Buy Hold Rant - Stocks and Investing

Episode

• 
  Ep. 53: $NVDA Earnings Next Week, $META Lawsuit, $IREN Delivers for $MSFT 19.08.2026 1j 11mnt

  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 previ...
• 
  Ep. 52: Photonics Better Than $MU? $RKLB Earnings, $SPCX & $TSLA Terafab 12.08.2026 1j 4mnt

  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 ($MU), and talk about SpaceX ($S...
• 
  Ep. 51: Is $MU's Fwd P/E Justified? $SPCX, $RIVN, $BMBL, & $EOSE Earnings 05.08.2026 1j 16mnt

  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 ...
• 
  Ep. 50: $MU Buying Opportunity? $META, $HOOD, & $MSFT Earnings, $CXMT IPO 29.07.2026 1j 11mnt

  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 ...
• 
  Ep. 49: Kimi K3's Impact on $MU, $TSLA & $GOOGL Earnings, $IREN to $4B ARR 22.07.2026 1j 9mnt

  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 u...
• 
  Ep. 48: $SKHY on Nasdaq, $ASML & Bank Earnings, $META Prototype Glasses 15.07.2026 1j 7mnt

  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 ...
• 
  Ep. 47: $RIVN Q2 Surprise, $MU + 25% Pullback, Taking Profits on $HOOD 09.07.2026 1j 6mnt

  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 co...
• 
  Ep 46: $MU $1,800 Target? $AAPL Price Increases, $RKLB to acquire $IRDM 01.07.2026 1j 9mnt

  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...
• 
  Ep 45: $MU Earnings, the Future of AI and Micron Deep Dive! 24.06.2026 1j 3mnt

  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...
• 
  Ep 44: $MU Expectations Too High? $SPCX IPO, Revisiting $SMCI & $UBER 17.06.2026 1j 11mnt

  What's the latest following the SpaceX IPO and Cursor acquisition? And how do we feel about Elon Musk becoming the first trillionaire? In Episode 44 of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper discuss the latest with all things Elon Musk, share portfolio updates, and answer listener questions as usual! They dive into the puzzling market reactions surrounding Meta ($META), examining why, even though the company has reported strong financial results, stock prices have struggled to ...
• 
  Ep 43: Was $RIVN Launch Day a Success? $AAPL Dev Conference, OpenAI IPO and More! 10.06.2026 1j 6mnt

  In this episode of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper discuss the major tech news from the past week, from the massive infrastructure spending fueling the AI boom to the latest developments at OpenAI, Rivian, and Apple. The guys share their perspectives on what matters, what doesn't, and where investors should be paying attention. 🔥 In this episode: 🚀 Google ($GOOG) reportedly spending $920M per month on AI computing capacity from SpaceX ($SPCX) 🤖 OpenAI's move ...
• 
  Ep 42: $MU Crosses $1K? Plus, 8 Bullish Reasons for RIVN, Anthropic IPO and More! 03.06.2026 1j 8mnt

  Micron ($MU) crosses the $1,000 mark, Rivian's ($RIVN) future looks brighter than ever, and Wall Street is already dreaming about the next mega IPOs, including SpaceX and Anthropic. In Episode 42 of Buy Hold Rant, Hamid Shojaee and Dustin Alper break down some of the biggest stories in tech investing and the companies they can't stop watching. 🔥 In this episode: 📊 Micron surges past $1,000 per share and Hamid explains why he decided to trim his position, despite remaining optimistic about t...
• 
  Ep 41: $MU $1.6k Target Too Low? SpaceX Numbers, $RACE New EV, $IMAX Sale 27.05.2026 1j 3mnt

  In this week's episode of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper are back with a full agenda, from Rivian's ($RIVN) launch announcement of the R2 on June 9th to Micron's ($MU) unbelievable surge to the potential effects on Rocket Lab ($RKLB) related to the upcoming SpaceX IPO. 🔥 The guys discuss: 💾 Micron surges toward $1000 🚀 Rocket Lab keeps climbing 🛰️ What happens to Rocket Lab if SpaceX launches an IPO? 🚗 Rivian announces the R2 launch event for June 9 🐎 Ferrari ($RACE) un...
• 
  Ep 40: $NVDA Reports Earnings! Plus $MU, $RKLB and $RIVN Updates 20.05.2026 1j

  Buy Hold Rant Podcast Episode 40 is here and hosts Hamid Shojaee and Dustin Alper are breaking down the latest moves in their portfolios, discussing the biggest market stories and earnings reports, and answering listener questions. In this episode: 🚀 Hamid explains why he trimmed Rocket Lab ($RKLB) ⚡ Dustin talks about buying Rivian ($RIVN) 🚙 The guys try the Rivian R2 configurator and debate their ideal setup 💾 Micron continues to dominate, so should investors take profits or keep ho...
• 
  Ep 39: $MU and $RKLB Go Hyperbolic, Plus $IREN, $EOSE, and $ASTS Earnings 13.05.2026 1j 6mnt

  Episode 39 of the Buy Hold Rant podcast is here! On this episode, hosts Hamid Shojaee and Dustin Alper dive into the biggest investing stories of the week, including why they both decided to trim their Rocket Lab ($RKLB) positions. What’s really happening with Rocket Lab, and has the market gotten ahead of itself? They also break down AST SpaceMobile ($ASTS) earnings and compare and contrast ASTS and Rocket Lab. Plus, the guys discuss: 🧠 What analysts may be getting wrong about ...
• 
  Ep 38: $MU Next $1 Trillion Company? $BMBL Earnings, $META Robotics 06.05.2026 1j 7mnt

  Welcome back to Episode 38 of the Buy Hold Rant Podcast with your hosts Hamid Shojaee and Dustin Alper. This episode is packed with Q1 2026 earnings analysis, stock market talk and spicy rants on the latest in tech and investing: 🔥 Key Topics: 🚀 Could Micron ($MU) be the next $1 trillion company? 🐝 Bumble’s ($BMBL) Q1 earnings & subscriber struggles 📊 Earnings roundup: $SMCI, $AMD, $UBER & $DIS 🤖 What does Meta's acquisition of a robotics company mean for the company's future? 📦 Ama...
• 
  Ep 37: Can Earnings Save the Market? $AMZN, $MSFT, $META, $GOOGL, & $HOOD 29.04.2026 1j 8mnt

  In this episode of the Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper dive into the biggest market-moving stories and ask the question everyone’s thinking: can earnings keep this market going? 🔥 Key Topics: 📊 Robinhood earnings — Hamid sells, but why? 💻 Big Tech breakdown — $AMZN, $MSFT, $META, and $GOOGL earnings reports ⚠️ Memory shortage concerns — What a potential supply crunch could mean for Apple ($AAPL) and Micron ($MU) 🏦 Roth IRA vs. Traditional IRA — Which one makes sense? ⏳ O...
• 
  Ep 36: New $AAPL CEO, $AMZN & $HOOD Invest in AI and More! 22.04.2026 57mnt

  Lots to cover this week! In Episode 36 of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper dive into the surprising leadership shift at Apple ($AAPL), with Tim Cook stepping down as CEO and John Ternus taking the reins. The guys speculate what this could mean for Apple’s future, innovation strategy, and stock outlook. They also talk about Amazon’s ($AMZN) massive $25 billion investment in Anthropic and what it signals about the intensifying AI arms race. Plus, they unpack RVI’s...
• 
  FIXED: Ep 35: $HOOD & PDT Rule, $EOSE New Partner, Software Stocks with Poor Moats 16.04.2026 1j

  There's lots to talk about on Episode 35 of the Buy Hold Rant Podcast! Hosts Hamid Shojaee and Dustin Alper discuss why the market has been flashing green and ask the big question: should we actually be excited, or is this just another head fake? The guys break down what’s really driving the recent momentum and whether it has staying power. They also discuss why especially Robinhood ($HOOD) has benefitted from a recent SEC regulatory change and also talk about the guys' latest portfolio updat...
• 
  Ep 34: $META Muse Spark AI, $HOOD Named Trustee, $RKLB vs SpaceX and More! 08.04.2026 56mnt

  Markets are moving higher on news of an Iran ceasefire, and Hamid and Dustin break down whether this rally has staying power. They also dive into Hamid’s portfolio strategy and what he plans to do with his cash in this environment. The guys also discuss Robinhood ($HOOD) being named Initial Trustee for Trump Accounts and Meta's ($META) new Muse Spark AI model,. Plus, they compare Rocket Lab ($RKLB) vs SpaceX market caps and note the key red flags that can make you walk away from an investment...