In this episode, we break down the guys' big summer portfolio moves. What have we been selling, trimming, and holding?

Also:

🦅 American Eagle ($AEO) pops 40% and Lululemon ($LULU) misses big. What does this say about the volatility in retail and why it’s tough to hold long term?
💛 Hamid still loves Bumble ($BMBL). He talks about the company's growth potential and why it's more attractive on dips.
📈 Robinhood ($HOOD) is added to the S&P 500 and the guys talk about their de-risking strategies.
🚀 Rocket Lab ($RKLB) reports1200% gains trims profits, and looks toward long-term potential with its Neutron rocket.
🛍 Dustin takes profits from selling Shopify ($SHOP) in order to shift his focus to core portfolio plays.
👕 Why is Lululemon ($LULU) trading at its most attractive valuation in years?
☁️ Oracle ($ORCL) talks cloud growth projections and how has Larry Ellison stayed relevant for so long?
🔋 Is Elon Musk’s $1 trillion Tesla ($TSLA) pay package ambitious or outrageous?

Whether you’re a retail investor or just tracking the stock market, this episode is packed with insights on earnings season, valuation discipline, and portfolio strategy.

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
1:04 Hamid’s portfolio moves
2:18 Lululemon ($LULU) vs American Eagle
3:26 American Eagle earnings
4:50 Hamid’s Bumble ($BMBL) position
5:31 Talking short interest
8:59 Hamid's Robinhood holdings
12:39 Upcoming Meta event
15:26 Dustin’s portfolio updates
19:12 Rocket Lab
21:47 Shopify thoughts
24:01 Lululemon performance
26:36 Oracle and Larry Ellison
28:41 Elon’s big $1T pay package
33:07 Hamid’s slide deck
35:23 Elon’s outrageous request
41:15 Elon Musk vs. Steve Jobs pay packages
45:15 Apple iPhone 17 reveal
56:50 Listener questions

We’re back with Episode 5, and this week’s market talk is packed! 🚀

- Why after 8 years and a $50k deposit did Hamid finally cancel his Tesla Roadster 2 order?
- Tesla's ($TSLA) latest Master Plan IV falls flat, full of too many vague and unkept promises.
- Will we see AI features, battery life breakthroughs, or just another faster phone + better camera announced at Apple's ($AAPL) iPhone 17 event?
- Google's ($GOOG) antitrust win against DOJ case raises questions about Google's monopoly and highlights the company's essential role in our lives.
- Earnings Roundup: Salesforce ($CRM), GitLab ($GTLB), American Eagle ($AEO), Lululemon ($LULU), and Rocket Lab ($RKLB)
- Bumble’s ($BMBL) new ad campaign “For the Love of Love” highlights the company's plan to go back to the essentials of online dating.

📊 Whether you’re into stocks, crypto, Tesla news, or upcoming Apple launches, this episode dives deep into the latest headlines and what they mean for investors.

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

Markets moved on big earnings this week! 🚀

NVIDIA ($NVDA) beat on revenue and EPS but still dropped after hours. What does this mean for AI stocks like Tesla ($TSLA), Meta ($META), Microsoft ($MSFT), Google ($GOOGL), and Apple ($AAPL)?

Rivian ($RIVN) : Hamid boosted his stake 43%, betting on its AI-driven self-driving tech. Could its $16B valuation someday rival Waymo?

MongoDB ($MDB) crushed expectations with $590M revenue and 37% stock jump.

Abercrombie & Fitch ($ANF) looks strong with $5.1B revenue and a P/E under 10, despite a tough year. But according to Hamid, it's a better bet than Gap ($GAP).

Snowflake ($SNOW) surprised with positive EPS (+12%), while CrowdStrike ($CRWD) beat big but still fell 8%.

We also cover Hamid’s portfolio strategy, why he caps at 10 stocks, and why ignoring macro noise can lead to smarter investing.

Don't forget to check out:

Earnings Hub: 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
1:29 NVIDIA earnings speculation
3:34 Anticipating CrowdStrike and Snowflake earnings reports
5:55 Abercrombie and Fitch vs Gap vs American Eagle
11:37 Snowflake earnings
13:38 MongoDB numbers
15:37 CrowdStrike earnings
16:41 Thoughts on Alibaba
20:11 Listener question about CrowdStrike numbers
21:26 Hamid’s Double Down on Rivian
24:34 Rivian vs Tesla
26:22 Rivian, Tesla and Waymo
28:01 LiDAR or not to LiDAR
33:08 Tesla #1, Rivian #2?
38:03 NVIDIA earnings and consistent increase
44:39 Hamid’s diversification strategy
51:18 Listener question
53:14 Ignore the Macro

If you enjoyed this episode, subscribe, share it with a fellow investor, and leave a quick review!

The market’s flashing red - is it time to panic? Hamid and Dustin break down this week’s key earnings from Home Depot vs. Lowe’s, Intuit, and Zoom, along with other notable reports. Hamid shares why he sold Supermicro to buy more Bumble, and the hosts weigh in on Google’s new Pixel 10 vs. iPhone. Plus, listener questions and fresh portfolio updates.

Earnings Hub: 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

ASTS rockets after earnings while Monday dumps. Hamid and Dustin cover this week's earnings, Etheriums rip, and Hamid's portfolio updates. Hamid also shares his strategy for picking stocks and the two also answer some listener questions, including offering thoughts on companies like Amazon and Duolingo.

Earnings Hub: 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
2:18 Earnings Reports Overview
3:34 Analyzing monday.com Earnings
5:39 Nuclear Energy Investments
8:10 ASTS: Satellite Technology and Market Potential
16:02 ASTS vs. Rocket Lab
18:27 Cava's Earnings and Valuation Concerns
22:51 Recent Portfolio Transactions
27:11 Rivian's Future Prospects
30:19 Robinhood's Market Position
35:50 Ethereum's Performance and Market Trends
45:52 Investment Evaluation Strategies
52:47 Listener Questions About Amazon and Duolingo

In the inaugural episode of the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper discuss the success of American Eagle's Sydney Sweeney ads, breakdown the week's earnings reports and speculate on the future of companies like Rivian, Uber, Bumble, Shopify, and Rocket Lab. The two compare their current portfolio and Dustin shares his 2-year-old's investment strategy.

Chapters

0:00 Introduction to the Buy Hold Rant Podcast
1:23 Diving into American Eagle's Stock Performance
8:56 Earnings Reports and Market Reactions
15:56 Rivian's Future and Production Challenges
23:22 Uber's Position in the Market
29:30 Valuation Concerns with Tesla and Market Dynamics
30:51 Bumble's Financial Performance and Market Position
38:09 Shopify's Earnings and Investment Strategy
42:24 Rocket Lab's Growth Potential and Upcoming Earnings
43:31 Understanding Quantum Computing and Investment Risks
44:31 Figma's Market Position and Future Outlook
48:52 Reddit's Stock Performance and Market Sentiment