Big updates for some of the pod's favorite companies! In Episode 47 of Buy Hold Rant, Hamid Shojaee and Dustin Alper break down the latest tech buzz, from Rivian's ($RIVN) surprising capital raise to the ongoing debate over Micron ($MU) and the future of AI-driven memory demand. The guys also share updates on their portfolios and answer listener questions about Micron, Rivian, and Meta ($META). Plus, Hamid makes a big announcement about the future of his personal portfolio.
🔥 Topics covered:
📈 Rivian reports a strong Q2 and plans to raise $1.16 billion 🚩 Why Hamid and Dustin don't see Rivian's raise as a red flag. 💾 Why the AI boom could keep memory demand strong for years to come instead of following its previous cyclical patterns 📊 Hamid and Dustin's portfolio updates 🚨 Hamid's major announcement about his personal stock portfolio ❓ Answers to listener questions
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NOTE: This content isn't investment advice. Always do your own research.
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