Buy Hold Rant - Stocks and Investing
Buy Hold Rant is a fast paced investing podcast that cuts through the noise of the markets. 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.
Buy Hold Rant - Stocks and Investing
Ep 4: Tesla or Rivian for Autonomy bet? NVIDIA Earnings and Abercrombie vs. Gap vs. American Eagle
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Markets moved on big earnings this week! 🚀
NVIDIA ($NVDA) beat on revenue and EPS but still dropped after hours. What does this mean for AI stocks like Tesla ($TSLA), Meta ($META), Microsoft ($MSFT), Google ($GOOGL), and Apple ($AAPL)?
Rivian ($RIVN) : Hamid boosted his stake 43%, betting on its AI-driven self-driving tech. Could its $16B valuation someday rival Waymo?
MongoDB ($MDB) crushed expectations with $590M revenue and 37% stock jump.
Abercrombie & Fitch ($ANF) looks strong with $5.1B revenue and a P/E under 10, despite a tough year. But according to Hamid, it's a better bet than Gap ($GAP).
Snowflake ($SNOW) surprised with positive EPS (+12%), while CrowdStrike ($CRWD) beat big but still fell 8%.
We also cover Hamid’s portfolio strategy, why he caps at 10 stocks, and why ignoring macro noise can lead to smarter investing.
Don't forget to check out:
Earnings Hub: https://earningshub.com/
Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolio
Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr
Chapters:
0:00 Intro
1:29 NVIDIA earnings speculation
3:34 Anticipating CrowdStrike and Snowflake earnings reports
5:55 Abercrombie and Fitch vs Gap vs American Eagle
11:37 Snowflake earnings
13:38 MongoDB numbers
15:37 CrowdStrike earnings
16:41 Thoughts on Alibaba
20:11 Listener question about CrowdStrike numbers
21:26 Hamid’s Double Down on Rivian
24:34 Rivian vs Tesla
26:22 Rivian, Tesla and Waymo
28:01 LiDAR or not to LiDAR
33:08 Tesla #1, Rivian #2?
38:03 NVIDIA earnings and consistent increase
44:39 Hamid’s diversification strategy
51:18 Listener question
53:14 Ignore the Macro
If you enjoyed this episode, subscribe, share it with a fellow investor, and leave a quick review!