# Hamid Shojaee

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Ep. 48: $SKHY on Nasdaq, $ASML & Bank Earnings, $META Prototype Glasses

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 explo…

Ep. 49: Kimi K3's Impact on $MU, $TSLA & $GOOGL Earnings, $IREN to $4B ARR

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…

Ep. 50: $MU Buying Opportunity? $META, $HOOD, & $MSFT Earnings, $CXMT IPO

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 …

Ep. 51: Is $MU's Fwd P/E Justified? $SPCX, $RIVN, $BMBL, & $EOSE Earnings

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 thei…

Ep. 52: Photonics Better Than $MU? $RKLB Earnings, $SPCX & $TSLA Terafab

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…

Ep. 53: $NVDA Earnings Next Week, $META Lawsuit, $IREN Delivers for $MSFT

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 Horizo…

Ep. 54: $NVDA Earnings, New $AAPL Macs, $MU CEO Interview, $META Settlement

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 …

Ep 57: $MU AI Fears, $HOOD Tokens, $META Muse, Blackstone Exits $BMBL

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 doe…

Ep 59: $RIVN Q3 Deliveries, $SPCX Breakout, $PSKY & $WBD Merger, $NKE

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 reven…

Ep 60: $BMBL Taken Private, $MU Sell Off, $META Muse Wonder

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 Robinho…