Is Micron's rally just getting started? And are recent headlines creating opportunities or distractions for long-term investors? In this episode of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper dive into the week's latest news and their outlook on some of their favorite stocks. The guys explore everything from SK Hynix's Nasdaq debut to Micron's place in the AI memory boom to Meta's ($META) rumored next-generation smart glasses. They also share where they're putting their money and why and Hamid explains more about his microcap strategy.
📈 In this episode:
💼 Portfolio updates, including new purchases of Iris Energy ($IREN), Bumble ($BMBL), and Micron ($MU) 🧪 Hamid explains his new microcap investing experiment 💾 Why SK Hynix's ($SKHY) Nasdaq listing has investors asking questions about Micron 🤖 The long-term outlook for Micron, AI, and the growing demand for memory storage 🐝 Is Bumble's new marketing campaign enough to turn the company around? 🚀 Why Rocket Lab ($RKLB) continues to look so attractive 👓 Thoughts on Meta's rumored "super sensing" smart glasses prototype ❓ Listener questions
👇 Love the show? We'd love to hear from you! What stock are you most bullish on right now? Let us know in the comments.
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NOTE: This content isn't investment 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
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