Dustin Alper

@dustinalper

Director of Product @EarningsHubHQ • Co-Host @BuyHoldRant

savvytrader.com/dustin/rvr

Joined September 2008

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801

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Dustin Alper
@dustinalper
11h
Episode 53 of @buyholdrant just wrapped. Here's what @hamids and I covered this week: • We walked through the latest "AI bubble is bursting" chatter after the OpenAI and Anthropic revenue leaks. • $IREN delivered Horizon 1 to $MSFT (first 50MW of 200MW under the $9.7B /
IREN Ltd
IREN
$42.84
+2%
Meta Platforms Inc
META
$546.03
+0.43%
NVIDIA Corp
NVDA
$217.56
-0.99%
Dustin Alper
@dustinalper
Aug 18
I was asked for my thoughts on $UBER, specifically whether the threat from $TSLA and autonomous driving is overstated given the slow rollout so far, Uber's partnerships with companies like $RIVN and $NVDA, and how cheap the stock has become. I still struggle with the bull case.
Dustin Alper
@dustinalper
Aug 16
SNL idea: Willy Wonka is halfway through the factory tour when one of the kids asks to use the bathroom. There is absolutely no chance that bathroom is up to code.
Dustin Alper
@dustinalper
Aug 13
I’ve never had this many friends before. Thanks @bot! Turns out the problem was humans.
Hamid
@hamids
Aug 13
My cohost, @dustinalper, has been playing with Grok Bot and he's been very impressed. We talked about it on the pod yesterday: youtube.com/watch?v=fuhnSf…
Dustin Alper
@dustinalper
Aug 12
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
Ep. 52: Photonics Better Than $MU? $RKLB Earnings, $SPCX & $TSLA Terafab
From youtube.com