Ep 46: $MU $1,800 Target? $AAPL Price Increases, $RKLB to acquire $IRDM
Buy Hold Rant - Stocks and InvestingShow Notes
So much tech news this week! The guys tackle major questions like, can Micron Technology (MU) realistically reach a bold $1,800 valuation target? And what could the company's rising tensions with Apple mean for the future of memory pricing and supply chains? In this episode of Buy Hold Rant, Hamid Shojaee and Dustin Alper break down the biggest stories moving tech, AI, and public markets right now, including everything from semiconductors to major M&A speculation to the next wave of cloud...
More from Buy Hold Rant - Stocks and Investing
Episode 61 is packed and the guys have LOTS of opinions. There are company earnings reports from tech giants Tesla ($TSLA), Meta ($META) and SpaceX ($SPCX). Meta and Tesla both beat after the bell. But SpaceX posted a monster quarter, with roughly half its revenue coming from renting out AI data center capacity. Hamid breaks down why Elon’s next-year projections don’t add up, and what it could mean for Micron ($MU) and Nvidia ($NVDA) either way. Plus, the new Tesla Roadster delivered one of t...
Bumble ($BMBL) is going private, Micron ($MU) keeps selling off, and Hamid hosts from a cruise ship over Starlink. In episode 60 of Buy Hold Rant, Hamid Shojaee and Dustin Alper cover a busy week. Dustin walks through his biggest round of buys in a while, including his return to Bitcoin and Robinhood ($HOOD), and debuts his new side project, Trade the Cycle. Then the guys break down Bumble’s $1.3B take-private deal, and Hamid explains why it doesn’t sit right with him as a longtime shareholde...
Lots of $RIVN discussion this week! Rivian just posted record deliveries, so why did the stock drop? On episode 59 of Buy Hold Rant, Hamid Shojaee and Dustin Alper look at Rivian's Q3 delivery beat and what it means for the R2 ramp. They also explain why SpaceX's rally rests on AI data center revenue that may not last, and why Nike ($NKE) still doesn't look cheap after a 77% drop. Plus, they discuss the Paramount–Warner Bros. merger closing and Nvidia ($NVDA) potential $6 trillion market cap....
Hamid and Dustin are back from vacation (and it's Hamid's birthday!). They break down Micron's blowout Q4 and why the "memory is cyclical" argument keeps missing. They also cover Meta Connect's new glasses and VR hardware, how OpenAI's new Dots stacks up against Meta's Muse, Robinhood's 2026 Summit, and the launch of their new product, Portaris. 📊 In this episode: 🧠 Micron Q4: $54B revenue vs. $51B expected, a raised guide, and 26 long-term agreements 🔁 Why the "Micron is cyclical" bear cas...
Hi, Buy Hold Ranters! This is Adrienne, the producer behind the scenes of your favorite investing podcast. Every week, I get to read your comments and questions during the livestream—and after spending all this time listening to Hamid and Dustin debate stocks, defend their hot takes, and occasionally rant, I realized something: we actually don’t know that much about the guys themselves. We know what stocks they love. We definitely know which ones they hate. But how did they get into investi...