Ep 60: $BMBL Taken Private, $MU Sell Off, $META Muse Wonder

Bumble ($BMBL) is going private, Micron ($MU) keeps selling off, and Hamid hosts from a cruise ship over Starlink. In episode 60 of Buy Hold Rant, Hamid Shojaee and Dustin Alper cover a busy week. Dustin walks through his biggest round of buys in a while, including his return to Bitcoin and Robinhood ($HOOD), and debuts his new side project, Trade the Cycle. Then the guys break down Bumble’s $1.3B take-private deal, and Hamid explains why it doesn’t sit right with him as a longtime shareholder. They also discuss why Micron’s sell-off still looks disconnected from the fundamentals, Meta’s ($META) new Muse Wonder model, Apple’s ($AAPL) HomeView, and SpaceX’s move into mobile service.

📊 In this episode:

₿ Dustin buys Bitcoin again (+16%) and explains why he thinks the bull market started in July
🪐 Trade the Cycle: Dustin's new side project
🟢 Robinhood: Dustin adds 60%, but his own data says it’s less tied to Bitcoin than he thought
💔 Bumble taken private by Ithaca Holdings at $6.05/share (138% premium)
📉 Micron sell-off: CXMT fears, a ~$35B buyback, and a forward P/E around 5
🤖 Meta’s Muse Wonder and Google’s Gemini 4 Argon: is AI just a game of leapfrog?
🏠 Apple HomeView at $299: a smart buy or half-baked?
🛰️ SpaceX buys low-band spectrum to become a mobile carrier. Is that bullish or bearish for ASTS?
🎙️ Listener Q&A: Rivian executive departures, Eos after its earnings miss, position sizing, and dealing with selling too early

💬 Was Bumble’s take-private price fair, or should shareholders have gotten more? 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.

Dustin's New Bitcoin Side Project, Trade The Cycle: https://tradethecycle.com

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

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