Creator Post Archive
Buy Hold Rant - Stocks and Investing
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Jul 23, 2026
$MU, $NVDA: Why Cheaper AI, like Kimi, Means MORE Chips | Buy Hold Rant Ep. 49
The creator discusses the implications of the new, cost-effective Kimi AI model, which is open-source and Chinese-made. Despite fears that this could disrupt the AI industry and impact chip demand, the creator argues, using Jevons Paradox and Moore's Law as frameworks, that increased efficiency and lower costs in AI will likely lead to greater overall adoption and thus *more* demand for chips, benefiting companies like Nvidia and Micron.
Jul 23, 2026
Google Beats Big, Tesla Misses on Earnings ($GOOGL, $TSLA) | Buy Hold Rant Ep. 49
The creator discusses the earnings reports for Google (GOOGL) and Tesla (TSLA). Google beat revenue and EPS expectations significantly, though the EPS beat is suspected to be due to a one-time benefit from the SpaceX IPO. Tesla beat revenue expectations but missed on EPS, with the stock showing a negative reaction in after-hours trading.
Jul 23, 2026
Why Google Is Winning the AI Race ($GOOGL) | Buy Hold Rant Ep. 49
The creator is bullish on Google ($GOOGL), highlighting its strong revenue growth driven by AI initiatives like Gemini. They emphasize Google's strategic advantage through its ownership of Chrome and Android, which allows Gemini to be front and center for users. The creator also notes Google's work in quantum computing and its sticky services like Gmail and Google Docs, which are now seeing increased paid adoption due to Gemini.
Jul 23, 2026
Sold Robinhood, Bought More Meta ($META) | Buy Hold Rant Ep. 49
The creator sold Robinhood and bought more Meta, citing Meta's improving AI capabilities, new business opportunities, and a potential $10 billion deal with Anthropic. They believe Meta's stock is undervalued, trading at a lower price than a year ago despite significant revenue and profit growth, with much of its potential not yet priced in. The creator sees more upside potential in Meta compared to Robinhood.
Jul 23, 2026
Should Meta Rent Compute to a Rival? ($META) | Buy Hold Rant Ep. 49
The creator discusses the potential for Meta to rent compute power to competitors like Anthropic, drawing parallels to historical tech industry co-opetition where companies cooperated on some fronts while competing on others. The creator believes such deals can work long-term, even in abundant compute environments, as they can be mutually beneficial.
Jul 23, 2026
Added 35% More IREN, ARR Now Over $4B ($IREN) | Buy Hold Rant Ep. 49
The creator discusses their recent purchase of Iron (IREN), increasing their stake by 35% at $34.96 per share. They highlight the company's transition from Bitcoin mining to an AI data center business, with significant revenue growth expected in the coming quarters. Despite concerns about customer concentration, particularly with Microsoft and Nvidia, the creator expresses excitement about IREN's increasing ARR targets and the potential for future growth.
Jul 23, 2026
Eos Picked for America's Golden Dome ($EOSE) | Buy Hold Rant Ep. 49
The creator discusses EOS, a zinc-based battery provider for long-duration energy storage, which was selected for the America's Golden Dome project. While the stock initially popped on the news, it has since declined. The creator expresses uncertainty about the deal's financial significance, noting the undisclosed multi-million dollar amount, and desires to see deals with non-US companies to drive revenue growth.
Jul 23, 2026
How We Handle a Volatile Market | Buy Hold Rant Ep. 49
The creator discusses their concentrated investment strategy, emphasizing the importance of valuation even when excited about a company. They prefer investing in great companies with good valuations and manage volatility through a large cash position rather than broad diversification. The creator also mentions "Iron" as a company they like and "Once Upon a Farm" as a company they are watching.
Jul 23, 2026
How I Size Up a Stock in 2 Minutes ($ZS) | Buy Hold Rant Ep. 49
The creator discusses how they evaluate companies, focusing on impressive execution and consistent performance rather than just efficiency metrics. They then briefly analyze Zscaler (ZS), noting its revenue growth but expressing a lack of excitement due to its current and forward P/E ratios, leading them to decide against further investigation.
Jul 23, 2026
How Is Meta Worth More Than SpaceX? ($META) | Buy Hold Rant Ep. 49
The creator questions how Meta is valued higher than SpaceX, despite SpaceX's significantly lower revenue and negative profits compared to Meta's substantial earnings. The creator highlights Meta's strong financial performance and growth trajectory, contrasting it with SpaceX's unfulfilled ambitious timelines and unproven revenue projections, suggesting SpaceX's valuation may be overly optimistic.
Jul 23, 2026
Can IREN Become a $100 Billion Company? ($IREN) | Buy Hold Rant Ep. 49
The creator discusses the potential for IREN (Iron) to reach a $100 billion market cap, acknowledging both the possibility and the inherent risks. While one creator focuses on avoiding specific price targets to manage emotions and facilitate profit-taking, the other explores the 10x potential in 10 years, noting that at its current $14 billion valuation, a $100 billion target is achievable if revenue growth continues significantly, though execution and competition remain key factors.
Jul 23, 2026
Is the Netflix Crash a Buy? ($NFLX) | Buy Hold Rant Ep. 49
The creator discusses Netflix's (NFLX) recent crash, noting its historical performance and current valuation. While acknowledging Netflix is a strong company and the current price isn't bad, they find it less exciting compared to competitors like Meta, which have faster growth and lower P/E ratios. The creator also touches on the increased competition in the streaming space and Netflix's loss of its former front-runner status.
Jul 23, 2026
The Email That Soured Me on Bumble ($BMBL) | Buy Hold Rant Ep. 49
The creator discusses Bumble ($BMBL) stock, stating that a lack of recent uptrend doesn't concern them as much as the company's execution. A negative experience with Bumble's investor relations, characterized by a slow and dismissive response to an inquiry about acquisition rumors, has slightly soured their excitement for the stock. They view this as a potential indicator of broader incompetence within the company.
Jul 16, 2026
$MU Analysis: SK Hynix on Nasdaq, AI & Hyperscaler Spending
The creator discusses Micron and SK Hynix, noting their similar business models and exposure to AI and memory chip prices. While both are expected to have low forward PEs (5-10), the creator prefers Micron due to its US base, avoiding the complexity and risks associated with SK Hynix's ADR listing. The creator does not see a substantial discount in SK Hynix to warrant investing in it over Micron.
Jul 16, 2026
Why Buy Micron Instead of Nvidia After Missing the Rally $MU
The creator prefers Micron over Nvidia and AMD due to Micron's similar growth trajectory, significantly cheaper valuation (price-earnings ratio and revenue growth), and current attractiveness. While acknowledging Nvidia's unprecedented growth and current decent pricing, the creator finds Micron to be a more compelling investment at this time.
Jul 10, 2026
Rivian's Range Bound Stock Is Primed for a Breakout $RIVN
The creator discusses Rivian's (RIVN) stock, which has been range-bound between $10 and $20 for a couple of years. While acknowledging the difficulty in timing market movements, the creator suggests that the recent R2 reveal might signal the end of this range, presenting an opportunity to buy.
Jul 10, 2026
3 Catalysts That Could Finally Move Rivian's Flat Stock $RIVN
The creator discusses three catalysts that could positively impact Rivian's stock ($RIVN). These include expected improvements in deliveries, margins turning positive by Q4, and a significant increase in revenue, largely driven by the upcoming R2 model. The creator highlights that these are guided figures and not unexpected.
Jul 10, 2026
Why Stock Dilution Isn't a Disaster for Unprofitable Companies
The creator discusses stock dilution for unprofitable companies, arguing it's a necessary part of the funding cycle to avoid bankruptcy. They cite Tesla and Rocket Lab as examples of companies that have successfully navigated dilution and eventually become profitable, noting that stock prices often dip upon dilution announcements but this is a common occurrence for growth-stage companies.
Jul 9, 2026
$RIVN: Rivian's Big Raise, R2 Growth & the Stock Selloff Explained
The creator discusses Rivian's recent positive news, including exceeding delivery and revenue guidance, and raising future delivery targets. Despite this good news, the stock price has fallen significantly after a share raise to fund plant expansion and accelerate R2 production. The creator defends the share raise as necessary for a non-profitable company to avoid bankruptcy.
Jul 2, 2026
The Real Reason Match Might Buy Bumble $MTCH $BMBL
The creator discusses the strategic benefits for Match Group ($MTCH) to acquire Bumble ($BMBL). The acquisition would add significant revenue and eliminate competitive risk, making it a smart move for Match, even at a substantial premium.
Jul 2, 2026
Why Rocket Lab Buying Iridium Is a Genius Move $RKLB
Rocket Lab is acquiring Iridium for a fraction of its market cap, gaining valuable talent, 2 million paying customers, and a profitable business with nearly a billion dollars in revenue. The acquisition is being funded by a mix of cash and stock, minimizing dilution for Rocket Lab shareholders.
Jul 2, 2026
Is $BMBL a Buy After Acquisition Rumors?
The creator discusses acquisition rumors surrounding Bumble (BMBL), noting a 15% stock jump followed by a return to previous levels. They see this as a potential opportunity to increase their existing position due to a strong risk/reward profile, with significant upside if an acquisition occurs and limited downside if it doesn't. Another analyst provides a valuation range for Bumble, suggesting it's undervalued and could be acquired for $7-8 per share, but also notes potential downside if the board's search for an acquirer signals a lack of confidence in their new product.
Jun 25, 2026
What SpaceX's IPO Means for Other Space Stocks
The creator discusses Rocket Lab's stock performance, noting it's down significantly from its highs. While acknowledging the company's strength and its CEO, the creator explains they trimmed their position as the stock price got ahead of itself and are not buying back in at the current price, unable to predict its future movement.
Jun 25, 2026
When to Trim Your Winning Stock Positions
The creator discusses their strategy for managing winning stock positions, specifically mentioning Micron. They do not plan to add more Micron shares, expecting only to trim existing positions, despite believing the stock is undervalued. The discussion also touches on portfolio allocation limits and the importance of not getting too greedy with winning positions to avoid making rash decisions during market downturns.
Jun 25, 2026
Could Micron Announce a 10-for-1 Stock Split?
The creator discusses the possibility of Micron (MU) announcing a 10-for-1 stock split in the near future. While stock splits don't fundamentally change a company's market cap, they can have a psychological impact and make shares more accessible, especially for companies with strong momentum.
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