Ep. 49: Kimi K3's Impact on $MU, $TSLA & $GOOGL Earnings, $IREN to $4B ARR

Chinese AI may have just changed the AI race. In Episode 49 of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper discuss Kimi K3, the Chinese AI model that's surprising the U.S. tech industry with capabilities rivaling ChatGPT and Claude. What does this mean for American AI leaders, semiconductor stocks, and the future of AI investing?

The hosts also break down the latest Tesla ($TSLA) and Alphabet/Google ($GOOGL) earnings and discuss their latest portfolio moves. Plus, is Hamid breaking up with Bumble ($BMBL)?

🔥 In this episode:

🤖 Kimi K3 vs. ChatGPT & Claude: Is the AI race changing?
💾 Micron ($MU): How could the latest AI developments affect memory demand?
📊 Tesla ($TSLA) & Alphabet ($GOOGL): Breaking down the latest earnings reports.
📈 Portfolio Updates: Hamid sells more Robinhood ($HOOD) to buy additional Meta ($META), while Dustin adds more ($IREN).
🏗️ Meta & Anthropic: Reported talks for a major data center deal.
🛡️ $EOSE: Selected for the Golden Dome defense project.
❓ Listener Q&A

So much tech news! What do you think of Kimi K3? Are American AI companies in trouble? Let us know in the comments!

ALSO, next week is our 50th episode! Buy Hold Rant celebrates one year of the pod and we are so grateful for all our listeners. Have any questions or ideas about where the show should go next?

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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