Dustin Alper(@dustinalper):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

2026.10.28 23:44

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