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 Oct 7, 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 59: $RIVN Q3 Deliveries, $SPCX Breakout, $PSKY & $WBD Merger, $NKE
Ep 59: $RIVN Q3 Deliveries, $SPCX Breakout, $PSKY & $WBD Merger, $NKE Oct 7, 2026 3860 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. P
Ep 58: $MU Q4 Earnings, $META Connect, OpenAI Dots vs Muse, $HOOD Summit
Ep 58: $MU Q4 Earnings, $META Connect, OpenAI Dots vs Muse, $HOOD Summit Oct 1, 2026 4583 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 thi
Get to Know Hamid and Dustin: Q&A with the Men Behind the Mic
Get to Know Hamid and Dustin: Q&A with the Men Behind the Mic Sep 23, 2026 1303 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
Ep 57: $MU AI Fears, $HOOD Tokens, $META Muse, Blackstone Exits $BMBL
Ep 57: $MU AI Fears, $HOOD Tokens, $META Muse, Blackstone Exits $BMBL Sep 16, 2026 4350 So much drama this week! First, the AI safety debate went mainstream this week and Buy Hold Rant hosts Hamid Shojaee and Dustin Alper break down the whole saga, from the viral Anthropic engineer's departure post to CEO Dario's warnings to Elon and Trump weighing in at the All-In Summit. So what does that actually mean (or doesn't mean) for Micron ($MU), Nvidia ($NVDA), and the chip
Ep. 56: $META Muse, $TSLA Cybercab, $AAPL iPhone Duo, ChatGPT Astra
Ep. 56: $META Muse, $TSLA Cybercab, $AAPL iPhone Duo, ChatGPT Astra Sep 9, 2026 4014 This week is stacked: Meta ($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 al
Ep. 55: What happens if AI bubble bursts? $MU, $SPCX, $META, $IREN
Ep. 55: What happens if AI bubble bursts? $MU, $SPCX, $META, $IREN Sep 2, 2026 4287 Is the AI bubble about to pop, and who survives if it does? In Episode 55 of Buy Hold Rant, Hamid and Dustin break down the black swan scenarios nobody's talking about. What actually happens to massive AI stocks like Micron ($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
Ep. 54: $NVDA Earnings, New $AAPL Macs, $MU CEO Interview, $META Settlement
Ep. 54: $NVDA Earnings, New $AAPL Macs, $MU CEO Interview, $META Settlement Aug 26, 2026 4196 NVIDIA earnings are out and the company reported a beat on both revenue and EPS, but the stock dropped anyway. In Episode 54 of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper break down NVIDIA's ($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
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

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