Q3 Earnings season is in full swing, with some of the biggest tech companies reporting this week. The good news is, several of them are seeing green. In this episode of the Buy Hold Rant podcast, Hamid and Dustin break down tech earnings from Microsoft ($MSFT), Meta ($META), and Google ($GOOGL) and fintech earnings from SoFi ($SOFI) and PayPal ($PYPL). The guys also dive into OpenAI’s transition to a for-profit company and what it means for the AI industry and investors. How does today’s AI boom compare to the dot-com bubble?
Plus, a discussion about the dangers of FOMO and too much diversification. Conviction matters more when investing.
🔥 Key Topics:
📈 What do Microsoft, Meta, Google, and Mercado Libre reveal about the tech market?
🤖 What does OpenAI’s Transition to For-Profit mean for AI innovation and precedents for future tech companies?
💻 Why favor Meta & Google over Microsoft for growth?
🌐 How does today’s AI industry compare to the dot-com bubble?
💰 Why does conviction matter more than diversification?
💬 Stick around for Q&A on Rivian, valuations, and strategy — and don’t forget to like, comment, and subscribe!
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