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Buy Hold Rant - Stocks and Investing
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Oct 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.
Oct 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.
Oct 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 The creator argues that the traditional 'memory is cyclical' bear case is no longer valid, as Micron has repeatedly surpassed peak profit expectations for five consecutive quarters, suggesting the stock is a strong buy.
Sep 17, 2026
$HOOD: Robinhood Stock Tokens Explained: The AMC & Rivian Controversy
The creator discusses Robinhood's new stock token system, which allows international users to trade US stocks 24/7 with instant settlement. While acknowledging potential benefits, the creator highlights concerns raised by AMC CEO Adam Aaron and Rivian CEO RJ Scaringe regarding consent, shareholder confusion, lack of voting rights, and the potential for derivative meme coins to create volatility. The creator expresses a bias towards innovation but advises caution due to the "wild west" nature of the tokens and lack of oversight.
Sep 17, 2026
$MU & #NVDA: AI Safety Fears Deep Dive PLUS How AI Leaders' Regulation Debate Hit Micron & Nvidia
The creator discusses the ongoing debate around AI safety, highlighting concerns raised by engineers from Anthropic and OpenAI about existential threats. The discussion touches on differing viewpoints from figures like Elon Musk, Dario Amodei, Jensen Huang (Nvidia CEO), and former President Trump, with some viewing the fears as a hoax or a ploy to slow down AI development, while others, including Musk, suggest heeding the warnings from AI creators themselves. The creator notes how this debate has impacted sentiment around AI leaders like Nvidia and Micron.
Sep 14, 2026
Broadcom vs Nvidia vs Micron: Which Wins on Value?
The creator compares Broadcom, Nvidia, and Micron, favoring Micron due to its significantly lower forward PE ratio (7) compared to Nvidia (18) and Broadcom (22), despite Nvidia being the leader in AI and growing faster. The decision is based purely on valuation and projected earnings, not technical analysis.
Sep 11, 2026
Why Fleet Partners Don't Make Sense for Tesla
The creator discusses Tesla's potential fleet management models, arguing against partnering with third-party fleet operators. They believe Tesla will ultimately manage its own fleet due to complexities in partner agreements, liability, and Tesla's lack of need for upfront capital. The creator suggests Tesla will handle maintenance and liability internally, making partnerships unnecessary.
Sep 11, 2026
Could $AAPL Really Crash? Lessons Learned from AOL
The creator discusses the difficulty in timing stock crashes, using Apple (AAPL) as a current example and AOL from the late 1990s as a historical parallel. Despite Apple's slower growth compared to other Mag 7 companies, its stock has performed well, illustrating how the market can reward a company for years before recognizing underlying realities. The creator shares a personal anecdote of losing money betting against AOL with put options, highlighting that even when a company eventually crashes, the timing is unpredictable.
Sep 10, 2026
$MU vs $NVDA vs $AVGO: Which AI Stock Wins on Value?
The creator compares Micron (MU), Nvidia (NVDA), and Broadcom (AVGO) for AI exposure, favoring Micron due to its significantly lower forward PE (7) compared to Nvidia (18) and Broadcom (22), despite Nvidia being the leader and growing faster. The decision is based on fundamental metrics like revenue, profit, and projected earnings, not technical analysis.
Sep 10, 2026
$UBER: Is Uber's Future Going to Look Like BlackBerry's Downfall?
The creator discusses Uber and Tesla, drawing a parallel between Uber's current situation and BlackBerry's decline after the iPhone's release, suggesting Uber's long-term survival is uncertain due to robo-taxis. For Tesla, the creator questions the revenue potential of robo-taxis, estimating a maximum of $1 billion in additional revenue by 2027, which is a small percentage of their current revenue, implying unwarranted enthusiasm for Tesla.
Sep 10, 2026
AI Race Updates: Which AI Model Is the Best Value? Astra vs Opus vs Grok vs Muse
The creator compares AI models based on intelligence and cost, recommending a switch from Opus to Astra for daily use due to Astra's similar intelligence at a lower cost. They also suggest moving from Grock to Muse for a lower-end model, as Muse is both cheaper and smarter than Grock. Speed is also discussed, with Muse being the fastest, while Grock, Astra, and Claude are on the slower end.
Sep 10, 2026
$TSLA: Tesla CyberCab Launches in Austin. What Does That Mean for Investors?
The creator discusses Tesla's CyberCab launch in Austin, exploring the potential for individuals to operate fleets or integrate their existing vehicles into Tesla's network. The discussion highlights the complexities of managing such a network, including liability, pricing control, and the likelihood of Tesla retaining significant operational control rather than relying heavily on third-party partners.
Sep 10, 2026
$AAPL: Apple's iPhone Duo, Price Hikes & the Europe AI Problem
The creator discusses Apple's new product announcements, focusing on the iPhone Duo foldable phone. While acknowledging Apple's history of making new product categories successful, the creator expresses skepticism about the iPhone Duo's appeal and potential revenue generation, citing its high price point and questionable utility compared to existing devices like iPads.
Sep 10, 2026
$META: Is It Too Late for Meta to Win AI? The S-Curve Says No
The creator discusses adding to their Meta (META) position after the release of Muse.ai, noting the stock's positive reaction and increased market cap. They believe Meta is still undervalued, with its traditional businesses alone worth more than its current valuation. The creator also explains the S-curve of market growth, suggesting that AI is in an early, exponential growth phase, making it a good time to enter the market.
Sep 7, 2026
Is Cursor Stealing From OpenAI?
The creator discusses the competitive landscape of AI models, specifically mentioning OpenAI, Cursor, Grok, Anthropic, Astra, and Fable. A key concern raised is the potential for Cursor to be distilling OpenAI's models to improve Grok, a practice that has historically helped Chinese models improve. The creator believes this action might not harm Cursor unless OpenAI surpasses them in model quality, currently ranking OpenAI second behind Anthropic in their opinion. The dynamic nature of the AI market means companies constantly leapfrog each other, potentially forcing users to adopt the best available model, which could lead users away from Cursor towards Codex.
Sep 3, 2026
$META: Meta's New AI Model Muse Beats Every Other Speech-to-Text Tool
The creators discuss Meta's new AI-powered voice transcription model, Muse, highlighting its speed, accuracy across 70 languages, and ability to distinguish speakers. They believe this demonstrates Meta's AI capabilities are undervalued by the market and could provide a significant edge, especially when integrated with their smart glasses hardware, positioning Meta favorably against competitors like OpenAI and Anthropic.
Sep 3, 2026
$RIVN: The Stock That Won't Move (And Why That Could Change)
The creator discusses Rivian's stock, which has been trading in a narrow range for years. Despite market indecision due to the high capital intensity and failure rate of EV startups, the creator believes Rivian is undervalued given its technology, progress, and the growing EV market. The recent R2 model and expected delivery growth are seen as catalysts that could eventually lead the market to recognize Rivian's potential, supported by backing from major players like Amazon and Volkswagen.
Sep 3, 2026
$IREN Earnings Call Breakdown: Why Did No One Agree About IREN’s Earnings Data?
The creator discusses Iron's (IREN) earnings call, noting the divergent interpretations of the results. They were positively surprised by the company's transition to AI data centers, with AI revenue surpassing Bitcoin mining revenue for the first time. The creator highlights new contract details that suggest higher annual recurring revenue potential than previously estimated, leading to an updated 2027 revenue projection of $15-19 billion, which was higher than their previous estimate of $9 billion. Despite market cap fluctuations, the creator sees potential upside based on these new figures.
Sep 3, 2026
AI Bubble Risk: Can AI Stocks like $MU and $NVDA Survive a Black Swan Event?
The creator discusses the potential risks of AI, including the possibility of a black swan event caused by AI models and the subsequent government intervention or halt on AI investments. The discussion explores how different AI-related companies like Nvidia, AMD, Micron, and others would be impacted by such a scenario, considering their current valuations and revenue streams.
Aug 27, 2026
$INTC Could Fall 70% and Still Be More Expensive Than the Average S&P 500 Stock
The creator discusses the valuation of Intel (INTC) and Nvidia (NVDA). Intel's forward PE of 65 is highlighted as significantly higher than the average S&P 500 company, suggesting it could fall 70% and still be more expensive. The creator expresses more excitement for Nvidia's future prospects compared to the average S&P 500 company, though they do not currently own Nvidia.
Aug 27, 2026
NVIDIA Is the Most Attractive It's Ever Been
The creator expresses strong interest in Nvidia, viewing it as undervalued and executing well, making it more attractive than other semiconductor companies like AMD, Broadcom, and Intel. The creator contrasts Nvidia's potential even in a stagnant market with Intel's overvaluation, highlighting the importance of fundamentals and valuation.
Aug 27, 2026
$RIVN: Uber CFO Loves Autonomy+ But Should Investors Be Worried about R2 Reliability Issues?
The creator discusses Rivian's Autonomy Plus capabilities, noting that while the recent demonstration was on a short route near Rivian's offices, the underlying technology is promising. They believe Rivian's software, while not yet as advanced as Tesla's FSD, is progressing well and could reach Tesla's previous levels by year-end. The creator also highlights that Rivian's primary competition in autonomous driving is not just Tesla, but other EV manufacturers, and if Rivian can surpass them, it's a significant win. Regarding R2 reliability concerns, the creator acknowledges that new products often have initial issues, drawing parallels to the Tesla Model 3's early days.
Aug 27, 2026
$AAPL Goes All-In on AI: How Apple’s New Macs Are Finally Stepping into the Future
The creator discusses Apple's recent Mac Mini and Mac Studio updates, highlighting the new M6 chip and the company's strong emphasis on AI features. While praising Apple's hardware, they suggest Apple could improve by optimizing open-source AI models for their Macs, especially given the success of the Mac Studio compared to the underperforming Mac Pro.
Aug 26, 2026
$NVDA Beats Q2 Expectations But the Stock Still Dropped: Why Doesn't the Market Make Sense?
Despite Nvidia beating Q2 earnings expectations significantly, the stock dropped, leading the creator to question market logic. The creator believes Nvidia is currently undervalued, especially compared to peers like Intel and AMD, and would hold or even buy more despite a 200% profit. The creator contrasts Nvidia's strong fundamentals and reasonable forward PE with Intel's high forward PE and less robust growth prospects.
Aug 21, 2026
$IREN: IREN Delivers Horizon 1 to Microsoft, So What Does That Mean For the Stock?
The creator discusses Iron's (IREN) recent delivery of its first data center phase to Microsoft, a significant milestone for their 5-year, $9.7 billion contract. While acknowledging the positive news and investor happiness, the creator expresses a lack of "exuberance," viewing it as the company simply fulfilling its obligations. The stock's muted reaction, initially rising then falling back, is seen as reflecting this sentiment. The creator contrasts this with Micron, where expectations are for declining revenues and profits, suggesting that market expectations play a crucial role in stock performance.
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