In this episode, we break down the guys' big summer portfolio moves. What have we been selling, trimming, and holding?
Also:
🦅 American Eagle ($AEO) pops 40% and Lululemon ($LULU) misses big. What does this say about the volatility in retail and why it’s tough to hold long term?
💛 Hamid still loves Bumble ($BMBL). He talks about the company's growth potential and why it's more attractive on dips.
📈 Robinhood ($HOOD) is added to the S&P 500 and the guys talk about their de-risking strategies.
🚀 Rocket Lab ($RKLB) reports1200% gains trims profits, and looks toward long-term potential with its Neutron rocket.
🛍 Dustin takes profits from selling Shopify ($SHOP) in order to shift his focus to core portfolio plays.
👕 Why is Lululemon ($LULU) trading at its most attractive valuation in years?
☁️ Oracle ($ORCL) talks cloud growth projections and how has Larry Ellison stayed relevant for so long?
🔋 Is Elon Musk’s $1 trillion Tesla ($TSLA) pay package ambitious or outrageous?
Whether you’re a retail investor or just tracking the stock market, this episode is packed with insights on earnings season, valuation discipline, and portfolio strategy.
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

Chapters:
0:00 Intro
1:04 Hamid’s portfolio moves
2:18 Lululemon ($LULU) vs American Eagle
3:26 American Eagle earnings
4:50 Hamid’s Bumble ($BMBL) position
5:31 Talking short interest
8:59 Hamid's Robinhood holdings
12:39 Upcoming Meta event
15:26 Dustin’s portfolio updates
19:12 Rocket Lab
21:47 Shopify thoughts
24:01 Lululemon performance
26:36 Oracle and Larry Ellison
28:41 Elon’s big $1T pay package
33:07 Hamid’s slide deck
35:23 Elon’s outrageous request
41:15 Elon Musk vs. Steve Jobs pay packages
45:15 Apple iPhone 17 reveal
56:50 Listener questions