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 21: Is $MU a buy? $NVDA's Autonomy, Plus $EOSE, $IREN, $RIVN and more!
The boys are back and ready to ring in the new year with updates on their latest portfolio buys, 2026 projections, and rants (as usual). In this episode of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper do a a deep dive into Micron ($MU) and the global memory shortage driven by AI, data centers, and storage demand. They break down why Micron’s growth trajectory could mirror earlier stages of Nvidia’s ($NVDA) AI-driven expansion, while still trading at a much more attractive valuation. Plus, Hamid gives his Rocket Lab ($RKLB) projections and Dustin gives his outlook on crypto.
🔥 In this episode:
🧠 Micron ($MU): How AI, data centers, and global memory shortages are driving demand
📊 Valuation Check: Comparing Micron’s growth outlook to Nvidia’s multiples
🚀 Rocket Lab & Space: How a potential SpaceX IPO could reshape space stocks
🪙 Crypto Strategy: Rebalancing Bitcoin and Ethereum exposure
🌱 Emerging Positions: Small investments in names like Iron and EOS for diversification
🚗 EVs & Autonomy: Rivian’s long-term potential and the role of LiDAR in vehicle safety
*For informational purposes only — not financial advice.
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 #StockMarket #AIStocks #Micron #Nvidia #TechStocks #EVStocks #Rivian #AutonomousVehicles #SpaceStocks #RocketLab #Bitcoin #Ethereum