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Buy Hold Rant - Stocks and Investing

YouTube | stock

87.8K followers

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Tracked since March 15, 2026

Performance since March 15, 2026

Creator strategy
+20.08%
S&P 500
+4.88%
Edge
+15.20%
Success rate
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October 2, 2026

$HOOD: Robinhood Announces 24/7 Trading, AI Agents, and AI Data App Store at 2026 Summit

The creator discusses Robinhood's (HOOD) 2026 Summit announcements, including 24/7 trading, AI agents, and an AI data app store. While acknowledging the innovation, the creator expresses less enthusiasm for HOOD compared to Meta, Micron, Rivian, and Rocket Lab, citing valuation as a key factor. The creator notes that HOOD's current valuation doesn't match the excitement they feel for other companies where both the business and price are compelling.

2 tracked mentionsNo linked signals detected

October 1, 2026

$RIVN: Rivian Q3 Deliveries: Can They Hit 20,000?

The creator discusses Rivian's Q3 delivery numbers and their potential to hit 20,000 units, highlighting the importance of improving margins and cash burn. They also address competition from Volkswagen's Scout Traveler, stating the EV market is large enough for multiple players. The creator expresses confidence in Rivian's ability to overcome production challenges, drawing parallels to Tesla's early growth phase, and emphasizes that strong customer demand and positive reviews are key indicators for future success and funding.

1 tracked mentionsNo linked signals detected

October 1, 2026

$MU Q4 Earnings: The Micron Bear Case Has Been Wrong for 5 Straight Quarters

The creator discusses Micron's Q4 earnings, highlighting that the company significantly exceeded revenue and EPS expectations. They emphasize the strong future demand for memory due to AI, data centers, robo taxis, and robots, predicting tighter supply in 2027 and 2028. The creator argues that the traditional 'memory is cyclical' bear case is no longer valid, as Micron has repeatedly surpassed peak profit expectations for five consecutive quarters, suggesting the stock is a strong buy.

1 tracked mentionsNo linked signals detected