Shows
Buy Hold Rant - Stocks and InvestingEp 25: Market Selloff, $GOOGL $AMD $PLTR Earnings, Plus $MU & $HOOD BuyingThere’s 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 week’s biggest tech news, from SpaceX acquiring xAI to Tesla cancelling the S and X models to the latest earnings results. They also share their latest portfolio moves and, as always, answer questions from listeners!
2026-02-051h 17Buy Hold Rant - Stocks and InvestingEp 24: $TSLA $META $MSFT Earnings, Copper & Gold, Plus $MU & Portfolio UpdatesSome of the biggest companies reported Q4 earnings this week and the guys have LOTS to say. In this episode of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper break down the earnings results of some of the biggest companies, including some of the major holdings in each person's portfolio. The guys dive in to the latest copper trend thanks to headlines predicting a looming copper shortage. They also cover Rocket Lab’s ($RKLB) recent test failure, its short-term stock reaction, and why both remain confident in the company’s 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. $72B all-cash offer. Plus, they discuss the latest NYSE announcement of a new digital platform for trading digital tokens representing stocks, bonds, and other assets.🔥 In this episode:🚙 Rivian ($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 Micron’s growth trajectory could mirror earlier stages of Nvidia’s ($NVDA) AI-driven expansion, while still trading at a much more attractive valuation. Plus, Hamid gives his Rocket Lab ($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 $15B and who will win the self-driving taxi race. 🔥 In this episode:🔋 Tesla ($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 & $ORCLThis week is packed with news! In Episode 19 of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper break it all down, from Rivian’s ($RIVN) upcoming Autonomy Day to Netflix’s ($NFLX) bold offer to buy Warner Bros. Discovery ($WBD) to Meta’s ($META) evolving AI strategy. Plus, the guys describe their own paths to becoming investors and Hamid anticipates attending Autonomy Day. 🔥 In this episode: 🚗 Rivian Autonomy Day: Why are investors selling ahead of the company's major event and announcements?🔌 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, $AEO Earnings, Bitcoin ETFs, Taxes and MoreYour favorite investors are back at it again! In Episode 18 of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper discuss Rivian’s ($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 Vanguard’s 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! 🔥 In this episode:⚡ Rivian Autonomy Day Preview: Why $RIVN is pumping, what investors should expect, and how it compares to Tesla’s 2...
2025-12-041h 07Buy Hold Rant - Stocks and InvestingEp 17: $GOOGL TPUs vs $NVDA GPUs, Portfolio Updates and the Michael Burry ShortIt's a shorter week with Thanksgiving coming up, but the week isn't short of news! In this episode of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper tackle the week’s biggest market stories—from holiday trading shifts to tech hardware battles and bold investor predictions. The guys break down NVIDIA ($NVDA) GPUs vs Google ($GOOG) TPUs, Meta’s ($META) rumored TPU orders, and Michael Burry’s latest shorts against Nvidia and Palantir ($PLTR). Plus, Hamid shares why he sold American Eagle ($AEO) and how he’s 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. 🔥 Highlights include:📉 What this week's market volatility might mean for long-term investors🔁 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 Rivian’s ($RIVN) strategy and the market’s reaction to its upcoming launches, including its highly anticipated Autonomy Day on December 11.💡 In this episode:🚀 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).📈 In This Episode:📊 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 OpenAI’s transition to a for-profit company and what it means for the AI industry and investors. How does today’s 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!Tesla’s (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.🔥 Key topics:🚗 Tesla's earnings lead to a stock dip amid concerns about slowing innovation, deliveries, and the delayed robotaxi rollout—even 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 ($HOOD), plus why keeping cash on hand can be a game-changer.🔥 Key topics:🧠 How to build conviction and stay confident through market swings🐝 Dustin joins the Bumble beehive🚀 Top stock talk: Rivian, Rocket Lab, and Robinhood💰 Why cash matters — and how to use it during...
2025-10-1647 minBuy Hold Rant - Stocks and InvestingEp 10: Rocket Lab Surges & Tesla Disappoints + Rivian, Rocket Lab and Shopify Portfolio UpdatesIn this episode, the guys discuss Rocket Lab's ($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). 🔥 Key Takeaways:🚘 Are Tesla's "new" models enough to make a meaningful difference in revenue? Has Tesla stopped innovating?💼 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. 🔥 Key Takeaways:🏛️ Why is the U.S. government shutdown just political theater and not a disaster for the markets?🤖 AI is fueling an unstoppable earnings revolution, but is it a bubble about to burst?🚀 What is the growth pot...
2025-10-021h 01Buy Hold Rant - Stocks and InvestingEp 8: Robinhood, Bumble & Rivian Updates | Meta Glasses Demo Fail + NVIDIA’s $100B OpenAI BetThe guys are back! In this episode, Hamid breaks down his latest moves in Robinhood ($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:📺 Hulu’s new Bumble movie “Swiped" came out this weekend. Will it have any impact on the company’s stock or brand?🚗⚡ What are Rivian's 6 catalysts that keep Hamid enthusiastic?💰 Is NVIDIA’s ($NVDA)’s $100B investment in OpenAI af genius strategy or a circular bet?👓 Why are the guys still excited about Meta's ($M...
2025-09-251h 00Buy Hold Rant - Stocks and InvestingEp 7: Elon Buys $1B of Tesla, Rocket Lab Raises $750B Cash, the Latest Portfolio Moves and More!In this episode, the guys share their latest portfolio updates and, as always, dive into the latest market movers and investment opportunities.🚀 Rocket Lab ($RKLB) shares drop 12.5% after the company announces a $750M stock offering, but could this be a smart move long term?👓 Meta ($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?🚗⚡ Rivian ($RIVN) breaks ground on a new Georgia plant while managing recalls. Execution remains key—can Rivian scale like Tesla di...
2025-09-1759 minBuy Hold Rant - Stocks and InvestingEp 6: Portfolio Updates, Lululemon + Oracle Earnings, iPhone 17 and Elon’s $1T PaydayIn this episode, we break down the guys' big summer portfolio moves. What have we been selling, trimming, and holding?Also:🦅 American Eagle ($AEO) pops 40% and Lululemon ($LULU) misses big. What does this say about the volatility in retail and why it’s tough to hold long term?💛 Hamid still loves Bumble ($BMBL). He talks about the company's growth potential and why it's more attractive on dips.📈 Robinhood ($HOOD) is added to the S&P 500 and the guys talk about their de-risking strategies.🚀 Rocket Lab ($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 UpdatesWe’re back with Episode 5, and this week’s market talk is packed! 🚀- 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! 🚀NVIDIA ($NVDA) beat on revenue and EPS but still dropped after hours. What does this mean for AI stocks like Tesla ($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 market’s flashing red - is it time to panic? Hamid and Dustin break down this week’s key earnings from Home Depot vs. Lowe’s, Intuit, and Zoom, along with other notable reports. Hamid shares why he sold Supermicro to buy more Bumble, and the hosts weigh in on Google’s 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 🔥 + 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