Ep 58: $MU Q4 Earnings, $META Connect, OpenAI Dots vs Muse, $HOOD Summit

Hamid and Dustin are back from vacation (and it's Hamid's birthday!). They break down Micron's blowout Q4 and why the "memory is cyclical" argument keeps missing. They also cover Meta Connect's new glasses and VR hardware, how OpenAI's new Dots stacks up against Meta's Muse, Robinhood's 2026 Summit, and the launch of their new product, Portaris.

📊 In this episode:

🧠 Micron Q4: $54B revenue vs. $51B expected, a raised guide, and 26 long-term agreements
🔁 Why the "Micron is cyclical" bear case looks backward, not forward
🕶️ Meta Connect: audio-only glasses, $1,299 VR glasses, holograms, and the Muse Charm
🤖 OpenAI Dots vs. Muse vs. Grokbot: is everyone playing for second place?
🔍 Google vs. Meta: does founder-led focus beat resources?
📱 Robinhood Summit: 24/7 trading, Robinhood Agents, and Agent Apps
🚀 Portaris demo: net worth tracking, a catalyst feed, and AI daily reports
❓ Listener Q&A: Rivian R2 and deliveries, VW Scout, Micron pricing, and Rocket Lab

💬 Would you pay for an AI assistant like Dots when Muse is free? Let us know in the comments, and hit like for Hamid's birthday!

⚠️ Disclaimer: This content is for informational and entertainment purposes only and is not financial advice. Always do your own research before making investment decisions.

🎁 Try Portaris free for 14 days. Use code BUYHOLDRANT for 75% off your first year.

Don't forget to check out:

New! Potaris: https://portaris.com/
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

#micron  #mu  #meta  #metaconnect  #openai  #robinhood  #rivian #rivianr2  #rocketlab  #google  #ai  #vr  #investing  #stockmarket  #buyholdrant

⏱️ Chapters:

0:00 Intro & Hamid's birthday
1:25 Episode rundown
1:55 Micron Q4 earnings
13:00 Meta Connect recap
27:10 OpenAI Dots vs. Meta Muse
32:20 Google vs. Meta: the founder-led advantage
43:20 Robinhood 2026 Summit
48:55 Introducing Portaris + live demo
1:01:20 Listener Q&A
1:03:35 Rivian R2, delivery estimates & VW Scout
1:10:00 Portaris vs. Savvy Trader & Earnings Hub
1:11:11 Is the market pricing in Micron's decline?
1:13:20 Rocket Lab: overpriced? 
1:15:50 Wrap-up