Ep 59: $RIVN Q3 Deliveries, $SPCX Breakout, $PSKY & $WBD Merger, $NKE

Lots of $RIVN discussion this week! Rivian just posted record deliveries, so why did the stock drop? On episode 59 of Buy Hold Rant, Hamid Shojaee and Dustin Alper look at Rivian's Q3 delivery beat and what it means for the R2 ramp. They also explain why SpaceX's rally rests on AI data center revenue that may not last, and why Nike ($NKE) still doesn't look cheap after a 77% drop. Plus, they discuss the Paramount–Warner Bros. merger closing and Nvidia ($NVDA) potential $6 trillion market cap. And, as usual, the guys dive into listener questions!

📊 In this episode:

🚙 Rivian Q3 deliveries: 19,000+ vehicles, up 46% YoY, and what to watch on margins
🔍 Rivian insider sales, the VW joint venture, and the autonomy thesis
🚀 SpaceX breakout: why data center rental revenue isn't the same as Starlink revenue
⚡ SpaceX–Tesla ($TSLA) merger rumors are back
🎬 Paramount + Warner Bros. close the deal, with a 30-movies-a-year pledge and the new $SKYD ticker
👟 Nike's five-year collapse as compared to Lululemon's ($LULU) position
💚 Nvidia pushes toward a $6T market cap
🎙️ Listener Q&A: Rivian vans vs. FedEx's pick of BrightDrop, Netflix ($NFLX) strategy, Bumble ($BMBL) tax-loss harvesting, the IREN ($IREN) hit piece, AI oligopoly fears, defensive stocks, OpenAI's math breakthrough, and Rivian's buy price

💬 Is Rivian at its best price ever relative to where the company is, or is the market right to stay skeptical? Let us know in the comments!

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

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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

#rivian #rivianr2 #spcx #tesla #nike #iren #ai #openai #datacenters #lululemon #netflix #bumble #stockmarket #investing #investingpodcast #buyholdrant 

0:00 Intro
1:20 Rivian Q3 deliveries beat estimates
7:00 Rivian insider selling
8:50 Rivian's VW joint venture and autonomy
11:25 SpaceX breakout and data center revenue
19:50 SpaceX–Tesla merger rumors
21:35 Paramount + Warner Bros. merger closes
28:05 Nike's five-year collapse
32:50 Nike vs. Lululemon
34:35 Nvidia nears a $6T market cap
36:20 Listener Q&A: Hamid's Italy trip
37:20 Rivian delivery vans and FedEx's BrightDrop pick
40:25 Rivian Autonomy Day 2.0
40:50 What would you do as Netflix CEO?
45:15 Dustin's plan for Bumble
49:35 The IREN data center hit piece
51:40 Is HBM lock-up creating an AI oligopoly?
53:00 Defensive stocks to diversify away from AI
54:40 OpenAI's math breakthrough and what it means for Micron
59:40 What price makes Rivian a buy?
1:03:55 Wrap-up