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 17: $GOOGL TPUs vs $NVDA GPUs, Portfolio Updates and the Michael Burry Short
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
It's a shorter week with Thanksgiving coming up, but the week isn't short of news! In this episode of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper tackle the week’s biggest market stories—from holiday trading shifts to tech hardware battles and bold investor predictions. The guys break down NVIDIA ($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
🔔 Subscribe for weekly investing insights and market breakdowns!
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