NVIDIA earnings are out and the company reported a beat on both revenue and EPS, but the stock dropped anyway. In Episode 54 of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper break down NVIDIA's ($NVDA) earnings, Apple's ($AAPL) new AI-branded Macs, and Micron's ($MU) CEO doubling down on the memory supercycle with Jim Cramer. The guys also cover Meta's ($META) 18 billion dollar teen safety settlement and Rivian's (RIVN) Autonomy+ preview. Plus, Hamid gives his reasons for raising cash by trimming Robinhood ($HOOD).

In this episode:

💰 Hamid trims Robinhood, raising cash to ~30% of his portfolio
₿ Is Bitcoin's bear market actually over?
🖥️ Apple's new Mac mini & Mac Studio go all-in on AI marketing
🟢 NVIDIA earnings: $96B revenue & $2.20 EPS (both beats) but the stock falls anyway
💾 Micron's CEO talks 5-year supply contracts on CNBC interview
⚖️ Meta settles teen safety lawsuit for $18B and why it may be overblown
🚗 Rivian's Autonomy+ drives "flawlessly", per Uber's CFO
📬 Listener Q: Rivian R2 production pace & reported reliability issues
🔋 Listener Q: What to expect from IREN heading into earnings
📊 Listener Q: Would you sell $NVDA after a 200% gain?
🔎 Listener Q: NVIDIA's memory commitments jump to $279B — bullish for $MU?
🌍 Listener Q: Does negative sentiment around AI data centers worry you?

Do you think we've actually seen the bottom of this Bitcoin bear market? Let us know in the comments!

⚠️ Note: This content is for informational and entertainment purposes only and not financial advice. Always do your own research.

Don't forget to check out:

The Best (and Free) Earnings Calendar: https://earningshub.com/
Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolio
Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr

#nvidia #nvidiastock #apple #micron #meta #robinhood #bitcoin #rivian #buyholdrant #savvytrader #stockmarket #stocks #investing #techstocks 

Is the AI bubble finally bursting or is this just another round of AI panic? In Episode 53 of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper dig into the latest "AI bubble bursting" narrative sparked by leaked Anthropic and OpenAI revenue numbers. They also break down IREN's ($IREN) big Horizon 1 data center delivery to Microsoft ($MSFT). They also go deep on the $1.4 trillion Meta ($META) lawsuit over addictive app design and preview Nvidia's ($NVDA) earnings next week. Plus, they preview a new Savvy Trader feature for tracking your return history over time.

In this episode:

📉 Anthropic vs. OpenAI growth and what it means for the AI trade
💰 Nvidia's new lending program vs. circular financing fears
🖥️ IREN delivers Horizon 1 data center to Microsoft ($9.7B contract)
⚖️ Meta's $1.4T lawsuit over "addictive" features and minors' data
🎮 Meta lawsuit vs. Big Tobacco, video games, and past moral panics
🟢 NVIDIA earnings preview: $89–93B revenue guidance, $2.07 EPS est.
📊 New Savvy Trader return history chart (Micron & Rivian examples)
💊 Listener Q: Moderna ($MRNA) spikes 100%+ on cancer vaccine trial news
📱 Listener Q: AppLovin ($APP), falling token costs, and Apple's ($APPL) outlook

Do you think the AI bubble is finally bursting? Let us know in the comments!

⚠️ Note: This content is for informational and entertainment purposes only and not financial advice. Always do your own research.

Don't forget to check out:

The Best (and Free) Earnings Calendar: https://earningshub.com/
Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolio
Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr

#nvidia #nvidiastock #anthropic #openai #microsoft #meta #ai #aibubble #iren #apple #moderna #datacenters #buyholdrant #savvytrader #stockmarket #stocks #investing #techstocks 

Spoiler alert: Hamid has broken up with $BMBL.

In this episode of Buy Hold Rant, host Hamid Shojaee drops a bombshell: he's officially exited his entire Bumble position after months of disappointing execution, stonewalled investor relations, and delayed product launches. Cohost Dustin Alper explains why he's staying put. Then the guys dig into Rocket Lab's ($RKLB) strong earnings beat, debunk the latest "photonics kills memory demand" bear case against Micron ($MU), and talk about SpaceX ($SPCX) AI's Grok 4.6/Cursor momentum. They also break down the massive Tesla/SpaceX ($TSLA)TerraFab semiconductor facility planned for Texas. Plus, a stacked round of listener questions on AGI timelines, Micron buybacks, SaaS picks, IREN, and more.

In this episode:

🐝 Why Hamid sold 100% of his Bumble shares
🔬 The BRR micro-cap experiment and what it taught Hamid about position sizing
🚀 Rocket Lab Q2 earnings: 60%+ revenue growth, raised guidance, and Neutron delay concerns
💡 Debunking the "photonics" narrative that's been used to bash Micron
📊 Micron short interest by the numbers
🏭 Tesla & SpaceX's TerraFab: a 100M sq ft chip fab planned for Grimes County, TX
🤖 Grok 4.6, Cursor, and why SpaceX AI might be closing the gap on OpenAI
❓ Listener Q&A: AGI/ASI timelines, Micron's $400B buyback debate, best SaaS pick, Zeta Global, IREN vs. Nebius vs. CoreWeave, and whether it's a good time to buy Meta

Do you think photonics is a true threat for Micron and other memory companies? Let us know in the comments!

⚠️ Note: This content is for informational and entertainment purposes only and not financial advice. Always do your own research.

Don't forget to check out:

The Best (and Free) Earnings Calendar: https://earningshub.com/
Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolio
Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr

#micron #mu #meta #spacex #elonmusk #rocketlab  #bumble #ai #photoniccomputing #photonics  #tesla #grok #grokai #iren #savvytrader #techstocks #earnings #investing #investingpodcast #stockmarket 

⏱️ Chapters:

0:00 Hamid exits his Bumble position
2:00 Why Hamid turned sour on Bumble
15:35 Lessons from the BRR micro-cap experiment
17:35 Rocket Lab earnings breakdown
23:35 Photonics: the newest Micron bear narrative
28:45 Tesla & SpaceX's TerraFab mega-fab in Texas
33:00 GrokBot, Grok 4.6, Cursor & SpaceX AI's rise
41:05 Listener questions begin
44:30 Should Micron spend $400B on buybacks?
47:20 Best SaaS company to invest in right now
49:10 Mind Robotics & Rivian's robotics spinoff
51:45 Micron's patience level vs. the "Bumble treatment"
54:30 Zeta Global: worth a look?
57:35 IREN vs. Nebius vs. CoreWeave
1:01:10 Is now a good entry point for Meta?

It was a stacked earnings week for several major tech companies, including Meta ($META), Rivian ($RIVN), Bumble ($BMBL), SpaceX ($SPCX), Eos Energy ($EOSE), and SanDisk ($SNDK). In this episode of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper break down the numbers, especially those from their biggest positions. They also do a deep dive into whether Micron's rock-bottom forward P/E actually makes sense. Plus, they debate whether SpaceX could deliver on its massive promises without Elon Musk at the helm.

In this episode:

📈 Why Hamid bought more Meta, Rivian & Micron and trimmed Robinhood ($HOOD)
🚗 Rivian announces a second Autonomy Day & R2 delivery outlook
💰 Robinhood Ventures Fund ($RVI) II: early vs. late-stage investing
💔 Bumble's EPS miss and the product overhaul watch
🚀 SpaceX's blowout quarter & Elon's trillion-dollar 2030 target
💾 SanDisk's double beat vs. Micron's forward P/E
🕵️ Citadel, Jim Cramer & the hedge fund liquidation controversy
🔐 Bitcoin's Coldcard wallet hack explained
❓ Listener questions on Meta, position sizing, AI memory demand & more

What do you think? Can SpaceX deliver? Let us know in the comments!

⚠️ Note: This content is for informational and entertainment purposes only and not financial advice. Always do your own research.

Don't forget to check out:

The Best (and Free) Earnings Calendar: https://earningshub.com/
Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolio
Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr

#micron #mu #meta #spacex #elonmusk #rivian #rivianr2 #robinhoodstock #bumble #robinhoodapp #ai #eos #citadel #sandisk  #savvytrader #techstocks #earnings #investing #investingpodcast 

We made it to episode 50 of Buy Hold Rant! 🥳 In this milestone episode, hosts Hamid Shojaee and Dustin Alper break down a brutal red day in the markets and try to find the silver lining. The guys explain why they're viewing it as a buying opportunity, not a reason to panic. They also dive into the latest major earnings reports and look ahead to Rivian's earnings. Plus, they highlight new Savvy Trader features and debate American tech talent vs. Chinese tech talent.

🔥 In this episode:

📉 Why Micron (and the tech market in general) is tumbling and why Hamid's buying the dip
🇨🇳 What the $500B CXMT IPO on the Chinese market reveals about Micron's valuation
📊 Microsoft ($MSFT), Meta ($META), and Robinhood ($HOOD) earnings reactions
🚗 What the guys expect from Rivian's ($RIVN) latest earnings report
🆕 New Savvy Trader features showing portfolio allocation history & snapshots
💬 Listener Q&A: leveraged ETFs, options, market anxiety, cash strategy, AI's impact on SaaS, and more!

How are you feeling about the red market? Is this the start of the bursting of the AI bubble? Let us know in the comments!

⚠️ Note: This content is for informational and entertainment purposes only and not financial advice. Always do your own research.

Don't forget to check out:

The Best (and Free) Earnings Calendar: https://earningshub.com/
Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolio
Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr

#micron #cxmt #microsoft #meta #robinhood #robinhoodapp #saas #ai #rivian #savvytrader #techstocks #earnings 

Chinese AI may have just changed the AI race. In Episode 49 of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper discuss Kimi K3, the Chinese AI model that's surprising the U.S. tech industry with capabilities rivaling ChatGPT and Claude. What does this mean for American AI leaders, semiconductor stocks, and the future of AI investing?

The hosts also break down the latest Tesla ($TSLA) and Alphabet/Google ($GOOGL) earnings and discuss their latest portfolio moves. Plus, is Hamid breaking up with Bumble ($BMBL)?

🔥 In this episode:

🤖 Kimi K3 vs. ChatGPT & Claude: Is the AI race changing?
💾 Micron ($MU): How could the latest AI developments affect memory demand?
📊 Tesla ($TSLA) & Alphabet ($GOOGL): Breaking down the latest earnings reports.
📈 Portfolio Updates: Hamid sells more Robinhood ($HOOD) to buy additional Meta ($META), while Dustin adds more ($IREN).
🏗️ Meta & Anthropic: Reported talks for a major data center deal.
🛡️ $EOSE: Selected for the Golden Dome defense project.
❓ Listener Q&A

So much tech news! What do you think of Kimi K3? Are American AI companies in trouble? Let us know in the comments!

ALSO, next week is our 50th episode! Buy Hold Rant celebrates one year of the pod and we are so grateful for all our listeners. Have any questions or ideas about where the show should go next?

NOTE: This content isn't investment advice. Always do your own research.

Don't forget to check out:

The Best (and Free) Earnings Calendar: https://earningshub.com/
Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolio
Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr

#micron #ai #kimik3 #chatgpt #claude #anthropic #openai #robinhood #meta #google #iren #eosenergy #tesla #tsla #alphabet #stockmarket #investing #earnings #datacenters

Is Micron's rally just getting started? And are recent headlines creating opportunities or distractions for long-term investors? In this episode of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper dive into the week's latest news and their outlook on some of their favorite stocks. The guys explore everything from SK Hynix's Nasdaq debut to Micron's place in the AI memory boom to Meta's ($META) rumored next-generation smart glasses. They also share where they're putting their money and why and Hamid explains more about his microcap strategy. 

📈 In this episode:

💼 Portfolio updates, including new purchases of Iris Energy ($IREN), Bumble ($BMBL), and Micron ($MU)
🧪 Hamid explains his new microcap investing experiment
💾 Why SK Hynix's ($SKHY) Nasdaq listing has investors asking questions about Micron
🤖 The long-term outlook for Micron, AI, and the growing demand for memory storage
🐝 Is Bumble's new marketing campaign enough to turn the company around?
🚀 Why Rocket Lab ($RKLB) continues to look so attractive
👓 Thoughts on Meta's rumored "super sensing" smart glasses prototype
❓ Listener questions

👇 Love the show? We'd love to hear from you! What stock are you most bullish on right now? Let us know in the comments.

👍 If you enjoyed this episode, please Like, Subscribe, and turn on notifications so you never miss a new episode of Buy Hold Rant!

NOTE: This content isn't investment advice. Always do your own research.

Don't forget to check out:

The Best (and Free) Earnings Calendar: https://earningshub.com/
Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolio
Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr

#micron #skhynix #skhynixstock #microntechnology #meta #rocketlab #iren #bumble  #microcapstocks #ai #nasdaq #stockmarket #techstocks #investing #investingpodcast 

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.

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 #micronstock #mu #rivian #earningsseason #meta #ai #semiconductors #stockmarket #techstocks #investing #investingpodcast

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.

Don't forget to check out:

The Best (and Free) Earnings Calendar: https://earningshub.com/
Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolio
Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr

#micron #mu #micronstock #meta #metaai #datacenters #iridium #rocketlab #robinhood #robinhoodstock #apple #cloudcomputing #stockmarket #techstocks #investingpodcast #investing

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.

Don't forget to check out:

The Best (and Free) Earnings Calendar: https://earningshub.com/
Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolio
Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr

#micron #mu #earnings #earningsreport #ai #semiconductors #stockmarket #techstocks #investing #investingpodcast