Buy Hold Rant - Stocks and Investing

Hamid Shojaee & Dustin Alper
  • 5.0 (25)
  • Investing
  • Updated Weekly

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. 3d ago ·  Video

    Ep. 56: $META Muse, $TSLA Cybercab, $AAPL iPhone Duo, ChatGPT Astra

    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 ($RIVN) robotics spinoff, and more. 🚀 Meta Muse launches and Hamid adds ~10% to his position as the stock finally gets AI credit 📈 The "S-curve" framework of product releases and why timing matters more than being first 🚕 Tesla CyberCab rolls out in Austin, but will Tesla ever let individuals own fleets? 📱 Apple's announces new iPhone Duo, a $2,000 foldable, and price hikes on older models 🤖 ChatGPT Astra vs Opus vs Fable vs Grok - the new intelligence/cost/speed rankings 💰 Dustin trims Robinhood ($HOOD) again after a surprise 15% single-day pop ❓ Listener Qs Which AI assistant are you most likely to actually use? Muse, Astra, Grok, Fable or something else? Let us know in the comments! ⚠️ Note: This content is for informational and entertainment purposes only and not financial 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 #meta #metaai #metamuse #apple #iphone #chatgpt #anthropic #claude #claudeai #uber #rivian #tesla #cybercab #robinhood #grokai #grok #chatgpt #openai #ai #stockmarket #investing

  2. Sep 3 ·  Video

    Ep. 55: What happens if AI bubble bursts? $MU, $SPCX, $META, $IREN

    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. In this episode: 📊 Hamid's decision to keep his Savvy Trader portfolio public 🤖 What would actually happen to AI stocks if the bubble bursts and which companies survive? ⚡ IREN's earnings call includes a 2027 revenue projection north of 15 billion dollars 🎙️ Meta's Muse Voice Transcribe model and why it matters for the AI glasses roadmap 🥊 OpenAI pulling its models from Cursor after the SpaceX acquisition 🚀 When (if ever) the guys would buy SpaceX 💬 A stacked listener Q&A: the Micron strike, IREN's owned power advantage, Amazon's legal risk, and Rivian's multi-year trading range 💬 If the AI bubble popped tomorrow, which of your holdings would you trust to survive and which would you dump today? ⚠️ Note: This content is for informational and entertainment purposes only and not financial 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 Chapters: 0:00 Intro 1:05 Portfolio Update: Why Hamid Is Keeping Savvy Trader Public 6:30 What Happens If the AI Bubble Bursts? 19:15 IREN Earnings Breakdown 35:05 Meta's New Muse Voice Transcribe AI Model 41:05 OpenAI Pulls Its Models From Cursor 48:00 Listener Questions #micron #microntechnology #nvidia #nvidiastock #ai #aibubble #iren #meta #openai #cursor  #spacex #rivian

  3. Aug 26 ·  Video

    Ep. 54: $NVDA Earnings, New $AAPL Macs, $MU CEO Interview, $META Settlement

    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 Bitcoin's bear market actually over? 🖥️ Apple's new Mac mini & Mac Studio go all-in on AI marketing 🟢 NVIDIA earnings: $96B revenue & $2.20 EPS (both beats) but the stock falls anyway 💾 Micron's CEO talks 5-year supply contracts on CNBC interview ⚖️ Meta settles teen safety lawsuit for $18B and why it may be overblown 🚗 Rivian's Autonomy+ drives "flawlessly", per Uber's CFO 📬 Listener Q: Rivian R2 production pace & reported reliability issues 🔋 Listener Q: What to expect from IREN heading into earnings 📊 Listener Q: Would you sell $NVDA after a 200% gain? 🔎 Listener Q: NVIDIA's memory commitments jump to $279B — bullish for $MU? 🌍 Listener Q: Does negative sentiment around AI data centers worry you? Do you think we've actually seen the bottom of this Bitcoin bear market? Let us know in the comments! ⚠️ Note: This content is for informational and entertainment purposes only and not financial 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 #nvidia #nvidiastock #apple #micron #meta #robinhood #bitcoin #rivian #buyholdrant #savvytrader #stockmarket #stocks #investing #techstocks

  4. Aug 19 ·  Video

    Ep. 53: $NVDA Earnings Next Week, $META Lawsuit, $IREN Delivers for $MSFT

    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: 📉 Anthropic vs. OpenAI growth and what it means for the AI trade 💰 Nvidia's new lending program vs. circular financing fears 🖥️ IREN delivers Horizon 1 data center to Microsoft ($9.7B contract) ⚖️ Meta's $1.4T lawsuit over "addictive" features and minors' data 🎮 Meta lawsuit vs. Big Tobacco, video games, and past moral panics 🟢 NVIDIA earnings preview: $89–93B revenue guidance, $2.07 EPS est. 📊 New Savvy Trader return history chart (Micron & Rivian examples) 💊 Listener Q: Moderna ($MRNA) spikes 100%+ on cancer vaccine trial news 📱 Listener Q: AppLovin ($APP), falling token costs, and Apple's ($APPL) outlook Do you think the AI bubble is finally bursting? Let us know in the comments! ⚠️ Note: This content is for informational and entertainment purposes only and not financial 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 #nvidia #nvidiastock #anthropic #openai #microsoft #meta #ai #aibubble #iren #apple #moderna #datacenters #buyholdrant #savvytrader #stockmarket #stocks #investing #techstocks

  5. Aug 12 ·  Video

    Ep. 52: Photonics Better Than $MU? $RKLB Earnings, $SPCX & $TSLA Terafab

    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 stacked round of listener questions on AGI timelines, Micron buybacks, SaaS picks, IREN, and more. In this episode: 🐝 Why Hamid sold 100% of his Bumble shares 🔬 The BRR micro-cap experiment and what it taught Hamid about position sizing 🚀 Rocket Lab Q2 earnings: 60%+ revenue growth, raised guidance, and Neutron delay concerns 💡 Debunking the "photonics" narrative that's been used to bash Micron 📊 Micron short interest by the numbers 🏭 Tesla & SpaceX's TerraFab: a 100M sq ft chip fab planned for Grimes County, TX 🤖 Grok 4.6, Cursor, and why SpaceX AI might be closing the gap on OpenAI ❓ Listener Q&A: AGI/ASI timelines, Micron's $400B buyback debate, best SaaS pick, Zeta Global, IREN vs. Nebius vs. CoreWeave, and whether it's a good time to buy Meta Do you think photonics is a true threat for Micron and other memory companies? Let us know in the comments! ⚠️ Note: This content is for informational and entertainment purposes only and not financial 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 #meta #spacex #elonmusk #rocketlab  #bumble #ai #photoniccomputing #photonics  #tesla #grok #grokai #iren #savvytrader #techstocks #earnings #investing #investingpodcast #stockmarket  ⏱️ Chapters: 0:00 Hamid exits his Bumble position 2:00 Why Hamid turned sour on Bumble 15:35 Lessons from the BRR micro-cap experiment 17:35 Rocket Lab earnings breakdown 23:35 Photonics: the newest Micron bear narrative 28:45 Tesla & SpaceX's TerraFab mega-fab in Texas 33:00 GrokBot, Grok 4.6, Cursor & SpaceX AI's rise 41:05 Listener questions begin 44:30 Should Micron spend $400B on buybacks? 47:20 Best SaaS company to invest in right now 49:10 Mind Robotics & Rivian's robotics spinoff 51:45 Micron's patience level vs. the "Bumble treatment" 54:30 Zeta Global: worth a look? 57:35 IREN vs. Nebius vs. CoreWeave 1:01:10 Is now a good entry point for Meta?

  6. Aug 5 ·  Video

    Ep. 51: Is $MU's Fwd P/E Justified? $SPCX, $RIVN, $BMBL, & $EOSE Earnings

    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 ($HOOD) 🚗 Rivian announces a second Autonomy Day & R2 delivery outlook 💰 Robinhood Ventures Fund ($RVI) II: early vs. late-stage investing 💔 Bumble's EPS miss and the product overhaul watch 🚀 SpaceX's blowout quarter & Elon's trillion-dollar 2030 target 💾 SanDisk's double beat vs. Micron's forward P/E 🕵️ Citadel, Jim Cramer & the hedge fund liquidation controversy 🔐 Bitcoin's Coldcard wallet hack explained ❓ Listener questions on Meta, position sizing, AI memory demand & more What do you think? Can SpaceX deliver? Let us know in the comments! ⚠️ Note: This content is for informational and entertainment purposes only and not financial 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 #meta #spacex #elonmusk #rivian #rivianr2 #robinhoodstock #bumble #robinhoodapp #ai #eos #citadel #sandisk  #savvytrader #techstocks #earnings #investing #investingpodcast

  7. Jul 30 ·  Video

    Ep. 50: $MU Buying Opportunity? $META, $HOOD, & $MSFT Earnings, $CXMT IPO

    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 Hamid's buying the dip 🇨🇳 What the $500B CXMT IPO on the Chinese market reveals about Micron's valuation 📊 Microsoft ($MSFT), Meta ($META), and Robinhood ($HOOD) earnings reactions 🚗 What the guys expect from Rivian's ($RIVN) latest earnings report 🆕 New Savvy Trader features showing portfolio allocation history & snapshots 💬 Listener Q&A: leveraged ETFs, options, market anxiety, cash strategy, AI's impact on SaaS, and more! How are you feeling about the red market? Is this the start of the bursting of the AI bubble? Let us know in the comments! ⚠️ Note: This content is for informational and entertainment purposes only and not financial 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 #cxmt #microsoft #meta #robinhood #robinhoodapp #saas #ai #rivian #savvytrader #techstocks #earnings

  8. Jul 22 ·  Video

    Ep. 49: Kimi K3's Impact on $MU, $TSLA & $GOOGL Earnings, $IREN to $4B ARR

    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 ($BMBL)? 🔥 In this episode: 🤖 Kimi K3 vs. ChatGPT & Claude: Is the AI race changing? 💾 Micron ($MU): How could the latest AI developments affect memory demand? 📊 Tesla ($TSLA) & Alphabet ($GOOGL): Breaking down the latest earnings reports. 📈 Portfolio Updates: Hamid sells more Robinhood ($HOOD) to buy additional Meta ($META), while Dustin adds more ($IREN). 🏗️ Meta & Anthropic: Reported talks for a major data center deal. 🛡️ $EOSE: Selected for the Golden Dome defense project. ❓ Listener Q&A So much tech news! What do you think of Kimi K3? Are American AI companies in trouble? Let us know in the comments! ALSO, next week is our 50th episode! Buy Hold Rant celebrates one year of the pod and we are so grateful for all our listeners. Have any questions or ideas about where the show should go next? 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 #ai #kimik3 #chatgpt #claude #anthropic #openai #robinhood #meta #google #iren #eosenergy #tesla #tsla #alphabet #stockmarket #investing #earnings #datacenters

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5
out of 5
25 Ratings

About

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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