Earnings season continues with some major tech companies reporting, including Netflix ($NFLX) and Intel ($INTC) later this week. In Episode 23 of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper discuss updates in some of their biggest holdings, including Rivian ($RIVN), Micron ($MU), and Meta ($META). They also discuss $NFLX earnings, which follow after Warner Bros. officially accepted Netflix's approx. $72B all-cash offer. Plus, they discuss the latest NYSE announcement of a new digital platform for trading digital tokens representing stocks, bonds, and other assets.

🔥 In this episode:

🚙 Rivian ($RIVN): EV design, delivery milestones, profitability, and stock outlook
🧠 Micron ($MU): Memory chips, AI demand, data centers, and whether semiconductors are still cyclical
🚀 Rocket Lab (RKLB): Satellite business growth and long-term space investing potential
📱 Meta (META): Stock pullbacks, AI strategy, and why dips may be buying opportunities
🏦 NYSE Tokenization: 24/7 trading, instant settlement, and the future of financial markets
📈 Investing Strategy: Long-term mindset, fundamentals, risk management, and stop losses
💬 Listener questions

NOTE: This is not investment advice. Always be sure to do your own research.

Don't forget to check out:

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

#micron #rivian #meta #EVStocks #rocketlab #techstocks #investing #stockmarket #techinvesting
#netflix

Apple ($APPL) and Google ($GOOGL) become unlikely partners with a major announcement this week. In this episode of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper discuss the latest major tech news, which, of course, is Apple's announcement to use Google Gemini to run its AI-powered Siri. Is Steve Jobs rolling in his grave? Hamid and Dustin discuss the possible strategy behind the deal. The guys also dive into their latest portfolio moves, with Hamid doubling down on Micron ($MU) and Meta ($META) and Dustin rebalancing his portfolio. Plus, 2025 Q4 Earnings started with the banks reporting this week!

🔥 In this episode:

🤖 Apple & Google AI Partnership: Why Apple integrating Google’s Gemini AI into Siri raises major strategic questions and concerns about Apple’s long-term AI roadmap.
📈 Portfolio Updates & Stock Strategy: Hamid adds to Meta (META) and Micron (MU) while trimming Rocket Lab (RKLB) and Dustin breaks down his portfolio re-balance.
🧠 Meta’s Financial Performance: Meta’s revenue growth, margins, and AI investment could drive future upside.
🏦 Bank Earnings & Market Reactions: Analysis of earnings from JP Morgan, Bank of America, and Citigroup, and why strong results didn’t translate into higher stock prices.
💬 Listener Q&A

Don't forget to check out:

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

#apple #google #gemini #micron #tesla #rivian #meta #EVStocks #AutonomousDriving #AIStocks #Investing #StockMarket #TechInvesting

The boys are back and ready to ring in the new year with updates on their latest portfolio buys, 2026 projections, and rants (as usual). In this episode of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper do a a deep dive into Micron ($MU) and the global memory shortage driven by AI, data centers, and storage demand. They break down why Micron’s growth trajectory could mirror earlier stages of Nvidia’s ($NVDA) AI-driven expansion, while still trading at a much more attractive valuation. Plus, Hamid gives his Rocket Lab ($RKLB) projections and Dustin gives his outlook on crypto.

🔥 In this episode:

🧠 Micron ($MU): How AI, data centers, and global memory shortages are driving demand
📊 Valuation Check: Comparing Micron’s growth outlook to Nvidia’s multiples
🚀 Rocket Lab & Space: How a potential SpaceX IPO could reshape space stocks
🪙 Crypto Strategy: Rebalancing Bitcoin and Ethereum exposure
🌱 Emerging Positions: Small investments in names like Iron and EOS for diversification
🚗 EVs & Autonomy: Rivian’s long-term potential and the role of LiDAR in vehicle safety

*For informational purposes only — not financial advice.

Don't forget to check out:

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

#Investing #StockMarket #AIStocks #Micron #Nvidia #TechStocks #EVStocks #Rivian #AutonomousVehicles #SpaceStocks #RocketLab #Bitcoin #Ethereum