Ep. 53: $NVDA Earnings Next Week, $META Lawsuit, $IREN Delivers for $MSFT
Is the AI bubble finally bursting or is this just another round of AI panic? In Episode 53 of Buy Hold Rant, hosts Hamid Shojaee and Dustin Alper dig into the latest "AI bubble bursting" narrative sparked by leaked Anthropic and OpenAI revenue numbers. They also break down IREN's ($IREN) big Horizon 1 data center delivery to Microsoft ($MSFT). They also go deep on the $1.4 trillion Meta ($META) lawsuit over addictive app design and preview Nvidia's ($NVDA) earnings next week. Plus, they preview a new Savvy Trader feature for tracking your return history over time.
In this episode:
📉 Anthropic vs. OpenAI growth and what it means for the AI trade
💰 Nvidia's new lending program vs. circular financing fears
🖥️ IREN delivers Horizon 1 data center to Microsoft ($9.7B contract)
⚖️ Meta's $1.4T lawsuit over "addictive" features and minors' data
🎮 Meta lawsuit vs. Big Tobacco, video games, and past moral panics
🟢 NVIDIA earnings preview: $89–93B revenue guidance, $2.07 EPS est.
📊 New Savvy Trader return history chart (Micron & Rivian examples)
💊 Listener Q: Moderna ($MRNA) spikes 100%+ on cancer vaccine trial news
📱 Listener Q: AppLovin ($APP), falling token costs, and Apple's ($APPL) outlook
Do you think the AI bubble is finally bursting? 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
#nvidia #nvidiastock #anthropic #openai #microsoft #meta #ai #aibubble #iren #apple #moderna #datacenters #buyholdrant #savvytrader #stockmarket #stocks #investing #techstocks
In this episode:
📉 Anthropic vs. OpenAI growth and what it means for the AI trade
💰 Nvidia's new lending program vs. circular financing fears
🖥️ IREN delivers Horizon 1 data center to Microsoft ($9.7B contract)
⚖️ Meta's $1.4T lawsuit over "addictive" features and minors' data
🎮 Meta lawsuit vs. Big Tobacco, video games, and past moral panics
🟢 NVIDIA earnings preview: $89–93B revenue guidance, $2.07 EPS est.
📊 New Savvy Trader return history chart (Micron & Rivian examples)
💊 Listener Q: Moderna ($MRNA) spikes 100%+ on cancer vaccine trial news
📱 Listener Q: AppLovin ($APP), falling token costs, and Apple's ($APPL) outlook
Do you think the AI bubble is finally bursting? 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
#nvidia #nvidiastock #anthropic #openai #microsoft #meta #ai #aibubble #iren #apple #moderna #datacenters #buyholdrant #savvytrader #stockmarket #stocks #investing #techstocks
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Matterfact has every podcast on Apple Podcasts and Spotify: 700K+ channels, 120M+ episodes.
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