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There’s no other way to put it: the market is in free fall. So, what is there to say? The guys of Buy Hold Rant are back to try to make sense of the past couple days. In this episode, hosts Hamid Shojaee and Dustin Alper talk the red market, what it means and how to not panic. They break down the week’s biggest tech news, from SpaceX acquiring xAI to Tesla ($TSLA) cancelling the S and X models to the latest earnings results. They also share their latest portfolio moves, which include Hamid buying more Micron ($MU) and Robinhood ($HOOD) and Dustin moving around his crypto. And of course, the guys will be answering questions from listeners! NOTE: This is not 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 #tesla #spacex ##rivian #meta #EVStocks #robinhood #techstocks #investing #stockmarket  #techinvesting  Chapters: 0:00 Intro Market volatility 6:15 SpaceX acquiring xAI 17:00 Tesla discontinues S and X 24:20 Hamid’s portfolio updates 25:00 Hamid on Meta 28:30 Robinhood 41:45 Dustin’s portfolio 45:35 Google’s earnings

Some of the biggest companies reported Q4 earnings this week and the guys have LOTS to say. In this episode of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper break down the earnings results of some of the biggest companies, including some of the major holdings in each person's portfolio. The guys dive in to the latest copper trend thanks to headlines predicting a looming copper shortage.  They also cover Rocket Lab’s ($RKLB) recent test failure, its short-term stock reaction, and why both remain confident in the company’s long-term satellite and space technology potential. And don't miss their rant on Meta ($META) and the future of social media as a whole. Plus, they look at earnings from Microsoft ($MSFT), Tesla ($TSLA), and ASML ($ASML), discussing why Tesla beat expectations, why Microsoft dipped despite strong results, and what it all means for the broader market. 🔥 In this episode: 🚀 Rocket Lab test failure and long-term outlook 🚗 Tesla earnings beat expectations: What it means for the stock 💻 Microsoft & ASML: Earnings and market reactions 🔩 Copper shortage claims: Real risk or recycled hype? 🤖 Meta: AI & VR investments and the future of social media profitability 📉 United Healthcare: Earnings and challenges 💡 Listener Q&A: Robinhood ($HOOD), Rivian ($RIVN), SoFi ($SOFI) NOTE: This is not investment advice. Always be sure to 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 #tesla #copper #rivian #meta #EVStocks #rocketlab  #techstocks #investing #stockmarket  #techinvesting 

Earnings season continues with some major tech companies reporting, including Netflix ($NFLX) and Intel ($INTC) later this week. In Episode 23 of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper discuss updates in some of their biggest holdings, including Rivian ($RIVN), Micron ($MU), and Meta ($META). They also discuss $NFLX earnings, which follow after Warner Bros. officially accepted Netflix's approx. $72B all-cash offer. Plus, they discuss the latest NYSE announcement of a new digital platform for trading digital tokens representing stocks, bonds, and other assets. 🔥 In this episode: 🚙 Rivian ($RIVN): EV design, delivery milestones, profitability, and stock outlook 🧠 Micron ($MU): Memory chips, AI demand, data centers, and whether semiconductors are still cyclical 🚀 Rocket Lab (RKLB): Satellite business growth and long-term space investing potential 📱 Meta (META): Stock pullbacks, AI strategy, and why dips may be buying opportunities 🏦 NYSE Tokenization: 24/7 trading, instant settlement, and the future of financial markets 📈 Investing Strategy: Long-term mindset, fundamentals, risk management, and stop losses 💬 Listener questions NOTE: This is not investment advice. Always be sure to 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 #rivian #meta  #EVStocks #rocketlab  #techstocks #investing #stockmarket  #techinvesting  #netflix 

Apple ($APPL) and Google ($GOOGL) become unlikely partners with a major announcement this week. In this episode of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper discuss the latest major tech news, which, of course, is Apple's announcement to use Google Gemini to run its AI-powered Siri. Is Steve Jobs rolling in his grave? Hamid and Dustin discuss the possible strategy behind the deal. The guys also dive into their latest portfolio moves, with Hamid doubling down on Micron ($MU) and Meta ($META) and Dustin rebalancing his portfolio. Plus, 2025 Q4 Earnings started with the banks reporting this week! 🔥 In this episode: 🤖 Apple & Google AI Partnership: Why Apple integrating Google’s Gemini AI into Siri raises major strategic questions and concerns about Apple’s long-term AI roadmap. 📈 Portfolio Updates & Stock Strategy: Hamid adds to Meta (META) and Micron (MU) while trimming Rocket Lab (RKLB) and Dustin breaks down his portfolio re-balance. 🧠 Meta’s Financial Performance: Meta’s revenue growth, margins, and AI investment could drive future upside. 🏦 Bank Earnings & Market Reactions: Analysis of earnings from JP Morgan, Bank of America, and Citigroup, and why strong results didn’t translate into higher stock prices. 💬 Listener Q&A 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 #apple #google #gemini #micron #tesla #rivian #meta #EVStocks #AutonomousDriving #AIStocks #Investing #StockMarket #TechInvesting 

The boys are back and ready to ring in the new year with updates on their latest portfolio buys, 2026 projections, and rants (as usual). In this episode of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper do a a deep dive into Micron ($MU) and the global memory shortage driven by AI, data centers, and storage demand. They break down why Micron’s growth trajectory could mirror earlier stages of Nvidia’s ($NVDA) AI-driven expansion, while still trading at a much more attractive valuation. Plus, Hamid gives his Rocket Lab ($RKLB) projections and Dustin gives his outlook on crypto. 🔥 In this episode:   🧠 Micron ($MU): How AI, data centers, and global memory shortages are driving demand 📊 Valuation Check: Comparing Micron’s growth outlook to Nvidia’s multiples 🚀 Rocket Lab & Space: How a potential SpaceX IPO could reshape space stocks 🪙 Crypto Strategy: Rebalancing Bitcoin and Ethereum exposure 🌱 Emerging Positions: Small investments in names like Iron and EOS for diversification 🚗 EVs & Autonomy: Rivian’s long-term potential and the role of LiDAR in vehicle safety *For informational purposes only — not financial advice. 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 #Investing #StockMarket #AIStocks #Micron #Nvidia #TechStocks #EVStocks #Rivian #AutonomousVehicles #SpaceStocks #RocketLab #Bitcoin #Ethereum

It's the last episode of 2025 and things are getting electric (vehicles, that is)! In Episode 20 of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper plug in (pun intended) to the rapidly changing electric vehicle (EV) landscape and return to the comparison between Tesla ($TSLA) and Rivian ($RIVN). They also speculate about the future of Ford ($F) and other legacy car makers and whether they will ultimately survive an electric car revolution. Plus, the guys analyze Waymo's massive $15B and who will win the self-driving taxi race. 🔥 In this episode: 🔋 Tesla ($TSLA) deep dive: How do valuation concerns, slowing revenue growth, and bold bets on RoboTaxi and the Optimus robot affect Tesla's overall outlook? 🚙 Rivian ($RIVN) growth story: What elements pave the way to a profitability prognosis for Rivian? 🧠 Autonomy & AI in transportation: What does Waymo’s latest $15B raise mean for the future of self-driving cars and Tesla's RoboTaxi? 🏭 Legacy automakers under pressure: Can companies like Ford ($F) successfully transition to EVs, or will disruption and consolidation reshape the industry? 📈 2025 Portfolio results: How have Hamid and Dustin's portfolios grown over the past year? 💬 Listener Q&A 👇 Drop your questions in the comments and let us know which EV or tech stock you’re watching. 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 #Tesla #Rivian #EVStocks #AutonomousDriving #AIStocks #Investing #StockMarket #TechInvesting #longterminvesting 

Rivian's ($RIVN) Autonomy Day is here and Hamid is at the event in person! In this bonus episode of the Buy Hold Rant podcast, hosts Hamid Shojaee reports on Rivian's announcements, both the impressive and unimpressive. Hamid also covers his demo drive of Rivian's autonomous driving  capabilities and his one-on-one conversation with Rivian founder and CEO RJ Scaringe. #techstocks #rivian #ai #evs #evstocks #autonomousdriving #autonomy #rivn #investing

This week is packed with news! In Episode 19 of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper break it all down, from Rivian’s ($RIVN) upcoming Autonomy Day to Netflix’s ($NFLX) bold offer to buy Warner Bros. Discovery ($WBD) to Meta’s ($META) evolving AI strategy. Plus, the guys describe their own paths to becoming investors and Hamid anticipates attending Autonomy Day. 🔥 In this episode: 🚗 Rivian Autonomy Day: Why are investors selling ahead of the company's major event and announcements? 🔌 Rivian's Consumer Reports Results: What does it mean that Rivian comes out lowest in reliability but highest in customer satisfaction? 🎬 Warner Bros. Discover Acquisition Battle: Paramount makes a hostile takeover bid to beat out Netflix's offer. Is this a good idea? 🧠 Meta's Strategic Workforce Play: Why did Meta announce a 30% cut to Metaverse workforce? 🚀 Space Sector Watch: How could a potential SpaceX IPO impact Rocket Lab and the broader aerospace market? 💡 Investor Journeys: How did Hamid and Dustin become passionate about investing? #Investing #Rivian #EVs #Tesla #Netflix #WarnerBrothers #Meta #AI #SpaceX #RocketLab #TechStocks #MarketNews #InvestorInsights 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

Your favorite investors are back at it again! In Episode 18 of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper discuss Rivian’s ($RIVN) upcoming Autonomy Day on December 11, with Hamid anticipating attending and participating in a live demo of the company's latest product. Dustin also breaks down Vanguard’s surprising move to allow Bitcoin ETFs and what that means for the crypto market. Plus, the latest earnings from American Eagle, GitLab, Salesforce, and more! 🔥 In this episode: ⚡ Rivian Autonomy Day Preview: Why $RIVN is pumping, what investors should expect, and how it compares to Tesla’s 2019 Autonomy Day. 💰 Vanguard’s Bitcoin ETF Pivot: What this means for crypto adoption and long-term investors. 👖 American Eagle's surge: What does the retail market look like and how do Lululemon ($LULU), Abercrombie & Fitch ($ANF), and Gap ($GAP) compare? 📈 Earnings Breakdown: Key takeaways from GitLab ($GTLB), Salesforce ($CRM), and others—who’s winning and who’s slipping. 💸 EOY Tax strategies: What to consider with the upcoming tax season. 🧠 Investor Psychology: Options, insider selling, long-term habits, and staying rational in volatile markets. 🎧 Listener Q&A: Top investing books, portfolio tips, and reliable sources for staying informed. 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 #Investing #StockMarket #Rivian #RIVN #Tesla #BitcoinETF #Vanguard #TechStocks #EVStocks #BuyHoldRant #financepodcast $AEO

It's a shorter week with Thanksgiving coming up, but the week isn't short of news! In this episode of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper tackle the week’s biggest market stories—from holiday trading shifts to tech hardware battles and bold investor predictions. The guys break down NVIDIA ($NVDA) GPUs vs Google ($GOOG) TPUs, Meta’s ($META) rumored TPU orders, and Michael Burry’s latest shorts against Nvidia and Palantir ($PLTR). Plus, Hamid shares why he sold American Eagle ($AEO) and how he’s doubling down on a concentrated five-stock portfolio focused on fintech, space, EVs, AR, and dating-tech. 🔥 Episode Highlights 👖 Hamid and Dustin's latest portfolio moves 🎯 Hamid’s 5-stock focus: Robinhood ($HOOD), Rocket Lab ($RKLB), Rivian ($RIVN), Meta, Bumble ($BMBL) 🤖 NVIDIA vs Google TPUs & Meta’s rumored mega order 📉 Michael Burry shorting NVIDIA & Palantir 💵 Cash reserves, ETFs, and timing the market 🔔 Subscribe for weekly investing insights and market breakdowns! Bob's Investing Framework document 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 #Investing #Nvidia #GoogleTPU #StockMarket #MichaelBurry #TechStocks #BuyHoldRant

The market has been a little unstable this week to say the least, especially when it comes to tech stocks. But what does this mean for future performance? In this episode of Buy Hold Rant, Hamid Shojaee and Dustin Alper commiserate with each other about the recent market volatility and break down their outlook going forward. Plus, Nvidia's ($NVDA) Q3 earnings report, Tim Cook's possible Apple ($AAPL) departure, and examples of tax-loss harvesting strategies for the end of the year. 🔥 Highlights include: 📉 What this week's market volatility might mean for long-term investors 🔁 Hamid's latest portfolio moves and why he sold Google to buy Meta 🧾 Examples of tax-loss harvesting with Bumble ($BMBL) & Rivian ($RIVN) 📊 Latest Nvidia earnings breakdown 🚀 How to identify high-quality, long-term winners and build a solid portfolio 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 #Investing #StockMarket #nvidia #Earnings #PortfolioStrategy #BuyHoldRant #bumble #nvda #apple #techstocks

We're celebrating our 15th episode with a big one! This week, hosts Hamid Shojaee and Dustin Alper share portfolio updates and dig into some of the most interesting earnings reports and strategy updates across tech and space, including the latest with Rocket Lab ($RKLB) and AST SpaceMobile ($ASTS). Is the space race heating up? Also, Bumble ($BMBL) plummets and Hamid breaks down why. Plus, a quick look at Rivian’s ($RIVN) strategy and the market’s reaction to its upcoming launches, including its highly anticipated Autonomy Day on December 11. 💡 In this episode: 🚀 Rocket Lab & ASTS: The new space race, CEO compensation, and parallels to Elon Musk’s strategy 💛 Bumble deep dive: Where is the company headed after the company's major stock crash? 🧠 Meta & Google: AI-driven growth, advertising strength, and competition from OpenAI ⚡ Rivian: Investor sentiment, product pipeline, and upcoming Autonomy Day 💬 Investment Strategies: What do the latest earnings mean for portfolio positioning and market momentum? 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 #Investing #Bumble #Meta #Google #RocketLab #Rivian #ASTS #AI #StockMarket #FinancePodcast

Q3 2025 earnings continue with reports from major companies like Uber ($UBER), Rivian ($RIVN), Robinhood ($HOOD), AMD ($AMD), Bumble ($BMBL), and more. In Episode 14 of Buy Hold Rant, Dustin and Hamid do a portfolio check-in and Hamid reports his portfolio took a bit of a hit. He also does a deep dive into Rivian's earnings, stock performance, and company outlook. Plus, the guys discuss why Uber's stock dropped after solid beats and why Bumble continues to be undervalued when compared to Match ($MTCH) and Grindr ($GRND). 📈 In This Episode: 📊 Earnings Highlights from Uber, Shopify ($SHOP), SMCI ($SMCI), AMD ($AMD), Bumble ($BMBL), Rivian ($RIVN), and more 💻 How does AMD compare with Nvidia? 🔋 Rivian Deep Dive: How its software-hardware integration, direct-to-consumer model, and upcoming R2 line could set it apart in the EV race. 💘 Bumble's low valuation compared to the valuations of other dating companies like Match and Grindr 📅 Looking Ahead: Earnings from Celsius, Airbnb, and Warner Bros. Discovery 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 #EarningsSeason #OpenAI #Investing #TechStocks #Rivian #uber #StockMarket #Bumble #robinhood #smcistock #amd #shopify 

Q3 Earnings season is in full swing, with some of the biggest tech companies reporting this week. The good news is, several of them are seeing green. In this episode of the Buy Hold Rant podcast, Hamid and Dustin break down tech earnings from Microsoft ($MSFT), Meta ($META), and Google ($GOOGL) and fintech earnings from SoFi ($SOFI) and PayPal ($PYPL). The guys also dive into OpenAI’s transition to a for-profit company and what it means for the AI industry and investors. How does today’s AI boom compare to the dot-com bubble?  Plus, a discussion about the dangers of FOMO and too much diversification. Conviction matters more when investing. 🔥 Key Topics: 📈 What do Microsoft, Meta, Google, and Mercado Libre reveal about the tech market? 🤖 What does OpenAI’s Transition to For-Profit mean for AI innovation and precedents for future tech companies? 💻 Why favor Meta & Google over Microsoft for growth? 🌐 How does today’s AI industry compare to the dot-com bubble? 💰 Why does conviction matter more than diversification? 💬 Stick around for Q&A on Rivian, valuations, and strategy — and don’t forget to like, comment, and subscribe! #EarningsSeason #OpenAI #Investing #TechStocks #Meta #Google #Microsoft #AI #StockMarket #PayPal #SoFi #robinhood

Tesla’s (TSLA) earnings brought mixed reactions as revenue beat expectations but EPS fell flat, while Netflix (NFLX) shares slipped after reports included a one-time tax hit from Brazil. Meanwhile, the AI race continues, with the new ChatGPT Atlas browser getting attention as a legit Google Chrome (GOOG) challenger. Plus, Hamid gives his review of the latest Meta AI glasses (META) and the guys discuss why analyst ratings are overrated. 🔥 Key topics: 🚗  Tesla's earnings lead to a stock dip amid concerns about slowing innovation, deliveries, and the delayed robotaxi rollout—even as the $7,500 tax credit continues to boost demand. 🧠 Atlas might actually rival Google Chrome, leading investors to question why Google is still lagging on AI execution. 👓 What does Hamid think of the latest Meta AI glasses? 📉 Netflix reports a strong quarter, but did the Brazil tax hit triggered sell-off? ⚡ Hamid makes the case (again) for why betting on Rivian (RIVN) could be a major win. 📈 Are analyst ratings overrated? 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 #Tesla #TeslaStock #MetaAI #ChatGPT #AtlasBrowser #Netflix #StockMarket #Investing #TechNews #AI #rivianstock