Buy Hold Rant - Stocks and Investing

Is the AI trade is over? Not so fast. Micron ($MU) fell almost 7% after the midterms, and we think the market has it backwards.In episode 63, Hamid and Dustin react to the election sell-off and why they believe AI spending actually isn't going anywhere. Hamid adds Rivian ($RIVN) and exits Bitcoin from his public portfolio, and Dustin buys Once Upon a Farm ($OFRM) after a recall knocked 40% off the stock. They also discuss Apple's ($AAPL) warning on memory prices and Rivian's record quarter. Plus, they anticipate Rocket Lab's ($RKLB) Q3 earnings, speculate on Meta's home robot and, as always, answer listener questions.🎙️ In this episode:🗳️ The midterms and the AI trade🚗 Hamid adds Rivian, exits Bitcoin🥣 Dustin buys Once Upon a Farm after the recall🍎 Apple's memory price warning and what it means for Micron📊 Rivian's record $2.16B Q3🚀 Rocket Lab earnings preview after the Neutron delay🤖 Meta's humanoid robot💬 Listener Q&A: Micron vs SanDisk, Rivian short interest, IREN💬 Where do you think AI stands after the midterms? Let us know in the comments!👇 Don't forget to check out:New! Potaris: https://portaris.com/The Best (and Free) Earnings Calendar: https://earningshub.com/Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolioDustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr⏱️ Chapters:0:00 Election result and the AI trade 8:53 Hamid's portfolio updates18:13 Dustin's portfolio: Google and Once Upon a Farm 31:57 Apple earnings and Micron memory costs 37:52 Rivian Q3 recap 45:29 Rocket Lab Q3 preview 49:21 Meta humanoid robot 56:41 Listener Q&A⚠️ Disclaimer: This content is for informational and entertainment purposes only and is not financial advice. Always do your own research before making any investment decisions.#micron #rivian #apple #rocketlab #aistocks #midterms #stockmarket #buyholdrant

Major tech news this week! AI giant Anthropic just filed to go public, and the numbers might be the most impressive in history. In this episode of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper discuss Anthropic's upcoming IPO and how it compares to the recent SpaceX ($SPCX) IPO. They also react live to Microsoft ($MSFT) and Google ($GOOGL) earnings, dig into Robinhood’s ($HOOD) slowing growth, and debate whether Anthropic is a must-own IPO or a company without a moat. Plus, Dustin explains his buy-first tax-loss harvesting move on Rivian ($RIVN), and the guys preview Rivian’s Q3 earnings before taking a packed round of listener questions.📈 In this episode:🚙 Dustin adds to Rivian and explains his “buy first, sell later” tax-loss harvesting strategy💻 Microsoft double beat: $92B revenue, $4.89 EPS🔍 Google beats on revenue but misses big on EPS🎯 Robinhood earnings: event contracts up 6x, but is the company losing focus?🤖 Anthropic IPO: ~$100B raise at a $1.5–2T valuation, $16.3B in H1 revenue🚀 Anthropic vs. SpaceX: which IPO would you rather own?🧠 Rivian acquires Third Dimension AI to build driving simulations for self-driving📊 Rivian Q3 preview: first $2B quarter, margins, R2 demand, and the December 9 autonomy event🎙️ Listener Qs: Ouster, Cerebras, Netflix at $60, Google vs. Meta valuation, Amazon’s new AI wearable, Apple’s touchscreen MacBook, and exit strategies for Micron and IREN💬 Would you buy Anthropic at IPO, or wait and see? Let us know in the comments 👇⚠️ Disclaimer: This content is for informational and entertainment purposes only and is not financial advice. Always do your own research before making any investment decisions.Don't forget to check out:New! Potaris: https://portaris.com/The Best (and Free) Earnings Calendar: https://earningshub.com/Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolioDustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr#google #microsoft #rivian #robinhoodinvesting #robinhood #anthropic #anthropicclaude #anthropicipo #meta #micron #iren #ai #artificialintelligence #earnings #apple #amazon #stockmarket #investing #buyholdrant

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

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

Lots of $RIVN discussion this week! Rivian just posted record deliveries, so why did the stock drop? On episode 59 of Buy Hold Rant, Hamid Shojaee and Dustin Alper look at Rivian's Q3 delivery beat and what it means for the R2 ramp. They also explain why SpaceX's rally rests on AI data center revenue that may not last, and why Nike ($NKE) still doesn't look cheap after a 77% drop. Plus, they discuss the Paramount–Warner Bros. merger closing and Nvidia ($NVDA) potential $6 trillion market cap. And, as usual, the guys dive into listener questions!📊 In this episode:🚙 Rivian Q3 deliveries: 19,000+ vehicles, up 46% YoY, and what to watch on margins🔍 Rivian insider sales, the VW joint venture, and the autonomy thesis🚀 SpaceX breakout: why data center rental revenue isn't the same as Starlink revenue⚡ SpaceX–Tesla ($TSLA) merger rumors are back🎬 Paramount + Warner Bros. close the deal, with a 30-movies-a-year pledge and the new $SKYD ticker👟 Nike's five-year collapse as compared to Lululemon's ($LULU) position💚 Nvidia pushes toward a $6T market cap🎙️ Listener Q&A: Rivian vans vs. FedEx's pick of BrightDrop, Netflix ($NFLX) strategy, Bumble ($BMBL) tax-loss harvesting, the IREN ($IREN) hit piece, AI oligopoly fears, defensive stocks, OpenAI's math breakthrough, and Rivian's buy price💬 Is Rivian at its best price ever relative to where the company is, or is the market right to stay skeptical? Let us know in the comments!⚠️ This content is for informational and entertainment purposes only and is not financial advice. Always do your own research before making investment decisions.🎁 Try Portaris free for 14 days. Use code BUYHOLDRANT for 75% off your first year.Don't forget to check out:New! Potaris: https://portaris.com/The Best (and Free) Earnings Calendar: https://earningshub.com/Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolioDustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr#rivian #rivianr2 #spcx #tesla #nike #iren #ai #openai #datacenters #lululemon #netflix #bumble #stockmarket #investing #investingpodcast #buyholdrant 0:00 Intro1:20 Rivian Q3 deliveries beat estimates7:00 Rivian insider selling8:50 Rivian's VW joint venture and autonomy11:25 SpaceX breakout and data center revenue19:50 SpaceX–Tesla merger rumors21:35 Paramount + Warner Bros. merger closes28:05 Nike's five-year collapse32:50 Nike vs. Lululemon34:35 Nvidia nears a $6T market cap36:20 Listener Q&A: Hamid's Italy trip37:20 Rivian delivery vans and FedEx's BrightDrop pick40:25 Rivian Autonomy Day 2.040:50 What would you do as Netflix CEO?45:15 Dustin's plan for Bumble49:35 The IREN data center hit piece51:40 Is HBM lock-up creating an AI oligopoly?53:00 Defensive stocks to diversify away from AI54:40 OpenAI's math breakthrough and what it means for Micron59:40 What price makes Rivian a buy?1:03:55 Wrap-up

Hamid and Dustin are back from vacation (and it's Hamid's birthday!). They break down Micron's blowout Q4 and why the "memory is cyclical" argument keeps missing. They also cover Meta Connect's new glasses and VR hardware, how OpenAI's new Dots stacks up against Meta's Muse, Robinhood's 2026 Summit, and the launch of their new product, Portaris.📊 In this episode:🧠 Micron Q4: $54B revenue vs. $51B expected, a raised guide, and 26 long-term agreements🔁 Why the "Micron is cyclical" bear case looks backward, not forward🕶️ Meta Connect: audio-only glasses, $1,299 VR glasses, holograms, and the Muse Charm🤖 OpenAI Dots vs. Muse vs. Grokbot: is everyone playing for second place?🔍 Google vs. Meta: does founder-led focus beat resources?📱 Robinhood Summit: 24/7 trading, Robinhood Agents, and Agent Apps🚀 Portaris demo: net worth tracking, a catalyst feed, and AI daily reports❓ Listener Q&A: Rivian R2 and deliveries, VW Scout, Micron pricing, and Rocket Lab💬 Would you pay for an AI assistant like Dots when Muse is free? Let us know in the comments, and hit like for Hamid's birthday!⚠️ Disclaimer: This content is for informational and entertainment purposes only and is not financial advice. Always do your own research before making investment decisions.🎁 Try Portaris free for 14 days. Use code BUYHOLDRANT for 75% off your first year.Don't forget to check out:New! Potaris: https://portaris.com/The Best (and Free) Earnings Calendar: https://earningshub.com/Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolioDustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr#micron  #mu  #meta  #metaconnect  #openai  #robinhood  #rivian #rivianr2  #rocketlab  #google  #ai  #vr  #investing  #stockmarket  #buyholdrant⏱️ Chapters:0:00 Intro & Hamid's birthday1:25 Episode rundown1:55 Micron Q4 earnings13:00 Meta Connect recap27:10 OpenAI Dots vs. Meta Muse32:20 Google vs. Meta: the founder-led advantage43:20 Robinhood 2026 Summit48:55 Introducing Portaris + live demo1:01:20 Listener Q&A1:03:35 Rivian R2, delivery estimates & VW Scout1:10:00 Portaris vs. Savvy Trader & Earnings Hub1:11:11 Is the market pricing in Micron's decline?1:13:20 Rocket Lab: overpriced? 1:15:50 Wrap-up

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

So much drama this week! First, the AI safety debate went mainstream this week and Buy Hold Rant hosts Hamid Shojaee and Dustin Alper break down the whole saga, from the viral Anthropic engineer's departure post to CEO Dario's warnings to Elon and Trump weighing in at the All-In Summit. So what does that actually mean (or doesn't mean) for Micron ($MU), Nvidia ($NVDA), and the chip race. They also dig into the Robinhood ($HOOD) stock token controversy and Meta ($META) Muse's explosive early traction, with both guys raving about Muse's performance. Plus, they touch on Blackstone's full exit from Bumble. And don't forget to listen to the stacked round of listener questions on Rivian ($RIVN), Google ($GOOGL), and last week's S-curve framework.In this episode: 🤖 The AI existential risk debate: Dario, Elon, Trump, and the All-In Summit fallout💾 Why the AI fear narrative hit $MU and $NVDA and whether the sell-off is justified🪙 Robinhood's stock tokens: The AMC/Vlad Tenev/RJ Scaringe drama and what regulation should look like✨ Meta Muse's rapid rise: App Store rankings and distribution vs. ChatGPT/Grok💔 Blackstone's full exit from Bumble and what it signals🚗 Rivian earnings expectations, Citi's neutral rating, and interest rate impact🔎 Listener Q&A: Meta's bear case, Google's ad model in an AI-agent world, Micron's forward P/E, and locating $MU, $RIVN, and $RKLB on the S-curveSo what's your take? Is the AI safety debate a real risk to the semiconductor trade, or is the market (and everyone else) overreacting?⚠️ Note: This content is for informational and entertainment purposes only and not financial advice. Always do your own research.Don't forget to check out:The Best (and Free) Earnings Calendar: https://earningshub.com/Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolioDustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr#ai #aidebate #airegulation #micron #nvidia #nvidiastock #semiconductors #robinhood #meta #metamuse #muse #aiagents #llms #artificialintelligence #rivian #rocketlab #google #aimodels #grok #grokai #chatgpt #anthropic #stockmarket #techstocks #investing #buyholdrantChapters:0:00 – Intro & episode agenda (new on-screen agenda bar)1:56 – AI safety debate deep dive21:26 – Robinhood stock tokens: the AMC, Vlad & RJ drama31:34 – Meta Muse initial success46:19 – Bumble: Blackstone's full exit and what it signals49:28 – Listener Q&A begins49:58 – Strongest bear case for Meta53:11 – Google's ad revenue in an AI-agent world55:07 – Citi's neutral rating on Rivian57:46 – Does an AI slowdown actually hurt semiconductor demand?1:00:42 – Micron & Sandisk's choppy price action vs. other AI semis1:02:14 – What would close Micron's forward P/E gap with the Mag 7?1:04:18 – Locating Micron, Rivian & Rocket Lab on the S-curve1:08:57 – Vetting stock picks1:12:03 – 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 QsWhich 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-portfolioDustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr#meta #metaai #metamuse #apple #iphone #chatgpt #anthropic #claude #claudeai #uber #rivian #tesla #cybercab #robinhood #grokai #grok #chatgpt #openai #ai #stockmarket #investing

Is the AI bubble about to pop, and who survives if it does? In Episode 55 of Buy Hold Rant, Hamid and Dustin break down the black swan scenarios nobody's talking about. What actually happens to massive AI stocks like Micron ($MU) and Nvidia ($NVDA) if the bubble bursts? The guys also break down IREN's ($IREN) surprisingly detailed earnings call, react to Meta's ($META) jaw-dropping new Muse Voice Transcribe model, and unpack why OpenAI just pulled its models from Cursor following the SpaceX ($SPCX) acquisition. Plus, Hamid makes a major call on the future of his public Savvy Trader portfolio.In this episode: 📊 Hamid's decision to keep his Savvy Trader portfolio public 🤖 What would actually happen to AI stocks if the bubble bursts and which companies survive?⚡ IREN's earnings call includes a 2027 revenue projection north of 15 billion dollars🎙️ Meta's Muse Voice Transcribe model and why it matters for the AI glasses roadmap🥊 OpenAI pulling its models from Cursor after the SpaceX acquisition🚀 When (if ever) the guys would buy SpaceX💬 A stacked listener Q&A: the Micron strike, IREN's owned power advantage, Amazon's legal risk, and Rivian's multi-year trading range💬 If the AI bubble popped tomorrow, which of your holdings would you trust to survive and which would you dump today?⚠️ Note: This content is for informational and entertainment purposes only and not financial advice. Always do your own research.Don't forget to check out:The Best (and Free) Earnings Calendar: https://earningshub.com/Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolioDustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvrChapters:0:00 Intro1:05 Portfolio Update: Why Hamid Is Keeping Savvy Trader Public6:30 What Happens If the AI Bubble Bursts?19:15 IREN Earnings Breakdown35:05 Meta's New Muse Voice Transcribe AI Model41:05 OpenAI Pulls Its Models From Cursor48:00 Listener Questions#micron #microntechnology #nvidia #nvidiastock #ai #aibubble #iren #meta #openai #cursor  #spacex #rivian