Ep 23: $NFLX Earnings, $RKLB, $MU, $META Portfolio Updates and More
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Earnings season continues with some major tech companies reporting, including Netflix ($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
