Ep. 54: $NVDA Earnings, New $AAPL Macs, $MU CEO Interview, $META Settlement

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

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