Buy Hold Rant - Stocks and Investing

So much drama this week! First, the AI safety debate went mainstream this week and Buy Hold Rant hosts Hamid Shojaee and Dustin Alper break down the whole saga, from the viral Anthropic engineer's departure post to CEO Dario's warnings to Elon and Trump weighing in at the All-In Summit. So what does that actually mean (or doesn't mean) for Micron ($MU), Nvidia ($NVDA), and the chip race. They also dig into the Robinhood ($HOOD) stock token controversy and Meta ($META) Muse's explosive early t...

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 pos...

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 (...

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 b...

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 previ...