Buy Hold Rant - Stocks and Investing

Episode 61 is packed and the guys have LOTS of opinions. There are company earnings reports from tech giants Tesla ($TSLA), Meta ($META) and SpaceX ($SPCX). Meta and Tesla both beat after the bell. But SpaceX posted a monster quarter, with roughly half its revenue coming from renting out AI data center capacity. Hamid breaks down why Elon’s next-year projections don’t add up, and what it could mean for Micron ($MU) and Nvidia ($NVDA) either way. Plus, the new Tesla Roadster delivered one of the wildest demos ever (and one of the messiest presentations), and both hosts made rare...

Bumble ($BMBL) is going private, Micron ($MU) keeps selling off, and Hamid hosts from a cruise ship over Starlink. In episode 60 of Buy Hold Rant, Hamid Shojaee and Dustin Alper cover a busy week. Dustin walks through his biggest round of buys in a while, including his return to Bitcoin and Robinhood ($HOOD), and debuts his new side project, Trade the Cycle. Then the guys break down Bumble’s $1.3B take-private deal, and Hamid explains why it doesn’t sit right with him as a longtime shareholder. They also discuss why Micron’s sell-off still looks disconnected from the fundam...

Lots of $RIVN discussion this week! Rivian just posted record deliveries, so why did the stock drop? On episode 59 of Buy Hold Rant, Hamid Shojaee and Dustin Alper look at Rivian's Q3 delivery beat and what it means for the R2 ramp. They also explain why SpaceX's rally rests on AI data center revenue that may not last, and why Nike ($NKE) still doesn't look cheap after a 77% drop. Plus, they discuss the Paramount–Warner Bros. merger closing and Nvidia ($NVDA) potential $6 trillion market cap. And, as usual, the guys dive into listener questions!

📊 In this episode:
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Hamid and Dustin are back from vacation (and it's Hamid's birthday!). They break down Micron's blowout Q4 and why the "memory is cyclical" argument keeps missing. They also cover Meta Connect's new glasses and VR hardware, how OpenAI's new Dots stacks up against Meta's Muse, Robinhood's 2026 Summit, and the launch of their new product, Portaris.

📊 In this episode:

🧠 Micron Q4: $54B revenue vs. $51B expected, a raised guide, and 26 long-term agreements
🔁 Why the "Micron is cyclical" bear case looks backward, not forward
🕶️ Meta Connect: audio-only glasses, $1,299 VR glasses, holograms, and the Muse Charm
🤖 OpenAI D...

Hi, Buy Hold Ranters! This is Adrienne, the producer behind the scenes of your favorite investing podcast.

Every week, I get to read your comments and questions during the livestream—and after spending all this time listening to Hamid and Dustin debate stocks, defend their hot takes, and occasionally rant, I realized something: we actually don’t know that much about the guys themselves.

We know what stocks they love. We definitely know which ones they hate. But how did they get into investing in the first place? What were they doing before Buy Hold Rant...

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 traction, with both guys raving about Muse's performance. Plus, they touch on Blackstone's full exit...

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 positioning in AI is so strong right now. Plus, the guys answer listener questions about $IREN, options trading, Sterling Infrastructure, Uber ($UBER) vs. Tesla, Rivian's ($...

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 ($SPCX) acquisition. Plus, Hamid makes a major call on the future of his public Savvy Trader portfolio.<...

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 by trimming Robinhood ($HOOD).

In this episode:

💰 Hamid trims Robinhood, raising cash to ~30% of his portfolio

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 preview a new Savvy Trader feature for tracking your return history over time.

In this episode:
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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 ($SPCX) AI's Grok 4.6/Cursor momentum. They also break down the massive Tesla/SpaceX ($TSLA)TerraFab semiconductor facility planned for Texas. Plus, a...

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 Musk at the helm.

In this episode:

📈 Why Hamid bought more Meta, Rivian & Micron and trimmed Robinhood ($HOO...

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 Micron (and the tech market in general) is tumbling and why H...

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 up with Bumble ($BMBL)?

🔥 In this episode:

🤖 Kimi K3 vs. ChatGPT & Claude: Is the...

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 and Hamid explains more about his microcap strategy. 

📈 In this episode:

💼 Portfolio updates, including new purchases of Iris...

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 covered:

📈 Rivian reports a strong Q2 and plans to raise $1.16 billion
🚩 Why Hamid and Dustin don't see Rivian...

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 computing disruption.

🔥 Topics covered:

💾 Micron’s continued growth: Could it reach $1,800?
🍎 Apple’s ($AAPL) pricing...

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 infrastructu...

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...

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...

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...

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...

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

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 histor...

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...

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

NO...

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...