
Ep 46: $MU $1,800 Target? $AAPL Price Increases, $RKLB to acquire $IRDM
So much tech news this week! The guys tackle major questions like, can Micron Technology (MU) realistically reach a bold $1,800 valuation target? And what could the company's rising tensions with Apple mean for the future of memory pricing and supply chains? In this episode of Buy Hold Rant, Hamid Shojaee and Dustin Alper break down the biggest stories moving tech, AI, and public markets right now, including everything from semiconductors to major M&A speculation to the next wave of cloud computing disruption.
🔥 Topics covered:
💾 Micron’s continued growth: Could it reach $1,800?
🍎 Apple’s ($AAPL) pricing strategy and its growing friction with Micron
💘 Bumble ($BMBL) acquisition rumors and what a potential deal could signal for the dating app market
🚀 Rocket Lab’s ($RKLB) planned acquisition of satellite communication's company Iridium ($IRDM) and the strategic expansion behind it
🌍 Robinhood’s ($HOOD) anticlimactic “The World is Flat” event and the company's evolving vision for retail investing
☁️ Meta’s ($META) new “Meta Compute” initiative that could put it in direct competition with AWS, Google Cloud, and Microsoft Azure
What do you think was the biggest news of this last week? Let us know in the comments!
👍 Like, subscribe, and stay tuned for weekly breakdowns of markets, tech trends, and innovation.
NOTE: This content isn't investment 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
#micron #mu #micronstock #meta #metaai #datacenters #iridium #rocketlab #robinhood #robinhoodstock #apple #cloudcomputing #stockmarket #techstocks #investingpodcast #investing
🔥 Topics covered:
💾 Micron’s continued growth: Could it reach $1,800?
🍎 Apple’s ($AAPL) pricing strategy and its growing friction with Micron
💘 Bumble ($BMBL) acquisition rumors and what a potential deal could signal for the dating app market
🚀 Rocket Lab’s ($RKLB) planned acquisition of satellite communication's company Iridium ($IRDM) and the strategic expansion behind it
🌍 Robinhood’s ($HOOD) anticlimactic “The World is Flat” event and the company's evolving vision for retail investing
☁️ Meta’s ($META) new “Meta Compute” initiative that could put it in direct competition with AWS, Google Cloud, and Microsoft Azure
What do you think was the biggest news of this last week? Let us know in the comments!
👍 Like, subscribe, and stay tuned for weekly breakdowns of markets, tech trends, and innovation.
NOTE: This content isn't investment 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
#micron #mu #micronstock #meta #metaai #datacenters #iridium #rocketlab #robinhood #robinhoodstock #apple #cloudcomputing #stockmarket #techstocks #investingpodcast #investing
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Matterfact has every podcast on Apple Podcasts and Spotify: 700K+ channels, 120M+ episodes.
The candid version is on a podcast,
not the earnings call.
Matterfact turns the conversations your coverage is already having into a searchable, citable record — across every episode, not just this one.