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 22: $APPL and $GOOGL Partner Up, $META, $RKLB, $MU Portfolio Updates, Plus 2025 Q4 Bank Earnings
Apple ($APPL) and Google ($GOOGL) become unlikely partners with a major announcement this week. In this episode of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper discuss the latest major tech news, which, of course, is Apple's announcement to use Google Gemini to run its AI-powered Siri. Is Steve Jobs rolling in his grave? Hamid and Dustin discuss the possible strategy behind the deal. The guys also dive into their latest portfolio moves, with Hamid doubling down on Micron ($MU) and Meta ($META) and Dustin rebalancing his portfolio. Plus, 2025 Q4 Earnings started with the banks reporting this week!
🔥 In this episode:
🤖 Apple & Google AI Partnership: Why Apple integrating Google’s Gemini AI into Siri raises major strategic questions and concerns about Apple’s long-term AI roadmap.
📈 Portfolio Updates & Stock Strategy: Hamid adds to Meta (META) and Micron (MU) while trimming Rocket Lab (RKLB) and Dustin breaks down his portfolio re-balance.
🧠 Meta’s Financial Performance: Meta’s revenue growth, margins, and AI investment could drive future upside.
🏦 Bank Earnings & Market Reactions: Analysis of earnings from JP Morgan, Bank of America, and Citigroup, and why strong results didn’t translate into higher stock prices.
💬 Listener Q&A
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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