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 20: $TSLA Robotaxi Getting Real, Waymo Raising $15 Billion, plus Rivian and Ford news
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It's the last episode of 2025 and things are getting electric (vehicles, that is)! In Episode 20 of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper plug in (pun intended) to the rapidly changing electric vehicle (EV) landscape and return to the comparison between Tesla ($TSLA) and Rivian ($RIVN). They also speculate about the future of Ford ($F) and other legacy car makers and whether they will ultimately survive an electric car revolution. Plus, the guys analyze Waymo's massive $15B and who will win the self-driving taxi race.
🔥 In this episode:
🔋 Tesla ($TSLA) deep dive: How do valuation concerns, slowing revenue growth, and bold bets on RoboTaxi and the Optimus robot affect Tesla's overall outlook?
🚙 Rivian ($RIVN) growth story: What elements pave the way to a profitability prognosis for Rivian?
🧠 Autonomy & AI in transportation: What does Waymo’s latest $15B raise mean for the future of self-driving cars and Tesla's RoboTaxi?
🏭 Legacy automakers under pressure: Can companies like Ford ($F) successfully transition to EVs, or will disruption and consolidation reshape the industry?
📈 2025 Portfolio results: How have Hamid and Dustin's portfolios grown over the past year?
💬 Listener Q&A
👇 Drop your questions in the comments and let us know which EV or tech stock you’re watching.
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
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