Ep. 51: Is $MU's Fwd P/E Justified? $SPCX, $RIVN, $BMBL, & $EOSE Earnings

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 & more

What 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-portfolio
Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr

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