In this episode, the guys discuss Rocket Lab's ($RKLB) major surge and Tesla's ($TSLA) big "nothing burger" announcement of its "new" models, which are just cheaper, refreshed versions of the Model 3 and Model Y. They also discuss their major portfolio moves this week -- what did they do and why? Plus, Hamid talks about his past portfolio successes and fails and Hamid sings Rivian's ($RIVN) praises (again).
🔥 Key Takeaways:
🚘 Are Tesla's "new" models enough to make a meaningful difference in revenue? Has Tesla stopped innovating?
💼 Why did Hamid trim major portfolio holdings like Rocket Lab and Robinhood ($HOOD)? And why did Dustin sell Shopify ($SHOP)?
⚡️ Is Rivian ($RIVN) a good bet? Hamid explains more why he's excited about Rivian's R2 line, autonomy advancements, and future potential.
📊 How do Hamid and Dustin view cash allocation, current market highs, and the future of EVs.
Don't forget to check out:
The Best (and Free) Earnings Calendar: https://earningshub.com/
Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolio
Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr
#Tesla #Rivian #StockMarket #InvestingPodcast #evstocks #TeslaModel3 #TeslaModelY #RivianR2 #ElectricVehicles