Buy Hold Rant - Stocks and Investing

Ep 40: $NVDA Reports Earnings! Plus $MU, $RKLB and $RIVN Updates

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 holding? 🤖 The guys dive into Nvidia's ($NVDA) latest earnings report and discuss what it might mean for AI stocks ❤️ Hamid shares updates on his 100Tiles nonprofit project ❓ Listener Q&A 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 #nvidia #nvidiaearnings #stockmarket #investingpodcast #investing

Ep 39: $MU and $RKLB Go Hyperbolic, Plus $IREN, $EOSE, and $ASTS Earnings

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 Micron 📊 Why company valuations should be tied to revenues, profits, and future potential, not historical stock charts ⚡ EOSE earnings reaction 💻 IREN earnings and outlook 🎧 Listener questions and discussion They also give a preview into the latest features of their company Savvy Trader. 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/ Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolio Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr #micron #rocketlab #eose #iren #astspacemobile #asts #earnings #earningsreport #stockmarket #techstocks #investing #investingpodcast

Ep 38: $MU Next $1 Trillion Company? $BMBL Earnings, $META Robotics

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 & $DIS 🤖 What does Meta's acquisition of a robotics company mean for the company's future? 📦 Amazon ($AMZN) opens up its logistics network: What does this mean for competitors and the broader e-commerce landscape? 💬 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 #meta #metaai #bumble #amazon #uber #amd #disney #disneystock #stockmarket #techstocks #investing #investingpodcast

Ep 37: Can Earnings Save the Market? $AMZN, $MSFT, $META, $GOOGL, & $HOOD

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? ⏳ Opportunity cost — How to think about what you might be giving up when you invest 💬 Listener Q&A 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] #earnings #earningsreport #microsoft #apple #micron #google #meta #robinhood #robinhoodstock #rocketlab #stockmarket #techstocks #investing #investingpodcast

Ep 36: New $AAPL CEO, $AMZN & $HOOD Invest in AI and More!

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 $75 million investment in OpenAI and how capital continues to flood into artificial intelligence. And as usual, they discuss their latest portfolio moves and the thought processes behind them. 🔥 Key Topics: 🍏 Apple leadership shakeup as Tim Cook steps down and John Ternus takes over 🤖 Amazon’s massive $25B investment in Anthropic 💰 RVI invests $75M into OpenAI 📊 Portfolio updates—what they’re buying, holding, and trimming 🎧 Listener questions NOTE: This content isn't investment advice. Always do your own research. Don't forget to check out: Dustin's Article, AI Killed the TikTok Star... and Every Job Imaginable https://www.dustinalper.com/blog/ai-killed-the-tiktok-star?utm_source=bhr [https://www.dustinalper.com/blog/ai-killed-the-tiktok-star?utm_source=bhr] 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] #rocketlab #robinhood #robinhoodstock #amazon #ai #openai #anthropic #apple #timcook #stockmarket #investing #investingpodcast #techstocks