Ep 33: Increased $MU, $META, & $IREN Investments, AI CapEx Spending, & More

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