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

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

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

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

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

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