Ep 45: $MU Earnings, the Future of AI and Micron Deep Dive!

Ep 45: $MU Earnings, the Future of AI and Micron Deep Dive!

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 massive Q3 2026 earnings results 🤝 Pros and cons of the strategic Micron/Anthropic multi-year partnership 🧠 The latest AI infrastructure and semiconductor trends ❓ Listener Q&A about Nvidia ($NVDA), Meta ($META), Rocket Lab ($RKLB) and more! How did YOU feel about the Micron earnings results? Let us know in the comments! Subscribe for weekly conversations on investing, technology, business, and the markets. NOTE: This content isn't investment advice. Always do your own research. Don't forget to check out: The Best (and Free) Earnings Calendar: https://earningshub.com/ [https://earningshub.com/] Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolio [https://savvytrader.com/Hamid/my-actual-portfolio] Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr [https://savvytrader.com/dustin/rvr] #micron #mu #earnings #earningsreport #ai #semiconductors #stockmarket #techstocks #investing #investingpodcast

Ep 44: $MU Expectations Too High? $SPCX IPO, Revisiting $SMCI & $UBER

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 gain momentum. Hamid also takes a look back at several of his past investment decisions including $SMCI, $UBER, and $NFLX, reflecting on which moves he would make again and which ones he might reconsider. Plus, the guys speculate about what Micron's ($MU) earnings results will be next week. 🔥 Key Topics: 🚀 Reactions to the SpaceX IPO and the Cursor acquisition 💰 What does it mean that Elon Musk has become the world's first trillionaire? 📉 Why is $META struggling despite strong financial results? 📞 What could Micron's earnings next week look like? 🤔 Hamid reviews past investments and discusses which decisions he regrets—and which he doesn't. 🧾 How investors should think about taxes when building long-term wealth. 🎙️ Listener questions NOTE: This content isn't investment advice. Always do your own research. Don't forget to check out: The Best (and Free) Earnings Calendar: https://earningshub.com/ [https://earningshub.com/] Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolio [https://savvytrader.com/Hamid/my-actual-portfolio] Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr [https://savvytrader.com/dustin/rvr] #micron #micronstock #spacex #spacexipo #meta #ai #techstocks #stockmarket #rocketlab #elonmusk #tesla #stockmarket #investing #investingpodcast

Ep 43: Was $RIVN Launch Day a Success? $AAPL Dev Conference, OpenAI IPO and More!

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 toward going public and what it could mean for the SpaceX and Anthropic IPOs 🚙 Rivian's ($RIVN) June 9 launch event and the overwhelmingly positive reaction 🍎 Apple's ($AAPL) WWDC announcements and whether this could be Tim Cook's final conference as CEO 📈 The latest developments in technology, AI, and the stock market 🎧 Listener questions about Micron ($MU), Bumble ($BMBL) and more! NOTE: This content isn't investment advice. Always do your own research. Don't forget to check out: The Best (and Free) Earnings Calendar: https://earningshub.com/ [https://earningshub.com/] Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolio [https://savvytrader.com/Hamid/my-actual-portfolio] Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr [https://savvytrader.com/dustin/rvr] #rivian #rivianr2 #google #spacex #openai #apple #anthropic #ai #aistocks #techstocks #micron #stockmarket #investingpodcast #investing

Ep 42: $MU Crosses $1K? Plus, 8 Bullish Reasons for RIVN, Anthropic IPO and More!

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 $1,000 per share and Hamid explains why he decided to trim his position, despite remaining optimistic about the company's long-term prospects. 🚗 Rivian continues to impress. Hamid lays out his bullish 8-point thesis, including the company's loyal fan base, attractive valuation, strong execution, and why the upcoming R2 could be a game-changing vehicle already generating significant excitement. 🚀 Anthropic vs. SpaceX: What could these future IPOs look like? They compare valuations, growth opportunities, and what investors should expect if either company finally goes public. 📱 Has Robinhood ($HOOD) started to break away from Bitcoin's price action? The guys explore whether Robinhood's growth story is becoming bigger than crypto itself. NOTE: This content isn't investment advice. Always do your own research. Don't forget to check out: The Best (and Free) Earnings Calendar: https://earningshub.com/ [https://earningshub.com/] Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolio [https://savvytrader.com/Hamid/my-actual-portfolio] Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr [https://savvytrader.com/dustin/rvr] #micron #mu #micronstock #rivian #rivianr2 #robinhood #anthropic #spacex #ai #aistocks #techstocks #investing #stockmarket #crypto #bitcoin

Ep 41: $MU $1.6k Target Too Low? SpaceX Numbers, $RACE New EV, $IMAX Sale

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) unveils its new EV and the specs are a major letdown 💰 Discussion on how to navigate the BEST times to sell stocks like Rocket Lab and Micron 🤖 Hamid answers: “What would you say to Elon Musk face-to-face?” 🎧 Listener questions answered (as always) NOTE: This content isn't investment advice. Always do your own research. Don't forget to check out: The Best (and Free) Earnings Calendar: https://earningshub.com/ [https://earningshub.com/] Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolio [https://savvytrader.com/Hamid/my-actual-portfolio] Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr [https://savvytrader.com/dustin/rvr] #micron #rivian #rivianr2 #rocketlab #tesla #ferrari #techstocks #stockmarket #investing #investingpodcast