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:

📈 Markets surge following Iran ceasefire news: What’s driving the optimism?
💰 Hamid’s next move: deploy cash or stay patient?
🏦 HOOD named Initial Trustee for Trump Accounts: Why it matters
🚀 RKLB vs SpaceX: Comparing market caps in the space race
🤖 META launches Muse Spark AI model: Another leap in AI innovation
🚩 Red flags: When should you walk away from an investment?

NOTE: This content is not investment advice. Always do your own research.

#robinhood #meta #metaai #metaspark #rocketlab #spacex #investing #stockmarket #investingpodcast

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

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 episode:

📊 Micron stock deep dive – Bull vs. bear case
⚠️ Are recent Micron price fluctuations a red flag or opportunity?
🧪 Does the helium shortage actually impact chip production?
🤖 Is AI capital expenditure (capex) becoming unsustainable?
🚀 SpaceX IPO discussion – what investors need to know
🛰️ Comparing hype and opportunity: SpaceX vs. Rocket Lab (RKLB)
❓ Listener Q&A – answering your top investing questions

NOTE: This content is not investment advice. Always do your own research.

#micron #micronstock #spacex #rocketlab #spacestocks #ai #investingpodcast #investing #stockmarket #techstocks

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

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 stocks and whether a founder’s background truly impacts long-term success
❓ Listener Q&A

NOTE: This content is not investment advice. Always do your own research.

#micron #micronstock #rivian #rivianr2 #autonomousdriving #evstocks #evs #uber #investing #stockmarket #techstocks

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