Home Podcasts Buy Hold Rant - Stocks and Investing
Buy Hold Rant - Stocks and Investing

Buy Hold Rant - Stocks and Investing

Hamid Shojaee & Dustin Alper 47 Episodes Aug 19, 2026

Buy Hold Rant is a fast-paced investing podcast that cuts through market noise. 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.

Episodes

Ep. 53: $NVDA Earnings Next Week, $META Lawsuit, $IREN Delivers for $MSFT
Ep. 53: $NVDA Earnings Next Week, $META Lawsuit, $IREN Delivers for $MSFT Aug 19, 2026 4282 Is the AI bubble finally bursting or is this just another round of AI panic? In Episode 53 of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper dig into the latest "AI bubble bursting" narrative sparked by leaked Anthropic and OpenAI revenue numbers. They also break down IREN's ($IREN) big Horizon 1 data center delivery to Microsoft ($MSFT). They also go deep on the $1.4 trillion
Ep. 52: Photonics Better Than $MU? $RKLB Earnings, $SPCX & $TSLA Terafab
Ep. 52: Photonics Better Than $MU? $RKLB Earnings, $SPCX & $TSLA Terafab Aug 12, 2026 3894 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 bea
Ep. 51: Is $MU's Fwd P/E Justified? $SPCX, $RIVN, $BMBL, & $EOSE Earnings
Ep. 51: Is $MU's Fwd P/E Justified? $SPCX, $RIVN, $BMBL, & $EOSE Earnings Aug 5, 2026 4574 It was a stacked earnings week for several major tech companies, including Meta ($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 actu
Ep. 50: $MU Buying Opportunity? $META, $HOOD, & $MSFT Earnings, $CXMT IPO
Ep. 50: $MU Buying Opportunity? $META, $HOOD, & $MSFT Earnings, $CXMT IPO Jul 29, 2026 4302 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
Ep. 49: Kimi K3's Impact on $MU, $TSLA & $GOOGL Earnings, $IREN to $4B ARR
Ep. 49: Kimi K3's Impact on $MU, $TSLA & $GOOGL Earnings, $IREN to $4B ARR Jul 22, 2026 4147 Chinese AI may have just changed the AI race. In Episode 49 of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper discuss Kimi K3, the Chinese AI model that's surprising the U.S. tech industry with capabilities rivaling ChatGPT and Claude. What does this mean for American AI leaders, semiconductor stocks, and the future of AI investing?The hosts also break down the latest Tesla ($TSLA) and A
Ep. 48: $SKHY on Nasdaq, $ASML & Bank Earnings, $META Prototype Glasses
Ep. 48: $SKHY on Nasdaq, $ASML & Bank Earnings, $META Prototype Glasses Jul 15, 2026 4079 Is Micron's rally just getting started? And are recent headlines creating opportunities or distractions for long-term investors? In this episode of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper dive into the week's latest news and their outlook on some of their favorite stocks. The guys explore everything from SK Hynix's Nasdaq debut to Micron's place in the AI memory boo
Ep. 47: $RIVN Q2 Surprise, $MU + 25% Pullback, Taking Profits on $HOOD
Ep. 47: $RIVN Q2 Surprise, $MU + 25% Pullback, Taking Profits on $HOOD Jul 9, 2026 3986 Big updates for some of the pod's favorite companies! In Episode 47 of Buy Hold Rant, Hamid Shojaee and Dustin Alper break down the latest tech buzz, from Rivian's ($RIVN) surprising capital raise to the ongoing debate over Micron ($MU) and the future of AI-driven memory demand. The guys also share updates on their portfolios and answer listener questions about Micron, Rivian, and Meta (
Ep 46: $MU $1,800 Target? $AAPL Price Increases, $RKLB to acquire $IRDM
Ep 46: $MU $1,800 Target? $AAPL Price Increases, $RKLB to acquire $IRDM Jul 1, 2026 4142 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 righ
Ep 45: $MU Earnings, the Future of AI and Micron Deep Dive!
Ep 45: $MU Earnings, the Future of AI and Micron Deep Dive! Jun 24, 2026 3824 It's Micron ($MU) earnings day, and the results did not disappoint! In Episode 45 of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper break down Micron's blowout Q3 2026 earnings report, discuss the company's growing role in the AI ecosystem, and examine the significance of its recently announced deal with Anthropic. In response to a listener question, the guys also speculate on
Ep 44: $MU Expectations Too High? $SPCX IPO, Revisiting $SMCI & $UBER
Ep 44: $MU Expectations Too High? $SPCX IPO, Revisiting $SMCI & $UBER Jun 17, 2026 4270 What's the latest following the SpaceX IPO and Cursor acquisition? And how do we feel about Elon Musk becoming the first trillionaire? In Episode 44 of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper discuss the latest with all things Elon Musk, share portfolio updates, and answer listener questions as usual! They dive into the puzzling market reactions surrounding Meta ($META), examining
Ep 43: Was $RIVN Launch Day a Success? $AAPL Dev Conference, OpenAI IPO and More!
Ep 43: Was $RIVN Launch Day a Success? $AAPL Dev Conference, OpenAI IPO and More! Jun 10, 2026 3980 In this episode of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper discuss the major tech news from the past week, from the massive infrastructure spending fueling the AI boom to the latest developments at OpenAI, Rivian, and Apple. The guys share their perspectives on what matters, what doesn't, and where investors should be paying attention.🔥 In this episode:🚀 Google ($GOOG)
Ep 42: $MU Crosses $1K? Plus, 8 Bullish Reasons for RIVN, Anthropic IPO and More!
Ep 42: $MU Crosses $1K? Plus, 8 Bullish Reasons for RIVN, Anthropic IPO and More! Jun 3, 2026 4118 Micron ($MU) crosses the $1,000 mark, Rivian's ($RIVN) future looks brighter than ever, and Wall Street is already dreaming about the next mega IPOs, including SpaceX and Anthropic. In Episode 42 of Buy Hold Rant, Hamid Shojaee and Dustin Alper break down some of the biggest stories in tech investing and the companies they can't stop watching.🔥 In this episode:📊 Micron surges past $1,000

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