Buy Hold Rant - Stocks and Investing

Hamid Shojaee & Dustin Alper

Buy Hold Rant is a fast paced investing podcast that cuts through the noise of the markets. Each episode dives into stocks, company earnings, and the market moves that actually matter. Hosted by Hamid Shojaee and Dustin Alper, the show breaks down their latest investments, the thinking behind every buy and sell, and the surprises that shake markets in real time. Insightful, opinionated, and refreshingly honest, Buy Hold Rant is where real investors talk markets without the fluff.

  1. vor 4 Tagen ·  Video

    Ep 46: $MU $1,800 Target? $AAPL Price Increases, $RKLB to acquire $IRDM

    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 strategy and its growing friction with Micron 💘 Bumble ($BMBL) acquisition rumors and what a potential deal could signal for the dating app market 🚀 Rocket Lab’s ($RKLB) planned acquisition of satellite communication's company Iridium ($IRDM) and the strategic expansion behind it 🌍 Robinhood’s ($HOOD) anticlimactic “The World is Flat” event and the company's evolving vision for retail investing ☁️ Meta’s ($META) new “Meta Compute” initiative that could put it in direct competition with AWS, Google Cloud, and Microsoft Azure What do you think was the biggest news of this last week? Let us know in the comments! 👍 Like, subscribe, and stay tuned for weekly breakdowns of markets, tech trends, and innovation. NOTE: This content isn't investment advice. Always do your own research. 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 #micron #mu #micronstock #meta #metaai #datacenters #iridium #rocketlab #robinhood #robinhoodstock #apple #cloudcomputing #stockmarket #techstocks #investingpodcast #investing

    1 Std. 9 Min.
  2. 17. Juni ·  Video

    Ep 44: $MU Expectations Too High? $SPCX IPO, Revisiting $SMCI & $UBER

    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 $NFLX, reflecting on which moves he would make again and which ones he might reconsider. Plus, the guys speculate about what Micron's ($MU) earnings results will be next week. 🔥 Key Topics: 🚀 Reactions to the SpaceX IPO and the Cursor acquisition 💰 What does it mean that Elon Musk has become the world's first trillionaire? 📉 Why is $META struggling despite strong financial results? 📞 What could Micron's earnings next week look like? 🤔 Hamid reviews past investments and discusses which decisions he regrets—and which he doesn't. 🧾 How investors should think about taxes when building long-term wealth. 🎙️ Listener questions NOTE: This content isn't investment advice. Always do your own research. 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 #micron #micronstock #spacex #spacexipo #meta #ai #techstocks #stockmarket #rocketlab #elonmusk #tesla #stockmarket #investing #investingpodcast

    1 Std. 11 Min.
  3. 3. Juni ·  Video

    Ep 42: $MU Crosses $1K? Plus, 8 Bullish Reasons for RIVN, Anthropic IPO and More!

    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 $1,000 per share and Hamid explains why he decided to trim his position, despite remaining optimistic about the company's long-term prospects. 🚗 Rivian continues to impress. Hamid lays out his bullish 8-point thesis, including the company's loyal fan base, attractive valuation, strong execution, and why the upcoming R2 could be a game-changing vehicle already generating significant excitement. 🚀 Anthropic vs. SpaceX: What could these future IPOs look like? They compare valuations, growth opportunities, and what investors should expect if either company finally goes public. 📱 Has Robinhood ($HOOD) started to break away from Bitcoin's price action? The guys explore whether Robinhood's growth story is becoming bigger than crypto itself. NOTE: This content isn't investment advice. Always do your own research. 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 #micron #mu #micronstock #rivian #rivianr2 #robinhood #anthropic #spacex #ai #aistocks #techstocks #investing #stockmarket #crypto #bitcoin

    1 Std. 9 Min.

Info

Buy Hold Rant is a fast paced investing podcast that cuts through the noise of the markets. Each episode dives into stocks, company earnings, and the market moves that actually matter. Hosted by Hamid Shojaee and Dustin Alper, the show breaks down their latest investments, the thinking behind every buy and sell, and the surprises that shake markets in real time. Insightful, opinionated, and refreshingly honest, Buy Hold Rant is where real investors talk markets without the fluff.

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