Dustin Alper
@dustinalper
Director of Product @EarningsHubHQ • Co-Host @BuyHoldRant
42 Following 782 Followers
Episode 52 of @buyholdrant just wrapped. Here's what @hamids and I covered this week:
• Hamid exited his entire $BMBL position and put the proceeds into more $RIVN and $META.
• We broke down $RKLB earnings: ~60% YoY revenue growth before Neutron, a guide beat, and a $2.4B backlog. Also their new Ghost capability (containerized Electron/Haste launches), something $SPCX can't currently do.
• Hamid walked through the latest $MU bear case around photonics, and why it doesn't change the memory thesis.
• Also: SpaceX / $TSLA Terrafab, and I demoed Grok Bot / Cursor's cloud agents.
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