Episode 62 of @buyholdrant just wrapped. Here's what @hamids and I covered this week: • I bought more $RIVN and walked through the tax loss harvesting move behind it • $MSFT and $GOOGL earnings, which hit right as we went live, so we reacted to the numbers in real time • $HOOD Q3 earnings and whether event contracts are helping the business or pulling focus • Anthropic officially filed to go public. We got into the growth, the moat, and whether we'd rather own it or $SPCX • Rivian acquired Third Dimension AI, a small UK startup that turns real-world driving data into 3D simulations for training self-driving • What to expect from Rivian's Q3 earnings tomorrow

When my net worth moves, I want to know what moved it. Portaris now shows each account's daily move right in the Accounts widget on your net worth dashboard. Brokerage, bank, crypto, home, loans, all broken out with today's change next to each one. And you can still tap Allocation to switch back to how much of your net worth sits where.

Episode 58 of @buyholdrant just wrapped. Here's what @hamids and I covered this week: $MU Q4 earnings. Big beat, raised guidance, and management saying fiscal 2027 and 2028 look even tighter on memory supply. Catch-up on $META Connect. It wasn't just Muse. New VR glasses, a Muse keychain device, and what Meta's AI-first hardware stack is trying to become. OpenAI Dots vs Muse vs Grok Bot. Free vs paid, avatar stickiness, and who has the edge between Meta, OpenAI, $SPCX, and $GOOGL. $HOOD Summit. 24/7 trading coming to the US, consumer trading agents in the app, and their new agent apps for plugging data feeds into those agents. We launched @PortarisAI: connect accounts via Plaid, see net worth and holdings with Savvy Trader-style visuals plus Earnings Hub catalysts, news, and an AI daily report.

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.