Shows
Buy Hold Rant - Stocks and InvestingEp 38: $MU Next $1 Trillion Company? $BMBL Earnings, $META RoboticsWelcome back to Episode 38 of the Buy Hold Rant Podcast with your hosts Hamid Shojaee and Dustin Alper. This episode is packed with Q1 2026 earnings analysis, stock market talk and spicy rants on the latest in tech and investing:đ„ Key Topics:đ Could Micron ($MU) be the next $1 trillion company?đ Bumbleâs ($BMBL) Q1 earnings & subscriber strugglesđ Earnings roundup: $SMCI, $AMD, $UBER & $DISđ€ What does Meta's acquisition of a robotics company mean for the company's future?đŠ Amazon ($AMZN) opens up its logistics network: What does this mean for competitors and the broader e-commerce landscape...
2026-05-071h 07Buy Hold Rant - Stocks and InvestingEp 37: Can Earnings Save the Market? $AMZN, $MSFT, $META, $GOOGL, & $HOODIn this episode of the Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper dive into the biggest market-moving stories and ask the question everyoneâs thinking: can earnings keep this market going?đ„ Key Topics:đ Robinhood earnings â Hamid sells, but why?đ» Big Tech breakdown â $AMZN, $MSFT, $META, and $GOOGL earnings reportsâ ïž Memory shortage concerns â What a potential supply crunch could mean for Apple ($AAPL) and Micron ($MU)đŠ Roth IRA vs. Traditional IRA â Which one makes sense?âł Opportunity cost â How to think about what you might be giving up when you investđŹ Listener Q&ANO...
2026-04-301h 08Buy Hold Rant - Stocks and InvestingEp 36: New $AAPL CEO, $AMZN & $HOOD Invest in AI and More!Lots to cover this week! In Episode 36 of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper dive into the surprising leadership shift at Apple ($AAPL), with Tim Cook stepping down as CEO and John Ternus taking the reins. The guys speculate what this could mean for Appleâs future, innovation strategy, and stock outlook. They also talk about Amazonâs ($AMZN) massive $25 billion investment in Anthropic and what it signals about the intensifying AI arms race. Plus, they unpack RVIâs $75 million investment in OpenAI and how capital continues to flood into artificial intelligence. And as usual...
2026-04-2357 minBuy Hold Rant - Stocks and InvestingFIXED: Ep 35: $HOOD & PDT Rule, $EOSE New Partner, Software Stocks with Poor MoatsThere's lots to talk about on Episode 35 of the Buy Hold Rant Podcast! Hosts Hamid Shojaee and Dustin Alper discuss why the market has been flashing green and ask the big question: should we actually be excited, or is this just another head fake? The guys break down whatâs really driving the recent momentum and whether it has staying power. They also discuss why especially Robinhood ($HOOD) has benefitted from a recent SEC regulatory change and also talk about the guys' latest portfolio updates. đ„ Key Takeaways:đ Is the recent market rally signal or noise?đ Wh...
2026-04-1600 minBuy Hold Rant - Stocks and InvestingEp 34: $META Muse Spark AI, $HOOD Named Trustee, $RKLB vs SpaceX and More!Markets are moving higher on news of an Iran ceasefire, and Hamid and Dustin break down whether this rally has staying power. They also dive into Hamidâs portfolio strategy and what he plans to do with his cash in this environment. The guys also discuss Robinhood ($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.đ„ Key Topics:đ...
2026-04-0956 minBuy Hold Rant - Stocks and InvestingEp 33: Increased $MU, $META, & $IREN Investments, AI CapEx Spending, & MoreIt'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 whatâs 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!đĄ In this...
2026-04-0358 minBuy Hold Rant - Stocks and InvestingEp 32: Increased $MU Investment, $RIVN & $UBER $1.25 Billion Deal, and More!The guys are back! In Episode 32 of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper break down some of the biggest stories shaking up the market right now and what they actually mean for investors.đĄ Key Takeawaysđ A deep dive into Micronâs ($MU) recent stellar earnings and why the market reacted negatively despite the strong resultsđ€ The surprising partnership between Rivian ($RIVN) and Uber, including Uberâs ($UBER) $1.25B investment in autonomous R2 vehiclesđ What it means for Uber to purchase 10,000 vehicles upfront (with plans for 40,000 more)đ° Hamidâs take on dividend st...
2026-03-2557 minBuy Hold Rant - Stocks and InvestingEp 31: $MU Earnings, $META Layoffs, $HOOD's RVI, $RIVN R2 and More!Lots of news this week! In this episode of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper break down Meta's ($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...
2026-03-181h 03Buy Hold Rant - Stocks and InvestingEp 30: $RIVN R2 Pricing, $HOOD Goes Platinum, $BMBL Earnings and More!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...
2026-03-121h 02Buy Hold Rant - Stocks and InvestingEp 29: New $AAPL MacBook! Plus $RKLB, $ASTS, $EOSE Earnings, and More!This week has been jam-packed with news from some of the biggest companies on the market. In this episode of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper break down the massive developments in tech, from Apple's ($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: đ± Will ASTS be able to follow-through with its seemingly impossible pro...
2026-03-051h 12Buy Hold Rant - Stocks and InvestingEp 28: $META & $AMD Team Up & OpenAI Acquires OpenClaw. Plus $CRM, $HIMS Earnings & More!ed EpisodeThis week, Meta ($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...
2026-02-2632 minBuy Hold Rant - Stocks and InvestingBONUS POD: Interview with Rivian's ($RIVN) RJ ScaringeIn a special episode of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper talk to Rivian Founder and CEO RJ Scaringe. As shareholders themselves, the guys have lots of questions for Scaringe, including how is Rivian ($RIVN) going to make up for burning nearly $25B in cash? Is the R2 the way to do it? Plus, Scaringe explains where he sees the car industry going, how EVs fit into that future, and how Rivian is going to get consumers on board.
2026-02-2534 minBuy Hold Rant - Stocks and InvestingEp 27: $HOOD Venture Fund, $RIVN Shoots up on Earnings, Portfolio Updates and More!Q4 earnings are still rolling out and Robinhood ($HOOD) makes a major announcement. In Episode 27 of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper do a deep dive into Robinhood's latest announcement that it will IPO its Robinhood Ventures Fund ($RVI), with Hamid making the case that this new fund is the very best possible way to invest in private companies. The guys also discuss Rivian's ($RIVN) stock bump after its latest earnings report, even though the company is still bleeding money. Are stockholders (including Hamid and Dustin) hopeful that the company is still on track to become...
2026-02-1851 minBuy Hold Rant - Stocks and InvestingEp 26: $HOOD Earnings, $RIVN R2, $BMBL Falling, Portfolio Updates and More!It was another rough day for the markets, but the guys are back to try to keep things in perspective. In Episode 26 of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper break down some of their portfolio updates, including Hamid's additional $HOOD buys and Dustin's $GOOGL and $AMZN buys. They also discuss the latest earnings reports from $SHOP and $SPOT and Dustin lays out how Iren's ($IREN) latest earnings call gave him optimism for the company's future. Plus, the guys discuss reviews of Rivian's ($RIVN) R2 test drives and Dustin reveals his love for America's Next T...
2026-02-1259 minBuy Hold Rant - Stocks and InvestingEp 26: $HOOD Earnings, $RIVN R2, $BMBL Falling, Portfolio Updates and More!It was another rough day for the markets, but the guys are back to try to keep things in perspective. In Episode 26 of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper break down some of their portfolio updates, including Hamid's additional $HOOD buys and Dustin's $GOOGL and $AMZN buys. They also discuss the latest earnings reports from $SHOP and $SPOT and Dustin lays out how Iren's ($IREN) latest earnings call gave him optimism for the company's future. Plus, the guys discuss reviews of Rivian's ($RIVN) R2 test drives and Dustin reveals his love for America's Next T...
2026-02-1259 minBuy Hold Rant - Stocks and InvestingEp 25: Market Selloff, $GOOGL $AMD $PLTR Earnings, Plus $MU & $HOOD BuyingThereâs no other way to put it: the market is in free fall. So, what is there to say? The guys of Buy Hold Rant are back to try to make sense of the past couple days. In this episode, hosts Hamid Shojaee and Dustin Alper talk the red market, what it means and how to not panic. They break down the weekâs biggest tech news, from SpaceX acquiring xAI to Tesla ($TSLA) cancelling the S and X models to the latest earnings results. They also share their latest portfolio moves, which include Hamid buying more Micron ($MU...
2026-02-051h 17Buy Hold Rant - Stocks and InvestingEp 24: $TSLA $META $MSFT Earnings, Copper & Gold, Plus $MU & Portfolio UpdatesSome of the biggest companies reported Q4 earnings this week and the guys have LOTS to say. In this episode of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper break down the earnings results of some of the biggest companies, including some of the major holdings in each person's portfolio. The guys dive in to the latest copper trend thanks to headlines predicting a looming copper shortage. They also cover Rocket Labâs ($RKLB) recent test failure, its short-term stock reaction, and why both remain confident in the companyâs long-term satellite and space techn...
2026-01-291h 00Buy Hold Rant - Stocks and InvestingEp 23: $NFLX Earnings, $RKLB, $MU, $META Portfolio Updates and MoreEarnings season continues with some major tech companies reporting, including Netflix ($NFLX) and Intel ($INTC) later this week. In Episode 23 of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper discuss updates in some of their biggest holdings, including Rivian ($RIVN), Micron ($MU), and Meta ($META). They also discuss $NFLX earnings, which follow after Warner Bros. officially accepted Netflix's approx. $72B all-cash offer. Plus, they discuss the latest NYSE announcement of a new digital platform for trading digital tokens representing stocks, bonds, and other assets.đ„ In this episode:đ Rivian ($RIVN): EV design, delivery milest...
2026-01-2258 minBuy Hold Rant - Stocks and InvestingEp 22: $APPL and $GOOGL Partner Up, $META, $RKLB, $MU Portfolio Updates, Plus 2025 Q4 Bank EarningsApple ($APPL) and Google ($GOOGL) become unlikely partners with a major announcement this week. In this episode of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper discuss the latest major tech news, which, of course, is Apple's announcement to use Google Gemini to run its AI-powered Siri. Is Steve Jobs rolling in his grave? Hamid and Dustin discuss the possible strategy behind the deal. The guys also dive into their latest portfolio moves, with Hamid doubling down on Micron ($MU) and Meta ($META) and Dustin rebalancing his portfolio. Plus, 2025 Q4 Earnings started with the banks reporting...
2026-01-1559 minBuy Hold Rant - Stocks and InvestingEp 21: Is $MU a buy? $NVDA's Autonomy, Plus $EOSE, $IREN, $RIVN and more!The boys are back and ready to ring in the new year with updates on their latest portfolio buys, 2026 projections, and rants (as usual). In this episode of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper do a a deep dive into Micron ($MU) and the global memory shortage driven by AI, data centers, and storage demand. They break down why Micronâs growth trajectory could mirror earlier stages of Nvidiaâs ($NVDA) AI-driven expansion, while still trading at a much more attractive valuation. Plus, Hamid gives his Rocket Lab ($RKLB) projections and Dustin gives his outlook on cryp...
2026-01-081h 03Buy Hold Rant - Stocks and InvestingEp 20: $TSLA Robotaxi Getting Real, Waymo Raising $15 Billion, plus Rivian and Ford newsIt's the last episode of 2025 and things are getting electric (vehicles, that is)! In Episode 20 of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper plug in (pun intended) to the rapidly changing electric vehicle (EV) landscape and return to the comparison between Tesla ($TSLA) and Rivian ($RIVN). They also speculate about the future of Ford ($F) and other legacy car makers and whether they will ultimately survive an electric car revolution. Plus, the guys analyze Waymo's massive $15B and who will win the self-driving taxi race. đ„ In this episode:đ Tesla ($TSLA) deep dive...
2025-12-181h 03Buy Hold Rant - Stocks and InvestingBONUS Pod: $RIVN Autonomy Day - The good AND the bad!Rivian's ($RIVN) Autonomy Day is here and Hamid is at the event in person! In this bonus episode of the Buy Hold Rant podcast, hosts Hamid Shojaee reports on Rivian's announcements, both the impressive and unimpressive. Hamid also covers his demo drive of Rivian's autonomous driving capabilities and his one-on-one conversation with Rivian founder and CEO RJ Scaringe.#techstocks #rivian #ai #evs #evstocks #autonomousdriving #autonomy #rivn #investing
2025-12-1242 minBuy Hold Rant - Stocks and InvestingEp 19: $NFLX and $WBD merger, $META slashing VR, Earnings from $ADBE & $ORCLThis week is packed with news! In Episode 19 of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper break it all down, from Rivianâs ($RIVN) upcoming Autonomy Day to Netflixâs ($NFLX) bold offer to buy Warner Bros. Discovery ($WBD) to Metaâs ($META) evolving AI strategy. Plus, the guys describe their own paths to becoming investors and Hamid anticipates attending Autonomy Day. đ„ In this episode: đ Rivian Autonomy Day: Why are investors selling ahead of the company's major event and announcements?đ Rivian's Consumer Reports Results: What does it mean that Rivian comes out lowes...
2025-12-111h 02Buy Hold Rant - Stocks and InvestingEp 18: $RIVN Autonomy Day, $AEO Earnings, Bitcoin ETFs, Taxes and MoreYour favorite investors are back at it again! In Episode 18 of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper discuss Rivianâs ($RIVN) upcoming Autonomy Day on December 11, with Hamid anticipating attending and participating in a live demo of the company's latest product. Dustin also breaks down Vanguardâs surprising move to allow Bitcoin ETFs and what that means for the crypto market. Plus, the latest earnings from American Eagle, GitLab, Salesforce, and more! đ„ In this episode:⥠Rivian Autonomy Day Preview: Why $RIVN is pumping, what investors should expect, and how it compares to Teslaâs 2...
2025-12-041h 07Buy Hold Rant - Stocks and InvestingEp 17: $GOOGL TPUs vs $NVDA GPUs, Portfolio Updates and the Michael Burry ShortIt's a shorter week with Thanksgiving coming up, but the week isn't short of news! In this episode of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper tackle the weekâs biggest market storiesâfrom holiday trading shifts to tech hardware battles and bold investor predictions. The guys break down NVIDIA ($NVDA) GPUs vs Google ($GOOG) TPUs, Metaâs ($META) rumored TPU orders, and Michael Burryâs latest shorts against Nvidia and Palantir ($PLTR). Plus, Hamid shares why he sold American Eagle ($AEO) and how heâs doubling down on a concentrated five-stock portfolio focused on fintech, space, EVs, AR, a...
2025-11-2759 minBuy Hold Rant - Stocks and InvestingEp 16: $NVDA Earnings - Plus $AAPL CEO Rumors, $RIVN, $BMBL and MoreThe market has been a little unstable this week to say the least, especially when it comes to tech stocks. But what does this mean for future performance? In this episode of Buy Hold Rant, Hamid Shojaee and Dustin Alper commiserate with each other about the recent market volatility and break down their outlook going forward. Plus, Nvidia's ($NVDA) Q3 earnings report, Tim Cook's possible Apple ($AAPL) departure, and examples of tax-loss harvesting strategies for the end of the year. đ„ Highlights include:đ What this week's market volatility might mean for long-term investorsđ Hamid's latest portfolio...
2025-11-201h 03Buy Hold Rant - Stocks and InvestingEp 15: $BMBL Crashes, $RKLB Beats, $RIVN Rips, Plus $GOOGL, $META and more!We're celebrating our 15th episode with a big one! This week, hosts Hamid Shojaee and Dustin Alper share portfolio updates and dig into some of the most interesting earnings reports and strategy updates across tech and space, including the latest with Rocket Lab ($RKLB) and AST SpaceMobile ($ASTS). Is the space race heating up? Also, Bumble ($BMBL) plummets and Hamid breaks down why. Plus, a quick look at Rivianâs ($RIVN) strategy and the marketâs reaction to its upcoming launches, including its highly anticipated Autonomy Day on December 11.đĄ In this episode:đ Rocket Lab & ASTS: The new sp...
2025-11-1350 minBuy Hold Rant - Stocks and InvestingEp 14: $RIVN Deep Dive, Plus Earnings from $HOOD, $AMD, $BMBL and more!Q3 2025 earnings continue with reports from major companies like Uber ($UBER), Rivian ($RIVN), Robinhood ($HOOD), AMD ($AMD), Bumble ($BMBL), and more. In Episode 14 of Buy Hold Rant, Dustin and Hamid do a portfolio check-in and Hamid reports his portfolio took a bit of a hit. He also does a deep dive into Rivian's earnings, stock performance, and company outlook. Plus, the guys discuss why Uber's stock dropped after solid beats and why Bumble continues to be undervalued when compared to Match ($MTCH) and Grindr ($GRND).đ In This Episode:đ Earnings Highlights from Uber, Shopify ($SHOP), SMCI ($SMCI...
2025-11-061h 01Buy Hold Rant - Stocks and InvestingEp 13: $MSFT $META $GOOGL Earnings, OpenAI Restructure and the AI BubbleQ3 Earnings season is in full swing, with some of the biggest tech companies reporting this week. The good news is, several of them are seeing green. In this episode of the Buy Hold Rant podcast, Hamid and Dustin break down tech earnings from Microsoft ($MSFT), Meta ($META), and Google ($GOOGL) and fintech earnings from SoFi ($SOFI) and PayPal ($PYPL). The guys also dive into OpenAIâs transition to a for-profit company and what it means for the AI industry and investors. How does todayâs AI boom compare to the dot-com bubble? Plus, a discussion about the d...
2025-10-2954 minBuy Hold Rant - Stocks and InvestingEp 12: Tesla Q3 Report, ChatGPT Releases Atlas, Plus Netflix, Rivian and More!Teslaâs (TSLA) earnings brought mixed reactions as revenue beat expectations but EPS fell flat, while Netflix (NFLX) shares slipped after reports included a one-time tax hit from Brazil. Meanwhile, the AI race continues, with the new ChatGPT Atlas browser getting attention as a legit Google Chrome (GOOG) challenger. Plus, Hamid gives his review of the latest Meta AI glasses (META) and the guys discuss why analyst ratings are overrated.đ„ Key topics:đ Tesla's earnings lead to a stock dip amid concerns about slowing innovation, deliveries, and the delayed robotaxi rolloutâeven as the $7,500 tax credit continues t...
2025-10-2359 minBuy Hold Rant - Stocks and InvestingEp 11: Market Flash Sale! Plus, Earnings Season Begins & Portfolio UpdatesIn this episode, the guys break down the recent market flash sale, how it hit their portfolios, and why high conviction keeps them from panicking during downturns. They review earliest earnings reports and anticipate the coming earnings season. They also chat about Rivian ($RIVN), Rocket Lab ($RKLB), Bumble ($BMBL), and Robinhood ($HOOD), plus why keeping cash on hand can be a game-changer.đ„ Key topics:đ§ How to build conviction and stay confident through market swingsđ Dustin joins the Bumble beehiveđ Top stock talk: Rivian, Rocket Lab, and Robinhoodđ° Why cash matters â and how to use it during...
2025-10-1647 minBuy Hold Rant - Stocks and InvestingEp 10: Rocket Lab Surges & Tesla Disappoints + Rivian, Rocket Lab and Shopify Portfolio UpdatesIn this episode, the guys discuss Rocket Lab's ($RKLB) major surge and Tesla's ($TSLA) big "nothing burger" announcement of its "new" models, which are just cheaper, refreshed versions of the Model 3 and Model Y. They also discuss their major portfolio moves this week -- what did they do and why? Plus, Hamid talks about his past portfolio successes and fails and Hamid sings Rivian's ($RIVN) praises (again). đ„ Key Takeaways:đ Are Tesla's "new" models enough to make a meaningful difference in revenue? Has Tesla stopped innovating?đŒ Why did Hamid trim major portfolio holdings like Rocket Lab and R...
2025-10-0956 minBuy Hold Rant - Stocks and InvestingEp 9: Guest Shay Boloor talks Rocket Lab, IONQ & AI + Government Shutdown!In this episode, guest Shay Boloor, investor and Chief Strategist at Futurum, joins the guys to explain his investment strategy, discuss his wins with Rocket Lab ($RKLB), share his excitement for IONQ, Inc, ($IONQ) and quantum computing, and much more. Hamid, Dustin, and Shay (aka StockSavvyShay) also compare portfolios and dive into what's really driving the market. đ„ Key Takeaways:đïž Why is the U.S. government shutdown just political theater and not a disaster for the markets?đ€ AI is fueling an unstoppable earnings revolution, but is it a bubble about to burst?đ What is the growth pot...
2025-10-021h 01Buy Hold Rant - Stocks and InvestingEp 8: Robinhood, Bumble & Rivian Updates | Meta Glasses Demo Fail + NVIDIAâs $100B OpenAI BetThe guys are back! In this episode, Hamid breaks down his latest moves in Robinhood ($HOOD), Bumble ($BMBL), and Rivian ($RIVN), while Dustin shares his own updates on Robinhood. We also dive into the big tech headlines of the week:đș Huluâs new Bumble movie âSwiped" came out this weekend. Will it have any impact on the companyâs stock or brand?đ⥠What are Rivian's 6 catalysts that keep Hamid enthusiastic?đ° Is NVIDIAâs ($NVDA)âs $100B investment in OpenAI af genius strategy or a circular bet?đ Why are the guys still excited about Meta's ($M...
2025-09-251h 00Buy Hold Rant - Stocks and InvestingEp 7: Elon Buys $1B of Tesla, Rocket Lab Raises $750B Cash, the Latest Portfolio Moves and More!In this episode, the guys share their latest portfolio updates and, as always, dive into the latest market movers and investment opportunities.đ Rocket Lab ($RKLB) shares drop 12.5% after the company announces a $750M stock offering, but could this be a smart move long term?đ Meta ($META)'s Meta Connect 2025 event is this week and anticipation builds with the launch of the company's Ray-Ban smart glasses with AI displays. Could this be the future of wearables?đ⥠Rivian ($RIVN) breaks ground on a new Georgia plant while managing recalls. Execution remains keyâcan Rivian scale like Tesla di...
2025-09-1759 minBuy Hold Rant - Stocks and InvestingEp 6: Portfolio Updates, Lululemon + Oracle Earnings, iPhone 17 and Elonâs $1T PaydayIn this episode, we break down the guys' big summer portfolio moves. What have we been selling, trimming, and holding?Also:đŠ
American Eagle ($AEO) pops 40% and Lululemon ($LULU) misses big. What does this say about the volatility in retail and why itâs tough to hold long term?đ Hamid still loves Bumble ($BMBL). He talks about the company's growth potential and why it's more attractive on dips.đ Robinhood ($HOOD) is added to the S&P 500 and the guys talk about their de-risking strategies.đ Rocket Lab ($RKLB) reports1200% gains trims profits, and looks toward long-te...
2025-09-111h 00Buy Hold Rant - Stocks and InvestingEp 5: Tesla Master Plan IV, Apple iPhone 17, AEO Earnings, and Rocket Lab and Bumble UpdatesWeâre back with Episode 5, and this weekâs market talk is packed! đ- Why after 8 years and a $50k deposit did Hamid finally cancel his Tesla Roadster 2 order? - Tesla's ($TSLA) latest Master Plan IV falls flat, full of too many vague and unkept promises.- Will we see AI features, battery life breakthroughs, or just another faster phone + better camera announced at Apple's ($AAPL) iPhone 17 event?- Google's ($GOOG) antitrust win against DOJ case raises questions about Google's monopoly and highlights the company's essential role in our lives.- Earnings Roundup: Salesfo...
2025-09-0453 minBuy Hold Rant - Stocks and InvestingEp 4: Tesla or Rivian for Autonomy bet? NVIDIA Earnings and Abercrombie vs. Gap vs. American EagleMarkets moved on big earnings this week! đNVIDIA ($NVDA) beat on revenue and EPS but still dropped after hours. What does this mean for AI stocks like Tesla ($TSLA), Meta ($META), Microsoft ($MSFT), Google ($GOOGL), and Apple ($AAPL)?Rivian ($RIVN) : Hamid boosted his stake 43%, betting on its AI-driven self-driving tech. Could its $16B valuation someday rival Waymo?MongoDB ($MDB) crushed expectations with $590M revenue and 37% stock jump.Abercrombie & Fitch ($ANF) looks strong with $5.1B revenue and a P/E under 10, despite a tough year. But according to Hamid, it's a better bet...
2025-08-2854 minBuy Hold Rant - Stocks and InvestingEp 3: Red Market Panic? $HD vs $LOW, $INTU & $ZM Earnings, Pixel 10 Event & Portfolio MovesThe marketâs flashing red - is it time to panic? Hamid and Dustin break down this weekâs key earnings from Home Depot vs. Loweâs, Intuit, and Zoom, along with other notable reports. Hamid shares why he sold Supermicro to buy more Bumble, and the hosts weigh in on Googleâs new Pixel 10 vs. iPhone. Plus, listener questions and fresh portfolio updates.Earnings Hub: https://earningshub.com/Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolioDustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr
2025-08-2157 minBuy Hold Rant - Stocks and InvestingEP 2: $ASTS Rockets Past Satellites, $MNDY & $CAVA Earnings, $ETH Rips đ„ + How Hamid Picks StocksASTS rockets after earnings while Monday dumps. Hamid and Dustin cover this week's earnings, Etheriums rip, and Hamid's portfolio updates. Hamid also shares his strategy for picking stocks and the two also answer some listener questions, including offering thoughts on companies like Amazon and Duolingo.Earnings Hub: https://earningshub.com/Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolioDustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvrChapters:0:00 Intro2:18 Earnings Reports Overview3:34 Analyzing monday.com Earnings5:39 Nuclear Energy Investments8:10 ASTS: Satellite Technology and Market...
2025-08-1457 minBuy Hold Rant - Stocks and InvestingEP 1: Sydney Sweeney's Great Ads, Rivian and SMCI Earnings, and Bumble BuzzIn the inaugural episode of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper discuss the success of American Eagle's Sydney Sweeney ads, breakdown the week's earnings reports and speculate on the future of companies like Rivian, Uber, Bumble, Shopify, and Rocket Lab. The two compare their current portfolio and Dustin shares his 2-year-old's investment strategy. Chapters0:00 Introduction to the Buy Hold Rant Podcast1:23 Diving into American Eagle's Stock Performance8:56 Earnings Reports and Market Reactions15:56 Rivian's Future and Production Challenges23:22 Uber's Position in the Market29:30 Valuation Concerns with Te...
2025-08-0753 min
AZ Tech Roundtable 2.0Stock Investing Info from Earnings Hub w/ Hamid Shojaee â Part 2 - AZ TRT S05 EP24 (239) 6-16-2024 Stock Investing Info from Earnings Hub w/ Hamid Shojaee â Part 2 AZ TRT S05 EP24 (239) 6-16-2024 What We Learned This Week: Earnings Hub is a platform where you can find all the information on a company, when their earnings are coming out, & quarterly calls Earnings info for Public Co's is often hard to find, and the income for stocks is crucial to the price Hamid is a long term investor like Buffet, more of buy and hold of good stocks, only owns 8 stocks Concentration Builds Wealth â Diversification Preserves it. Looking for...
2024-06-2145 minAZ Tech Roundtable 2.0Stock Investing Info from Earnings Hub w/ Hamid Shojaee AZ TRT S05 EP23 (238) 6-9-2024 Stock Investing Info from Earnings Hub w/ Hamid Shojaee AZ TRT S05 EP23 (238) 6-9-2024 What We Learned This Week: Earnings Hub is a platform where you can find all the information on a company, when their earnings are coming out, & quarterly calls Earnings info for Public Co's is often hard to find, and the income for stocks is crucial to the price Hamid is a long term investor like Buffet, more of buy and hold of good stocks, only owns 8 stocks Concentration Builds Wealth â Diversification Preserves it. Looking for co...
2024-06-1348 min
The Capital StackHamid Shojaee of Savvy Trader on Investor Bias, Regulating Emotions, and Emerging TrendsThis week I had the opportunity to invest with friend and serial entrepreneur Hamid Shojaee. Hamid has been the founder of several companies and products including Axosoft, NetTime Solutions, and Get Krackin. You can watch/listen to the podcast on YouTube, Spotify, and Apple. On this episode of the Capital Stack Podcast hosted by venture capitalist David Paul - Hamid Shoajee, serial entrepreneur, author, investor, and founder of Savvy Trader, an Arizona-based investment portfolio-sharing software company, gets on the microphone. David and Hamid engage in conversation about how to get started in investing, how to balance and main...
2023-10-3156 min
Practical Founders Podcast#5: Lessons and successes building products for developers â Hamid Shojaee of AxosoftHamid Shojaee is a technical founder and serial entrepreneur who created several software companies and dozens of products in the last 25 years. He sold his two software companies in 2021âAxosoft and Pure Chatâand now is an active investor and has a new startup to keep him busy. Axosoft was popular project management and bug-tracking software for developers that he bootstrapped to launch in 2002. It grew profitably for years until it met stiff competition despite active efforts to grow. Dozens of product experiments finally produced a hit, the popular software GitKraken. In this episode, Hamid share...
2022-07-221h 03
Apocalyptic Chats - One World in a New WorldOne World in a New World with Doug Bruhnke - Founder & CEO, Global ChamberOne World in a New World with Doug Bruhnke - Founder & CEO, Global Chamber serving 195 countries and 535 metro areas to date. As we face sanctions and shenanigans, this is an episode worth your time and attention.Â
Asked about early inner knowings, Doug admits the calling to do international business seemed to be in his blood. One of his early realizations going into college was the awareness that he needed to be part of making the world a better place. Â Â
We dive deep into the world scene, changes and potential outcomes from the perspective of the wor...
2022-05-271h 20
AZ Tech PodcastLIVE with Bob La Loggia, Mike Roberts and Chris CardinalFor this episode, we partnered with Startup Grind Phoenix to put together a podcast recording in front of a LIVE audience. It's been a long time since we've hosted -- and attended -- in person events, and it was so great to meet some of our listeners in person!Anything can happen in a live event, especially with the three founders we invited to join us. Hamid talked with three of his good friends: Bob La Loggia, founder of AppointmentPlus; Mike Roberts, founder of SpyFu; and Chris Cardinal, founder of Synapse Studios and CarbonQA. The g...
2021-11-161h 01
AZ Tech PodcastAly Saxe, VP of Communications, CampusLogic - Failure, Redemption and ROFLAly Saxe knows how to succeed, but she also knows how to fail. More importantly, she knows how to get back up. She's weathered the challenges of raising money to make payroll to sexual harassment to calling it quits. Even after having a stroke, Aly ran her company though she barely had any feeling in the right side of her body and couldn't move any part of the left side. Aly's learned that taking care of yourself and your family should always be the priority, no matter what. In this episode, Hamid talks to Aly about how r...
2021-11-021h 23AZ Tech PodcastNews RECAP - Week ending Oct. 22This week, AirGarage, a startup founded in Tempe that's designed to improve the public parking experience, announced a $12.5 million raise led by Andreesen Horowitz. MediaKits, a startup that provides "digital resumes" for influencers, raised $1 million. We also talk about the massive amount of investment capital in Arizona. We also discuss the metaverse, the new MacBook Pro and Donald Trump's new social media platform. Watch the discussion on YouTube: https://youtu.be/dFeBkemiHNE
2021-10-2322 min
AZ Tech PodcastAlexis Krisay & Melissa DiGianfilippo, Co-founders, Serendipit - Brands, BFFs and big ideasAlexis Krisay and Melissa DiGianfilippo started their brand marketing agency as basically strangers, but after running a company together for 12 years, they've become BFFs. They've got a pretty good "marriage" (as they call it) because they complement each other well and never go to bed angry. They also co-host a podcast called "Will It Stick?", which dives deep into some of the best - and worst - marketing campaigns in history. They call themselves "marketing junkies," entrepreneurs and moms. In this episode, Hamid talks to Alexis and Melissa about their company, their podcast and a condom campaign.Â
2021-10-221h 05
AZ Tech PodcastSaeed Eslami, Founder, VisualLive - Augmented reality, bootstrapping and starting from scratchSaeed Eslami wanted to start fresh after he moved to the United States from Iran. He'd built a successful company in his home country, but he wanted to get an education and find a good job in America. He was willing to work hard and do what it takes. He wasn't afraid to get his hands dirty. So, when he was offered a construction job after he finished his graduate degree in engineering, he took it. That job would give him the idea that would change his life.In this episode, Hamid talks to Saeed about living...
2021-10-201h 08AZ Tech PodcastNews RECAP - Week ending Oct. 8This week was Invest Southwest's Venture Madness, where up to 25 startups pitch to an audience for the chance to win $10,000. Hamid was at the conference and on this week's news recap, he tells me all about this year's finalists and winners. We also talk about how big tech is taking over the world.Watch the interview: https://youtu.be/JRmMHVEJLUM
2021-10-0943 min
AZ Tech PodcastAlexi Venneri, Co-founder & CEO, Digital Air Strike - Company culture, car dealerships and Richard Branson's islandsWhen you ask Alexi Venneri about the challenges she's had while building Digital Air Strike, a multimillion dollar tech company, she answers with an iteration of one of the quintessential interview answers: "Our challenges have become our strengths." But the thing is, she really means it. Alexi loves her company and team, who she says are like family. And she believes in treating them actually even better than most of us treat our own families. She's renting islands, for example. Hamid talks to Alexi about how she grew her business from her kitchen, how she had to l...
2021-10-0651 minAZ Tech PodcastNews RECAP - Week ending Oct. 1This week in Arizona we saw a merger between two drone data collection companies. The first is Skynetwest, which was based here in Chandler, joined forces with Mississippi-based Soaring Eagle Imaging to create Soaring Eagle Technologies. Another bit of news was that Arizona Commerce Authority announced the National Semiconductor Economic Roadmap (NSER), which will bring people from different sectors together to position the US as the leader in semiconductor manufacturing. We also discuss Instagram's halt on its product for kids, privacy and what the Elizabeth Holmes trial says about Silicon Valley.Â
2021-10-0128 min
AZ Tech PodcastMatthew Pittinsky, CEO, Parchment - Education, college admissions and AtariBefore Matthew Pittinsky was CEO of the EdTech company Parchment, he was co-founder and CEO of Blackboard, Inc., a software used by universities across the country. If you went to college in the aughts, you likely used Blackboard to submit assignments and interact with your class and professor. Matthew has been passionate about education since he was a kid and has been involved with education for most of his professional career. He's even received a PhD in the sociology of education. In this episode, Matthew tells Hamid about his experience as a "bad student," his ability to b...
2021-09-301h 13
AZ Tech PodcastJosh Snow (Elizetxe), Snow Founder & CEO - Consumer products, SaaS and navigating successJosh Snow (formerly Josh Elizetxe) didn't have much as a kid. He grew up in a dangerous part of Phoenix and could've easily joined a gang. Instead, he spent his afternoons in the Phoenix Public Library reading all the "For Dummies" books he could get his hands on. He taught himself to code and used his skills to start a business. By age 17, he was a millionaire. Since then, he's had several successful ventures and now, he's trying to change the world one smile at a time. Josh talks to Hamid about his journey to success, scaling a...
2021-09-281h 19AZ Tech PodcastNEWS RECAP - Week ending Sept. 24Busy week for Arizona tech news. eVisit and Nextiva raise big. Axosoft makes an acquisition and a few other announcements too.Plus we talk about national tech news from Apple, SpaceX, VW and more.
2021-09-2432 min
AZ Tech PodcastKate Gallego, City of Phoenix Mayor - Tech, politics and the future of ArizonaPhoenix Mayor Kate Gallego made the decision to run for mayor at a time when, she says, her life was falling apart. As it turns out, she won. Now, she's the mayor of the country's 5th largest city and also the youngest mayor of a major city. Kate got into politics to make a difference in current affairs, but she stays in politics to help build a better future for her 4-year-old son. Hamid talks with Kate about why she decided to run for mayor, her experiences at Harvard and how building a campaign is a lot...
2021-09-2451 min
Kilowatt: A Podcast about Electric VehiclesInterview: Hamid ShojaeeSupport the Show:PatreonMy Other Podcast(s):Coming SoonFriends of the Show:Climate Report and Making TracksFrunk PuppyTrue North EVsJessica KirshPodFeetSMR PodcastAZ Tech PodcastNews:On this week's episode of Kilowatt I sat down with Hamid Shojaee and we discussed EV automakers, the four things disrupting the automaker, Tesla, and home battery backup. Contact:Twitter: @918DigitalEmail: bodie @ 918digital dot com
2021-09-101h 05
AZ Tech PodcastBONUS: Hamid and Adrienne wrap up Season 1 of the AZ Tech PodcastHamid talks to AZ Tech Podcast producer Adrienne about their favorite parts of Season 1 and what can be expected this summer before the podcast returns with Season 2 later this year.Â
2021-06-1130 min
AZ Tech PodcastChris Ronzio, Founder, TrainualOne day, Chris Ronzio was running a highly-profitable consulting business. The next, he launched Trainual, one of the fastest growing companies in Arizona that streamlines businessesâ training processes. Watching his mom start her own esthetician business and his dad work and travel often for his corporate job influenced Chris on his path to business. Living with Type 1 Diabetes also taught him how to adapt to tough situations, and to be resilient and transparent, all traits he uses now while growing Trainual. In this episode, Chris and Hamid talk all about the start of Trainual, the Phoe...
2021-06-091h 07
AZ Tech PodcastJT Marino, Co-founder, Tuft & NeedleTuft & Needle co-founder JT Marino could be the poster child of how to bootstrap your way to success. When he was first exploring ideas for the type of startup he wanted to build, he and his friend and co-founder Daehee Park made a very specific set of constraints that included never raising capital. The two decided to design a way to make buying a mattress as painless as possible. They knew nothing about mattresses, but JT did everything he could to transform what was once a miserable experience into something as easy as shopping on Amazon. ...
2021-06-041h 47
AZ Tech PodcastGrant McFadden, Researcher, ASU Biodesign InstituteDr. Grant McFadden is trying to find out if a virus fatal only to rabbits might also destroy cancer cells. He became interested in the myxoma virus in grad school. The virus was first released in Australia in the 1950s to try to control a massive rabbit population . Since then, Grant has turned his interest into a lifelong pursuit of understanding viruses. Now, as a virologist and researcher at ASU's Biodesign Institute, he's altering viruses and learning how these viruses could treat cancer. In this episode, Dr. McFadden tells Hamid about his research and discusses the importance o...
2021-06-021h 11
AZ Tech PodcastGreg Head, Founder & CEO, Scaling Point & GregslistGreg Head is one of the biggest champions of Arizona's tech scene. Even though he's now based out of Dallas, he runs Gregslist in Phoenix, one of the best resources for entrepreneurs, investors and founders in the valley. Not only that, but he has the experience of marketing major startups and helping them scale to multimillion dollar companies. In this episode, Greg tells Hamid some of his best tips for scaling, marketing and getting your company's name and product out in the world. Watch the interview on YouTube: https://youtu.be/ejEoSBecpN0
2021-05-281h 09
AZ Tech PodcastChris Cardinal, Co-founder, Synapse Studios & CarbonQAChris Cardinal has a lot to say, and he proved as much on our latest podcast episode. The co-founder of Synapse Studios and CarbonQA shared his philosophy on balancing big deadlines, while also building positive culture at new companies. He talked about how CEOs of the Big 5 companies, like Elon Musk or the late Steve Jobs, aren't exactly who he looks up to while building a business.Hamid and Chris explore both sides of many of the hottest debates in tech right now, like Bitcoin vs. Dogecoin, retail investors vs. Wall Street, the Epic vs. Apple battle...
2021-05-261h 40
AZ Tech PodcastIbrahim Mesbah, Co-founder & CEO, RevolutionPartsIbrahim Mesbah is building the Amazon of buying and selling car parts. It's a very specific market, but that's what's made his company RevolutionParts so successful. It addresses a major inefficiencies and unnecessary costs in the retail car parts market which, as it turns out, is pretty big.  Ibrahim talks to Hamid about growing up in Zambia, his hiring mistakes and how he uses ride share apps to move product. Watch the interview on YouTube: https://youtu.be/f62fTESJJB0
2021-05-211h 06
AZ Tech PodcastDanny Jacobs, Researcher, ASU's School of Earth and Space ExplorationDr. Danny Jacobs is, in a way, a space explorer. As part of his research at ASU's School of Earth and Space Exploration, he's trying to understand how the universe began. Danny's whole goal is to answer some of life's biggest and most basic questions, like where did we come from and how did we get here? Not only that, but he's also building satellites the size of cereal boxes to launch into space. So where did we come from? In this episode, Danny and Hamid talk about that and more, like Elon Musk, the colonization of...
2021-05-141h 19
AZ Tech PodcastPat Sullivan, Founder & CEO, DefendryPat Sullivan has built several successful companies in his almost 40-year career as an entrepreneur. One of his biggest successes was ACT, the very first CRM software. With his newest venture Defendry, Pat is trying to literally save lives by using AI and drones to reduce the number of people killed in mass shootings. Even though the pandemic brought Defendry to a screeching halt, Pat says he'll do what he's doing until he's in the ground. In this episode, Pat shares some of the most important lessons he's learned in his long career.Watch the interview on...
2021-05-071h 06
AZ Tech PodcastClate Mask, Co-founder & CEO, KeapKeap, formerly known as Infusionsoft, is one of Arizonaâs most successful software companies, but the company's had really high highs and really low lows. In this episode of AZ Tech Podcast, Keap co-founder Clate Mask shares the intimate and emotional roller coaster that comes with building a $100 million revenue SaaS company, including the three years he was sidelined as the CEO of his own company. Now Clate is back and Keap is growing. How did he do it? Watch the interview on YouTube: https://youtu.be/eYErHO9SnxY
2021-05-051h 15AZ Tech PodcastBONUS: Hamid and Adrienne talk startups, challenges, fundraising and moreThis week, Hamid talks to AZ Tech producer Adrienne St. Clair about what it takes to build, lead and exit a startup.Â
2021-05-011h 15
AZ Tech PodcastMike Roberts and Bob La Loggia ReturnWe're trying something a little different this week. Hamid invites Mike Roberts and Bob LaLoggia back on the podcast to "shoot the shit." They discuss the nature of a founder, how to be happy and they actually do end up talking about shit.Watch the interview on YouTube: https://youtu.be/OEJ54oYtEw0
2021-04-211h 53
AZ Tech PodcastJamie Baxter, Co-founder & CEO, QwickJamie Baxter's company Qwick was almost a casualty of the pandemic. As an on-demand staffing startup for food and beverage contract employees, the shutdown of the food and beverage industry was nearly a death sentence. But Jamie and his team got creative to stay alive and now Qwick is doing better than ever. In this episode, Jamie tells Hamid the wild story of how his company survived, why he loves being a pilot and recommends the Valley startups that he's most excited about. Watch the interview on YouTube: https://www.youtube.com/watch?v=UREAPfL6RT...
2021-04-161h 05
AZ Tech PodcastHoward Lindzon, Partner, Social LeverageHoward Lindzon is an expert in investing and has bet on a wide range of startups, from Robinhood to Manscaped. In this episode, Hamid and Howard talk about investment strategies, the problem with millennials and why Jurassic Park is a great model for the stock market. Watch the interview on YouTube: https://www.youtube.com/watch?v=432exTPtWYY
2021-04-141h 25