Buy Hold Rant - Stocks and Investing

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...

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 updates.

🔥 Key Takeaways:

📈 Is the recent market rally signal or noise?
🚀 Wh...

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 even when the fundamentals look strong.

🔥 Key Topics:

📈...

It's been a roller coaster of a week in the markets. In this episode, hosts Hamid Shojaee and Dustin Alper break down their latest stock portfolio updates, including why they both recently bought Micron (MU) and what’s driving their conviction. They discuss whether they believe MU will be affected by helium shortages coming as a result of the war in Iran and if that will influence their buying decisions. The guys also dive into the upcoming SpaceX IPO and whether they're planning on getting in on the action. And, as usual, they answer listener questions!

💡 In this...

The guys are back! In Episode 32 of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper break down some of the biggest stories shaking up the market right now and what they actually mean for investors.

💡 Key Takeaways

📊 A deep dive into Micron’s ($MU) recent stellar earnings and why the market reacted negatively despite the strong results
🤝 The surprising partnership between Rivian ($RIVN) and Uber, including Uber’s ($UBER) $1.25B investment in autonomous R2 vehicles
🚗 What it means for Uber to purchase 10,000 vehicles upfront (with plans for 40,000 more)
💰 Hamid’s take on dividend st...

Lots of news this week! In this episode of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper break down Meta's ($META) recent layoffs, Rocket Lab's ($RKLB) volatility and the latest Micron earnings results. Watch as the guys analyze live $MU's mind-blowing results that leave Hamid speechless. They also discuss the company's surprising stock drop in spite of the massive performance. Hamid explains his decision to invest in $RVI, Robinhood's ($HOOD) new Robinhood Ventures Fund I, which IPO'd earlier this month. Plus, Dustin grills Hamid about his latest social media post comparing Rivian ($RIVN)'s market cap...

In this week's episode of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper break down the major announcements from some of their biggest investments. First, the guys dive into a potential leak of Rivian's R2 pricing ahead of the company's upcoming R2 reveal event at SXSW on March 12. What does $RIVN enthusiast Hamid think of the numbers? They discuss Mind Robotics, Rivian's spin-off company, raising $500 million and what that says about Rivian CEO and Founder RJ Scaringe. The guys also look at Robinhood's ($HOOD) new Platinum card and make a case for why they think the...

This week has been jam-packed with news from some of the biggest companies on the market. In this episode of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper break down the massive developments in tech, from Apple's ($AAPL) new product announcements to the the real winner in the Paramount/Warner Bros deal (spoiler: It's $NFLX). The guys also discuss the latest earnings from AST SpaceMobile ($ASTS), Eos Energy Enterprises ($EOSE) and Rocket Lab ($RKLB). They ask the questions we all want answers to, including:

📱 Will ASTS be able to follow-through with its seemingly impossible pro...

This week, Meta ($META) announced a massive AI chips deal with AMD ($AMD) and OpenAI acquires OpenClaw and hires its creator. In this week's episode of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper discuss these two major announcements and how they will impact the companies involved for better (or worse?) They also break down the latest earnings reports from Salesforce ($CRM) and Hims ($HIMS). Plus, the guys share portfolio updates and do a debrief from their interview with Rivian ($RIVN) Founder and CEO, RJ Scaringe.

NOTE: This content is not investment advice. Always...

In a special episode of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper talk to Rivian Founder and CEO RJ Scaringe. As shareholders themselves, the guys have lots of questions for Scaringe, including how is Rivian ($RIVN) going to make up for burning nearly $25B in cash? Is the R2 the way to do it? Plus, Scaringe explains where he sees the car industry going, how EVs fit into that future, and how Rivian is going to get consumers on board.

Q4 earnings are still rolling out and Robinhood ($HOOD) makes a major announcement. In Episode 27 of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper do a deep dive into Robinhood's latest announcement that it will IPO its Robinhood Ventures Fund ($RVI), with Hamid making the case that this new fund is the very best possible way to invest in private companies. The guys also discuss Rivian's ($RIVN) stock bump after its latest earnings report, even though the company is still bleeding money. Are stockholders (including Hamid and Dustin) hopeful that the company is still on track to become...

It was another rough day for the markets, but the guys are back to try to keep things in perspective. In  Episode 26 of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper break down some of their portfolio updates, including Hamid's additional $HOOD buys and Dustin's $GOOGL and $AMZN buys. They also discuss the latest earnings reports from $SHOP and $SPOT and Dustin lays out how Iren's ($IREN) latest earnings call gave him optimism for the company's future. Plus, the guys discuss reviews of Rivian's ($RIVN) R2 test drives and Dustin reveals his love for America's Next T...

It was another rough day for the markets, but the guys are back to try to keep things in perspective. In  Episode 26 of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper break down some of their portfolio updates, including Hamid's additional $HOOD buys and Dustin's $GOOGL and $AMZN buys. They also discuss the latest earnings reports from $SHOP and $SPOT and Dustin lays out how Iren's ($IREN) latest earnings call gave him optimism for the company's future. Plus, the guys discuss reviews of Rivian's ($RIVN) R2 test drives and Dustin reveals his love for America's Next T...

There’s no other way to put it: the market is in free fall. So, what is there to say? The guys of Buy Hold Rant are back to try to make sense of the past couple days. In this episode, hosts Hamid Shojaee and Dustin Alper talk the red market, what it means and how to not panic. They break down the week’s biggest tech news, from SpaceX acquiring xAI to Tesla ($TSLA) cancelling the S and X models to the latest earnings results. They also share their latest portfolio moves, which include Hamid buying more Micron ($MU...

Some of the biggest companies reported Q4 earnings this week and the guys have LOTS to say. In this episode of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper break down the earnings results of some of the biggest companies, including some of the major holdings in each person's portfolio. The guys dive in to the latest copper trend thanks to headlines predicting a looming copper shortage. 

They also cover Rocket Lab’s ($RKLB) recent test failure, its short-term stock reaction, and why both remain confident in the company’s long-term satellite and space techn...

Earnings season continues with some major tech companies reporting, including Netflix ($NFLX) and Intel ($INTC) later this week. In Episode 23 of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper discuss updates in some of their biggest holdings, including Rivian ($RIVN), Micron ($MU), and Meta ($META). They also discuss $NFLX earnings, which follow after Warner Bros. officially accepted Netflix's approx. $72B all-cash offer. Plus, they discuss the latest NYSE announcement of a new digital platform for trading digital tokens representing stocks, bonds, and other assets.

🔥 In this episode:

🚙 Rivian ($RIVN): EV design, delivery milest...

Apple ($APPL) and Google ($GOOGL) become unlikely partners with a major announcement this week. In this episode of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper discuss the latest major tech news, which, of course, is Apple's announcement to use Google Gemini to run its AI-powered Siri. Is Steve Jobs rolling in his grave? Hamid and Dustin discuss the possible strategy behind the deal. The guys also dive into their latest portfolio moves, with Hamid doubling down on Micron ($MU) and Meta ($META) and Dustin rebalancing his portfolio. Plus, 2025 Q4 Earnings started with the banks reporting...

The boys are back and ready to ring in the new year with updates on their latest portfolio buys, 2026 projections, and rants (as usual). In this episode of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper do a a deep dive into Micron ($MU) and the global memory shortage driven by AI, data centers, and storage demand. They break down why Micron’s growth trajectory could mirror earlier stages of Nvidia’s ($NVDA) AI-driven expansion, while still trading at a much more attractive valuation. Plus, Hamid gives his Rocket Lab ($RKLB) projections and Dustin gives his outlook on cryp...

It's the last episode of 2025 and things are getting electric (vehicles, that is)! In Episode 20 of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper plug in (pun intended) to the rapidly changing electric vehicle (EV) landscape and return to the comparison between Tesla ($TSLA) and Rivian ($RIVN). They also speculate about the future of Ford ($F) and other legacy car makers and whether they will ultimately survive an electric car revolution. Plus, the guys analyze Waymo's massive $15B and who will win the self-driving taxi race.

🔥 In this episode:

🔋 Tesla ($TSLA) deep dive...

Rivian's ($RIVN) Autonomy Day is here and Hamid is at the event in person! In this bonus episode of the Buy Hold Rant podcast, hosts Hamid Shojaee reports on Rivian's announcements, both the impressive and unimpressive. Hamid also covers his demo drive of Rivian's autonomous driving  capabilities and his one-on-one conversation with Rivian founder and CEO RJ Scaringe.

#techstocks #rivian #ai #evs #evstocks #autonomousdriving #autonomy #rivn #investing

This week is packed with news! In Episode 19 of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper break it all down, from Rivian’s ($RIVN) upcoming Autonomy Day to Netflix’s ($NFLX) bold offer to buy Warner Bros. Discovery ($WBD) to Meta’s ($META) evolving AI strategy. Plus, the guys describe their own paths to becoming investors and Hamid anticipates attending Autonomy Day.

🔥 In this episode:

🚗 Rivian Autonomy Day: Why are investors selling ahead of the company's major event and announcements?
🔌 Rivian's Consumer Reports Results: What does it mean that Rivian comes out lowes...

Your favorite investors are back at it again! In Episode 18 of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper discuss Rivian’s ($RIVN) upcoming Autonomy Day on December 11, with Hamid anticipating attending and participating in a live demo of the company's latest product. Dustin also breaks down Vanguard’s surprising move to allow Bitcoin ETFs and what that means for the crypto market. Plus, the latest earnings from American Eagle, GitLab, Salesforce, and more!

🔥 In this episode:

⚡ Rivian Autonomy Day Preview: Why $RIVN is pumping, what investors should expect, and how it compares to Tesla’s 2...

It's a shorter week with Thanksgiving coming up, but the week isn't short of news! In this episode of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper tackle the week’s biggest market stories—from holiday trading shifts to tech hardware battles and bold investor predictions. The guys break down NVIDIA ($NVDA) GPUs vs Google ($GOOG) TPUs, Meta’s ($META) rumored TPU orders, and Michael Burry’s latest shorts against Nvidia and Palantir ($PLTR). Plus, Hamid shares why he sold American Eagle ($AEO) and how he’s doubling down on a concentrated five-stock portfolio focused on fintech, space, EVs, AR, a...

The market has been a little unstable this week to say the least, especially when it comes to tech stocks. But what does this mean for future performance? In this episode of Buy Hold Rant, Hamid Shojaee and Dustin Alper commiserate with each other about the recent market volatility and break down their outlook going forward. Plus, Nvidia's ($NVDA) Q3 earnings report, Tim Cook's possible Apple ($AAPL) departure, and examples of tax-loss harvesting strategies for the end of the year.

🔥 Highlights include:

📉 What this week's market volatility might mean for long-term investors
🔁 Hamid's latest portfolio...

We're celebrating our 15th episode with a big one! This week, hosts Hamid Shojaee and Dustin Alper share portfolio updates and dig into some of the most interesting earnings reports and strategy updates across tech and space, including the latest with Rocket Lab ($RKLB) and AST SpaceMobile ($ASTS). Is the space race heating up? Also, Bumble ($BMBL) plummets and Hamid breaks down why. Plus, a quick look at Rivian’s ($RIVN) strategy and the market’s reaction to its upcoming launches, including its highly anticipated Autonomy Day on December 11.

💡 In this episode:

🚀 Rocket Lab & ASTS: The new sp...

Q3 2025 earnings continue with reports from major companies like Uber ($UBER), Rivian ($RIVN), Robinhood ($HOOD), AMD ($AMD), Bumble ($BMBL), and more. In Episode 14 of Buy Hold Rant, Dustin and Hamid do a portfolio check-in and Hamid reports his portfolio took a bit of a hit. He also does a deep dive into Rivian's earnings, stock performance, and company outlook. Plus, the guys discuss why Uber's stock dropped after solid beats and why Bumble continues to be undervalued when compared to Match ($MTCH) and Grindr ($GRND).

📈 In This Episode:

📊 Earnings Highlights from Uber, Shopify ($SHOP), SMCI ($SMCI...

Q3 Earnings season is in full swing, with some of the biggest tech companies reporting this week. The good news is, several of them are seeing green. In this episode of the Buy Hold Rant podcast, Hamid and Dustin break down tech earnings from Microsoft ($MSFT), Meta ($META), and Google ($GOOGL) and fintech earnings from SoFi ($SOFI) and PayPal ($PYPL). The guys also dive into OpenAI’s transition to a for-profit company and what it means for the AI industry and investors. How does today’s AI boom compare to the dot-com bubble? 

Plus, a discussion about the d...

Tesla’s (TSLA) earnings brought mixed reactions as revenue beat expectations but EPS fell flat, while Netflix (NFLX) shares slipped after reports included a one-time tax hit from Brazil. Meanwhile, the AI race continues, with the new ChatGPT Atlas browser getting attention as a legit Google Chrome (GOOG) challenger. Plus, Hamid gives his review of the latest Meta AI glasses (META) and the guys discuss why analyst ratings are overrated.

🔥 Key topics:

🚗  Tesla's earnings lead to a stock dip amid concerns about slowing innovation, deliveries, and the delayed robotaxi rollout—even as the $7,500 tax credit continues t...

In this episode, the guys break down the recent market flash sale, how it hit their portfolios, and why high conviction keeps them from panicking during downturns. They review earliest earnings reports and anticipate the coming earnings season. They also chat about Rivian ($RIVN), Rocket Lab ($RKLB), Bumble ($BMBL), and Robinhood ($HOOD), plus why keeping cash on hand can be a game-changer.

🔥 Key topics:

🧠 How to build conviction and stay confident through market swings
🐝 Dustin joins the Bumble beehive
🚀 Top stock talk: Rivian, Rocket Lab, and Robinhood
💰 Why cash matters — and how to use it during...

In this episode, the guys discuss Rocket Lab's ($RKLB) major surge and Tesla's ($TSLA) big "nothing burger" announcement of its "new" models, which are just cheaper, refreshed versions of the Model 3 and Model Y. They also discuss their major portfolio moves this week -- what did they do and why? Plus, Hamid talks about his past portfolio successes and fails and Hamid sings Rivian's ($RIVN) praises (again).

🔥 Key Takeaways:

🚘 Are Tesla's "new" models enough to make a meaningful difference in revenue? Has Tesla stopped innovating?
💼 Why did Hamid trim major portfolio holdings like Rocket Lab and R...

In this episode, guest Shay Boloor, investor and Chief Strategist at Futurum, joins the guys to explain his investment strategy, discuss his wins with Rocket Lab ($RKLB), share his excitement for IONQ, Inc, ($IONQ) and quantum computing, and much more. Hamid, Dustin, and Shay (aka StockSavvyShay) also compare portfolios and dive into what's really driving the market.

🔥 Key Takeaways:

🏛️ Why is the U.S. government shutdown just political theater and not a disaster for the markets?
🤖 AI is fueling an unstoppable earnings revolution, but is it a bubble about to burst?
🚀 What is the growth pot...

The guys are back! In this episode, Hamid breaks down his latest moves in Robinhood ($HOOD), Bumble ($BMBL), and Rivian ($RIVN), while Dustin shares his own updates on Robinhood. We also dive into the big tech headlines of the week:

📺 Hulu’s new Bumble movie “Swiped" came out this weekend. Will it have any impact on the company’s stock or brand?

🚗⚡ What are Rivian's 6 catalysts that keep Hamid enthusiastic?

💰 Is NVIDIA’s ($NVDA)’s $100B investment in OpenAI af genius strategy or a circular bet?

👓 Why are the guys still excited about Meta's ($M...

In this episode, the guys share their latest portfolio updates and, as always, dive into the latest market movers and investment opportunities.

🚀 Rocket Lab ($RKLB) shares drop 12.5% after the company announces a $750M stock offering, but could this be a smart move long term?

👓 Meta ($META)'s Meta Connect 2025 event is this week and anticipation builds with the launch of the company's Ray-Ban smart glasses with AI displays. Could this be the future of wearables?

🚗⚡ Rivian ($RIVN) breaks ground on a new Georgia plant while managing recalls. Execution remains key—can Rivian scale like Tesla di...

In this episode, we break down the guys' big summer portfolio moves. What have we been selling, trimming, and holding?

Also:

🦅 American Eagle ($AEO) pops 40% and Lululemon ($LULU) misses big. What does this say about the volatility in retail and why it’s tough to hold long term?
💛 Hamid still loves Bumble ($BMBL). He talks about the company's growth potential and why it's more attractive on dips.
📈 Robinhood ($HOOD) is added to the S&P 500 and the guys talk about their de-risking strategies.
🚀 Rocket Lab ($RKLB) reports1200% gains trims profits, and looks toward long-te...

We’re back with Episode 5, and this week’s market talk is packed! 🚀

- Why after 8 years and a $50k deposit did Hamid finally cancel his Tesla Roadster 2 order?
- Tesla's ($TSLA) latest Master Plan IV falls flat, full of too many vague and unkept promises.
- Will we see AI features, battery life breakthroughs, or just another faster phone + better camera announced at Apple's ($AAPL) iPhone 17 event?
- Google's ($GOOG) antitrust win against DOJ case raises questions about Google's monopoly and highlights the company's essential role in our lives.
- Earnings Roundup: Salesfo...

Markets moved on big earnings this week! 🚀

NVIDIA ($NVDA) beat on revenue and EPS but still dropped after hours. What does this mean for AI stocks like Tesla ($TSLA), Meta ($META), Microsoft ($MSFT), Google ($GOOGL), and Apple ($AAPL)?

Rivian ($RIVN) : Hamid boosted his stake 43%, betting on its AI-driven self-driving tech. Could its $16B valuation someday rival Waymo?

MongoDB ($MDB) crushed expectations with $590M revenue and 37% stock jump.

Abercrombie & Fitch ($ANF) looks strong with $5.1B revenue and a P/E under 10, despite a tough year. But according to Hamid, it's a better bet...

The market’s flashing red - is it time to panic? Hamid and Dustin break down this week’s key earnings from Home Depot vs. Lowe’s, Intuit, and Zoom, along with other notable reports. Hamid shares why he sold Supermicro to buy more Bumble, and the hosts weigh in on Google’s new Pixel 10 vs. iPhone. Plus, listener questions and fresh portfolio updates.

Earnings Hub: 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

ASTS rockets after earnings while Monday dumps. Hamid and Dustin cover this week's earnings, Etheriums rip, and Hamid's portfolio updates. Hamid also shares his strategy for picking stocks and the two also answer some listener questions, including offering thoughts on companies like Amazon and Duolingo.

Earnings Hub: 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

Chapters:

0:00 Intro
2:18 Earnings Reports Overview
3:34 Analyzing monday.com Earnings
5:39 Nuclear Energy Investments
8:10 ASTS: Satellite Technology and Market...

In the inaugural episode of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper discuss the success of American Eagle's Sydney Sweeney ads,  breakdown the week's earnings reports and speculate on the future of companies like Rivian, Uber, Bumble, Shopify, and Rocket Lab. The two compare their current portfolio and Dustin shares his 2-year-old's investment strategy. 

Chapters

0:00 Introduction to the Buy Hold Rant Podcast
1:23 Diving into American Eagle's Stock Performance
8:56 Earnings Reports and Market Reactions
15:56 Rivian's Future and Production Challenges
23:22 Uber's Position in the Market
29:30 Valuation Concerns with Te...