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

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

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