@hamids Hamid
Hamid posts on X about tesla, $tsla, $rivn, rivian the most. They currently have [----------] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
Mentions: [--] #
Followers: [----------] #
CreatorRank: [-------] #
Social Influence
Social category influence stocks #6487 automotive brands #6013 technology brands finance celebrities social networks cryptocurrencies countries us election fashion brands
Social topic influence tesla #587, $tsla #79, $rivn #26, rivian #79, elon musk #3935, meta, $rklb, $hood #74, $meta, $bmbl #5
Top accounts mentioned or mentioned by @elonmusk @tesla @rjscaringe @dustinalper @rivian @vladtenev @buyholdrant @wholemarsblog @dkhos @savvytrader @riviandd @peterjbeck @stockmktnewz @kevinmelnuk @grok @stocksavvyshay @apple @fl0vr9xeni9twei @hilbe @teslas
Top assets mentioned Tesla, Inc. (TSLA) Rivian Automotive, Inc. (RIVN) Rocket Lab USA, Inc. Common Stock (RKLB) Robinhood Markets, Inc. (HOOD) Metadium (META) Bumble Inc. (BMBL) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Uber Technologies, Inc. (UBER) Micron Technology, Inc. (MU) Netflix Inc (NFLX) Apple, Inc. (AAPL) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Palantir Technologies Inc. (PLTR) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) Bitcoin (BTC) Super Micro Computer, Inc. Common Stock (SMCI) Match Group Inc (MTCH) American Eagle Outfitters (AEO) Intel Corporation (INTC)
Top Social Posts
Top posts by engagements in the last [--] hours
"@jurgenappelo Cool. Send it to me when you're done and I'll consider posting it to http://AboutScrum.com"
X Link 2009-02-18T22:24Z 24.3K followers, [--] engagements
"Which company's products do you think are more critical to your company's success Atlassian $TEAM or Slack $WORK and why"
X Link 2020-11-23T20:55Z 26.2K followers, [--] engagements
"If SalesForce & Slack are really in talks to merge with just a $22 Billion valuation for Slack (way too cheap IMO) then Atlassian would be a fool not to try to beat SalesForce at that price. $TEAM + $WORK makes WAY more sense than $CRM + $WORK. cc @mcannonbrookes @scottfarkas"
X Link 2020-11-25T20:03Z 26.2K followers, [--] engagements
"I mean who wouldn't think $TEAM + $WORK go together Even their ticker symbols are compatible"
X Link 2020-11-25T20:05Z 26.1K followers, [--] engagements
"Question: if Russian Ruble goes to $0 because other countries can erase a countrys currency from existing isnt that the most incredibly strong case for #Bitcoin"
X Link 2022-02-28T01:07Z 26.5K followers, [--] engagements
"@StockMKTNewz $NFLX - started buying it after @BillAckman sold everything and caused the price to crater"
X Link 2022-07-19T21:35Z 26.6K followers, [--] engagements
"According to $SIVB they made $275 Million of NET INCOME in Q4 of [----] and $1.5 Billion for the year. Yet [--] months later they collapsed in [--] days 🤯"
X Link 2023-03-10T17:16Z 25.6K followers, 34.5K engagements
"I just added more $RIVN which has just become my 3rd largest holding passing $TSLA Why am I buying more Rivian than Tesla right now Simple: In my view there's far more growth potential for Rivian's stock than there is for Tesla's stock. Keep in mind I'm bullish on both so don't come at me about how Tesla is going to be the largest company in the world. I already believe that. However even if Tesla becomes the largest company in the world based on today's market caps of Tesla and the largest company ($AAPL) Tesla stock would have to go up roughly 250% to become the largest company in the"
X Link 2023-10-05T15:29Z 26.2K followers, 24.6K engagements
"My latest post on the Earnings Calendar Newsletter is about companies reporting earnings this week including $GS $BLK $BAC $DPZ $NFLX and $AXP. You can read it here and/or subscribe to get it via email: https://earningscalendar.beehiiv.com/ https://earningscalendar.beehiiv.com/"
X Link 2024-07-14T23:38Z 26.4K followers, [----] engagements
"I can't predict the election but I can predict we're going to have an awesome earnings season this week So many big names including $GOOG $MSFT $META $HOOD $PYPL $SOFI $COIN $AAPL $AMZN $INTC and many others And there's only [--] place where you can get earnings history expectations actuals previous calls and listen to live calls: 💥 Earnings Hub 💥"
X Link 2024-10-27T22:53Z 17.6K followers, [----] engagements
"Got a lot of flack for saying Cybertruck demand was a problem back in Augustand now were seeing discounts inventory and no-wait deliveries. Do $TSLA bulls expect significant revenue increase in [----] https://x.com/sawyermerritt/status/1879623156312248757s=46&t=0QzREWkXUjsqPAiIdJShmg Tesla now officially has a demand problem. Out of nearly [--] million reservations only 1% (about 20k) were willing to pay the extra $20k (on top of the extra $40k price increase) for the Cybertruck. Theres still not significant scale of CT. And Model [--] and Y sales are down year"
X Link 2025-01-16T02:57Z 26.4K followers, [----] engagements
"Turns out hawk tui girl didnt do anything wrong"
X Link 2025-01-18T14:29Z 26.2K followers, [----] engagements
"If $TSLA is worth $1.3 trillion $UBER + $RIVN would easily be worth $500+ Billion now and would have more profits and a better shot of capturing the Robotaxi market than Tesla What if $UBER doubles down on Autonomous Vehicles and buys $RIVN to focus on making the Rivian R2 (a $45K vehicle) Uber's autonomous offering This is the type of move that @dkhos could pull off and get WAYYYY ahead of $TSLA. https://t.co/p0XmT3e4xG What if $UBER doubles down on Autonomous Vehicles and buys $RIVN to focus on making the Rivian R2 (a $45K vehicle) Uber's autonomous offering This is the type of move that"
X Link 2025-02-06T23:52Z 17.5K followers, [----] engagements
"Just added more $RIVN. Rivian at $13 Billion market cap is stupid cheap Yes there's always the possibility that it'll go bankrupt (although no time soon since it has $6 Billion in cash) but if it doesn't go bankrupt it'll easily be $100 Billion+ company in [--] years"
X Link 2025-02-07T20:33Z 17.9K followers, [----] engagements
"This is $ASTS Revenue chart. Latest quarter's revenue: $1.1 Million. Today's Market cap: $6.5 Billion"
X Link 2025-02-10T18:32Z 17.5K followers, [----] engagements
"For Robinhood Gold credit card @vladtenev you should prioritize everyone who deposits new funds of $10K+ into their account to get the card immediately. $HOOD"
X Link 2025-02-12T22:20Z 17.9K followers, [----] engagements
"Let's talk about $HOOD for a second"
X Link 2025-02-13T16:08Z 17.5K followers, [----] engagements
"Today propelled by $HOOD's 14% rise and $RIVN's 6% bump my portfolio broke 300% gains since it went public on April 26th [----]. That's an IRR of more than 64% which blows me away I feel so fortunate - and I want to donate $10000 to a non-profit (must be a 501c). Who should I donate to"
X Link 2025-02-13T21:45Z 17.6K followers, 20.9K engagements
"$RIVN is set to report its Q4 [----] numbers this Thursday. The company has never been in a stronger position with refreshed R1 line severe cost-cutting measures that should get them to positive gross margins lower-cost R2 line coming in [----] $5.8 Billion deal with VW and over $6 Billion in cash to get them through the next couple of years of cash needs. Yet the stock is near all-time lows. Things that make you go Hmmm"
X Link 2025-02-16T21:58Z 17.6K followers, 21K engagements
"Of all the Trillion-Dollar+ market cap companies $AAPL $NVDA $AMZN $MSFT $GOOG $META and $TSLA my favorite is $META. Here are my top reasons why: #1: Insane cashflow (that only eliminates $TSLA) #2: Founder led (that eliminates all but $NVDA & $TSLA) #3: Well positioned for AI (even better than $NVDA) #4: Great PE Ratio at [--] (only $GOOG beats on PE) #5: Accelerating growth rate (probably unique) #6: Lots of great investments for future revenue (AI software products AI/AR/VR glasses Robotics etc.) #7: Hyperfocused on efficiency & cost cutting (similar to $TSLA and Elon in general) #8: Top"
X Link 2025-02-16T22:32Z 17.6K followers, [----] engagements
"Meta's Rayban smart glasses (I have [--] pairs including a prescription pair) are already the #1 smart glasses on the market. They basically have chatgpt-equivalent built-in and now even have the ability to do live translation. They're better than having airpods because they have video/audio capability. Now imagine a future where they have a seamless screen to display things in front of your eyes. That's what will happen and Meta is in the best position and doing the most research to make that happen. As for overall AI positioning.they are on-par with OpenAI except they are profitable have more"
X Link 2025-02-16T23:07Z 17.5K followers, [---] engagements
"Here is why I've been adding a new stock Bumble (ticker $BMBL) to my portfolio and I expect to keep adding.what do you think"
X Link 2025-02-21T00:49Z 17.7K followers, [----] engagements
"Some thoughts on $RIVN's Q4 [----] results and its future"
X Link 2025-02-21T00:52Z 19.5K followers, 19.1K engagements
"Whos excited for TJ Maxx earnings on Wednesday THE MASTER CALENDAR Heres the schedule of earnings for this upcoming week 👀 https://t.co/mSV4MxthPI THE MASTER CALENDAR Heres the schedule of earnings for this upcoming week 👀 https://t.co/mSV4MxthPI"
X Link 2025-02-23T21:26Z 17.6K followers, [----] engagements
"@SirTesla585 Only if you have a 9-day investment viewpoint. Mine is more of a 3-10 year viewpoint so let's check back in say [--] years on $RIVN"
X Link 2025-02-25T22:29Z 17.7K followers, [---] engagements
"@SirTesla585 🤣 good thing I didnt buy it [--] years ago. Also investing doesnt work like this. Theres a reason why they say historical performance does not predict future results If they did youd simply buy stocks that had 100x in the past and wait for them to 100x again"
X Link 2025-02-25T23:37Z 17.6K followers, [--] engagements
"The $HOOD call is already in Q&A with @vladtenev https://earningshub.com/earnings-calendar/this-weeksymbol=HOOD&event=01JQVJQ7PCD7B8HP6CWFZJN3XF https://earningshub.com/earnings-calendar/this-weeksymbol=HOOD&event=01JQVJQ7PCD7B8HP6CWFZJN3XF"
X Link 2025-04-30T21:14Z 25.5K followers, [---] engagements
"I absolutely love $HOOD's growth rate. They crush it quarter after quarter. Look at the TTM Revenue and EPS growth 🤯 Still an early-stage company with so much room to grow relative to all the big financial companies. And they haven't fully launched the credit card or banking products https://twitter.com/i/web/status/1917691763332129139 https://twitter.com/i/web/status/1917691763332129139"
X Link 2025-04-30T21:25Z 26.6K followers, [----] engagements
"An Open Letter to $UBER CEO Dara Khosrowshahi @dkhos Dara If Uber wants a real shot at winning the autonomous vehicle race and securing its future you have to go all in on owning the full stack. Youre missing just one thing - the vehicles The solution: Buy Rivian $RIVN Partnering with Waymo and others may seem like a safe play but its a losing hand long-term. Heres why: In-House Tech Wins Wars. Apple controls the iPhone stack (hardware software and app ecosystem). Tesla controls the EV stack (battery software vehicles and charging). Thats why each dominate. Uber must do the same. It needs to"
X Link 2025-05-11T19:02Z 24.8K followers, 78.9K engagements
"I think their [---] Million user advantage would actually give them the edge. BUT also this is not a winner-takes all scenario.market is big enough for [--] massive winners. It's possible for both $TSLA and $UBER to capture the market with Waymo as a distant 3rd. Think AT&T/Verizon/T-Mobile"
X Link 2025-05-11T19:35Z 24.8K followers, [---] engagements
"So far in the past [--] years since my portfolio has been public I've nailed $META $HOOD $UBER $NFLX and $RKLB. All multi-baggers. You can see prices of every Buy/Sell trades and performance in my Savvy Trader portfolio. So yeah maybe. We'll see. Also I don't think HOOD RKLB and META are done running unless there's major market downturn"
X Link 2025-06-04T16:16Z 25K followers, [---] engagements
"3 years from now its virtually guaranteed that $RKLB will have a reusable rocket thats launching regularly (Neutron) and a thriving satellite tech business thats growing rapidly (as they have now). They might even have a shot at having a small constellation of communications satellites (early stages of a Starlink competitor) [----] revenue likely to exceed $1.5 billion ($500M from launch $1B from satellites $0 from Starlink competitor). Thats probably conservative. From there forward rocket lab has a shot at doubling revenue every couple of years for 10+ years How much would such a business be"
X Link 2025-06-29T13:45Z 24.6K followers, 11.2K engagements
"Agreed. $HOOD is my 2nd largest holding at 20% of my portfolio. This is not a reason to sell by any means but I want the companies that I like to always do the right thing for their customers. I would rather HOOD reduce their cash-back to 2% across the board but have it be real. Even at 2% it would be better than any big-brand CC"
X Link 2025-07-22T17:19Z 27.1K followers, [----] engagements
"A little bit of the discussion about $RVIN on the @BuyHoldRant podcast"
X Link 2025-08-06T23:28Z 26.6K followers, [----] engagements
"@bjmtweets But if founder of $CHGG was running it would it have a much better shot My guess is yes"
X Link 2025-08-21T20:27Z 26.4K followers, [---] engagements
"$MTCH CEO just said that Hinge has $750 Million in revenue run-rate. That makes $BMBL's $1 Billion revenue run rate roughly 33% BIGGER than Hinge WOW Everyone thinks of Hinge as #1 but revenue-wise Bumble is clearly bigger"
X Link 2025-09-08T21:17Z 24.5K followers, [----] engagements
"Just added more $BMBL"
X Link 2025-09-11T19:40Z 24.3K followers, [----] engagements
"That's good to know. Thank you. I wonder why Bumble has more revenue ($800M run-rate from just the Bumble app) than Hinge (750M run-rate). But from an investment standpoint $MTCH is getting a valuation that's 2.7x revenue. $BMBL is getting 0.7x. The way I see it is that Match could buy Bumble for $1.5 Billion (or $15/share which is only 1.5x revenue) and it would easily add $3 Billion of market cap to Match's valuation and take out its major competitor and threat. Other scenarios. Bumble's founder/CEO turns things around and grows revenue again and as a result gets similar (or higher) revenue"
X Link 2025-09-11T22:34Z 24.3K followers, [---] engagements
"How does a relatively unaccomplished former accountant become THE CHAIR of $TSLA and part of the committee recommending a $1 Trillion pay package for Elon Things that make you go "hmmmm." Tesla Chair Robyn Denholm on the proposal for Tesla to invest in @xAI: "There is a misunderstanding of AI in the marketplace. AI is not one thing. It is a range of technologies. What Tesla is doin today with AI is quite different to what xAI does. xAI is working on fundamental https://t.co/pH4KCgmVvQ Tesla Chair Robyn Denholm on the proposal for Tesla to invest in @xAI: "There is a misunderstanding of AI in"
X Link 2025-09-12T17:13Z 24.6K followers, [----] engagements
"Elons people on the left are killing us comments are as dumb as this guy claiming Teslas are killing us How did Elon become similar to $TSLAQ people but on humans"
X Link 2025-09-14T01:05Z 24.7K followers, [----] engagements
"Oooh. $BMBL just beat $META and $RIVN in my portfolio for 3rd largest position. Those [--] have been battling it out for 3rd place as they go up & down - currently they're all around 8.6%"
X Link 2025-09-23T14:23Z 24.3K followers, [----] engagements
"@PabloPestobar No. Unless something changes drastically for the negative I don't anticipate trimming $BMBL under $10. Might buy some more. I might not even trim at $10. To me it's severely undervalued even at $10"
X Link 2025-09-23T17:42Z 24.3K followers, [---] engagements
"Ep 8: $HOOD $BMBL & $RIVN Updates $META Glasses + $NVDAs $100B OpenAI Bet https://x.com/i/broadcasts/1DXxyWnWyrYGM https://x.com/i/broadcasts/1DXxyWnWyrYGM"
X Link 2025-09-24T20:00Z 24.3K followers, [----] engagements
"Both @dustinalper and I watched the $BMBL movie #Swiped over the weekend about Whitney Wolfe Herd's role in creating Tinder and the founding of Bumble"
X Link 2025-09-25T00:20Z 24.6K followers, [----] engagements
"@dare_darr3n They have [--] years of current cash burn"
X Link 2025-10-03T03:59Z 24.3K followers, [---] engagements
"Adding to two of my favorite founder-run companies as the price continues to get downward pressure. $BMBL is priced 0.6x sales ($600 Million) despite being on track to produce MORE than $200 Million in cash annually. $RIVN is priced at $16.5 Billion (1/84th the valuation of $TSLA) despite having $7 Billion in cash and being on track to deliver the first real EV competitor to the Model Y Rivian's R2 ($45K starting price) and being the close to delivering self-driving in their vehicles. Show me better buys"
X Link 2025-10-03T15:46Z 25K followers, 16.3K engagements
"This is $TSLA Optimus (TOP) vs $17K Chinese Robot from Unitree (BOTTOM) Both are doing Martial arts. Tesla's robot appears to be remote-controlled. It is not available for purchase. Lowest price Elon has been quoted when production reaches [--] Million+ units is $30K. And it's unclear when it will be available. Hmm"
X Link 2025-10-07T18:46Z 24.6K followers, [----] engagements
"@tradez2024 Other car companies don't have the full stack (software/battery/electronics/autonomy) for EVs. That's why $TSLA for example is a $1.4 Trillion company"
X Link 2025-10-09T16:19Z 24.3K followers, [----] engagements
"@AJ_Invests_Co All indications are that Tesla started their current approach to FSD from scratch just [--] years ago. Rivian is probably [--] years behind but we'll see in December when they have their AI/Autonomy day"
X Link 2025-10-09T21:02Z 26.3K followers, [----] engagements
"@orangeblaze @BullTradeFinder Do you believe the future is EVs If so what cars will consumers buy if not Tesla and Rivians EVs currently make up less than 8% of new car sales. That will rapidly grow over the next decade. Substantial revenue growth is very likely for Rivian after the release of the R2"
X Link 2025-10-09T21:04Z 26.3K followers, [----] engagements
"@spacanpanman Stick to your PowerPoint company. [--] satellites launched of [--] promised to date. Demonstrated a total of [--] direct to cell phone calls. $ASTS is the definition of hype. $23 billion for a company with $0 in revenue. Buy some more"
X Link 2025-10-10T03:59Z 24.3K followers, [----] engagements
"De-risked my portfolio a bit and sold some $HOOD and $RKLB this morning and used some of the proceeds to add more $BMBL and $RIVN. Rocket Lab and Robinhood are still #1 and #2 largest positions. Anyone following my portfolio (link in bio) received these notifications shortly after I made the trades"
X Link 2025-10-10T17:12Z 24.3K followers, [----] engagements
"Seeking these kind of returns and doing so on a short-term basis (days/weeks/months) has ruined a generation of investors looking to build wealth. Younger investors tend to be looking for a quick doubling or quadrupling of their money and when they don't get it from one investment in days or weeks they move on to the next chasing the next FOMO opportunity. They chock it up to "cutting your losses quickly.""
X Link 2025-10-13T22:20Z 24.3K followers, [----] engagements
"I convinced @dustinalper to join the hive and buy $BMBL even though I've given him no investment advice Then Bumble had a up +3% today. Coincidence 🤣"
X Link 2025-10-15T22:53Z 24.7K followers, [----] engagements
"Did somebody say $RIVN"
X Link 2025-10-15T23:37Z 24.3K followers, [----] engagements
"If at first you fail make sure you also fail at 2nd attempt:"
X Link 2025-10-16T00:56Z 24.3K followers, [----] engagements
"I need an invite to this @RJScaringe @Rivian Rivian just announced its first-ever Autonomy Day happening Dec [--] in the Bay Area. Expect deep dives into its AI-driven approach to driver assistance and the road to Level [--] autonomy. See ya there 👋 Details: https://t.co/Mf8EfSGj2D https://t.co/Aq22ztm6Zq Rivian just announced its first-ever Autonomy Day happening Dec [--] in the Bay Area. Expect deep dives into its AI-driven approach to driver assistance and the road to Level [--] autonomy. See ya there 👋 Details: https://t.co/Mf8EfSGj2D https://t.co/Aq22ztm6Zq"
X Link 2025-10-17T23:05Z 24.3K followers, [----] engagements
"@boom_sausage @RJScaringe @Rivian That would be very shortsighted"
X Link 2025-10-18T02:32Z 24.3K followers, [--] engagements
"@elonmusk Elon of the other companies that have reached $2 Trillion or $3 trillion or $4 trillion market cap what was the compensation of their CEOs"
X Link 2025-10-19T22:09Z 24.3K followers, 11.5K engagements
"@L1mmortale Haha. No we've been trying to figure out how to best deal with the AWS outage today. :-( I didn't do any trades"
X Link 2025-10-20T19:59Z 24.3K followers, [--] engagements
"@elonmusk Important work but who determines what constitutes propaganda"
X Link 2025-10-20T20:04Z 24.3K followers, 91.6K engagements
"@kyleugh @elonmusk No amount of compute will be able to decipher propaganda (aka bias)"
X Link 2025-10-20T21:54Z 24.3K followers, [--] engagements
"@ocd_offroad @elonmusk Unfortunately facts are very subjective"
X Link 2025-10-21T00:06Z 24.3K followers, [----] engagements
"Are you ready for $NFLX to kick off the tech Earnings Season All the details including who reports when estimates actuals the calls etc. are available on Earnings Hub .com"
X Link 2025-10-21T15:47Z 24.3K followers, [----] engagements
"Elon can't get out of his own way sometimes Sec Duffy may not be the smartest guy to be running NASA but for the direct benefactor's (SpaceX's) founder/CEO to call him a Dummy and Gay virtually guarantees that Elon is NOT going to get what he wants because it would look bad all around @rookisaacman SHOULD be the NASA director but when the guy who wants him there is making fun of the current director immediately after he criticizes SpaceX for being late it makes it extra tough for backers of Jared Isaacman to get him nominated. Dude just stay quiet. That's all you had to do"
X Link 2025-10-21T16:00Z 24.3K followers, [----] engagements
"@elonmusk @SciGuySpace Declaring war on the current head of NASA immediately after he says your company is late is probably not the best way to react to this situation"
X Link 2025-10-21T16:24Z 24.3K followers, [---] engagements
"WOW I've used ChatGPT's Atlas browser for [--] minutes and I already think it has a shot at beating Google Chrome Another example of $GOOGL's Sundar being too slow and missing ALL the strategic plays (in a timely manner) despite having all the pieces of the puzzle under his roof"
X Link 2025-10-21T17:59Z 24.3K followers, [----] engagements
"@sama It's insanely good"
X Link 2025-10-21T18:00Z 24.3K followers, [---] engagements
"In [--] Years (2030) which STOCK is more likely to [--] $RIVN from $16 B $160 B market cap or $TSLA from $1.5 T $15 T market cap Vote below & share your reasoning $RIVN ($16B$160B) $TSLA ($1.5T$15T) $RIVN ($16B$160B) $TSLA ($1.5T$15T)"
X Link 2025-10-21T18:35Z 24.3K followers, [----] engagements
"Mag [--] going into earnings with $TSLA being the first to report tomorrow We'll revisit this chart after they all report to see how it compares. Bookmark it"
X Link 2025-10-21T22:55Z 24.3K followers, [----] engagements
"$TSLA Earnings expectations for tomorrow from Earnings Hub"
X Link 2025-10-21T22:57Z 24.3K followers, [----] engagements
"I'm always impressed by how many useless problems Quantum computers can solve 1000s or Millions of times faster than the fastest super computers If only one of these solutions was actually useful. 🤔 https://www.youtube.com/watchv=mEBCQidaNTQ https://www.youtube.com/watchv=mEBCQidaNTQ"
X Link 2025-10-22T16:19Z 24.3K followers, [----] engagements
"I put out a survey asking which company was more likely to 10x in [--] years: $TSLA or $RIVN. Over 60% of respondents said Rivian. So of course today I bought some more Rivian 😛 My catalysts for it: Cult-like customer base that loves their vehicles Full Stack of EV: software hardware battery and charging network Full self-driving tech coming (December 11th is their Autonomy Day) R2 Launch ($45K vehicle) on track for [----] and it's sexy af. First real competitor to Model Y. The whole company is valued at UNDER $16 BILLION That's like Elon's pay package for a month of part time work 🤣 @RJScaringe"
X Link 2025-10-22T16:44Z 24.3K followers, [----] engagements
"In order for $TSLA to reach a $15 Trillion market cap it would have to be larger than the market caps of $NVDA $AAPL $MSFT and $GOOGL combined (as of today) who have a combined $1.2 Trillion of revenue"
X Link 2025-10-22T19:34Z 24.3K followers, [----] engagements
"Ep 12: TSLA Q3 Report ChatGPT Releases Atlas Plus NFLX RIVN and More https://x.com/i/broadcasts/1jMKgRrjlgyxL https://x.com/i/broadcasts/1jMKgRrjlgyxL"
X Link 2025-10-22T20:00Z 24.3K followers, [----] engagements
"@btcr3volution I don't know BYD well but I do think the Chinese automakers will be dominant globally unless controlled by tariffs"
X Link 2025-10-22T22:32Z 24.3K followers, [--] engagements
"$RIVN basically spun out Arcimoto cc @nardopolo Rivians spin off micromobility brand Also has also revealed its second product the TM-Q (Transcendent Mobility Quad). Amazon has agreed to purchase thousands under a multi year deal for urban deliveries in the United States and Europe. The TM-Q is a pedal assist cargo quad https://t.co/CT0QDrGeKL Rivians spin off micromobility brand Also has also revealed its second product the TM-Q (Transcendent Mobility Quad). Amazon has agreed to purchase thousands under a multi year deal for urban deliveries in the United States and Europe. The TM-Q is a"
X Link 2025-10-22T22:34Z 24.3K followers, [----] engagements
"We talk about $TSLA's Q3 report on the latest episode of the @BuyHoldRant podcast: https://www.youtube.com/watchv=ewu_218hk5Y https://www.youtube.com/watchv=ewu_218hk5Y"
X Link 2025-10-22T23:55Z 24.3K followers, [----] engagements
"@Rivian_DD Where are you getting your number from This is from their quarterly report:"
X Link 2025-10-23T00:21Z 24.3K followers, [----] engagements
"@Hardypahardypa What Tesla's S/X/C sales were down 56% compared to last year I'm just pointing out that Tesla is struggling to sell vehicles in the same price category that Rivian is thriving"
X Link 2025-10-23T00:25Z 24.3K followers, [----] engagements
"Wait wait. My mistake. I got the production and deliveries numbers backwards for Tesla.They actually delivered [-----] vehicles of S/X/C combined not [-----]. My bad. But still Rivian's numbers being US-only vs. Globally for Tesla is pretty incredible. Rivian is literally outselling Tesla in the same price category in the US"
X Link 2025-10-23T00:28Z 24.3K followers, [----] engagements
"@SedrakTorosyan People are voting with their $ and choosing R1S over Model X"
X Link 2025-10-23T16:37Z 24.3K followers, [--] engagements
"@ujju_97 Since they have opened them up to others for use it's no longer a major advantage. Rivian owners can also seamlessly use these superchargers. Also Rivian is building their own network as well"
X Link 2025-10-23T16:39Z 24.3K followers, [---] engagements
"Getting to profitability doesn't mean they need to make $20 Billion.It just means current revenue & margins needs to exceed expenses. When/if that happens it's hard to imagine how Rivian could still be a $16 Billion company. What do you think its market cap would be in that scenario"
X Link 2025-10-23T16:51Z 24.3K followers, [--] engagements
"@DripCalc @dibromin Why did Tesla used to sell so many despite the availability of Model 3/Y"
X Link 2025-10-23T17:00Z 24.3K followers, [--] engagements
"People reply to my posts about $RIVN with this graph as if this is the end all be all proof that Rivian will not ever be successful. That take is INCREDIBLY DUMB Heres why: 1) what this chart shows is how much cash each company has generated from when they started. The problem is that the chart implies that a company that is in the negative is in the whole or is in debt and needs to pay this money back. Nope. Thats not how this works. Most of what each company has spent is from money investors put into the company not debt. [--]. What that means is that the minute the line is flat (not even"
X Link 2025-10-24T02:14Z 25K followers, 17.4K engagements
"Exactly. And he can sell his current shares again and demand the same thing over and over again Plus there are other ways to get control like merging with a company that he has super voting power over (such as X). $0 comp needed for super majority voting power. Hes essentially lying about not having any other way to get there"
X Link 2025-10-24T02:21Z 24.3K followers, [---] engagements
"@rajuvamsi007 That same question was asked about Tesla"
X Link 2025-10-24T05:50Z 24.3K followers, [---] engagements
"A lot of people are upset about this @business headline. I am too They should've mentioned how Elon lied that the comp package is the ONLY way to get control. It's not I explain how he can get control with -0- shareholder dilution here (start at 7:40 into it): https://www.youtube.com/watchv=hgSpwqQT7rE&t=460s https://www.youtube.com/watchv=hgSpwqQT7rE&t=460s"
X Link 2025-10-24T23:44Z 24.3K followers, [----] engagements
"I feel like OpenAI has a clear path to $300 billion+ in revenue. Maybe $500 billion+"
X Link 2025-10-26T17:58Z 24.3K followers, [----] engagements
"@SawyerMerritt $RIVN is the other company that will soon have mass manufacturing and full stack plus autonomy"
X Link 2025-10-27T05:23Z 24.4K followers, [----] engagements
"@SawyerMerritt @ns123abc @WholeMarsBlog It would be relatively easy for $GOOGL to buy $RIVN. But not sure they would do it with @sundarpichai at the helm"
X Link 2025-10-27T05:24Z 24.4K followers, [----] engagements
"So sad. Even Elon doesn't want to work for $TSLA anymore The company he founded and owns 13% of ($200 Billion worth of shares) is having a hard time keeping Elon interested. Shareholders are asked "Do you want to retain Elon as Teslas CEO and motivate him to drive Tesla" Letter from Tesla board chair Robyn Denholm Letter from Tesla board chair Robyn Denholm"
X Link 2025-10-27T15:32Z 24.6K followers, 25.9K engagements
"Why does @andrewrsorkin or anybody else call out @elonmusk on the lie that the $1 Trillion pay package is the ONLY way he can get control of $TSLA This is simply not true It could easily be accomplished via a merger of Tesla with another entity that Elon has super-majority voting power in. And it would cost shareholders -0- dilution rather than 12% dilution. He could do this with a brand new entity or even better have $TSLA merge with xAI rather than invest in it. We all know xAI and Optimus need to ultimately be packaged together anyway so combining the [--] companies would make sense"
X Link 2025-10-27T16:41Z 24.4K followers, [----] engagements
"We just launched a new CALLS page on Earnings Hub that is absolutely AWESOME There is no better or easier place to listen to any earnings call - plus AI Summaries of the calls you missed:"
X Link 2025-10-27T23:13Z 24.5K followers, 19.3K engagements
"If $RIVN is able to demo "hands-free point-to-point self-driving" capabilities that @RJScaringe has been talking about I believe the stock will get re-rated as the tech company that Rivian is. If that happens WATCH OUT How many AI / Self-Driving tech companies do you know that are trading at just $16 Billion market cap And how many of them happen to have [--] extremely popular vehicles customers love A rapidly growing sales & service network across the country A rapidly growing set of charging stations A new $45K mass-produced vehicle that is about to get launched in [----] (R2) And a MASSIVE $7"
X Link 2025-10-28T18:05Z 24.7K followers, 18.4K engagements
"@BullTradeFinder @RJScaringe @Rivian you gotta make this right Gnotz and I are [--] of your biggest fans - especially on X Spaces"
X Link 2025-10-28T18:07Z 24.3K followers, [---] engagements
"Nikola was an obvious scam that MANY especially those of us on X who were following EVs and $TSLA closely called out Rivian is no scam. You can go drive their cars now. They just replaced their mobile-eye cruise and lane keep with their own in-house developed tech. Not sure when you and other $TSLA fans completely lost your belief in humanity. Elon is not the only person who can do things And Rivian does not need to be "another Tesla." It has its own priorities and focus"
X Link 2025-10-28T18:32Z 24.3K followers, [---] engagements
"@Rivian_DD Based on what are you saying they need to raise next year They have $7B cash. Doesnt seem like they would need to"
X Link 2025-10-29T16:51Z 24.5K followers, [---] engagements
"@Rivian_DD You're expecting $1B/quarter of burn every quarter between now and EOY '26 That seems high"
X Link 2025-10-29T16:58Z 24.5K followers, [---] engagements
"Ep 13: $MSFT $META $GOOGL Earnings OpenAI Restructure and the AI Bubble https://x.com/i/broadcasts/1BdGYZddVlNJX https://x.com/i/broadcasts/1BdGYZddVlNJX"
X Link 2025-10-29T20:00Z 24.3K followers, [----] engagements
"@Rivian_DD Where are the adjusted operating expenses and capital expenditure estimates coming from"
X Link 2025-10-29T21:09Z 24.3K followers, [---] engagements
"$GRND is trading 5x more than $BMBL with about 1/3 the revenue I talk more about this ridiculous opportunity of Bumble here: https://www.youtube.com/watchv=qrQifYoVJ_A https://www.youtube.com/watchv=qrQifYoVJ_A"
X Link 2025-10-31T16:12Z 25.6K followers, [----] engagements
"Cumulative lifetime earnings of Tesla has been less than 1/2 of Elons [----] pay package (which got rejected for its absurd amount by the courts and is still being fought for by Elon). Its also less than the amount of stock hes already sold (which he wants to get back plus some in return for not quitting) His new pay package is also more than 2x next [--] years of future earnings. Just for [--] guy. Whats the point of the profits if he gets 2x as much Teslas Cumulative Net Income (a.k.a. Retained Earnings) continues its upward trajectory. $TSLA 🎸🔊 https://t.co/CpPV6IyRLP Teslas Cumulative Net"
X Link 2025-11-01T23:05Z 24.5K followers, 15.3K engagements
"Most people have no idea you can see this calendar for free and customize it and even set up Alerts on your favorite stocks THE MASTER EARNINGS CALENDAR Here are the most popular stocks that report earnings this week November 3rd - November 7th https://t.co/6N8p6jWigZ THE MASTER EARNINGS CALENDAR Here are the most popular stocks that report earnings this week November 3rd - November 7th https://t.co/6N8p6jWigZ"
X Link 2025-11-02T23:01Z 24.3K followers, [----] engagements
"Woh CASH is killing it today Up big-time 🤣"
X Link 2025-11-04T20:20Z 24.6K followers, [----] engagements
"@amilinvestor I'm VERY tempted $META $RIVN and $BMBL all looking soo good to me"
X Link 2025-11-04T20:28Z 24.6K followers, [---] engagements
"And this is why I love $HOOD Run by a smart founder @vladtenev who takes an online controversy and turns it into a marketing opportunity Robinhood is about to be the biggest winner of Elon's Trillion-Dollar pay package from $TSLA Should we do a match for people moving their $TSLA shares over Should we do a match for people moving their $TSLA shares over"
X Link 2025-11-04T20:33Z 26.3K followers, [----] engagements
"$RIVN Earnings Call is live https://earningshub.com/earnings-calendar/this-weeksymbol=RIVN&event=01K6JN1WP5A8FASMWFTPQPFKEG https://earningshub.com/earnings-calendar/this-weeksymbol=RIVN&event=01K6JN1WP5A8FASMWFTPQPFKEG"
X Link 2025-11-04T22:04Z 24.6K followers, [----] engagements
"Did a little shopping this morning $RIVN"
X Link 2025-11-05T16:02Z 24.6K followers, [----] engagements
"btw for anyone who is interested I am completely transparent about my stock investments.they are all publicly available on Savvy Trader in NEAR real-time. It's FREE to subscribe (link in my bio) - and subscribers get notifications of trades. There's also clear indication of past performance my detailed thoughts on trades and a community with Q&A. Enjoy"
X Link 2025-11-05T19:20Z 24.6K followers, 14.6K engagements
"We are going LIVE with the @BuyHoldRant podcast where well do a deep-dive on RIVIAN plus earnings from Robinhood Bumble and more Join us here: https://www.youtube.com/watchv=xGNuP3PMncs https://www.youtube.com/watchv=xGNuP3PMncs"
X Link 2025-11-05T21:00Z 24.5K followers, [----] engagements
"Ep 14: $RIVN Deep Dive Plus Earnings from $HOOD $AMD $BMBL and more https://x.com/i/broadcasts/1mrxmBNYPwvKy https://x.com/i/broadcasts/1mrxmBNYPwvKy"
X Link 2025-11-05T21:01Z 24.6K followers, [----] engagements
"@Rivian_DD Still losses per vehicle not crazy beat on top line despite tax incentive.even the market shrugged it off after hours"
X Link 2025-11-05T22:19Z 24.5K followers, [---] engagements
"$RIVN Deep Dive"
X Link 2025-11-06T17:09Z 24.6K followers, [----] engagements
"Congrats to @elonmusk for getting the votes on his $1 Trillion $TSLA pay package. A few years ago Elon sold all his homes and most of his personal belongings because he "wanted to reduce attack vectors" of his critics. Well he just opened up the biggest attack vector in history. Wait until "Elon Gets $1 Trillion Pay Package" starts to make headlines tomorrow. The attacks are about to begin which is the saddest part of this whole thing. My view is that Elon is a good guy wanting to do good things. But this particular attack vector is going to be vicious and incredibly hard to defend. I"
X Link 2025-11-06T22:15Z 24.5K followers, [----] engagements
"@kingtutcap I love the nonymous ssholes that show up on my feed every now and then. Makes it so much more entertaining. Thank you"
X Link 2025-11-06T22:24Z 24.6K followers, [---] engagements
"@RoyalInvesT24 @elonmusk Such a dumb take. Buying Rivian doesn't make me anti $TSLA And being against this pay package also doesn't make me anti Elon It's called nuance. https://www.youtube.com/watchv=XG3LFGxSMzQ https://www.youtube.com/watchv=XG3LFGxSMzQ"
X Link 2025-11-07T03:06Z 24.5K followers, [---] engagements
"lol. Even the 2nd unveil is no longer by the end of this year and now pushed back to April fools day. I definitely feel like a fool having deposited $50k interest free for [--] years Have Elon promises just become an infinite glitch problem He literally said Optimus is an infinite money glitch today Elon Musk says Tesla is aiming to showcase the Next-Gen Roadster tentatively on April [--] [----]. Production will start around a year from then. https://t.co/MvoAlOx6qS Elon Musk says Tesla is aiming to showcase the Next-Gen Roadster tentatively on April [--] [----]. Production will start around a year from"
X Link 2025-11-07T05:29Z 24.8K followers, 30.6K engagements
"I just did a recap of my thoughts on my holdings that have reported Q3 Earnings including $GOOGL $META $RIVN $HOOD and $BMBL. The full comment is accessible for free to subscribers of my portfolio (link in bio). The opening remarks are in this screenshot:"
X Link 2025-11-07T17:35Z 24.6K followers, [----] engagements
"Bought some more $META today:"
X Link 2025-11-07T20:15Z 24.6K followers, [----] engagements
"@sunny21704 I did a detailed comment on the portfolio"
X Link 2025-11-07T20:30Z 24.6K followers, [---] engagements
"And so it begins.Expect multi-billion dollar pay packages for all CEOs going forward. So much for "nobody would accept this pay package." Wrong. Every CEO would accept multi-billion-dollar pay packages and we are about to see them become the norm By the way [--] Million shares is 1.8% of $RIVN compared to Elon's 12% pay for performance. So people would accept far smaller % (not to mention it's 1/200th the size of Elon's in $ terms - but still very big). sigh NEWS: Rivian has announced that it is giving its CEO RJ Scaringe a revised pay package worth as much as $4.6 billion over the next decade"
X Link 2025-11-07T22:38Z 24.6K followers, 117.8K engagements
"Lets goooo $RKLB THE MASTER EARNINGS CALENDAR Here are the most popular stocks that report earnings this week November 10th - November 14th https://t.co/wlUMmNRpRU THE MASTER EARNINGS CALENDAR Here are the most popular stocks that report earnings this week November 10th - November 14th https://t.co/wlUMmNRpRU"
X Link 2025-11-09T19:02Z 24.6K followers, [----] engagements
"Excited for the Blue Origin New Glenn rocket to send $RKLB satellites to Mars but even more excited for New Glenn to be the 2nd rocket to become reusable by landing back the booster So exciting"
X Link 2025-11-09T19:29Z 24.6K followers, [----] engagements
"$RKLB Q3 [----] Earnings: 🟢 Revenue of $155.05M beat $150.96M estimate 🟢 EPS of -$0.03 beat -$0.10 estimate Powered by @EarningsHubHQ https://earningshub.com/quote/RKLB https://earningshub.com/quote/RKLB"
X Link 2025-11-10T21:16Z 24.7K followers, [----] engagements
"$RIVN Autonomy day is coming up and @dustinalper and I talked about Rivian in-depth on the latest episode of the @BuyHoldRant podcast.Here's a clip:"
X Link 2025-11-11T15:36Z 24.7K followers, [----] engagements
"@Rivian_DD Yep.it's shorted the most at the worst possible time for short-sellers"
X Link 2025-11-11T16:32Z 24.6K followers, [---] engagements
"@JaguarAnalytics Totally agree Jaguar"
X Link 2025-11-11T16:45Z 24.6K followers, [---] engagements
"When I buy stocks like $RIVN I have no idea what the stock price will do in the short term. The reason I buy them is because the story and execution of the company just keeps getting better and the stock price goes the opposite direction (down). The combination of those two things is what makes a stock super attractive to me. Then suddenly the market wakes up - in Rivian's case it might be realizing "wait a second you're telling me that Rivian is on the verge of having Autonomous cars has [--] vehicles customers love is about to release a 4th vehicle that's high-volume and could play a role in"
X Link 2025-11-11T17:29Z 24.7K followers, 13K engagements
"@amilinvestor We talked about $BMBL on the pod too"
X Link 2025-11-11T17:40Z 24.6K followers, [---] engagements
"Yes. But only one that comes to mind Arcimoto. Lost 60-75% of that particular investment. And I'm sure it'll happen with others in the future. The nice thing about it is that the upside potential is often 5x or 10x the downside. It's asymmetric risk/reward. Also you can see my full portfolio and every trade (with notifications) and my comments transparently. Link is in my bio"
X Link 2025-11-11T18:06Z 24.6K followers, [---] engagements
"$RIVN ends the day up 10%. Up 45% in [--] week If you're new to Rivian and want to learn why so many of us love this company here is a 20-minute deep dive: https://www.youtube.com/watchv=NPgPaSqci5M https://www.youtube.com/watchv=NPgPaSqci5M"
X Link 2025-11-11T21:05Z 24.7K followers, 26.3K engagements
"To be clear I was saying it's dumb of $UBER not to buy Rivian and do their own Autonomy play (rather than partnering with Waymo and/or others). I still believe that. I also believe it's dumb for $GOOGL not to be trying to buy Rivian and build their own full-stack Waymo vehicles rather than buying Jaguars or Hondais and retrofitting them with their autonomy stack. Rivian is in a unique position to be a great company both as an independent player (higher risk) or as an acquisition target (at 2-3x its market cap or greater)"
X Link 2025-11-11T21:28Z 24.6K followers, [---] engagements
"@JustinJVan80 EVERY part of Rivian's story (vehicles sales/service centers charging network software hardware manufacturing facility cash burn margins etc. etc.) has improved over the past [--] years. So how exactly is the future darkening"
X Link 2025-11-11T21:45Z 24.6K followers, [---] engagements
"Well one company has been [--] weeks away from FSD and been selling it for [--] years. The other company has never made any promises has been quietly executing and building it never taken a dime of money for autonomy features also has surround cameras & AI/Autonomy computers on all their vehicles and says they plan to demo "point-to-point hands free driving" and on December 11th and might be able to release it in [----]. I have little reason to doubt they are good on what they say"
X Link 2025-11-11T22:18Z 24.6K followers, [--] engagements
"@theBocker70 @RJScaringe If your fundamental point is that Tesla is ahead I 100% agree with you. If you think nobody except for Tesla can solve Autonomy then I 100% disagree with you. If you have another point feel free to make it"
X Link 2025-11-11T22:55Z 24.6K followers, [--] engagements
"@theBocker70 @RJScaringe Because it has the 2nd largest fleet of vehicles (50K+ and growing) collecting data nationwide. And quite frankly neither of us knows how many vehicles is necessary to get "good enough" when you combine it with simulation data"
X Link 2025-11-11T22:57Z 24.6K followers, [--] engagements
"For the people traveling to go to the $RIVN autonomy day in Palo Alto where are you staying"
X Link 2025-11-12T16:36Z 24.7K followers, [----] engagements
"@Hilbe I am Looking forward to it and meeting you and others from Rivian community"
X Link 2025-11-12T18:35Z 24.6K followers, [---] engagements
"Ep [--] is LIVE and well be talking about: $BMBL Crashes $RKLB beats $RIVN rips plus $GOOGL $META and more. Join us here: Or listen on Apple/Spotify podcasts here: Apple Podcast: Spotify Podcast: https://open.spotify.com/show/5Vrsh9AeG9ip7QAaQSQSsh https://podcasts.apple.com/podcast/id1831621400 https://www.youtube.com/watchv=S75bdHHs6yA https://open.spotify.com/show/5Vrsh9AeG9ip7QAaQSQSsh https://podcasts.apple.com/podcast/id1831621400 https://www.youtube.com/watchv=S75bdHHs6yA"
X Link 2025-11-12T20:59Z 25K followers, [----] engagements
"Ep 15: $BMBL Crashes $RKLB beats $RIVN rips plus $GOOGL $META and more https://x.com/i/broadcasts/1LyxBXjgOpYGN https://x.com/i/broadcasts/1LyxBXjgOpYGN"
X Link 2025-11-12T21:00Z 25K followers, [----] engagements
"Here is the deep dive on $BMBL that @dustinalper and I talked about on today's @BuyHoldRant podcast:"
X Link 2025-11-13T00:16Z 25K followers, [----] engagements
"@Hilbe Well at least you didn't pay extra for the Rivian autonomy and there weren't expectations set that you'll be able to sleep [--] years ago"
X Link 2025-11-15T21:02Z 24.6K followers, [--] engagements
"This is HUUUUGGEE Love to see it Big congrats to @JeffBezos and @blueorigin team https://t.co/uD4FJ3xC8M https://t.co/uD4FJ3xC8M"
X Link 2025-11-15T21:35Z 24.6K followers, [----] engagements
"WOW 🤯 - just got FSD V14 on my Cybertruck and it was an amazing upgrade. - Before 99% of my driving was done by FSD but I'd have to take it out of my garage and park it myself at my destination. - For the first time yesterday the car just knew how to get out of my garage and looked for an open parking space and parked itself I literally did 0% of the driving It was nuts That last 1% of me driving just went away. 🤯 In the future it'll be hard to sell a car that doesn't have solid self-driving features"
X Link 2025-11-15T21:53Z 24.7K followers, [----] engagements
"@towellnapkin It's great for them terrible for car companies that don't have a good shot of having these features in the near future"
X Link 2025-11-15T21:58Z 24.7K followers, [---] engagements
"@PracticalIF That's already priced into $TSLA. It's not priced into $RIVN though. If Rivian is able to do anything close it will sell every car it can make"
X Link 2025-11-15T22:00Z 24.6K followers, [---] engagements
"@Hilbe Hasn't RJ already said they have [--] Radar/Lidars in their autonomy hardware stack"
X Link 2025-11-15T22:01Z 24.6K followers, [---] engagements
"@rhensing @KevinMelnuk lol. Youre funny. Did you consider a profession in comedy Nobody is asking you to cheer my comedian friend but the hate comes through loud and clear. Seems silly"
X Link 2025-11-16T00:42Z 24.6K followers, [----] engagements
"The irony here is that you missed my previous post where I literally applaud my Cybertrucks FSD upgrade to v14. Its not that you dont care. If you didnt care you wouldnt have responded to my post. But you chose to say F U to a fellow Cybertruck owner Tesla fan and also former Microsoft employee. We have more in common than we are different. Your hate for your perceived leftist bullshit is just temporarily making you a little aggressive and shutting down your ability to think"
X Link 2025-11-16T00:58Z 24.6K followers, [---] engagements
"Its $NVDA earnings weeeeeek THE MASTER EARNINGS CALENDAR Here are the most popular stocks that report earnings this week November 17th - November 21st https://t.co/JjXg2o8gBT THE MASTER EARNINGS CALENDAR Here are the most popular stocks that report earnings this week November 17th - November 21st https://t.co/JjXg2o8gBT"
X Link 2025-11-16T15:02Z 24.6K followers, [----] engagements
"@HolySmokas I would split it between $RIVN and $BMBL. Both have multi-bagger potential from here ($15 and $3.60 respectively) in near-term (1 year timeframe)"
X Link 2025-11-17T21:03Z 25.1K followers, 23.3K engagements
"@Hilbe I think this would be a mistake. Highly cap-ex intensive with a 5+ year payback timeframe when they could rent the GPUs and if AI capacity is being over-built prices are going to drop dramatically in coming years"
X Link 2025-11-18T16:52Z 24.7K followers, [--] engagements
"I love Warren Buffett. He's my kind of investor BUT I decided to trade in my $GOOGL shares for more $META. Meta trades at better multiples (PE and PS ratios) has faster growth rate (which is INSANE) and is still founder-lead making all the right investments"
X Link 2025-11-18T20:10Z 24.7K followers, [----] engagements
"Love what you're doing with your push for startups Dhanush Happy to support you and your efforts more especially to help grow the Arizona ecosystem. Send me that non-profit info so I can make a proper donation we are coming to SF this winter and this is what we've done before with @Devlabs_club people are wrong. they've always been wrong i've heard a lot of them say "a bunch of college kids who are trying to." We arent trying to do it we are in the ground actually doing it https://t.co/XErStKSo5f we are coming to SF this winter and this is what we've done before with @Devlabs_club people are"
X Link 2025-11-18T20:14Z 24.7K followers, [----] engagements
"At 1pm Pacific 4pm Eastern join @dustinalper and I for Episode [--] of the @BuyHoldRant podcast: $NVDA Earnings Plus $AAPL CEO Rumors $RIVN $BMBL and More. Live Stream here and on YouTube (link in first comment)"
X Link 2025-11-19T20:26Z 24.9K followers, 10K engagements
"Ep 16: $NVDA Earnings - Plus $AAPL CEO Rumors $RIVN $BMBL and More https://x.com/i/broadcasts/1kvJpMjqaWMxE https://x.com/i/broadcasts/1kvJpMjqaWMxE"
X Link 2025-11-19T21:00Z 24.9K followers, [----] engagements
"@TravisHoium For perspective this is the revenue growth chart. The [--] metrics in your chart seem super odd to compare. Inventory as a % of revenue would be a better metric to look at to determine if inventory growth should be a concern. I don't own any $NVDA. No bias"
X Link 2025-11-19T23:52Z 24.9K followers, 23.4K engagements
"The revenue chart of $NVDA looks fake The latest quarter's growth is just absolutely insane 🤯"
X Link 2025-11-20T00:19Z 24.7K followers, [----] engagements
"If I'm reading your newest chart correctly it's showing [--] days of inventory relative to [--] days at peak. [--] Days is not that long and even then your calculation for a fast-growing tech company is wrong. Instead you should do: Inventory / (Latest Q Revenue / 90) Because NVidia's revenue growth is so fast the latest quarter's daily revenue is substantially greater than the avg of the last year's revenue. So your chart would falsely indicate growing inventory"
X Link 2025-11-20T01:20Z 24.7K followers, [----] engagements
"@noD7R I think it's unrealistic to expect a 70% margin business to generate 10% of its market cap in revenue per quarter In such a scenario NVidia's PE ratio would be 4"
X Link 2025-11-20T01:21Z 24.7K followers, [--] engagements
"So [--] month of inventory for a supply-constraint product which was more supply constrained before (which is why it had lower # of days of inventory. Honestly I would only worry if the # of days of inventory was more than the amount of revenue they have in [--] days. Your chart is basically saying 100% of their inventory they have will be gone in [--] days. One little hiccup in supply/chain and the quarter is blown"
X Link 2025-11-20T01:50Z 24.7K followers, [---] engagements
"Oh my $NVDA guidance is absolutely insane (courtesy Earnings Hub)"
X Link 2025-11-20T02:53Z 24.7K followers, [----] engagements
"AI Summary of the $NVDA Earnings Call. If you listened to the call I'd love to hear from you if this is a good summary. We're trying to improve the AI Summaries of all of our earnings calls"
X Link 2025-11-20T02:54Z 24.9K followers, [----] engagements
"$NVDA Earnings on the Buy Hold Rant pod: https://www.youtube.com/watchv=HWtItLU9-ps https://www.youtube.com/watchv=HWtItLU9-ps"
X Link 2025-11-20T04:53Z 24.7K followers, [----] engagements
"WOW If true Elons credibility is going out the window What say you @elonmusk Elon has biased Grok to agree with him btw: https://t.co/isebAewZBi Elon has biased Grok to agree with him btw: https://t.co/isebAewZBi"
X Link 2025-11-20T07:20Z 24.7K followers, 23.8K engagements
"The follow-up question from Grok why is Einstein smarter seems to make it obvious that even Grok doesnt realize it answered Elon Musk to this question 🤦🏻♂ Elon has programmed Grok the way Kim Jong Un has tried to program North Koreans And hes selling it to us as maximum truth seeking AI. What. An. Insult"
X Link 2025-11-20T14:40Z 24.7K followers, [----] engagements
"Rough day in the market But my cash is growing so fast. At this rate it's gonna double in no-time"
X Link 2025-11-20T23:40Z 24.7K followers, [----] engagements
"You need a way better explanation Earlier today Grok was unfortunately manipulated by adversarial prompting into saying absurdly positive things about me. For the record I am a fat retard 😀 Earlier today Grok was unfortunately manipulated by adversarial prompting into saying absurdly positive things about me. For the record I am a fat retard 😀"
X Link 2025-11-21T00:48Z 24.7K followers, [----] engagements
"Yesterday we talked about EV Demand $TSLA $RIVN and Chinese EV companies pretty extensively on the Buy Hold Rant podcast"
X Link 2025-11-21T04:39Z 24.7K followers, [----] engagements
"Grok can not be trusted Which means Grokapedia is a joke Grok is now the least transparent AI and openly lies even about the most obvious things. @elonmusk set out to make the "maximum truth-seeking AI" possible.and it's like he always says: "faith loves irony""
X Link 2025-11-21T15:26Z 24.7K followers, [----] engagements
"When I was trimming my $HOOD and $RKLB positions despite being huge fans of both companies I felt dumb because they kept making new all-time highs almost daily. Now it feels good that I took some chips off the table. They are both still my largest holdings which means I still have a strong long-term bullish outlook on both of these companies. However recognizing when stocks have gotten ahead of their current performance is super important to take some profits. It helps me deal with the huge swings of the market with a lot more zen. "buy low sell high""
X Link 2025-11-21T16:10Z 24.9K followers, [----] engagements
"@WildWondrr That's not normal Definitely some level of luck and market exuberance involved too"
X Link 2025-11-21T17:13Z 24.7K followers, [--] engagements
"I'm down to just [--] stocks: $RKLB at 18% because future of SPACE $HOOD at 17% because future of FINANCE $RIVN at 14% because future of EVs $META at 11% because future of AR & AI $BMBL at 6% because future of DATING CASH at 34% because future of UNCERTAINTY #BITCOIN at 1% because HOUSE OF CARDS"
X Link 2025-11-21T17:36Z 25.5K followers, [----] engagements
"@ZachBeenvvr Leader in AI is currently OpenAI Leader in AR is Meta I like Zucks execution speed and strategy better than Sundars"
X Link 2025-11-21T18:12Z 24.7K followers, [---] engagements
"@a_meta4 Way better value and potential. Rivian is a tiny company. Tesla is already massive and overvalued on grand promises"
X Link 2025-11-21T22:46Z 24.7K followers, [---] engagements
"I sold my $GOOGL to buy $META [--] week ago. So far Google is outperforming Meta (14% to 7%) but the fundamentals on Meta looks soooo much better. PE of [--] vs. [--]. Growth rate of 21% vs. 13%. I wonder what this graph will look like in [--] year. Any guesses"
X Link 2025-11-25T16:04Z 25K followers, [----] engagements
"OpenAI will almost certainly have $100 Billion+ revenue in [----] That's because it has: - Clout. In most people's minds AI became synonymous for ChatGPT because of the first mover advantage. Everyone still pays most attention to what they do. - Largest Active User Base. While others (Google Meta Microsoft etc.) can claim a large user base because they force their existing users to use their AI tools 100% of ChatGPT's users are there for AI not because they accidentally clicked a button. - Largest AI Revenue. $20 Billion run-rate growing roughly 400% year-over-year and they haven't even"
X Link 2025-11-25T16:27Z 24.7K followers, [----] engagements
"This is gonna be big Might be a game changer for $RIVN Were excited to share our latest advancements in driving technology with you. Join us for our Autonomy & AI Day livestream on December [--] at 9AM PST to get a glimpse at the road ahead. https://t.co/91fRvUnw5C https://t.co/Ub4GYnp2zt Were excited to share our latest advancements in driving technology with you. Join us for our Autonomy & AI Day livestream on December [--] at 9AM PST to get a glimpse at the road ahead. https://t.co/91fRvUnw5C https://t.co/Ub4GYnp2zt"
X Link 2025-11-25T17:45Z 25K followers, [----] engagements
"LOL. $NVDA puts out a tweet written by ChatGPT. No human has ever put these massive dashes into their writing. I don't even know what key you need to use to make these dashes. I think OpenAI put these dashes into all their responses as a tell-tell sign of who's using AI"
X Link 2025-11-25T19:11Z 27.1K followers, [----] engagements
"Does $RIVN need $GOOGL's Waymo No Does $RIVN need $UBER No Do Google or Uber need Rivian Only if they want to have a shot in the RoboTaxis business. Otherwise the market will be dominated by $TSLA. Rivian is in a great position. It can just make vehicles with autonomy features sell them for $50K each and be very successful. Rivian could also decide to enter the Robotaxi business in 2027+ and still beat Uber and Waymo because it could flood the market with low-cost vehicles similar to what Tesla is doing and plans to do. By 2030-2032 Robotaxis will be a 2-horse race. Tesla will be the Uber of"
X Link 2025-11-25T19:30Z 25K followers, [----] engagements
"@bisonhorn87 Those are some fantastic arguments UBERRide or Die NOT If only you took the time to say anything useful. Argue your case rather than spewing nonsense. Tell me about the "ground realities and developments in the broader AV landscape.""
X Link 2025-11-25T20:45Z 24.7K followers, [---] engagements
"@jbella @mrspy Not on a mac it doesn't. Is this a Windows feature iPhone It's far more likely that it's a ChatGPT output"
X Link 2025-11-25T20:49Z 24.7K followers, [--] engagements
"$META's revenue growth is accelerating The estimate for Q4 is $58 Billion - a more than 20% growth over last year $GOOGL is expected to have $104 Billion in Q4 an increase of just 8% 20% growth vs. 8% growth if continued would mean Meta's revenue pass Google's revenue in [--] years"
X Link 2025-11-25T21:03Z 25K followers, [----] engagements
"In [--] years it could easily be a $10 Billion+ business. If Tesla owns 60% of it ($6 Billion) it's not significant for them (6% of [----] revenue). But if Rivian owns 30% of it ($3 Billion) that would be big (roughly 40% of [----] revenue). It's all relative. $TSLA's valuation is possibly 30-50% ($400-700 Billion of its market cap) based on future of Robotaxis. $RIVN's valuation is 0% based on future of Robotaxis"
X Link 2025-11-25T21:42Z 25K followers, [---] engagements
"Who are these companies Do they have a fleet of vehicles to collect data for training My estimates are that these are the top [--] fleets in the US: #1 $TSLA with [--] Million vehicles #2 $RIVN with 50000+ Vehicles #3 $GOOGL with 3000+ Vehicles Does anybody else have even [----] vehicles able to collect data"
X Link 2025-11-25T21:50Z 24.9K followers, [---] engagements
"@Tesla_Dawg Yes"
X Link 2025-11-25T22:06Z 24.7K followers, [---] engagements
"Few points: - The autonomous miles are peanuts for all but Waymo and Zoox.it's the equivalent of [--] car driving for a year. - Data is definitely a limiting factor.I'm not sure how many vehicle's worth of data you need but you definitely need lots (probably thousands of vehicles) to build good models. - Even Rivian used Mobileye in their R1 gen [--] vehicles until just a couple of months ago.so VW's decision to use Mobileye could have been driven by timing not because Rivian doesn't have better tech. Rivian's AI software hasn't been ready. - Mobileye is in mostly legacy type vehicles where data"
X Link 2025-11-25T22:25Z 24.8K followers, [---] engagements
"@JackRyan1214 Waymo has [----] vehicles out there and they're #1 robotaxi business right now. I think Rivian could manage demand"
X Link 2025-11-25T22:27Z 24.8K followers, [---] engagements
"@bisonhorn87 You know I owned $GOOGL for the past [--] months and just exited my position last week with 83% gain right When you say I was wrong about Google and Sundar which part of it do you mean I was wrong about"
X Link 2025-11-25T23:25Z 24.7K followers, [--] engagements
"In the "Community" discussions of my portfolio on Savvy Trader someone asked me "if compute for AI in space grows is that good for $RKLB" Here's how I responded - what do you think"
X Link 2025-11-26T18:09Z 25.1K followers, [----] engagements
"Ep 17: $GOOGL TPUs vs $NVDA GPUs Portfolio Updates and the Michael Burry Short https://x.com/i/broadcasts/1zqJVdMOogMKB https://x.com/i/broadcasts/1zqJVdMOogMKB"
X Link 2025-11-26T21:00Z 24.9K followers, [----] engagements
"$META makes a deal with $GOOGL for TPUs and $NVDA takes a hit. We talked about it on the Buy Hold Rant pod:"
X Link 2025-11-27T03:21Z 24.9K followers, [----] engagements
"My portfolio now consists of just [--] stocks + cash + Bitcoin. The stocks are $HOOD $RKLB $META $RIVN and $BMBL. Here is why I own each. HAPPY THANKSGIVING"
X Link 2025-11-27T17:14Z 25.4K followers, 78.6K engagements
"@quantifiedpepe Way more potential in Rivian vs Tesla"
X Link 2025-11-27T20:58Z 24.9K followers, [----] engagements
"Happy Black Friday BLACK FRIDAY IS HERE Get access to the best Earnings Website on the planet for just $38 for a YEAR of PLUS or just $119 for PRO https://t.co/75sECY2CYb BLACK FRIDAY IS HERE Get access to the best Earnings Website on the planet for just $38 for a YEAR of PLUS or just $119 for PRO https://t.co/75sECY2CYb"
X Link 2025-11-28T16:53Z 24.9K followers, [----] engagements
"Michael Burry is calling it an AI Bubble and has been vocally shorting $NVDA and $PLTR.he might be half right. Here's what I think about that"
X Link 2025-11-28T18:28Z 25K followers, [----] engagements
"$TSLA (green) vs. $RIVN (blue) YTD:"
X Link 2025-11-28T20:17Z 25K followers, [----] engagements
"Finally broke down and bought a Roomba @iRobot vacuum.it has been mapping out my entire house for the past hour (very impressively) to make sure the robots know the most efficient way to find me when it's time Wish me luck"
X Link 2025-11-28T21:35Z 25K followers, [----] engagements
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