Ep. 52: Photonics Better Than $MU? $RKLB Earnings, $SPCX & $TSLA Terafab

Spoiler alert: Hamid has broken up with $BMBL.In this episode of Buy Hold Rant, host Hamid Shojaee drops a bombshell: he's officially exited his entire Bumble position after months of disappointing execution, stonewalled investor relations, and delayed product launches. Cohost Dustin Alper explains why he's staying put. Then the guys dig into Rocket Lab's ($RKLB) strong earnings beat, debunk the latest "photonics kills memory demand" bear case against Micron ($MU), and talk about SpaceX ($SPCX) AI's Grok 4.6/Cursor momentum. They also break down the massive Tesla/SpaceX ($TSLA)TerraFab semiconductor facility planned for Texas. Plus, a stacked round of listener questions on AGI timelines, Micron buybacks, SaaS picks, IREN, and more.In this episode: 🐝 Why Hamid sold 100% of his Bumble shares🔬 The BRR micro-cap experiment and what it taught Hamid about position sizing🚀 Rocket Lab Q2 earnings: 60%+ revenue growth, raised guidance, and Neutron delay concerns💡 Debunking the "photonics" narrative that's been used to bash Micron📊 Micron short interest by the numbers🏭 Tesla & SpaceX's TerraFab: a 100M sq ft chip fab planned for Grimes County, TX🤖 Grok 4.6, Cursor, and why SpaceX AI might be closing the gap on OpenAI❓ Listener Q&A: AGI/ASI timelines, Micron's $400B buyback debate, best SaaS pick, Zeta Global, IREN vs. Nebius vs. CoreWeave, and whether it's a good time to buy MetaDo you think photonics is a true threat for Micron and other memory companies? 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 #rocketlab  #bumble #ai #photoniccomputing #photonics  #tesla #grok #grokai #iren #savvytrader #techstocks #earnings #investing #investingpodcast #stockmarket ⏱️ Chapters:0:00 Hamid exits his Bumble position2:00 Why Hamid turned sour on Bumble15:35 Lessons from the BRR micro-cap experiment17:35 Rocket Lab earnings breakdown23:35 Photonics: the newest Micron bear narrative28:45 Tesla & SpaceX's TerraFab mega-fab in Texas33:00 GrokBot, Grok 4.6, Cursor & SpaceX AI's rise41:05 Listener questions begin44:30 Should Micron spend $400B on buybacks?47:20 Best SaaS company to invest in right now49:10 Mind Robotics & Rivian's robotics spinoff51:45 Micron's patience level vs. the "Bumble treatment"54:30 Zeta Global: worth a look?57:35 IREN vs. Nebius vs. CoreWeave1:01:10 Is now a good entry point for Meta?