Markets moved on big earnings this week! 🚀
NVIDIA ($NVDA) beat on revenue and EPS but still dropped after hours. What does this mean for AI stocks like Tesla ($TSLA), Meta ($META), Microsoft ($MSFT), Google ($GOOGL), and Apple ($AAPL)?
Rivian ($RIVN) : Hamid boosted his stake 43%, betting on its AI-driven self-driving tech. Could its $16B valuation someday rival Waymo?
MongoDB ($MDB) crushed expectations with $590M revenue and 37% stock jump.
Abercrombie & Fitch ($ANF) looks strong with $5.1B revenue and a P/E under 10, despite a tough year. But according to Hamid, it's a better bet than Gap ($GAP).
Snowflake ($SNOW) surprised with positive EPS (+12%), while CrowdStrike ($CRWD) beat big but still fell 8%.
We also cover Hamid’s portfolio strategy, why he caps at 10 stocks, and why ignoring macro noise can lead to smarter investing.
Don't forget to check out:
Earnings Hub: 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
Chapters:
0:00 Intro
1:29 NVIDIA earnings speculation
3:34 Anticipating CrowdStrike and Snowflake earnings reports
5:55 Abercrombie and Fitch vs Gap vs American Eagle
11:37 Snowflake earnings
13:38 MongoDB numbers
15:37 CrowdStrike earnings
16:41 Thoughts on Alibaba
20:11 Listener question about CrowdStrike numbers
21:26 Hamid’s Double Down on Rivian
24:34 Rivian vs Tesla
26:22 Rivian, Tesla and Waymo
28:01 LiDAR or not to LiDAR
33:08 Tesla #1, Rivian #2?
38:03 NVIDIA earnings and consistent increase
44:39 Hamid’s diversification strategy
51:18 Listener question
53:14 Ignore the Macro
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