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?
🚀 Why a new SEC regulatory shift is sending Robinhood stock soaring
🤔 Is Dustin still holding onto $EOSE after recent developments?
💾 The latest updates and outlook for Micron ($MU) stock
🤖 Dustin’s take on AI disruption: why software companies like Jira and Figma may not have the moat they think they do
🎧 Answering listener questions

NOTE: This content isn't investment advice. Always do your own research.

Don't forget to check out:

Dustin's article, Moats Don't Work When Bridges Are Free:
https://www.dustinalper.com/blog/bridges-are-free?utm_source=bhr

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

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

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 ($RIVN)'s market cap to Ford's ($F) EV spending and Hamid explains how his investing strategy has changed over time.

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

#micron #MU #robinhoodstock #meta #metaai #ai #rocketlab #robinhood #techstocks #investing #stockmarket #earnings

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

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 company keeps hitting it out of the park on execution. Plus, Hamid and Dustin analyze the latest Bumble ($BMBL) earnings and a listener pitches a robot that looks like Hamid but talks like Dustin. Keep the great ideas coming!

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

#rivian #rivianr2 #robinhoodstock #robinhood #bumble #techstocks #investing #stockmarket #earnings

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

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 promises?
🔋 Is Eos headed in the wrong direction despite leadership's optimism?
🚀 Can Rocket Lab stock bounce back after an earnings call that addressed the Neutron rocket failure?

Plus, Dustin suggests a Bumble ($BMBL) redesign and Hamid learns about Netflix's "Love is Blind".

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

#astspacemobile #rocketlab #apple #eose #bumble #aapl #techstocks #paramountplus #netflix #warnerbros #stockmarket #spacestocks

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

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 do your own research.

Watch the guys' interview with RJ Scaringe on YouTube: https://youtu.be/utYYA_VaaJw

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

#meta #amd #openai #openclaw #chatgpt #ai #techstocks #stockmarket #investing #salesforce #earnings