Director of Product @EarningsHubHQ • Co-Host @BuyHoldRant
Joined September 2008
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🟢 Just increased my $GOOGL position by 12.50% at $281.91, it is now 2.42% of my Savvy Trader portfolio
Follow all of my trades and get real-time alerts
savvytrader.com/dustin/rvr/t…
Anthropic just filed to go public with $16.3 billion in first half revenue, up from $1.2 billion a year earlier.
The growth is incredible because the product is incredible.
But the competition is incredible too.
Being the best is rarely a sustainable moat.
AI companies keep leapfrogging each other, and customers are very willing to switch models.
Nothing is keeping anyone locked in.
So it's hard for me to get excited about investing in Anthropic when it virtually has no moat.
$RIVN buying Third Dimension AI is a great move.
It's a 15-person UK startup founded in 2024 that raised a $7M seed.
Terms weren't disclosed.
Their AI turns real-world driving footage into controllable 3D simulations.
You can move the cameras, shift other vehicles and pedestrians, and change the lighting or weather.
Basically, Rivian gets to play God with its own driving data.
Rivian already pulls in more than 400,000 driving sequences a day from its customer fleet.
Now it can train on rare edge cases without waiting for them to happen on the road, and check that what works in sim holds up in the real world before shipping.
The thing I'd love to know is how this affects the self-driving timeline.
Rivian is targeting supervised hands-free, point-to-point driving by year end and R2 robotaxis on the $UBER app in 2028.
Does this keep those dates the same, or speed them up?
Episode 62 of @buyholdrant just wrapped. Here's what @hamids and I covered this week:
• I bought more $RIVN and walked through the tax loss harvesting move behind it
• $MSFT and $GOOGL earnings, which hit right as we went live, so we reacted to the numbers in real time
• $HOOD Q3 earnings and whether event contracts are helping the business or pulling focus
• Anthropic officially filed to go public. We got into the growth, the moat, and whether we'd rather own it or $SPCX
• Rivian acquired Third Dimension AI, a small UK startup that turns real-world driving data into 3D simulations for training self-driving
• What to expect from Rivian's Q3 earnings tomorrow
youtu.be/elOngrJ45es
When my net worth moves, I want to know what moved it.
Portaris now shows each account's daily move right in the Accounts widget on your net worth dashboard. Brokerage, bank, crypto, home, loans, all broken out with today's change next to each one.
And you can still tap Allocation to switch back to how much of your net worth sits where.
ALT Portaris Accounts widget in dark mode showing each account's one-day move next to its balance
🟢 Just increased my $RIVN position by 35.01% at $11.63, it is now 6.41% of my Savvy Trader portfolio
From a technical perspective, $RIVN looks attractive at these levels.
The stock is down roughly 50% from its 52-week highs and is trading around previous support and resistance levels established in...
Follow all of my trades and get real-time alerts
savvytrader.com/dustin/rvr/t…
I wouldn't judge a company's health by its stock price.
The market overreacts in both directions.
Asking if $EOSE is dead now is like asking, back when it was flying, if it was going to $1,000 a share.
Probably neither.
Revenue keeps growing.
Just not as fast as analysts and the market expected.
It got overhyped, and now it's probably getting overpunished.
Episode 61 of @buyholdrant just wrapped. Here's what @hamids and I covered this week:
• Hamid and I both added to $RKLB after they pushed Neutron's first launch into 2027 and the stock sold off. Plus, I bought more $IREN after it got dragged down alongside $CRWV on AI debt fears, and more Bitcoin.
• $META and $TSLA both reported today, so we ran through the headline numbers live, including a big one-time legal charge on Meta's books. Then we dug into $SPCX, which reported yesterday.
• Tesla finally showed off the next-gen Roadster, nearly nine years after the original reveal. We talk about the demo vs. the presentation, the three trims, and the 2028 production target.
• Meta released the weights for Muse Spark Open, which it calls the most capable US open-weight model to date, and you can run it at home on two M5 Ultra Mac Studios.
youtu.be/vektZ_7lEMg
We rebuilt how you start a portfolio on Savvy Trader.
It's now four quick steps: add your holdings, write a short thesis on why you own each one (optional), set your cash, then pick your portfolio's name and who sees what.
Performance starts from today's prices, not your original cost, so every track record on Savvy Trader is fair and verified by us.
ALT Savvy Trader Create Portfolio flow in dark mode: a four-step stepper with MSFT, NVDA, AAPL, and AMZN added on the Holdings step
On June 10, I trimmed my $RKLB position by 14% at $106.78 and used some of the proceeds to increase my $BMBL position by 24% at $2.72.
Fast forward four months, I sold my entire $BMBL position at $5.96 and used some of those proceeds to increase my $RKLB position by 52% at $51.66.
Sold some rockets, bought some dating apps, sold the dating apps, bought back twice as many rockets for half the price.
I rarely maneuver my portfolio this well, so on the rare occasion I actually pull it off, I'm required to call it out.
You can follow all my good and bad maneuvers on Savvy Trader.
savvytrader.com/dustin/rvr
New in Portaris: Net Equity.
Link your mortgage or car loan to the asset it belongs to, and Portaris shows what you actually own in it.
You get a loan-to-value bar on every asset (Healthy, High Leverage, or Underwater), each linked loan with its share of the debt, and an Equity by Asset view on your dashboard.
Your house isn't your net worth. Your equity in it is.
