Dustin Alper(@dustinalper):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.

2026.08.12 21:41

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.

显示更多