR projection realistic? 🏎️ Tesla Roadster: incredible demo, three trims, production pushed to late 2028 🧠 Meta’s open-weight Muse Spark model and why it needs two Mac Studios to run ❓ Listener Qs: Anthropic’s potential $2T IPO, is Eos ($EOSE) dead, IREN ($IREN) vs. Nebius ($NBIS), Lam Research, Meta skipping 2027 guidance, Zcash, and IREN’s Microsoft delivery 💬 Is Elon’s SpaceX projection visionary or just another missed deadline waiting to happen? Let us know in the comments! ⚠️ This content is for informational and entertainment purposes only and is not financial advice. Always do your own research. Don't forget to check out: New! Potaris: https://portaris.com/ The Best (and Free) Earnings Calendar: https://earningshub.com/ Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolio Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr #tesla #teslaroadster #teslaroadster2026 #elonmusk #elon #spcx #spacex #meta #metamuse #anthropic #zcash #iren #nebius #eose #earnings #stockmarket #techstocks #investing #buyholdrant

Bumble ($BMBL) is going private, Micron ($MU) keeps selling off, and Hamid hosts from a cruise ship over Starlink. In episode 60 of Buy Hold Rant, Hamid Shojaee and Dustin Alper cover a busy week. Dustin walks through his biggest round of buys in a while, including his return to Bitcoin and Robinhood ($HOOD), and debuts his new side project, Trade the Cycle. Then the guys break down Bumble’s $1.3B take-private deal, and Hamid explains why it doesn’t sit right with him as a longtime shareholder. They also discuss why Micron’s sell-off still looks disconnected from the fundamentals, Meta’s ($META) new Muse Wonder model, Apple’s ($AAPL) HomeView, and SpaceX’s move into mobile service. 📊 In this episode: ₿ Dustin buys Bitcoin again (+16%) and explains why he thinks the bull market started in July 🪐 Trade the Cycle: Dustin's new side project 🟢 Robinhood: Dustin adds 60%, but his own data says it’s less tied to Bitcoin than he thought 💔 Bumble taken private by Ithaca Holdings at $6.05/share (138% premium) 📉 Micron sell-off: CXMT fears, a ~$35B buyback, and a forward P/E around 5 🤖 Meta’s Muse Wonder and Google’s Gemini 4 Argon: is AI just a game of leapfrog? 🏠 Apple HomeView at $299: a smart buy or half-baked? 🛰️ SpaceX buys low-band spectrum to become a mobile carrier. Is that bullish or bearish for ASTS? 🎙️ Listener Q&A: Rivian executive departures, Eos after its earnings miss, position sizing, and dealing with selling too early 💬 Was Bumble’s take-private price fair, or should shareholders have gotten more? Let us know in the comments! 👇 ⚠️ This content is for informational and entertainment purposes only and is not financial advice. Always do your own research before making investment decisions. Dustin's New Bitcoin Side Project, Trade The Cycle: https://tradethecycle.com Don't forget to check out: New! Potaris: https://portaris.com/ The Best (and Free) Earnings Calendar: https://earningshub.com/ Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolio Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr #metamuse #meta #muse #bumble #robinhood #micron #mu #gemini #ai #spacex #bitcoin #crypto #stockselloff #stockmarket #investing

Lots of $RIVN discussion this week! Rivian just posted record deliveries, so why did the stock drop? On episode 59 of Buy Hold Rant, Hamid Shojaee and Dustin Alper look at Rivian's Q3 delivery beat and what it means for the R2 ramp. They also explain why SpaceX's rally rests on AI data center revenue that may not last, and why Nike ($NKE) still doesn't look cheap after a 77% drop. Plus, they discuss the Paramount–Warner Bros. merger closing and Nvidia ($NVDA) potential $6 trillion market cap. And, as usual, the guys dive into listener questions! 📊 In this episode: 🚙 Rivian Q3 deliveries: 19,000+ vehicles, up 46% YoY, and what to watch on margins 🔍 Rivian insider sales, the VW joint venture, and the autonomy thesis 🚀 SpaceX breakout: why data center rental revenue isn't the same as Starlink revenue ⚡ SpaceX–Tesla ($TSLA) merger rumors are back 🎬 Paramount + Warner Bros. close the deal, with a 30-movies-a-year pledge and the new $SKYD ticker 👟 Nike's five-year collapse as compared to Lululemon's ($LULU) position 💚 Nvidia pushes toward a $6T market cap 🎙️ Listener Q&A: Rivian vans vs. FedEx's pick of BrightDrop, Netflix ($NFLX) strategy, Bumble ($BMBL) tax-loss harvesting, the IREN ($IREN) hit piece, AI oligopoly fears, defensive stocks, OpenAI's math breakthrough, and Rivian's buy price 💬 Is Rivian at its best price ever relative to where the company is, or is the market right to stay skeptical? Let us know in the comments! ⚠️ This content is for informational and entertainment purposes only and is not financial advice. Always do your own research before making investment decisions. 🎁 Try Portaris free for 14 days. Use code BUYHOLDRANT for 75% off your first year. Don't forget to check out: New! Potaris: https://portaris.com/ The Best (and Free) Earnings Calendar: https://earningshub.com/ Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolio Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr #rivian #rivianr2 #spcx #tesla #nike #iren #ai #openai #datacenters #lululemon #netflix #bumble #stockmarket #investing #investingpodcast #buyholdrant  0:00 Intro 1:20 Rivian Q3 deliveries beat estimates 7:00 Rivian insider selling 8:50 Rivian's VW joint venture and autonomy 11:25 SpaceX breakout and data center revenue 19:50 SpaceX–Tesla merger rumors 21:35 Paramount + Warner Bros. merger closes 28:05 Nike's five-year collapse 32:50 Nike vs. Lululemon 34:35 Nvidia nears a $6T market cap 36:20 Listener Q&A: Hamid's Italy trip 37:20 Rivian delivery vans and FedEx's BrightDrop pick 40:25 Rivian Autonomy Day 2.0 40:50 What would you do as Netflix CEO? 45:15 Dustin's plan for Bumble 49:35 The IREN data center hit piece 51:40 Is HBM lock-up creating an AI oligopoly? 53:00 Defensive stocks to diversify away from AI 54:40 OpenAI's math breakthrough and what it means for Micron 59:40 What price makes Rivian a buy? 1:03:55 Wrap-up

Hamid and Dustin are back from vacation (and it's Hamid's birthday!). They break down Micron's blowout Q4 and why the "memory is cyclical" argument keeps missing. They also cover Meta Connect's new glasses and VR hardware, how OpenAI's new Dots stacks up against Meta's Muse, Robinhood's 2026 Summit, and the launch of their new product, Portaris. 📊 In this episode: 🧠 Micron Q4: $54B revenue vs. $51B expected, a raised guide, and 26 long-term agreements 🔁 Why the "Micron is cyclical" bear case looks backward, not forward 🕶️ Meta Connect: audio-only glasses, $1,299 VR glasses, holograms, and the Muse Charm 🤖 OpenAI Dots vs. Muse vs. Grokbot: is everyone playing for second place? 🔍 Google vs. Meta: does founder-led focus beat resources? 📱 Robinhood Summit: 24/7 trading, Robinhood Agents, and Agent Apps 🚀 Portaris demo: net worth tracking, a catalyst feed, and AI daily reports ❓ Listener Q&A: Rivian R2 and deliveries, VW Scout, Micron pricing, and Rocket Lab 💬 Would you pay for an AI assistant like Dots when Muse is free? Let us know in the comments, and hit like for Hamid's birthday! ⚠️ Disclaimer: This content is for informational and entertainment purposes only and is not financial advice. Always do your own research before making investment decisions. 🎁 Try Portaris free for 14 days. Use code BUYHOLDRANT for 75% off your first year. Don't forget to check out: New! Potaris: https://portaris.com/ The Best (and Free) Earnings Calendar: https://earningshub.com/ Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolio Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr #micron  #mu  #meta  #metaconnect  #openai  #robinhood  #rivian #rivianr2  #rocketlab  #google  #ai  #vr  #investing  #stockmarket  #buyholdrant ⏱️ Chapters: 0:00 Intro & Hamid's birthday 1:25 Episode rundown 1:55 Micron Q4 earnings 13:00 Meta Connect recap 27:10 OpenAI Dots vs. Meta Muse 32:20 Google vs. Meta: the founder-led advantage 43:20 Robinhood 2026 Summit 48:55 Introducing Portaris + live demo 1:01:20 Listener Q&A 1:03:35 Rivian R2, delivery estimates & VW Scout 1:10:00 Portaris vs. Savvy Trader & Earnings Hub 1:11:11 Is the market pricing in Micron's decline? 1:13:20 Rocket Lab: overpriced?  1:15:50 Wrap-up

Hi, Buy Hold Ranters! This is Adrienne, the producer behind the scenes of your favorite investing podcast. Every week, I get to read your comments and questions during the livestream—and after spending all this time listening to Hamid and Dustin debate stocks, defend their hot takes, and occasionally rant, I realized something: we actually don’t know that much about the guys themselves. We know what stocks they love. We definitely know which ones they hate. But how did they get into investing in the first place? What were they doing before Buy Hold Rant? And why did they decide to start a podcast together? This week, I convinced them to hand over the microphones and let me ask the questions for once. We spend every week getting their takes on the market. Today, we’ll get to know the men behind the microphones. As Hamid always says, let’s do it. Music: "Vlog Music Background" by kiravale (Pixabay) Don't forget to check out: The Best (and Free) Earnings Calendar: https://earningshub.com/ Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolio Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr

So much drama this week! First, the AI safety debate went mainstream this week and Buy Hold Rant hosts Hamid Shojaee and Dustin Alper break down the whole saga, from the viral Anthropic engineer's departure post to CEO Dario's warnings to Elon and Trump weighing in at the All-In Summit. So what does that actually mean (or doesn't mean) for Micron ($MU), Nvidia ($NVDA), and the chip race. They also dig into the Robinhood ($HOOD) stock token controversy and Meta ($META) Muse's explosive early traction, with both guys raving about Muse's performance. Plus, they touch on Blackstone's full exit from Bumble. And don't forget to listen to the stacked round of listener questions on Rivian ($RIVN), Google ($GOOGL), and last week's S-curve framework. In this episode: 🤖 The AI existential risk debate: Dario, Elon, Trump, and the All-In Summit fallout 💾 Why the AI fear narrative hit $MU and $NVDA and whether the sell-off is justified 🪙 Robinhood's stock tokens: The AMC/Vlad Tenev/RJ Scaringe drama and what regulation should look like ✨ Meta Muse's rapid rise: App Store rankings and distribution vs. ChatGPT/Grok 💔 Blackstone's full exit from Bumble and what it signals 🚗 Rivian earnings expectations, Citi's neutral rating, and interest rate impact 🔎 Listener Q&A: Meta's bear case, Google's ad model in an AI-agent world, Micron's forward P/E, and locating $MU, $RIVN, and $RKLB on the S-curve So what's your take? Is the AI safety debate a real risk to the semiconductor trade, or is the market (and everyone else) overreacting? ⚠️ Note: This content is for informational and entertainment purposes only and not financial advice. Always do your own research. Don't forget to check out: The Best (and Free) Earnings Calendar: https://earningshub.com/ Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolio Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr #ai #aidebate #airegulation #micron #nvidia #nvidiastock #semiconductors #robinhood #meta #metamuse #muse #aiagents #llms #artificialintelligence #rivian #rocketlab #google #aimodels #grok #grokai #chatgpt #anthropic #stockmarket #techstocks #investing #buyholdrant Chapters: 0:00 – Intro & episode agenda (new on-screen agenda bar) 1:56 – AI safety debate deep dive 21:26 – Robinhood stock tokens: the AMC, Vlad & RJ drama 31:34 – Meta Muse initial success 46:19 – Bumble: Blackstone's full exit and what it signals 49:28 – Listener Q&A begins 49:58 – Strongest bear case for Meta 53:11 – Google's ad revenue in an AI-agent world 55:07 – Citi's neutral rating on Rivian 57:46 – Does an AI slowdown actually hurt semiconductor demand? 1:00:42 – Micron & Sandisk's choppy price action vs. other AI semis 1:02:14 – What would close Micron's forward P/E gap with the Mag 7? 1:04:18 – Locating Micron, Rivian & Rocket Lab on the S-curve 1:08:57 – Vetting stock picks 1:12:03 – Closing thoughts & outro

This week is stacked: Meta ($META) launches Muse.ai and immediately gets rewarded by the market, Tesla ($TSLA) rolls out CyberCab in Austin and raises real questions about who actually owns these robotaxi fleets, Apple ($AAPL) unveils the $2,000 foldable iPhone Duo alongside iPhone 18 Pro, and OpenAI's ChatGPT Astra shakes up the AI model leaderboard on intelligence, cost, and speed. Hamid also breaks down his market-timing "S-curve" framework live, explaining exactly why he thinks Meta's positioning in AI is so strong right now. Plus, the guys answer listener questions about $IREN, options trading, Sterling Infrastructure, Uber ($UBER) vs. Tesla, Rivian's ($RIVN) robotics spinoff, and more. 🚀 Meta Muse launches and Hamid adds ~10% to his position as the stock finally gets AI credit 📈 The "S-curve" framework of product releases and why timing matters more than being first 🚕 Tesla CyberCab rolls out in Austin, but will Tesla ever let individuals own fleets? 📱 Apple's announces new iPhone Duo, a $2,000 foldable, and price hikes on older models 🤖 ChatGPT Astra vs Opus vs Fable vs Grok - the new intelligence/cost/speed rankings 💰 Dustin trims Robinhood ($HOOD) again after a surprise 15% single-day pop ❓ Listener Qs Which AI assistant are you most likely to actually use? Muse, Astra, Grok, Fable or something else? Let us know in the comments! ⚠️ Note: This content is for informational and entertainment purposes only and not financial advice. Always do your own research. Don't forget to check out: The Best (and Free) Earnings Calendar: https://earningshub.com/ Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolio Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr #meta #metaai #metamuse #apple #iphone #chatgpt #anthropic #claude #claudeai #uber #rivian #tesla #cybercab #robinhood #grokai #grok #chatgpt #openai #ai #stockmarket #investing

Is the AI bubble about to pop, and who survives if it does? In Episode 55 of Buy Hold Rant, Hamid and Dustin break down the black swan scenarios nobody's talking about. What actually happens to massive AI stocks like Micron ($MU) and Nvidia ($NVDA) if the bubble bursts? The guys also break down IREN's ($IREN) surprisingly detailed earnings call, react to Meta's ($META) jaw-dropping new Muse Voice Transcribe model, and unpack why OpenAI just pulled its models from Cursor following the SpaceX ($SPCX) acquisition. Plus, Hamid makes a major call on the future of his public Savvy Trader portfolio. In this episode: 📊 Hamid's decision to keep his Savvy Trader portfolio public 🤖 What would actually happen to AI stocks if the bubble bursts and which companies survive? ⚡ IREN's earnings call includes a 2027 revenue projection north of 15 billion dollars 🎙️ Meta's Muse Voice Transcribe model and why it matters for the AI glasses roadmap 🥊 OpenAI pulling its models from Cursor after the SpaceX acquisition 🚀 When (if ever) the guys would buy SpaceX 💬 A stacked listener Q&A: the Micron strike, IREN's owned power advantage, Amazon's legal risk, and Rivian's multi-year trading range 💬 If the AI bubble popped tomorrow, which of your holdings would you trust to survive and which would you dump today? ⚠️ Note: This content is for informational and entertainment purposes only and not financial advice. Always do your own research. Don't forget to check out: The Best (and Free) Earnings Calendar: https://earningshub.com/ Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolio Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr Chapters: 0:00 Intro 1:05 Portfolio Update: Why Hamid Is Keeping Savvy Trader Public 6:30 What Happens If the AI Bubble Bursts? 19:15 IREN Earnings Breakdown 35:05 Meta's New Muse Voice Transcribe AI Model 41:05 OpenAI Pulls Its Models From Cursor 48:00 Listener Questions #micron #microntechnology #nvidia #nvidiastock #ai #aibubble #iren #meta #openai #cursor  #spacex #rivian

NVIDIA earnings are out and the company reported a beat on both revenue and EPS, but the stock dropped anyway. In Episode 54 of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper break down NVIDIA's ($NVDA) earnings, Apple's ($AAPL) new AI-branded Macs, and Micron's ($MU) CEO doubling down on the memory supercycle with Jim Cramer. The guys also cover Meta's ($META) 18 billion dollar teen safety settlement and Rivian's (RIVN) Autonomy+ preview. Plus, Hamid gives his reasons for raising cash by trimming Robinhood ($HOOD). In this episode: 💰 Hamid trims Robinhood, raising cash to ~30% of his portfolio ₿ Is Bitcoin's bear market actually over? 🖥️ Apple's new Mac mini & Mac Studio go all-in on AI marketing 🟢 NVIDIA earnings: $96B revenue & $2.20 EPS (both beats) but the stock falls anyway 💾 Micron's CEO talks 5-year supply contracts on CNBC interview ⚖️ Meta settles teen safety lawsuit for $18B and why it may be overblown 🚗 Rivian's Autonomy+ drives "flawlessly", per Uber's CFO 📬 Listener Q: Rivian R2 production pace & reported reliability issues 🔋 Listener Q: What to expect from IREN heading into earnings 📊 Listener Q: Would you sell $NVDA after a 200% gain? 🔎 Listener Q: NVIDIA's memory commitments jump to $279B — bullish for $MU? 🌍 Listener Q: Does negative sentiment around AI data centers worry you? Do you think we've actually seen the bottom of this Bitcoin bear market? Let us know in the comments! ⚠️ Note: This content is for informational and entertainment purposes only and not financial advice. Always do your own research. Don't forget to check out: The Best (and Free) Earnings Calendar: https://earningshub.com/ Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolio Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr #nvidia #nvidiastock #apple #micron #meta #robinhood #bitcoin #rivian #buyholdrant #savvytrader #stockmarket #stocks #investing #techstocks

Is the AI bubble finally bursting or is this just another round of AI panic? In Episode 53 of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper dig into the latest "AI bubble bursting" narrative sparked by leaked Anthropic and OpenAI revenue numbers. They also break down IREN's ($IREN) big Horizon 1 data center delivery to Microsoft ($MSFT). They also go deep on the $1.4 trillion Meta ($META) lawsuit over addictive app design and preview Nvidia's ($NVDA) earnings next week. Plus, they preview a new Savvy Trader feature for tracking your return history over time. In this episode: 📉 Anthropic vs. OpenAI growth and what it means for the AI trade 💰 Nvidia's new lending program vs. circular financing fears 🖥️ IREN delivers Horizon 1 data center to Microsoft ($9.7B contract) ⚖️ Meta's $1.4T lawsuit over "addictive" features and minors' data 🎮 Meta lawsuit vs. Big Tobacco, video games, and past moral panics 🟢 NVIDIA earnings preview: $89–93B revenue guidance, $2.07 EPS est. 📊 New Savvy Trader return history chart (Micron & Rivian examples) 💊 Listener Q: Moderna ($MRNA) spikes 100%+ on cancer vaccine trial news 📱 Listener Q: AppLovin ($APP), falling token costs, and Apple's ($APPL) outlook Do you think the AI bubble is finally bursting? Let us know in the comments! ⚠️ Note: This content is for informational and entertainment purposes only and not financial advice. Always do your own research. Don't forget to check out: The Best (and Free) Earnings Calendar: https://earningshub.com/ Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolio Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr #nvidia #nvidiastock #anthropic #openai #microsoft #meta #ai #aibubble #iren #apple #moderna #datacenters #buyholdrant #savvytrader #stockmarket #stocks #investing #techstocks

Spoiler alert: Hamid has broken up with $BMBL. In this episode of Buy Hold Rant, host Hamid Shojaee drops a bombshell: he's officially exited his entire Bumble position after months of disappointing execution, stonewalled investor relations, and delayed product launches. Cohost Dustin Alper explains why he's staying put. Then the guys dig into Rocket Lab's ($RKLB) strong earnings beat, debunk the latest "photonics kills memory demand" bear case against Micron ($MU), and talk about SpaceX ($SPCX) AI's Grok 4.6/Cursor momentum. They also break down the massive Tesla/SpaceX ($TSLA)TerraFab semiconductor facility planned for Texas. Plus, a stacked round of listener questions on AGI timelines, Micron buybacks, SaaS picks, IREN, and more. In this episode: 🐝 Why Hamid sold 100% of his Bumble shares 🔬 The BRR micro-cap experiment and what it taught Hamid about position sizing 🚀 Rocket Lab Q2 earnings: 60%+ revenue growth, raised guidance, and Neutron delay concerns 💡 Debunking the "photonics" narrative that's been used to bash Micron 📊 Micron short interest by the numbers 🏭 Tesla & SpaceX's TerraFab: a 100M sq ft chip fab planned for Grimes County, TX 🤖 Grok 4.6, Cursor, and why SpaceX AI might be closing the gap on OpenAI ❓ Listener Q&A: AGI/ASI timelines, Micron's $400B buyback debate, best SaaS pick, Zeta Global, IREN vs. Nebius vs. CoreWeave, and whether it's a good time to buy Meta Do you think photonics is a true threat for Micron and other memory companies? Let us know in the comments! ⚠️ Note: This content is for informational and entertainment purposes only and not financial advice. Always do your own research. Don't forget to check out: The Best (and Free) Earnings Calendar: https://earningshub.com/ Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolio Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr #micron #mu #meta #spacex #elonmusk #rocketlab  #bumble #ai #photoniccomputing #photonics  #tesla #grok #grokai #iren #savvytrader #techstocks #earnings #investing #investingpodcast #stockmarket  ⏱️ Chapters: 0:00 Hamid exits his Bumble position 2:00 Why Hamid turned sour on Bumble 15:35 Lessons from the BRR micro-cap experiment 17:35 Rocket Lab earnings breakdown 23:35 Photonics: the newest Micron bear narrative 28:45 Tesla & SpaceX's TerraFab mega-fab in Texas 33:00 GrokBot, Grok 4.6, Cursor & SpaceX AI's rise 41:05 Listener questions begin 44:30 Should Micron spend $400B on buybacks? 47:20 Best SaaS company to invest in right now 49:10 Mind Robotics & Rivian's robotics spinoff 51:45 Micron's patience level vs. the "Bumble treatment" 54:30 Zeta Global: worth a look? 57:35 IREN vs. Nebius vs. CoreWeave 1:01:10 Is now a good entry point for Meta?

It was a stacked earnings week for several major tech companies, including Meta ($META), Rivian ($RIVN), Bumble ($BMBL), SpaceX ($SPCX), Eos Energy ($EOSE), and SanDisk ($SNDK). In this episode of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper break down the numbers, especially those from their biggest positions. They also do a deep dive into whether Micron's rock-bottom forward P/E actually makes sense. Plus, they debate whether SpaceX could deliver on its massive promises without Elon Musk at the helm. In this episode: 📈 Why Hamid bought more Meta, Rivian & Micron and trimmed Robinhood ($HOOD) 🚗 Rivian announces a second Autonomy Day & R2 delivery outlook 💰 Robinhood Ventures Fund ($RVI) II: early vs. late-stage investing 💔 Bumble's EPS miss and the product overhaul watch 🚀 SpaceX's blowout quarter & Elon's trillion-dollar 2030 target 💾 SanDisk's double beat vs. Micron's forward P/E 🕵️ Citadel, Jim Cramer & the hedge fund liquidation controversy 🔐 Bitcoin's Coldcard wallet hack explained ❓ Listener questions on Meta, position sizing, AI memory demand & more What do you think? Can SpaceX deliver? Let us know in the comments! ⚠️ Note: This content is for informational and entertainment purposes only and not financial advice. Always do your own research. Don't forget to check out: The Best (and Free) Earnings Calendar: https://earningshub.com/ Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolio Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr #micron #mu #meta #spacex #elonmusk #rivian #rivianr2 #robinhoodstock #bumble #robinhoodapp #ai #eos #citadel #sandisk  #savvytrader #techstocks #earnings #investing #investingpodcast

We made it to episode 50 of Buy Hold Rant! 🥳 In this milestone episode, hosts Hamid Shojaee and Dustin Alper break down a brutal red day in the markets and try to find the silver lining. The guys explain why they're viewing it as a buying opportunity, not a reason to panic. They also dive into the latest major earnings reports and look ahead to Rivian's earnings. Plus, they highlight new Savvy Trader features and debate American tech talent vs. Chinese tech talent. 🔥 In this episode: 📉 Why Micron (and the tech market in general) is tumbling and why Hamid's buying the dip 🇨🇳 What the $500B CXMT IPO on the Chinese market reveals about Micron's valuation 📊 Microsoft ($MSFT), Meta ($META), and Robinhood ($HOOD) earnings reactions 🚗 What the guys expect from Rivian's ($RIVN) latest earnings report 🆕 New Savvy Trader features showing portfolio allocation history & snapshots 💬 Listener Q&A: leveraged ETFs, options, market anxiety, cash strategy, AI's impact on SaaS, and more! How are you feeling about the red market? Is this the start of the bursting of the AI bubble? Let us know in the comments! ⚠️ Note: This content is for informational and entertainment purposes only and not financial advice. Always do your own research. Don't forget to check out: The Best (and Free) Earnings Calendar: https://earningshub.com/ Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolio Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr #micron #cxmt #microsoft #meta #robinhood #robinhoodapp #saas #ai #rivian #savvytrader #techstocks #earnings

Chinese AI may have just changed the AI race. In Episode 49 of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper discuss Kimi K3, the Chinese AI model that's surprising the U.S. tech industry with capabilities rivaling ChatGPT and Claude. What does this mean for American AI leaders, semiconductor stocks, and the future of AI investing? The hosts also break down the latest Tesla ($TSLA) and Alphabet/Google ($GOOGL) earnings and discuss their latest portfolio moves. Plus, is Hamid breaking up with Bumble ($BMBL)? 🔥 In this episode: 🤖 Kimi K3 vs. ChatGPT & Claude: Is the AI race changing? 💾 Micron ($MU): How could the latest AI developments affect memory demand? 📊 Tesla ($TSLA) & Alphabet ($GOOGL): Breaking down the latest earnings reports. 📈 Portfolio Updates: Hamid sells more Robinhood ($HOOD) to buy additional Meta ($META), while Dustin adds more ($IREN). 🏗️ Meta & Anthropic: Reported talks for a major data center deal. 🛡️ $EOSE: Selected for the Golden Dome defense project. ❓ Listener Q&A So much tech news! What do you think of Kimi K3? Are American AI companies in trouble? Let us know in the comments! ALSO, next week is our 50th episode! Buy Hold Rant celebrates one year of the pod and we are so grateful for all our listeners. Have any questions or ideas about where the show should go next? NOTE: This content isn't investment advice. Always do your own research. Don't forget to check out: The Best (and Free) Earnings Calendar: https://earningshub.com/ Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolio Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr #micron #ai #kimik3 #chatgpt #claude #anthropic #openai #robinhood #meta #google #iren #eosenergy #tesla #tsla #alphabet #stockmarket #investing #earnings #datacenters

Is Micron's rally just getting started? And are recent headlines creating opportunities or distractions for long-term investors? In this episode of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper dive into the week's latest news and their outlook on some of their favorite stocks. The guys explore everything from SK Hynix's Nasdaq debut to Micron's place in the AI memory boom to Meta's ($META) rumored next-generation smart glasses. They also share where they're putting their money and why and Hamid explains more about his microcap strategy.  📈 In this episode: 💼 Portfolio updates, including new purchases of Iris Energy ($IREN), Bumble ($BMBL), and Micron ($MU) 🧪 Hamid explains his new microcap investing experiment 💾 Why SK Hynix's ($SKHY) Nasdaq listing has investors asking questions about Micron 🤖 The long-term outlook for Micron, AI, and the growing demand for memory storage 🐝 Is Bumble's new marketing campaign enough to turn the company around? 🚀 Why Rocket Lab ($RKLB) continues to look so attractive 👓 Thoughts on Meta's rumored "super sensing" smart glasses prototype ❓ Listener questions 👇 Love the show? We'd love to hear from you! What stock are you most bullish on right now? Let us know in the comments. 👍 If you enjoyed this episode, please Like, Subscribe, and turn on notifications so you never miss a new episode of Buy Hold Rant! NOTE: This content isn't investment advice. Always do your own research. Don't forget to check out: The Best (and Free) Earnings Calendar: https://earningshub.com/ Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolio Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr #micron #skhynix #skhynixstock #microntechnology #meta #rocketlab #iren #bumble  #microcapstocks #ai #nasdaq #stockmarket #techstocks #investing #investingpodcast