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Ep 57: $MU AI Fears, $HOOD Tokens, $META Muse, Blackstone Exits $BMBL
17 Sep 2026
01:12:30
So much drama this week! First, the AI safety debate went mainstream this week and Buy Hold Rant hosts Hamid Shojaee and Dustin Alper break down the whole saga, from the viral Anthropic engineer's departure post to CEO Dario's warnings to Elon and Trump weighing in at the All-In Summit. So what does that actually mean (or doesn't mean) for Micron ($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 $RKLB on the S-curve
So what's your take? Is the AI safety debate a real risk to the semiconductor trade, or is the market (and everyone else) overreacting?
⚠️ Note: This content is for informational and entertainment purposes only and not financial advice. Always do your own research.
0:00 – Intro & episode agenda (new on-screen agenda bar) 1:56 – AI safety debate deep dive 21:26 – Robinhood stock tokens: the AMC, Vlad & RJ drama 31:34 – Meta Muse initial success 46:19 – Bumble: Blackstone's full exit and what it signals 49:28 – Listener Q&A begins 49:58 – Strongest bear case for Meta 53:11 – Google's ad revenue in an AI-agent world 55:07 – Citi's neutral rating on Rivian 57:46 – Does an AI slowdown actually hurt semiconductor demand? 1:00:42 – Micron & Sandisk's choppy price action vs. other AI semis 1:02:14 – What would close Micron's forward P/E gap with the Mag 7? 1:04:18 – Locating Micron, Rivian & Rocket Lab on the S-curve 1:08:57 – Vetting stock picks 1:12:03 – Closing thoughts & outro
This week is stacked: Meta ($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
Ep. 55: What happens if AI bubble bursts? $MU, $SPCX, $META, $IREN
03 Sep 2026
01:11:27
Is the AI bubble about to pop, and who survives if it does? In Episode 55 of Buy Hold Rant, Hamid and Dustin break down the black swan scenarios nobody's talking about. What actually happens to massive AI stocks like Micron ($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.
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
Ep. 54: $NVDA Earnings, New $AAPL Macs, $MU CEO Interview, $META Settlement
26 Aug 2026
01:09:56
NVIDIA earnings are out and the company reported a beat on both revenue and EPS, but the stock dropped anyway. In Episode 54 of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper break down NVIDIA's ($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.
Ep. 53: $NVDA Earnings Next Week, $META Lawsuit, $IREN Delivers for $MSFT
19 Aug 2026
01:11:22
Is the AI bubble finally bursting or is this just another round of AI panic? In Episode 53 of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper dig into the latest "AI bubble bursting" narrative sparked by leaked Anthropic and OpenAI revenue numbers. They also break down IREN's ($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.
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.
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.
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.
Ep. 49: Kimi K3's Impact on $MU, $TSLA & $GOOGL Earnings, $IREN to $4B ARR
22 Jul 2026
01:09:07
Chinese AI may have just changed the AI race. In Episode 49 of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper discuss Kimi K3, the Chinese AI model that's surprising the U.S. tech industry with capabilities rivaling ChatGPT and Claude. What does this mean for American AI leaders, semiconductor stocks, and the future of AI investing?
The hosts also break down the latest Tesla ($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
Ep. 48: $SKHY on Nasdaq, $ASML & Bank Earnings, $META Prototype Glasses
16 Jul 2026
01:07:59
Is Micron's rally just getting started? And are recent headlines creating opportunities or distractions for long-term investors? In this episode of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper dive into the week's latest news and their outlook on some of their favorite stocks. The guys explore everything from SK Hynix's Nasdaq debut to Micron's place in the AI memory boom to Meta's ($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 ($RKLB) continues to look so attractive 👓 Thoughts on Meta's rumored "super sensing" smart glasses prototype ❓ Listener questions
👇 Love the show? We'd love to hear from you! What stock are you most bullish on right now? Let us know in the comments.
👍 If you enjoyed this episode, please Like, Subscribe, and turn on notifications so you never miss a new episode of Buy Hold Rant!
NOTE: This content isn't investment advice. Always do your own research.
Don't forget to check out:
The Best (and Free) Earnings Calendar: https://earningshub.com/ Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolio Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr
Big updates for some of the pod's favorite companies! In Episode 47 of Buy Hold Rant, Hamid Shojaee and Dustin Alper break down the latest tech buzz, from Rivian's ($RIVN) surprising capital raise to the ongoing debate over Micron ($MU) and the future of AI-driven memory demand. The guys also share updates on their portfolios and answer listener questions about Micron, Rivian, and Meta ($META). Plus, Hamid makes a big announcement about the future of his personal portfolio.
🔥 Topics covered:
📈 Rivian reports a strong Q2 and plans to raise $1.16 billion 🚩 Why Hamid and Dustin don't see Rivian's raise as a red flag. 💾 Why the AI boom could keep memory demand strong for years to come instead of following its previous cyclical patterns 📊 Hamid and Dustin's portfolio updates 🚨 Hamid's major announcement about his personal stock portfolio ❓ Answers to listener questions
👍 Like, subscribe, and stay tuned for weekly breakdowns of markets, tech trends, and innovation.
Leave a comment below with your thoughts on Rivian, Micron, or the biggest investing story of the week!
NOTE: This content isn't investment advice. Always do your own research.
Ep 46: $MU $1,800 Target? $AAPL Price Increases, $RKLB to acquire $IRDM
02 Jul 2026
01:09:02
So much tech news this week! The guys tackle major questions like, can Micron Technology (MU) realistically reach a bold $1,800 valuation target? And what could the company's rising tensions with Apple mean for the future of memory pricing and supply chains? In this episode of Buy Hold Rant, Hamid Shojaee and Dustin Alper break down the biggest stories moving tech, AI, and public markets right now, including everything from semiconductors to major M&A speculation to the next wave of cloud computing disruption.
🔥 Topics covered:
💾 Micron’s continued growth: Could it reach $1,800? 🍎 Apple’s ($AAPL) pricing strategy and its growing friction with Micron 💘 Bumble ($BMBL) acquisition rumors and what a potential deal could signal for the dating app market 🚀 Rocket Lab’s ($RKLB) planned acquisition of satellite communication's company Iridium ($IRDM) and the strategic expansion behind it 🌍 Robinhood’s ($HOOD) anticlimactic “The World is Flat” event and the company's evolving vision for retail investing ☁️ Meta’s ($META) new “Meta Compute” initiative that could put it in direct competition with AWS, Google Cloud, and Microsoft Azure
What do you think was the biggest news of this last week? Let us know in the comments!
👍 Like, subscribe, and stay tuned for weekly breakdowns of markets, tech trends, and innovation.
NOTE: This content isn't investment advice. Always do your own research.
Ep 45: $MU Earnings, the Future of AI and Micron Deep Dive!
24 Jun 2026
01:03:44
It's Micron ($MU) earnings day, and the results did not disappoint! In Episode 45 of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper break down Micron's blowout Q3 2026 earnings report, discuss the company's growing role in the AI ecosystem, and examine the significance of its recently announced deal with Anthropic. In response to a listener question, the guys also speculate on why Nvidia ($NVDA) stock has been trading sideways despite continued AI momentum?
🔥 Topics covered:
🚀 Micron's massive Q3 2026 earnings results 🤝 Pros and cons of the strategic Micron/Anthropic multi-year partnership 🧠 The latest AI infrastructure and semiconductor trends ❓ Listener Q&A about Nvidia ($NVDA), Meta ($META), Rocket Lab ($RKLB) and more!
How did YOU feel about the Micron earnings results? Let us know in the comments!
Subscribe for weekly conversations on investing, technology, business, and the markets.
NOTE: This content isn't investment advice. Always do your own research.
Ep 44: $MU Expectations Too High? $SPCX IPO, Revisiting $SMCI & $UBER
17 Jun 2026
01:11:10
What's the latest following the SpaceX IPO and Cursor acquisition? And how do we feel about Elon Musk becoming the first trillionaire? In Episode 44 of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper discuss the latest with all things Elon Musk, share portfolio updates, and answer listener questions as usual!
They dive into the puzzling market reactions surrounding Meta ($META), examining why, even though the company has reported strong financial results, stock prices have struggled to gain momentum. Hamid also takes a look back at several of his past investment decisions including $SMCI, $UBER, and $NFLX, reflecting on which moves he would make again and which ones he might reconsider. Plus, the guys speculate about what Micron's ($MU) earnings results will be next week.
🔥 Key Topics:
🚀 Reactions to the SpaceX IPO and the Cursor acquisition 💰 What does it mean that Elon Musk has become the world's first trillionaire? 📉 Why is $META struggling despite strong financial results? 📞 What could Micron's earnings next week look like? 🤔 Hamid reviews past investments and discusses which decisions he regrets—and which he doesn't. 🧾 How investors should think about taxes when building long-term wealth. 🎙️ Listener questions
NOTE: This content isn't investment advice. Always do your own research.
Ep 43: Was $RIVN Launch Day a Success? $AAPL Dev Conference, OpenAI IPO and More!
11 Jun 2026
01:06:20
In this episode of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper discuss the major tech news from the past week, from the massive infrastructure spending fueling the AI boom to the latest developments at OpenAI, Rivian, and Apple. The guys share their perspectives on what matters, what doesn't, and where investors should be paying attention.
🔥 In this episode:
🚀 Google ($GOOG) reportedly spending $920M per month on AI computing capacity from SpaceX ($SPCX) 🤖 OpenAI's move toward going public and what it could mean for the SpaceX and Anthropic IPOs 🚙 Rivian's ($RIVN) June 9 launch event and the overwhelmingly positive reaction 🍎 Apple's ($AAPL) WWDC announcements and whether this could be Tim Cook's final conference as CEO 📈 The latest developments in technology, AI, and the stock market 🎧 Listener questions about Micron ($MU), Bumble ($BMBL) and more!
NOTE: This content isn't investment advice. Always do your own research.
Ep 42: $MU Crosses $1K? Plus, 8 Bullish Reasons for RIVN, Anthropic IPO and More!
03 Jun 2026
01:08:38
Micron ($MU) crosses the $1,000 mark, Rivian's ($RIVN) future looks brighter than ever, and Wall Street is already dreaming about the next mega IPOs, including SpaceX and Anthropic. In Episode 42 of Buy Hold Rant, Hamid Shojaee and Dustin Alper break down some of the biggest stories in tech investing and the companies they can't stop watching.
🔥 In this episode:
📊 Micron surges past $1,000 per share and Hamid explains why he decided to trim his position, despite remaining optimistic about the company's long-term prospects. 🚗 Rivian continues to impress. Hamid lays out his bullish 8-point thesis, including the company's loyal fan base, attractive valuation, strong execution, and why the upcoming R2 could be a game-changing vehicle already generating significant excitement. 🚀 Anthropic vs. SpaceX: What could these future IPOs look like? They compare valuations, growth opportunities, and what investors should expect if either company finally goes public. 📱 Has Robinhood ($HOOD) started to break away from Bitcoin's price action? The guys explore whether Robinhood's growth story is becoming bigger than crypto itself.
NOTE: This content isn't investment advice. Always do your own research.
Ep 41: $MU $1.6k Target Too Low? SpaceX Numbers, $RACE New EV, $IMAX Sale
27 May 2026
01:03:47
In this week's episode of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper are back with a full agenda, from Rivian's ($RIVN) launch announcement of the R2 on June 9th to Micron's ($MU) unbelievable surge to the potential effects on Rocket Lab ($RKLB) related to the upcoming SpaceX IPO.
🔥 The guys discuss:
💾 Micron surges toward $1000 🚀 Rocket Lab keeps climbing 🛰️ What happens to Rocket Lab if SpaceX launches an IPO? 🚗 Rivian announces the R2 launch event for June 9 🐎 Ferrari ($RACE) unveils its new EV and the specs are a major letdown 💰 Discussion on how to navigate the BEST times to sell stocks like Rocket Lab and Micron 🤖 Hamid answers: “What would you say to Elon Musk face-to-face?” 🎧 Listener questions answered (as always)
NOTE: This content isn't investment advice. Always do your own research.
Ep 40: $NVDA Reports Earnings! Plus $MU, $RKLB and $RIVN Updates
20 May 2026
01:00:16
Buy Hold Rant Podcast Episode 40 is here and hosts Hamid Shojaee and Dustin Alper are breaking down the latest moves in their portfolios, discussing the biggest market stories and earnings reports, and answering listener questions.
In this episode:
🚀 Hamid explains why he trimmed Rocket Lab ($RKLB) ⚡ Dustin talks about buying Rivian ($RIVN) 🚙 The guys try the Rivian R2 configurator and debate their ideal setup 💾 Micron continues to dominate, so should investors take profits or keep holding? 🤖 The guys dive into Nvidia's ($NVDA) latest earnings report and discuss what it might mean for AI stocks ❤️ Hamid shares updates on his 100Tiles nonprofit project ❓ Listener Q&A
NOTE: This content isn't investment advice. Always do your own research.
Ep 39: $MU and $RKLB Go Hyperbolic, Plus $IREN, $EOSE, and $ASTS Earnings
13 May 2026
01:06:09
Episode 39 of the Buy Hold Rant podcast is here! On this episode, hosts Hamid Shojaee and Dustin Alper dive into the biggest investing stories of the week, including why they both decided to trim their Rocket Lab ($RKLB) positions. What’s really happening with Rocket Lab, and has the market gotten ahead of itself? They also break down AST SpaceMobile ($ASTS) earnings and compare and contrast ASTS and Rocket Lab.
Plus, the guys discuss:
🧠 What analysts may be getting wrong about Micron 📊 Why company valuations should be tied to revenues, profits, and future potential, not historical stock charts ⚡ EOSE earnings reaction 💻 IREN earnings and outlook 🎧 Listener questions and discussion
They also give a preview into the latest features of their company Savvy Trader.
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
Ep 38: $MU Next $1 Trillion Company? $BMBL Earnings, $META Robotics
07 May 2026
01:07:47
Welcome back to Episode 38 of the Buy Hold Rant Podcast with your hosts Hamid Shojaee and Dustin Alper. This episode is packed with Q1 2026 earnings analysis, stock market talk and spicy rants on the latest in tech and investing:
🔥 Key Topics:
🚀 Could Micron ($MU) be the next $1 trillion company? 🐝 Bumble’s ($BMBL) Q1 earnings & subscriber struggles 📊 Earnings roundup: $SMCI, $AMD, $UBER & $DIS 🤖 What does Meta's acquisition of a robotics company mean for the company's future? 📦 Amazon ($AMZN) opens up its logistics network: What does this mean for competitors and the broader e-commerce landscape? 💬 Listener questions
NOTE: This content isn't investment advice. Always do your own research.
Ep 37: Can Earnings Save the Market? $AMZN, $MSFT, $META, $GOOGL, & $HOOD
29 Apr 2026
01:08:25
In this episode of the Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper dive into the biggest market-moving stories and ask the question everyone’s thinking: can earnings keep this market going?
🔥 Key Topics:
📊 Robinhood earnings — Hamid sells, but why? 💻 Big Tech breakdown — $AMZN, $MSFT, $META, and $GOOGL earnings reports ⚠️ Memory shortage concerns — What a potential supply crunch could mean for Apple ($AAPL) and Micron ($MU) 🏦 Roth IRA vs. Traditional IRA — Which one makes sense? ⏳ Opportunity cost — How to think about what you might be giving up when you invest 💬 Listener Q&A
NOTE: This content isn't investment advice. Always do your own research.
Ep 36: New $AAPL CEO, $AMZN & $HOOD Invest in AI and More!
22 Apr 2026
00:57:04
Lots to cover this week! In Episode 36 of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper dive into the surprising leadership shift at Apple ($AAPL), with Tim Cook stepping down as CEO and John Ternus taking the reins. The guys speculate what this could mean for Apple’s future, innovation strategy, and stock outlook. They also talk about Amazon’s ($AMZN) massive $25 billion investment in Anthropic and what it signals about the intensifying AI arms race. Plus, they unpack RVI’s $75 million investment in OpenAI and how capital continues to flood into artificial intelligence. And as usual, they discuss their latest portfolio moves and the thought processes behind them.
🔥 Key Topics:
🍏 Apple leadership shakeup as Tim Cook steps down and John Ternus takes over 🤖 Amazon’s massive $25B investment in Anthropic 💰 RVI invests $75M into OpenAI 📊 Portfolio updates—what they’re buying, holding, and trimming 🎧 Listener questions
NOTE: This content isn't investment advice. Always do your own research.
FIXED: Ep 35: $HOOD & PDT Rule, $EOSE New Partner, Software Stocks with Poor Moats
16 Apr 2026
01:00:00
There's lots to talk about on Episode 35 of the Buy Hold Rant Podcast! Hosts Hamid Shojaee and Dustin Alper discuss why the market has been flashing green and ask the big question: should we actually be excited, or is this just another head fake? The guys break down what’s really driving the recent momentum and whether it has staying power. They also discuss why especially Robinhood ($HOOD) has benefitted from a recent SEC regulatory change and also talk about the guys' latest portfolio updates.
🔥 Key Takeaways:
📈 Is the recent market rally signal or noise? 🚀 Why a new SEC regulatory shift is sending Robinhood stock soaring 🤔 Is Dustin still holding onto $EOSE after recent developments? 💾 The latest updates and outlook for Micron ($MU) stock 🤖 Dustin’s take on AI disruption: why software companies like Jira and Figma may not have the moat they think they do 🎧 Answering listener questions
NOTE: This content isn't investment advice. Always do your own research.
Ep 34: $META Muse Spark AI, $HOOD Named Trustee, $RKLB vs SpaceX and More!
08 Apr 2026
00:56:29
Markets are moving higher on news of an Iran ceasefire, and Hamid and Dustin break down whether this rally has staying power. They also dive into Hamid’s portfolio strategy and what he plans to do with his cash in this environment. The guys also discuss Robinhood ($HOOD) being named Initial Trustee for Trump Accounts and Meta's ($META) new Muse Spark AI model,. Plus, they compare Rocket Lab ($RKLB) vs SpaceX market caps and note the key red flags that can make you walk away from an investment even when the fundamentals look strong.
🔥 Key Topics:
📈 Markets surge following Iran ceasefire news: What’s driving the optimism? 💰 Hamid’s next move: deploy cash or stay patient? 🏦 HOOD named Initial Trustee for Trump Accounts: Why it matters 🚀 RKLB vs SpaceX: Comparing market caps in the space race 🤖 META launches Muse Spark AI model: Another leap in AI innovation 🚩 Red flags: When should you walk away from an investment?
NOTE: This content is not investment advice. Always do your own research.
Ep 33: Increased $MU, $META, & $IREN Investments, AI CapEx Spending, & More
02 Apr 2026
00:58:05
It's been a roller coaster of a week in the markets. In this episode, hosts Hamid Shojaee and Dustin Alper break down their latest stock portfolio updates, including why they both recently bought Micron (MU) and what’s driving their conviction. They discuss whether they believe MU will be affected by helium shortages coming as a result of the war in Iran and if that will influence their buying decisions. The guys also dive into the upcoming SpaceX IPO and whether they're planning on getting in on the action. And, as usual, they answer listener questions!
💡 In this episode:
📊 Micron stock deep dive – Bull vs. bear case ⚠️ Are recent Micron price fluctuations a red flag or opportunity? 🧪 Does the helium shortage actually impact chip production? 🤖 Is AI capital expenditure (capex) becoming unsustainable? 🚀 SpaceX IPO discussion – what investors need to know 🛰️ Comparing hype and opportunity: SpaceX vs. Rocket Lab (RKLB) ❓ Listener Q&A – answering your top investing questions
NOTE: This content is not investment advice. Always do your own research.
Ep 32: Increased $MU Investment, $RIVN & $UBER $1.25 Billion Deal, and More!
25 Mar 2026
00:57:12
The guys are back! In Episode 32 of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper break down some of the biggest stories shaking up the market right now and what they actually mean for investors.
💡 Key Takeaways
📊 A deep dive into Micron’s ($MU) recent stellar earnings and why the market reacted negatively despite the strong results 🤝 The surprising partnership between Rivian ($RIVN) and Uber, including Uber’s ($UBER) $1.25B investment in autonomous R2 vehicles 🚗 What it means for Uber to purchase 10,000 vehicles upfront (with plans for 40,000 more) 💰 Hamid’s take on dividend stocks and whether a founder’s background truly impacts long-term success ❓ Listener Q&A
NOTE: This content is not investment advice. Always do your own research.
Ep 31: $MU Earnings, $META Layoffs, $HOOD's RVI, $RIVN R2 and More!
18 Mar 2026
01:03:52
Lots of news this week! In this episode of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper break down Meta's ($META) recent layoffs, Rocket Lab's ($RKLB) volatility and the latest Micron earnings results. Watch as the guys analyze live $MU's mind-blowing results that leave Hamid speechless. They also discuss the company's surprising stock drop in spite of the massive performance. Hamid explains his decision to invest in $RVI, Robinhood's ($HOOD) new Robinhood Ventures Fund I, which IPO'd earlier this month. Plus, Dustin grills Hamid about his latest social media post comparing Rivian ($RIVN)'s market cap to Ford's ($F) EV spending and Hamid explains how his investing strategy has changed over time.
NOTE: This content is not investment advice. Always do your own research.
Ep 30: $RIVN R2 Pricing, $HOOD Goes Platinum, $BMBL Earnings and More!
12 Mar 2026
01:02:16
In this week's episode of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper break down the major announcements from some of their biggest investments. First, the guys dive into a potential leak of Rivian's R2 pricing ahead of the company's upcoming R2 reveal event at SXSW on March 12. What does $RIVN enthusiast Hamid think of the numbers? They discuss Mind Robotics, Rivian's spin-off company, raising $500 million and what that says about Rivian CEO and Founder RJ Scaringe. The guys also look at Robinhood's ($HOOD) new Platinum card and make a case for why they think the company keeps hitting it out of the park on execution. Plus, Hamid and Dustin analyze the latest Bumble ($BMBL) earnings and a listener pitches a robot that looks like Hamid but talks like Dustin. Keep the great ideas coming!
NOTE: This content is not investment advice. Always do your own research.
Ep 29: New $AAPL MacBook! Plus $RKLB, $ASTS, $EOSE Earnings, and More!
05 Mar 2026
01:12:09
This week has been jam-packed with news from some of the biggest companies on the market. In this episode of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper break down the massive developments in tech, from Apple's ($AAPL) new product announcements to the the real winner in the Paramount/Warner Bros deal (spoiler: It's $NFLX). The guys also discuss the latest earnings from AST SpaceMobile ($ASTS), Eos Energy Enterprises ($EOSE) and Rocket Lab ($RKLB). They ask the questions we all want answers to, including:
📱 Will ASTS be able to follow-through with its seemingly impossible promises? 🔋 Is Eos headed in the wrong direction despite leadership's optimism? 🚀 Can Rocket Lab stock bounce back after an earnings call that addressed the Neutron rocket failure?
Plus, Dustin suggests a Bumble ($BMBL) redesign and Hamid learns about Netflix's "Love is Blind".
NOTE: This content is not investment advice. Always do your own research.
Ep 28: $META & $AMD Team Up & OpenAI Acquires OpenClaw. Plus $CRM, $HIMS Earnings & More!ed Episode
26 Feb 2026
00:32:31
This week, Meta ($META) announced a massive AI chips deal with AMD ($AMD) and OpenAI acquires OpenClaw and hires its creator. In this week's episode of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper discuss these two major announcements and how they will impact the companies involved for better (or worse?) They also break down the latest earnings reports from Salesforce ($CRM) and Hims ($HIMS). Plus, the guys share portfolio updates and do a debrief from their interview with Rivian ($RIVN) Founder and CEO, RJ Scaringe.
NOTE: This content is not investment advice. Always do your own research.
Watch the guys' interview with RJ Scaringe on YouTube: https://youtu.be/utYYA_VaaJw
BONUS POD: Interview with Rivian's ($RIVN) RJ Scaringe
24 Feb 2026
00:34:55
In a special episode of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper talk to Rivian Founder and CEO RJ Scaringe. As shareholders themselves, the guys have lots of questions for Scaringe, including how is Rivian ($RIVN) going to make up for burning nearly $25B in cash? Is the R2 the way to do it? Plus, Scaringe explains where he sees the car industry going, how EVs fit into that future, and how Rivian is going to get consumers on board.
Ep 27: $HOOD Venture Fund, $RIVN Shoots up on Earnings, Portfolio Updates and More!
18 Feb 2026
00:51:06
Q4 earnings are still rolling out and Robinhood ($HOOD) makes a major announcement. In Episode 27 of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper do a deep dive into Robinhood's latest announcement that it will IPO its Robinhood Ventures Fund ($RVI), with Hamid making the case that this new fund is the very best possible way to invest in private companies. The guys also discuss Rivian's ($RIVN) stock bump after its latest earnings report, even though the company is still bleeding money. Are stockholders (including Hamid and Dustin) hopeful that the company is still on track to become profitable by 2027? Plus, they recap some of this week's biggest earnings reports, including those from Palo Alto Networks (PANW), Figma ($FIG), and Doordash ($DASH).
NOTE: This content is not investment advice. Always do your own research.
Ep 26: $HOOD Earnings, $RIVN R2, $BMBL Falling, Portfolio Updates and More!
12 Feb 2026
00:59:47
It was another rough day for the markets, but the guys are back to try to keep things in perspective. In Episode 26 of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper break down some of their portfolio updates, including Hamid's additional $HOOD buys and Dustin's $GOOGL and $AMZN buys. They also discuss the latest earnings reports from $SHOP and $SPOT and Dustin lays out how Iren's ($IREN) latest earnings call gave him optimism for the company's future. Plus, the guys discuss reviews of Rivian's ($RIVN) R2 test drives and Dustin reveals his love for America's Next Top Model. And, as usual, they answer listener questions.
NOTE: This content is not investment advice. Always do your own research.
Ep 25: Market Selloff, $GOOGL $AMD $PLTR Earnings, Plus $MU & $HOOD Buying
05 Feb 2026
01:17:41
There’s no other way to put it: the market is in free fall. So, what is there to say? The guys of Buy Hold Rant are back to try to make sense of the past couple days. In this episode, hosts Hamid Shojaee and Dustin Alper talk the red market, what it means and how to not panic. They break down the week’s biggest tech news, from SpaceX acquiring xAI to Tesla ($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.
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
Ep 24: $TSLA $META $MSFT Earnings, Copper & Gold, Plus $MU & Portfolio Updates
28 Jan 2026
01:00:04
Some of the biggest companies reported Q4 earnings this week and the guys have LOTS to say. In this episode of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper break down the earnings results of some of the biggest companies, including some of the major holdings in each person's portfolio. The guys dive in to the latest copper trend thanks to headlines predicting a looming copper shortage.
They also cover Rocket Lab’s ($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.
Ep 23: $NFLX Earnings, $RKLB, $MU, $META Portfolio Updates and More
21 Jan 2026
00:58:26
Earnings season continues with some major tech companies reporting, including Netflix ($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.
Ep 22: $APPL and $GOOGL Partner Up, $META, $RKLB, $MU Portfolio Updates, Plus 2025 Q4 Bank Earnings
14 Jan 2026
00:59:07
Apple ($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
Ep 21: Is $MU a buy? $NVDA's Autonomy, Plus $EOSE, $IREN, $RIVN and more!
07 Jan 2026
01:03:34
The boys are back and ready to ring in the new year with updates on their latest portfolio buys, 2026 projections, and rants (as usual). In this episode of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper do a a deep dive into Micron ($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.
Ep 20: $TSLA Robotaxi Getting Real, Waymo Raising $15 Billion, plus Rivian and Ford news
17 Dec 2025
01:03:07
It's the last episode of 2025 and things are getting electric (vehicles, that is)! In Episode 20 of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper plug in (pun intended) to the rapidly changing electric vehicle (EV) landscape and return to the comparison between Tesla ($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.
BONUS Pod: $RIVN Autonomy Day - The good AND the bad!
12 Dec 2025
00:42:16
Rivian's ($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.
Ep 19: $NFLX and $WBD merger, $META slashing VR, Earnings from $ADBE & $ORCL
10 Dec 2025
01:02:27
This week is packed with news! In Episode 19 of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper break it all down, from Rivian’s ($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?
Ep 18: $RIVN Autonomy Day, $AEO Earnings, Bitcoin ETFs, Taxes and More
03 Dec 2025
01:07:13
Your favorite investors are back at it again! In Episode 18 of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper discuss Rivian’s ($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.
Ep 17: $GOOGL TPUs vs $NVDA GPUs, Portfolio Updates and the Michael Burry Short
26 Nov 2025
00:59:05
It's a shorter week with Thanksgiving coming up, but the week isn't short of news! In this episode of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper tackle the week’s biggest market stories—from holiday trading shifts to tech hardware battles and bold investor predictions. The guys break down NVIDIA ($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!
Ep 16: $NVDA Earnings - Plus $AAPL CEO Rumors, $RIVN, $BMBL and More
19 Nov 2025
01:03:31
The market has been a little unstable this week to say the least, especially when it comes to tech stocks. But what does this mean for future performance? In this episode of Buy Hold Rant, Hamid Shojaee and Dustin Alper commiserate with each other about the recent market volatility and break down their outlook going forward. Plus, Nvidia's ($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
Ep 15: $BMBL Crashes, $RKLB Beats, $RIVN Rips, Plus $GOOGL, $META and more!
12 Nov 2025
00:50:47
We're celebrating our 15th episode with a big one! This week, hosts Hamid Shojaee and Dustin Alper share portfolio updates and dig into some of the most interesting earnings reports and strategy updates across tech and space, including the latest with Rocket Lab ($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?
Ep 14: $RIVN Deep Dive, Plus Earnings from $HOOD, $AMD, $BMBL and more!
05 Nov 2025
01:01:06
Q3 2025 earnings continue with reports from major companies like Uber ($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
Ep 13: $MSFT $META $GOOGL Earnings, OpenAI Restructure and the AI Bubble
29 Oct 2025
00:54:38
Q3 Earnings season is in full swing, with some of the biggest tech companies reporting this week. The good news is, several of them are seeing green. In this episode of the Buy Hold Rant podcast, Hamid and Dustin break down tech earnings from Microsoft ($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!
Ep 12: Tesla Q3 Report, ChatGPT Releases Atlas, Plus Netflix, Rivian and More!
22 Oct 2025
00:59:39
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 $7,500 tax credit continues to boost demand. 🧠 Atlas might actually rival Google Chrome, leading investors to question why Google is still lagging on AI execution. 👓 What does Hamid think of the latest Meta AI glasses? 📉 Netflix reports a strong quarter, but did the Brazil tax hit triggered sell-off? ⚡ Hamid makes the case (again) for why betting on Rivian (RIVN) could be a major win. 📈 Are analyst ratings overrated?
Ep 11: Market Flash Sale! Plus, Earnings Season Begins & Portfolio Updates
16 Oct 2025
00:47:53
In this episode, the guys break down the recent market flash sale, how it hit their portfolios, and why high conviction keeps them from panicking during downturns. They review earliest earnings reports and anticipate the coming earnings season. They also chat about Rivian ($RIVN), Rocket Lab ($RKLB), Bumble ($BMBL), and Robinhood ($HOOD), plus why keeping cash on hand can be a game-changer.
🔥 Key topics:
🧠 How to build conviction and stay confident through market swings 🐝 Dustin joins the Bumble beehive 🚀 Top stock talk: Rivian, Rocket Lab, and Robinhood 💰 Why cash matters — and how to use it during market corrections ⚡ EV trends and the surprising potential of self-driving gas cars 🏦 Earnings reports from major banks and tech giants 🎧 Listener Q&A on investing strategies and company outlooks
🔍 PLUS a first look at our new Earnings Hub feature for tracking stock performance
Ep 10: Rocket Lab Surges & Tesla Disappoints + Rivian, Rocket Lab and Shopify Portfolio Updates
08 Oct 2025
00:56:52
In this episode, the guys discuss Rocket Lab's ($RKLB) major surge and Tesla's ($TSLA) big "nothing burger" announcement of its "new" models, which are just cheaper, refreshed versions of the Model 3 and Model Y. They also discuss their major portfolio moves this week -- what did they do and why? Plus, Hamid talks about his past portfolio successes and fails and Hamid sings Rivian's ($RIVN) praises (again).
🔥 Key Takeaways:
🚘 Are Tesla's "new" models enough to make a meaningful difference in revenue? Has Tesla stopped innovating? 💼 Why did Hamid trim major portfolio holdings like Rocket Lab and Robinhood ($HOOD)? And why did Dustin sell Shopify ($SHOP)? ⚡️ Is Rivian ($RIVN) a good bet? Hamid explains more why he's excited about Rivian's R2 line, autonomy advancements, and future potential. 📊 How do Hamid and Dustin view cash allocation, current market highs, and the future of EVs.