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Ep 8: Rivian, Bumble & Robinhood Updates | Meta's AI Glasses Demo Fail + NVIDIA’s $100B OpenAI Bet

Name: Ep 8: Rivian, Bumble & Robinhood Updates | Meta's AI Glasses Demo Fail + NVIDIA’s $100B OpenAI Bet
Uploaded: 2025-09-25T09:06:06Z
Description: The guys are back! In this episode, Hamid breaks down his latest moves in Robinhood ($HOOD), Bumble ($BMBL), and Rivian ($RIVN), while Dustin shares his own updates on Robinhood. We also dive into the big tech headlines of the week: 📺 Hulu’s new Bumble movie “Swiped" came out this weekend. Will it

9/25/2025, 9:06:06 AM

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Economic Summary

Investing focuses on great companies at good prices
Founder-led companies often outperform
Industry-relative valuations guide price decisions
Trimming positions used for portfolio de-risking
Large cash positions help weather downturns

Bullish

Whitney Wolfe Herd is proven founder with major successes
Rivian R2 offers strong off-road SUV alternative to Model Y
Rivian has long cash runway to ramp production
Meta Ray-Ban smart glasses improved battery and camera
Robinhood inclusion in S&P 500 boosted stock

Bearish

Bumble movie unlikely to impact stock or product
Rivian has bankruptcy risk if R2 flops
High-risk for Rivian due to lack of profitability
NVIDIA growth slowdown could hurt valuation
Meta glasses thick design may limit adoption

Bullish tickers

BMBLRIVNMETAHOOD

Bearish tickers

BMBLRIVNNVDA

People mentioned

Whitney Wolfe HerdRJ ScaringeSatya NadellaSteve BallmerBill GatesMark ZuckerbergElon MuskBernie SandersJensen HuangVlad Tenev