This week is stacked: Meta ($META) launches Muse.ai and immediately gets rewarded by the market, Tesla ($TSLA) rolls out CyberCab in Austin and raises real questions about who actually owns these robotaxi fleets, Apple ($AAPL) unveils the $2,000 foldable iPhone Duo alongside iPhone 18 Pro, and OpenAI's ChatGPT Astra shakes up the AI model leaderboard on intelligence, cost, and speed. Hamid also breaks down his market-timing "S-curve" framework live, explaining exactly why he thinks Meta's positioning in AI is so strong right now. Plus, the guys answer listener questions about $IREN, options trading, Sterling Infrastructure, Uber ($UBER) vs. Tesla, Rivian's ($RIVN) robotics spinoff, and more.

🚀 Meta Muse launches and Hamid adds ~10% to his position as the stock finally gets AI credit
📈 The "S-curve" framework of product releases and why timing matters more than being first
🚕 Tesla CyberCab rolls out in Austin, but will Tesla ever let individuals own fleets?
📱 Apple's announces new iPhone Duo, a $2,000 foldable, and price hikes on older models
🤖 ChatGPT Astra vs Opus vs Fable vs Grok - the new intelligence/cost/speed rankings
💰 Dustin trims Robinhood ($HOOD) again after a surprise 15% single-day pop
❓ Listener Qs

Which AI assistant are you most likely to actually use? Muse, Astra, Grok, Fable or something else? Let us know in the comments!

⚠️ Note: This content is for informational and entertainment purposes only and not financial advice. Always do your own research.

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

#meta #metaai #metamuse #apple #iphone #chatgpt #anthropic #claude #claudeai #uber #rivian #tesla #cybercab #robinhood #grokai #grok #chatgpt #openai #ai #stockmarket #investing

Is the AI bubble about to pop, and who survives if it does? In Episode 55 of Buy Hold Rant, Hamid and Dustin break down the black swan scenarios nobody's talking about. What actually happens to massive AI stocks like Micron ($MU) and Nvidia ($NVDA) if the bubble bursts? The guys also break down IREN's ($IREN) surprisingly detailed earnings call, react to Meta's ($META) jaw-dropping new Muse Voice Transcribe model, and unpack why OpenAI just pulled its models from Cursor following the SpaceX ($SPCX) acquisition. Plus, Hamid makes a major call on the future of his public Savvy Trader portfolio.

In this episode:

📊 Hamid's decision to keep his Savvy Trader portfolio public
🤖 What would actually happen to AI stocks if the bubble bursts and which companies survive?
⚡ IREN's earnings call includes a 2027 revenue projection north of 15 billion dollars
🎙️ Meta's Muse Voice Transcribe model and why it matters for the AI glasses roadmap
🥊 OpenAI pulling its models from Cursor after the SpaceX acquisition
🚀 When (if ever) the guys would buy SpaceX
💬 A stacked listener Q&A: the Micron strike, IREN's owned power advantage, Amazon's legal risk, and Rivian's multi-year trading range

💬 If the AI bubble popped tomorrow, which of your holdings would you trust to survive and which would you dump today?

⚠️ Note: This content is for informational and entertainment purposes only and not financial advice. Always do your own research.

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

Chapters:

0:00 Intro
1:05 Portfolio Update: Why Hamid Is Keeping Savvy Trader Public
6:30 What Happens If the AI Bubble Bursts?
19:15 IREN Earnings Breakdown
35:05 Meta's New Muse Voice Transcribe AI Model
41:05 OpenAI Pulls Its Models From Cursor
48:00 Listener Questions

#micron #microntechnology #nvidia #nvidiastock #ai #aibubble #iren #meta #openai #cursor #spacex #rivian

NVIDIA earnings are out and the company reported a beat on both revenue and EPS, but the stock dropped anyway. In Episode 54 of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper break down NVIDIA's ($NVDA) earnings, Apple's ($AAPL) new AI-branded Macs, and Micron's ($MU) CEO doubling down on the memory supercycle with Jim Cramer. The guys also cover Meta's ($META) 18 billion dollar teen safety settlement and Rivian's (RIVN) Autonomy+ preview. Plus, Hamid gives his reasons for raising cash by trimming Robinhood ($HOOD).

In this episode:

💰 Hamid trims Robinhood, raising cash to ~30% of his portfolio
₿ Is Bitcoin's bear market actually over?
🖥️ Apple's new Mac mini & Mac Studio go all-in on AI marketing
🟢 NVIDIA earnings: $96B revenue & $2.20 EPS (both beats) but the stock falls anyway
💾 Micron's CEO talks 5-year supply contracts on CNBC interview
⚖️ Meta settles teen safety lawsuit for $18B and why it may be overblown
🚗 Rivian's Autonomy+ drives "flawlessly", per Uber's CFO
📬 Listener Q: Rivian R2 production pace & reported reliability issues
🔋 Listener Q: What to expect from IREN heading into earnings
📊 Listener Q: Would you sell $NVDA after a 200% gain?
🔎 Listener Q: NVIDIA's memory commitments jump to $279B — bullish for $MU?
🌍 Listener Q: Does negative sentiment around AI data centers worry you?

Do you think we've actually seen the bottom of this Bitcoin bear market? Let us know in the comments!

⚠️ Note: This content is for informational and entertainment purposes only and not financial advice. Always do your own research.

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

#nvidia #nvidiastock #apple #micron #meta #robinhood #bitcoin #rivian #buyholdrant #savvytrader #stockmarket #stocks #investing #techstocks