Ep 6: Portfolio Updates, Lululemon + Oracle Earnings, iPhone 17 and Elon’s $1T Payday

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-portfolioDustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvrChapters:0:00 Intro1:04 Hamid’s portfolio moves2:18 Lululemon ($LULU) vs American Eagle3:26 American Eagle earnings4:50 Hamid’s Bumble ($BMBL) position5:31 Talking short interest8:59 Hamid's Robinhood holdings12:39 Upcoming Meta event15:26 Dustin’s portfolio updates19:12 Rocket Lab21:47 Shopify thoughts24:01 Lululemon performance26:36 Oracle and Larry Ellison28:41 Elon’s big $1T pay package33:07 Hamid’s slide deck35:23 Elon’s outrageous request41:15 Elon Musk vs. Steve Jobs pay packages45:15 Apple iPhone 17 reveal56:50 Listener questions

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