Is the AI bubble about to pop, and who survives if it does? In Episode 55 of Buy Hold Rant, Hamid and Dustin break down the black swan scenarios nobody's talking about. What actually happens to massive AI stocks like Micron ($MU) and Nvidia ($NVDA) if the bubble bursts? The guys also break down IREN's ($IREN) surprisingly detailed earnings call, react to Meta's ($META) jaw-dropping new Muse Voice Transcribe model, and unpack why OpenAI just pulled its models from Cursor following the SpaceX ($SPCX) acquisition. Plus, Hamid makes a major call on the future of his public Savvy Trader portfolio.
In this episode:
📊 Hamid's decision to keep his Savvy Trader portfolio public 🤖 What would actually happen to AI stocks if the bubble bursts and which companies survive? ⚡ IREN's earnings call includes a 2027 revenue projection north of 15 billion dollars 🎙️ Meta's Muse Voice Transcribe model and why it matters for the AI glasses roadmap 🥊 OpenAI pulling its models from Cursor after the SpaceX acquisition 🚀 When (if ever) the guys would buy SpaceX 💬 A stacked listener Q&A: the Micron strike, IREN's owned power advantage, Amazon's legal risk, and Rivian's multi-year trading range
💬 If the AI bubble popped tomorrow, which of your holdings would you trust to survive and which would you dump today?
⚠️ Note: This content is for informational and entertainment purposes only and not financial advice. Always do your own research.
0:00 Intro 1:05 Portfolio Update: Why Hamid Is Keeping Savvy Trader Public 6:30 What Happens If the AI Bubble Bursts? 19:15 IREN Earnings Breakdown 35:05 Meta's New Muse Voice Transcribe AI Model 41:05 OpenAI Pulls Its Models From Cursor 48:00 Listener Questions
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