Buy Hold Rant - Stocks and Investing

Епизоди

• 
  Ep 57: $MU AI Fears, $HOOD Tokens, $META Muse, Blackstone Exits $BMBL 16.09.2026 1ч 12мин

  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 t...
• 
  Ep. 56: $META Muse, $TSLA Cybercab, $AAPL iPhone Duo, ChatGPT Astra 09.09.2026 1ч 6мин

  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 pos...
• 
  Ep. 55: What happens if AI bubble bursts? $MU, $SPCX, $META, $IREN 02.09.2026 1ч 11мин

  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 (...
• 
  Ep. 54: $NVDA Earnings, New $AAPL Macs, $MU CEO Interview, $META Settlement 26.08.2026 1ч 9мин

  NVIDIA earnings are out and the company reported a beat on both revenue and EPS, but the stock dropped anyway. In Episode 54 of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper break down NVIDIA's ($NVDA) earnings, Apple's ($AAPL) new AI-branded Macs, and Micron's ($MU) CEO doubling down on the memory supercycle with Jim Cramer. The guys also cover Meta's ($META) 18 billion dollar teen safety settlement and Rivian's (RIVN) Autonomy+ preview. Plus, Hamid gives his reasons for raising cash b...
• 
  Ep. 53: $NVDA Earnings Next Week, $META Lawsuit, $IREN Delivers for $MSFT 19.08.2026 1ч 11мин

  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 1ч 4мин

  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 1ч 16мин

  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 1ч 11мин

  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 1ч 9мин

  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 1ч 7мин

  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 1ч 6мин

  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 1ч 9мин

  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 1ч 3мин

  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 1ч 11мин

  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 1ч 6мин

  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 1ч 8мин

  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 1ч 3мин

  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 1ч

  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 1ч 6мин

  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 1ч 7мин

  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...