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.