Buy Hold Rant - Stocks and Investing

Ep 39: $MU and $RKLB Go Hyperbolic, Plus $IREN, $EOSE, and $ASTS Earnings

Wed, 13 May 2026 15:00:00 -0700

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

#micron #rocketlab #eose #iren #astspacemobile #asts #earnings #earningsreport #stockmarket #techstocks #investing #investingpodcast

Ep 38: $MU Next $1 Trillion Company? $BMBL Earnings, $META Robotics

Wed, 06 May 2026 17:00:00 -0700

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.

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 #meta #metaai #bumble #amazon #uber #amd #disney #disneystock #stockmarket #techstocks #investing #investingpodcast

Ep 37: Can Earnings Save the Market? $AMZN, $MSFT, $META, $GOOGL, & $HOOD

Wed, 29 Apr 2026 16:00:00 -0700

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.

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

#earnings #earningsreport #microsoft #apple #micron #google #meta #robinhood #robinhoodstock #rocketlab #stockmarket #techstocks #investing #investingpodcast

Ep 36: New $AAPL CEO, $AMZN & $HOOD Invest in AI and More!

Wed, 22 Apr 2026 15:00:00 -0700

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.

Don't forget to check out:

Dustin's Article, AI Killed the TikTok Star... and Every Job Imaginable
https://www.dustinalper.com/blog/ai-killed-the-tiktok-star?utm_source=bhr

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

#rocketlab #robinhood #robinhoodstock #amazon #ai #openai #anthropic #apple #timcook #stockmarket #investing #investingpodcast #techstocks

FIXED: Ep 35: $HOOD & PDT Rule, $EOSE New Partner, Software Stocks with Poor Moats

Thu, 16 Apr 2026 08:00:00 -0700

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.

Don't forget to check out:

Dustin's article, Moats Don't Work When Bridges Are Free:
https://www.dustinalper.com/blog/bridges-are-free?utm_source=bhr

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 34: $META Muse Spark AI, $HOOD Named Trustee, $RKLB vs SpaceX and More!

Wed, 08 Apr 2026 16:00:00 -0700

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.

#robinhood #meta #metaai #metaspark #rocketlab #spacex #investing #stockmarket #investingpodcast

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 33: Increased $MU, $META, & $IREN Investments, AI CapEx Spending, & More

Thu, 02 Apr 2026 15:00:00 -0700

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.

#micron #micronstock #spacex #rocketlab #spacestocks #ai #investingpodcast #investing #stockmarket #techstocks

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 32: Increased $MU Investment, $RIVN & $UBER $1.25 Billion Deal, and More!

Wed, 25 Mar 2026 15:00:00 -0700

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.

#micron #micronstock #rivian #rivianr2 #autonomousdriving #evstocks #evs #uber #investing #stockmarket #techstocks

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 31: $MU Earnings, $META Layoffs, $HOOD's RVI, $RIVN R2 and More!

Wed, 18 Mar 2026 15:00:00 -0700

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.

#micron #MU #robinhoodstock #meta #metaai #ai #rocketlab #robinhood #techstocks #investing #stockmarket #earnings

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 30: $RIVN R2 Pricing, $HOOD Goes Platinum, $BMBL Earnings and More!

Wed, 11 Mar 2026 20:00:00 -0700

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.

#rivian #rivianr2 #robinhoodstock #robinhood #bumble #techstocks #investing #stockmarket #earnings

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 29: New $AAPL MacBook! Plus $RKLB, $ASTS, $EOSE Earnings, and More!

Wed, 04 Mar 2026 17:00:00 -0700

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.

#astspacemobile #rocketlab #apple #eose #bumble #aapl #techstocks #paramountplus #netflix #warnerbros #stockmarket #spacestocks

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 28: $META & $AMD Team Up & OpenAI Acquires OpenClaw. Plus $CRM, $HIMS Earnings & More!ed Episode

Wed, 25 Feb 2026 17:00:00 -0700

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

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 #amd #openai #openclaw #chatgpt #ai #techstocks #stockmarket #investing #salesforce #earnings

BONUS POD: Interview with Rivian's ($RIVN) RJ Scaringe

Tue, 24 Feb 2026 16:00:00 -0700

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!

Wed, 18 Feb 2026 15:00:00 -0700

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.

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

#robinhoodstock #robinhood #rivian #rivianr2 #paloaltonetworks # #q4earnings #stockmarket #techstocks #investing #doordash #figma

Ep 26: $HOOD Earnings, $RIVN R2, $BMBL Falling, Portfolio Updates and More!

Thu, 12 Feb 2026 09:00:00 -0700

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.

#robinhoodstock #robinhood #micron #google #amazon #rivian #rivianr2 #ai #shopify #spotify #q4earnings #stockmarket #techstocks #investing

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 25: Market Selloff, $GOOGL $AMD $PLTR Earnings, Plus $MU & $HOOD Buying

Wed, 04 Feb 2026 21:00:00 -0700

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

Ep 24: $TSLA $META $MSFT Earnings, Copper & Gold, Plus $MU & Portfolio Updates

Wed, 28 Jan 2026 16:00:00 -0700

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

Ep 23: $NFLX Earnings, $RKLB, $MU, $META Portfolio Updates and More

Wed, 21 Jan 2026 16:00:00 -0700

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

Ep 22: $APPL and $GOOGL Partner Up, $META, $RKLB, $MU Portfolio Updates, Plus 2025 Q4 Bank Earnings

Wed, 14 Jan 2026 16:00:00 -0700

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

Ep 21: Is $MU a buy? $NVDA's Autonomy, Plus $EOSE, $IREN, $RIVN and more!

Wed, 07 Jan 2026 16:00:00 -0700

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

Ep 20: $TSLA Robotaxi Getting Real, Waymo Raising $15 Billion, plus Rivian and Ford news

Wed, 17 Dec 2025 16:00:00 -0700

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

BONUS Pod: $RIVN Autonomy Day - The good AND the bad!

Thu, 11 Dec 2025 22:00:00 -0700

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

Ep 19: $NFLX and $WBD merger, $META slashing VR, Earnings from $ADBE & $ORCL

Wed, 10 Dec 2025 16:00:00 -0700

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

Ep 18: $RIVN Autonomy Day, $AEO Earnings, Bitcoin ETFs, Taxes and More

Wed, 03 Dec 2025 16:00:00 -0700

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

Ep 17: $GOOGL TPUs vs $NVDA GPUs, Portfolio Updates and the Michael Burry Short

Wed, 26 Nov 2025 16:00:00 -0700

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

Ep 16: $NVDA Earnings - Plus $AAPL CEO Rumors, $RIVN, $BMBL and More

Wed, 19 Nov 2025 16:00:00 -0700

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

Ep 15: $BMBL Crashes, $RKLB Beats, $RIVN Rips, Plus $GOOGL, $META and more!

Wed, 12 Nov 2025 16:00:00 -0700

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

Ep 14: $RIVN Deep Dive, Plus Earnings from $HOOD, $AMD, $BMBL and more!

Wed, 05 Nov 2025 16:00:00 -0700

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

Ep 13: $MSFT $META $GOOGL Earnings, OpenAI Restructure and the AI Bubble

Wed, 29 Oct 2025 15:00:00 -0700

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

Ep 12: Tesla Q3 Report, ChatGPT Releases Atlas, Plus Netflix, Rivian and More!

Wed, 22 Oct 2025 16:00:00 -0700

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

Ep 11: Market Flash Sale! Plus, Earnings Season Begins & Portfolio Updates

Thu, 16 Oct 2025 09:00:00 -0700

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

Earnings Hub Pro coupon for listeners: https://earningshub.com/earnings-calendar/this-week?upgrade=true&plan=earnings_hub_pro&coupon=BHR50

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 #RocketLab #Robinhood #Bumble #EVStocks #FinancePodcast #StockAnalysis #marketnews

Ep 10: Rocket Lab Surges & Tesla Disappoints + Rivian, Rocket Lab and Shopify Portfolio Updates

Wed, 08 Oct 2025 15:00:00 -0700

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.

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 #StockMarket #InvestingPodcast #evstocks #TeslaModel3 #TeslaModelY #RivianR2 #ElectricVehicles

Ep 9: Guest Shay Boloor talks Rocket Lab, IONQ & AI + Government Shutdown!

Wed, 01 Oct 2025 16:00:00 -0700

In this episode, guest Shay Boloor, investor and Chief Strategist at Futurum, joins the guys to explain his investment strategy, discuss his wins with Rocket Lab ($RKLB), share his excitement for IONQ, Inc, ($IONQ) and quantum computing, and much more. Hamid, Dustin, and Shay (aka StockSavvyShay) also compare portfolios and dive into what's really driving the market.

🔥 Key Takeaways:

🏛️ Why is the U.S. government shutdown just political theater and not a disaster for the markets?
🤖 AI is fueling an unstoppable earnings revolution, but is it a bubble about to burst?
🚀 What is the growth potential in space tech companies like Rocket Lab?
⚛️ What does the future look like for IONQ and other quantum computing companies?
💸 Why is Robinhood ($HOOD) the one that got away for Shay?

If you’re serious about investing in the next wave of innovation, this episode is packed with strategies to help you cut through distractions and spot real opportunities.

Don't forget to check out:

The Best (and Free) Earnings Calendar: https://earningshub.com/
Shay's Small Cap Savvy Trader Portfolio: https://savvytrader.com/StockSavvyShay/shays-small-cap-portfolio
Shay's Growth Savvy Trader Portfolio: https://savvytrader.com/StockSavvyShay/stocksavvyshaygrowth-portfolio
Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actu...
Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr

#StockMarket #AIStocks #GovernmentShutdown #Investing #RocketLab #Robinhood #TechStocks

Ep 8: Robinhood, Bumble & Rivian Updates | Meta Glasses Demo Fail + NVIDIA’s $100B OpenAI Bet

Wed, 24 Sep 2025 16:00:00 -0700

The guys are back! In this episode, Hamid breaks down his latest moves in Robinhood ($HOOD), Bumble ($BMBL), and Rivian ($RIVN), while Dustin shares his own updates on Robinhood. We also dive into the big tech headlines of the week:

📺 Hulu’s new Bumble movie “Swiped" came out this weekend. Will it have any impact on the company’s stock or brand?

🚗⚡ What are Rivian's 6 catalysts that keep Hamid enthusiastic?

💰 Is NVIDIA’s ($NVDA)’s $100B investment in OpenAI af genius strategy or a circular bet?

👓 Why are the guys still excited about Meta's ($META) AI glasses even though the Meta Connect demo was a disaster?

🧠 How does Hamid think about investing? Hamid describes what he does step by step to decide the companies in which he decides to invest.

Plus, the guys answer listener questions and, as usual, passionately rant about the ins and outs of investing.

#robinhood #meta #rivian #bumble #Investing #stocks #ai #evs #techstocks

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-actu...
Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr

Ep 7: Elon Buys $1B of Tesla, Rocket Lab Raises $750B Cash, the Latest Portfolio Moves and More!

Tue, 16 Sep 2025 15:00:00 -0700

In this episode, the guys share their latest portfolio updates and, as always, dive into the latest market movers and investment opportunities.

🚀 Rocket Lab ($RKLB) shares drop 12.5% after the company announces a $750M stock offering, but could this be a smart move long term?

👓 Meta ($META)'s Meta Connect 2025 event is this week and anticipation builds with the launch of the company's Ray-Ban smart glasses with AI displays. Could this be the future of wearables?

🚗⚡ Rivian ($RIVN) breaks ground on a new Georgia plant while managing recalls. Execution remains key—can Rivian scale like Tesla did?

🚗⚡🚀 Why is Elon Musk scooping up $1 billion worth of Tesla ($TSLA) stocks?

🎨🤖 Adobe ($ADBE): Strong earnings, AI integration, and questions about future growth in a shifting creative tech landscape.

Plus, Dustin digs into his “portfolio graveyard” with Alibaba ($BABA), Bloom Energy ($BE), Netflix ($NFLX), and Snowflake ($SNOW) and Hamid dives into why he holds so much cash in his portfolio.

#RocketLab #Meta #Rivian #Adobe #Investing #Stocks #AI #EVs #TechStocks

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-actu...
Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr

Ep 6: Portfolio Updates, Lululemon + Oracle Earnings, iPhone 17 and Elon’s $1T Payday

Wed, 10 Sep 2025 15:00:00 -0700

In this episode, we break down the guys' big summer portfolio moves. What have we been selling, trimming, and holding?

Also:

🦅 American Eagle ($AEO) pops 40% and Lululemon ($LULU) misses big. What does this say about the volatility in retail and why it’s tough to hold long term?
💛 Hamid still loves Bumble ($BMBL). He talks about the company's growth potential and why it's more attractive on dips.
📈 Robinhood ($HOOD) is added to the S&P 500 and the guys talk about their de-risking strategies.
🚀 Rocket Lab ($RKLB) reports1200% gains trims profits, and looks toward long-term potential with its Neutron rocket.
🛍 Dustin takes profits from selling Shopify ($SHOP) in order to shift his focus to core portfolio plays.
👕 Why is Lululemon ($LULU) trading at its most attractive valuation in years?
☁️ Oracle ($ORCL) talks cloud growth projections and how has Larry Ellison stayed relevant for so long?
🔋 Is Elon Musk’s $1 trillion Tesla ($TSLA) pay package ambitious or outrageous?

Whether you’re a retail investor or just tracking the stock market, this episode is packed with insights on earnings season, valuation discipline, and portfolio strategy.

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
1:04 Hamid’s portfolio moves
2:18 Lululemon ($LULU) vs American Eagle
3:26 American Eagle earnings
4:50 Hamid’s Bumble ($BMBL) position
5:31 Talking short interest
8:59 Hamid's Robinhood holdings
12:39 Upcoming Meta event
15:26 Dustin’s portfolio updates
19:12 Rocket Lab
21:47 Shopify thoughts
24:01 Lululemon performance
26:36 Oracle and Larry Ellison
28:41 Elon’s big $1T pay package
33:07 Hamid’s slide deck
35:23 Elon’s outrageous request
41:15 Elon Musk vs. Steve Jobs pay packages
45:15 Apple iPhone 17 reveal
56:50 Listener questions

Ep 5: Tesla Master Plan IV, Apple iPhone 17, AEO Earnings, and Rocket Lab and Bumble Updates

Wed, 03 Sep 2025 17:00:00 -0700

We’re back with Episode 5, and this week’s market talk is packed! 🚀

- Why after 8 years and a $50k deposit did Hamid finally cancel his Tesla Roadster 2 order?
- Tesla's ($TSLA) latest Master Plan IV falls flat, full of too many vague and unkept promises.
- Will we see AI features, battery life breakthroughs, or just another faster phone + better camera announced at Apple's ($AAPL) iPhone 17 event?
- Google's ($GOOG) antitrust win against DOJ case raises questions about Google's monopoly and highlights the company's essential role in our lives.
- Earnings Roundup: Salesforce ($CRM), GitLab ($GTLB), American Eagle ($AEO), Lululemon ($LULU), and Rocket Lab ($RKLB)
- Bumble’s ($BMBL) new ad campaign “For the Love of Love” highlights the company's plan to go back to the essentials of online dating.

📊 Whether you’re into stocks, crypto, Tesla news, or upcoming Apple launches, this episode dives deep into the latest headlines and what they mean for investors.

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 4: Tesla or Rivian for Autonomy bet? NVIDIA Earnings and Abercrombie vs. Gap vs. American Eagle

Wed, 27 Aug 2025 16:00:00 -0700

Markets moved on big earnings this week! 🚀

NVIDIA ($NVDA) beat on revenue and EPS but still dropped after hours. What does this mean for AI stocks like Tesla ($TSLA), Meta ($META), Microsoft ($MSFT), Google ($GOOGL), and Apple ($AAPL)?

Rivian ($RIVN) : Hamid boosted his stake 43%, betting on its AI-driven self-driving tech. Could its $16B valuation someday rival Waymo?

MongoDB ($MDB) crushed expectations with $590M revenue and 37% stock jump.

Abercrombie & Fitch ($ANF) looks strong with $5.1B revenue and a P/E under 10, despite a tough year. But according to Hamid, it's a better bet than Gap ($GAP).

Snowflake ($SNOW) surprised with positive EPS (+12%), while CrowdStrike ($CRWD) beat big but still fell 8%.

We also cover Hamid’s portfolio strategy, why he caps at 10 stocks, and why ignoring macro noise can lead to smarter investing.

Don't forget to check out:

Earnings Hub: 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
1:29 NVIDIA earnings speculation
3:34 Anticipating CrowdStrike and Snowflake earnings reports
5:55 Abercrombie and Fitch vs Gap vs American Eagle
11:37 Snowflake earnings
13:38 MongoDB numbers
15:37 CrowdStrike earnings
16:41 Thoughts on Alibaba
20:11 Listener question about CrowdStrike numbers
21:26 Hamid’s Double Down on Rivian
24:34 Rivian vs Tesla
26:22 Rivian, Tesla and Waymo
28:01 LiDAR or not to LiDAR
33:08 Tesla #1, Rivian #2?
38:03 NVIDIA earnings and consistent increase
44:39 Hamid’s diversification strategy
51:18 Listener question
53:14 Ignore the Macro

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Ep 3: Red Market Panic? $HD vs $LOW, $INTU & $ZM Earnings, Pixel 10 Event & Portfolio Moves

Wed, 20 Aug 2025 15:00:00 -0700

The market’s flashing red - is it time to panic? Hamid and Dustin break down this week’s key earnings from Home Depot vs. Lowe’s, Intuit, and Zoom, along with other notable reports. Hamid shares why he sold Supermicro to buy more Bumble, and the hosts weigh in on Google’s new Pixel 10 vs. iPhone. Plus, listener questions and fresh portfolio updates.

Earnings Hub: 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 2: $ASTS Rockets Past Satellites, $MNDY & $CAVA Earnings, $ETH Rips 🔥 + How Hamid Picks Stocks

Wed, 13 Aug 2025 15:00:00 -0700

ASTS rockets after earnings while Monday dumps. Hamid and Dustin cover this week's earnings, Etheriums rip, and Hamid's portfolio updates. Hamid also shares his strategy for picking stocks and the two also answer some listener questions, including offering thoughts on companies like Amazon and Duolingo.

Earnings Hub: 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
2:18 Earnings Reports Overview
3:34 Analyzing monday.com Earnings
5:39 Nuclear Energy Investments
8:10 ASTS: Satellite Technology and Market Potential
16:02 ASTS vs. Rocket Lab
18:27 Cava's Earnings and Valuation Concerns
22:51 Recent Portfolio Transactions
27:11 Rivian's Future Prospects
30:19 Robinhood's Market Position
35:50 Ethereum's Performance and Market Trends
45:52 Investment Evaluation Strategies
52:47 Listener Questions About Amazon and Duolingo

EP 1: Sydney Sweeney's Great Ads, Rivian and SMCI Earnings, and Bumble Buzz

Wed, 06 Aug 2025 16:00:00 -0700

In the inaugural episode of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper discuss the success of American Eagle's Sydney Sweeney ads, breakdown the week's earnings reports and speculate on the future of companies like Rivian, Uber, Bumble, Shopify, and Rocket Lab. The two compare their current portfolio and Dustin shares his 2-year-old's investment strategy.

Chapters

0:00 Introduction to the Buy Hold Rant Podcast
1:23 Diving into American Eagle's Stock Performance
8:56 Earnings Reports and Market Reactions
15:56 Rivian's Future and Production Challenges
23:22 Uber's Position in the Market
29:30 Valuation Concerns with Tesla and Market Dynamics
30:51 Bumble's Financial Performance and Market Position
38:09 Shopify's Earnings and Investment Strategy
42:24 Rocket Lab's Growth Potential and Upcoming Earnings
43:31 Understanding Quantum Computing and Investment Risks
44:31 Figma's Market Position and Future Outlook
48:52 Reddit's Stock Performance and Market Sentiment