EPISODE · Aug 5, 2026 · 1H 16M
Ep. 51: Is $MU's Fwd P/E Justified? $SPCX, $RIVN, $BMBL, & $EOSE Earnings
from Buy Hold Rant - Stocks and Investing · host Hamid Shojaee & Dustin Alper
It was a stacked earnings week for several major tech companies, including Meta ($META), Rivian ($RIVN), Bumble ($BMBL), SpaceX ($SPCX), Eos Energy ($EOSE), and SanDisk ($SNDK). In this episode of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper break down the numbers, especially those from their biggest positions. They also do a deep dive into whether Micron's rock-bottom forward P/E actually makes sense. Plus, they debate whether SpaceX could deliver on its massive promises without Elon Musk at the helm.In this episode:📈 Why Hamid bought more Meta, Rivian & Micron and trimmed Robinhood ($HOOD)🚗 Rivian announces a second Autonomy Day & R2 delivery outlook💰 Robinhood Ventures Fund ($RVI) II: early vs. late-stage investing💔 Bumble's EPS miss and the product overhaul watch🚀 SpaceX's blowout quarter & Elon's trillion-dollar 2030 target💾 SanDisk's double beat vs. Micron's forward P/E🕵️ Citadel, Jim Cramer & the hedge fund liquidation controversy🔐 Bitcoin's Coldcard wallet hack explained❓ Listener questions on Meta, position sizing, AI memory demand & moreWhat do you think? Can SpaceX deliver? Let us know in the comments!⚠️ Note: This content is for informational and entertainment purposes only and not financial advice. Always do your own research.Don't forget to check out:The Best (and Free) Earnings Calendar: https://earningshub.com/Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolioDustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr#micron #mu #meta #spacex #elonmusk #rivian #rivianr2 #robinhoodstock #bumble #robinhoodapp #ai #eos #citadel #sandisk #savvytrader #techstocks #earnings #investing #investingpodcast
Embed this episode
What this episode covers
It was a stacked earnings week for several major tech companies, including Meta ($META), Rivian ($RIVN), Bumble ($BMBL), SpaceX ($SPCX), Eos Energy ($EOSE), and SanDisk ($SNDK). In this episode of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper break down the numbers, especially those from their biggest positions. They also do a deep dive into whether Micron's rock-bottom forward P/E actually makes sense. Plus, they debate whether SpaceX could deliver on its massive promises without Elon ...
Ready to play
Ep. 51: Is $MU's Fwd P/E Justified? $SPCX, $RIVN, $BMBL, & $EOSE Earnings
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.