It's a shorter week with Thanksgiving coming up, but the week isn't short of news! In this episode of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper tackle the week’s biggest market stories—from holiday trading shifts to tech hardware battles and bold investor predictions. The guys break down NVIDIA ($NVDA) GPUs vs Google ($GOOG) TPUs, Meta’s ($META) rumored TPU orders, and Michael Burry’s latest shorts against Nvidia and Palantir ($PLTR). Plus, Hamid shares why he sold American Eagle ($AEO) and how he’s doubling down on a concentrated five-stock portfolio focused on fintech, space, EVs, AR, and dating-tech.

🔥 Episode Highlights

👖 Hamid and Dustin's latest portfolio moves
🎯 Hamid’s 5-stock focus: Robinhood ($HOOD), Rocket Lab ($RKLB), Rivian ($RIVN), Meta, Bumble ($BMBL)
🤖 NVIDIA vs Google TPUs & Meta’s rumored mega order
📉 Michael Burry shorting NVIDIA & Palantir
💵 Cash reserves, ETFs, and timing the market

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Bob's Investing Framework document

Don't forget to check out:

The Best (and Free) Earnings Calendar: 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

#Investing #Nvidia #GoogleTPU #StockMarket #MichaelBurry #TechStocks #BuyHoldRant