# ![@hamids Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::16258534.png) @hamids Hamid

Hamid posts on X about $rivn, $hood, rivian, $tsla the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::16258534/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::16258534/c:line/m:interactions.svg)

- [--] Week [-------] +19%
- [--] Month [---------] +3.80%
- [--] Months [---------] +184%
- [--] Year [----------] +538%

### Mentions: [--] [#](/creator/twitter::16258534/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::16258534/c:line/m:posts_active.svg)

- [--] Week [--] -16%
- [--] Month [---] +0.47%
- [--] Months [---] +104%
- [--] Year [-----] +135%

### Followers: [------] [#](/creator/twitter::16258534/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::16258534/c:line/m:followers.svg)

- [--] Week [------] +0.38%
- [--] Month [------] +9%
- [--] Months [------] +29%
- [--] Year [------] +67%

### CreatorRank: [------] [#](/creator/twitter::16258534/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::16258534/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #1433 [automotive brands](/list/automotive-brands)  #1197 [finance](/list/finance)  20.59% [technology brands](/list/technology-brands)  17.65% [celebrities](/list/celebrities)  5.88% [cryptocurrencies](/list/cryptocurrencies)  4.9% [social networks](/list/social-networks)  2.94% [financial services](/list/financial-services)  #265 [events](/list/events)  0.98% [luxury brands](/list/luxury-brands)  0.98%

**Social topic influence**
[$rivn](/topic/$rivn) #1, [$hood](/topic/$hood) #263, [rivian](/topic/rivian) #31, [$tsla](/topic/$tsla) #12, [tesla](/topic/tesla) #106, [$mu](/topic/$mu) #21, [in the](/topic/in-the) 7.84%, [ai](/topic/ai) 6.86%, [$bmbl](/topic/$bmbl) #1, [products](/topic/products) 5.88%

**Top accounts mentioned or mentioned by**
[@dustinalper](/creator/undefined) [@fl0vr9xeni9twei](/creator/undefined) [@rivian_dd](/creator/undefined) [@vladtenev](/creator/undefined) [@kevinmelnuk](/creator/undefined) [@l1mmortale](/creator/undefined) [@bigern_ern](/creator/undefined) [@rec1pr0city](/creator/undefined) [@riviandd](/creator/undefined) [@stockspursuit](/creator/undefined) [@vance_roberts5](/creator/undefined) [@kent_simi](/creator/undefined) [@grok](/creator/undefined) [@rjscaringe](/creator/undefined) [@buyholdrant](/creator/undefined) [@zachbeenvvr](/creator/undefined) [@kphouston24](/creator/undefined) [@eagle911eagle](/creator/undefined) [@nickthemoney](/creator/undefined) [@tzinggp](/creator/undefined)

**Top assets mentioned**
[Rivian Automotive, Inc.  (RIVN)](/topic/$rivn) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Tesla, Inc. (TSLA)](/topic/$tsla) [Micron Technology, Inc. (MU)](/topic/$mu) [Bumble Inc. (BMBL)](/topic/$bmbl) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Apple, Inc. (AAPL)](/topic/$aapl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Bitcoin (BTC)](/topic/bitcoin) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Microsoft Corp. (MSFT)](/topic/$msft) [Advanced Micro Devices (AMD)](/topic/$amd) [Iris Energy Limited (IREN)](/topic/$iren) [Uber Technologies, Inc. (UBER)](/topic/$uber) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Snap, Inc. (SNAP)](/topic/$snap) [Strategy (MSTR)](/topic/$mstr) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Intel Corporation (INTC)](/topic/$intc) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Shopify Inc (SHOP)](/topic/$shop)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Some thoughts on Autonomy & Robotaxis from $TSLA $RIVN $GOOGLs Waymo and $NVDA 1) Googles Waymo clearly has the lead on true autonomous driving with no backup driver. They have the most miles the most revenue ($350M TTM) and the most vehicles (3000). Plus they have a fantastic safety track record. Anybody who doesnt acknowledge Waymos lead is fooling themselves (and those people are usually $TSLA shareholders). However Waymo also has huge disadvantages: they dont make their own vehicles. They put a sensor suite on top of an existing vehicle which is costly and labor-intensive. This lack of"  
[X Link](https://x.com/hamids/status/2008594380286722520)  2026-01-06T17:39Z 29K followers, 21.9K engagements


"@joedab12 It's trading at a [--] PE now. It's also kind of silly to focus on history of any given stock rather than "what's the normal valuation for $X of revenue and $Y of profit while growing at Z%""  
[X Link](https://x.com/hamids/status/2011483250267435108)  2026-01-14T16:59Z 29K followers, [---] engagements


"I almost never give a price prediction for a stock - because it's basically impossible to predict stock prices especially in the short term. But I did some math on $MU the other day on where things might be in a year and I talked about it with @dustinalper on the @BuyHoldRant pod: https://twitter.com/i/web/status/2011603580583624989 https://twitter.com/i/web/status/2011603580583624989"  
[X Link](https://x.com/hamids/status/2011603580583624989)  2026-01-15T00:57Z 29K followers, 63.4K engagements


"Every time I say $TSLA might be overrated as an investment over the last [--] years not as a product since the cars are still great Tesla bulls lose their minds and start hurling insults. It is exhausting. So I ran a simple comparison for the loudest Tesla/Elon superfans. Enjoy. While you are betting that Elon can 6x Tesla over the next [--] years so he earns a trillion dollar pay-day roughly [--] percent of the upside I already 6xd my portfolio in under [--] years. Every trade was public. Free to follow. No cult required. And I am not asking for [--] percent of your upside either. Also I'm not telling"  
[X Link](https://x.com/hamids/status/2015184663074287911)  2026-01-24T22:07Z 29K followers, 107.7K engagements


"Hey @Rivian marketing and/or @RJScaringe: let's build real momentum and excitement around $RIVN heading into R2's launch Some low effort ideas that would go a long way 👇 1) On the path to R2 launch post one short R2 video every day. Super simple stuff. Back window going down. Towing something. Interior details. Suspension moving. Add a consistent R2 coming soon. R1 Available Today message. Sub [--] seconds is perfect. 2) Show Universal Hands Free handling a twisty road - maybe with a shocked driver or passenger. This is tech you can get on any Rivian today and most people still dont realize"  
[X Link](https://x.com/hamids/status/2016299125747417606)  2026-01-27T23:55Z 29K followers, 15.3K engagements


"The $PLTR moment for $TSLA already happened in [----] and [----] Spewing out a bunch of unsupported numbers for [----] only [--] years away when there is no prospect of significant revenue growth in [----] and [----] is kind of crazy. And $2.5 Trillion in revenue by [----] How There isn't enough raw material to support that kind of growth that quickly - that's assuming there was demand and production capability which there isn't BTW Elon literally has the WORST track record of all time for predicting when things are going to happen Tesla's revenue could hit $2.5 trillion by [----] Some people won't like that."  
[X Link](https://x.com/hamids/status/2016612660381655127)  2026-01-28T20:41Z 28.9K followers, 14.8K engagements


"$META just reported RECORD earnings. Stock is up 7% after hours. @DustinAlper and I do a deep dive on Meta and why I believe this should be a $1000 stock when compared to $AMZN $MSFT $AAPL or $GOOGL. We have a good debate about it"  
[X Link](https://x.com/hamids/status/2016723414090936663)  2026-01-29T04:01Z 29K followers, 12.9K engagements


"As much as I love the $TSLA Model S & X I would no longer recommend that anybody buy these products as they will almost certainly have horrific resale values after they are discontinued. Elon's decision to cancel the S&X is purely because of sales of these vehicles dropping like a tank. $RIVN R1S was already beating Model X sales which was shocking. Additionally even though Elon said there are no plans to cancel the Cybertruck we know sales of Cybertruck have been lackluster - nowhere near the expectations of it becoming the best-selling truck or even the 250K unit capacity they built in"  
[X Link](https://x.com/hamids/status/2016741582129811942)  2026-01-29T05:13Z 29K followers, 116.1K engagements


"Copper Copper Copper @chamath says it's the winner of [----] S&P Global projects a supply shortage in a recent report. So am I buying Copper Find out:"  
[X Link](https://x.com/hamids/status/2016898896283529637)  2026-01-29T15:39Z 29K followers, [----] engagements


"Is $HOOD attached to crypto @dustinalper and I have a debate about it. And how's their earnings gonna look"  
[X Link](https://x.com/hamids/status/2016932046342672696)  2026-01-29T17:50Z 29K followers, [----] engagements


"Did someone say $MU"  
[X Link](https://x.com/hamids/status/2016996840831639616)  2026-01-29T22:08Z 29K followers, [----] engagements


"On this week's @BuyHoldRant pod someone asked if $RIVN Q3/Q4 revenue numbers would be up big due to R2 sales.here's how I answered that then @dustinalper and I also got into more fun conversations about patience & technical analysis in investing. https://www.youtube.com/watchv=zJ8vwpzG8UI https://www.youtube.com/watchv=zJ8vwpzG8UI"  
[X Link](https://x.com/hamids/status/2017262990878482830)  2026-01-30T15:45Z 29K followers, [----] engagements


"Just increased my $META position by another 25% Despite Meta's amazing quarter accelerating revenue growth huge investments and future potential in AI the market is valuing Meta super cheap relative to $MSFT $GOOGL $AMZN and $AAPL. Kind of nuts. My transaction comments from my Savvy Trader Portfolio are below: https://twitter.com/i/web/status/2017272734972309547 https://twitter.com/i/web/status/2017272734972309547"  
[X Link](https://x.com/hamids/status/2017272734972309547)  2026-01-30T16:24Z 29K followers, 11.1K engagements


"@L1mmortale My $BMBL and $RIVN haven't.at least not yet 😜 (just keeping it real - sometimes it takes a looooooong time)"  
[X Link](https://x.com/hamids/status/2017274231701319759)  2026-01-30T16:30Z 29K followers, [---] engagements


"You guys $MU is cyclical and crazy highly priced. Please dont buy it Dont listen to Jensen (I need more time to accumulate more) Jensen: we need more memory. Ai needs memory. Hate those context window limits The memory wars are here to stay anon https://t.co/9gqnrSsxLZ Jensen: we need more memory. Ai needs memory. Hate those context window limits The memory wars are here to stay anon https://t.co/9gqnrSsxLZ"  
[X Link](https://x.com/hamids/status/2017737505764995205)  2026-01-31T23:11Z 29K followers, 44.9K engagements


"What a group of Earnings this coming week. Monday: $PLTR Tuesday: $PYPL $AMD and $SMCI Wednesday: $UBER $GOOGL $QCOM and $SNAP Thursday: $AMZN and $IREN ($MSTR and $RDDT too)"  
[X Link](https://x.com/hamids/status/2017742001459138936)  2026-01-31T23:29Z 29K followers, [----] engagements


"OK Fine I'm gonna set up Open Claw (Clawdbot) on a Mac Studio and run a local AI Model. What do I need to do And what's the best video to get me set up And which Open Source AI Model is best (maybe I should've bought $AAPL instead)"  
[X Link](https://x.com/hamids/status/2018020089908584651)  2026-02-01T17:54Z 29K followers, [----] engagements


"I can't wait for red light / stop sign detection and point-to-point I'm ready to trade my Cybertruck for a $RIVN R1 QUAD @RJScaringe. But I need that first. Let's goooo Rivian ADAS lane centering and changing lanes in the snow https://t.co/xOXedKyyWA Rivian ADAS lane centering and changing lanes in the snow https://t.co/xOXedKyyWA"  
[X Link](https://x.com/hamids/status/2018066665918083512)  2026-02-01T20:59Z 29K followers, 14K engagements


"After trimming $HOOD for the past year I just bought back a lot of the shares I sold at a major discount The stock is down 40% from its highs with a PE of just [--] and an insane growth rate and accelerated profitability growth that is not slowing down anytime soon"  
[X Link](https://x.com/hamids/status/2018366820848468172)  2026-02-02T16:52Z 29K followers, 30.5K engagements


"$MU No relief until at least [----] or beyond seems to be the common thread between words from Elon Jensen and now Intel CEO. That's assuming you didn't believe Micron's own management team. $INTC CEO just said: MEMORY IS THE BIGGEST BOTTLENECK AND THERES NO RELIEF UNTIL [----] https://t.co/A2kue3Wzu8 $INTC CEO just said: MEMORY IS THE BIGGEST BOTTLENECK AND THERES NO RELIEF UNTIL [----] https://t.co/A2kue3Wzu8"  
[X Link](https://x.com/hamids/status/2018795135446978576)  2026-02-03T21:14Z 29K followers, 32K engagements


"@wangzhongyang Walmart has gotten disrupted by Amazon. Robinhood is the one disrupting the other financial firms"  
[X Link](https://x.com/hamids/status/2018908272460443797)  2026-02-04T04:43Z 29K followers, [---] engagements


"That's true. That's probably why when I start buying a stock it usually keeps going down. But honestly I don't care. I haven't met a technical analyst person who's been able to outperform me in the long term. At some point the TA will be wrong when RESULTS happen from quarterly reports. https://twitter.com/i/web/status/2018909002558767602 https://twitter.com/i/web/status/2018909002558767602"  
[X Link](https://x.com/hamids/status/2018909002558767602)  2026-02-04T04:46Z 29K followers, [--] engagements


"ITS HAPPENING It's great to see R2 coming together as our new manufacturing lines start to hum. Its simplified design makes it easier to build and to do it at scale. https://t.co/n6afo2KCPP It's great to see R2 coming together as our new manufacturing lines start to hum. Its simplified design makes it easier to build and to do it at scale. https://t.co/n6afo2KCPP"  
[X Link](https://x.com/hamids/status/2019175135912292579)  2026-02-04T22:24Z 29K followers, [----] engagements


"@TheStockBro I prefer to balance it with cash. Way safer than both of those"  
[X Link](https://x.com/hamids/status/2019213559578910785)  2026-02-05T00:56Z 29K followers, [---] engagements


"On yesterday's pod @dustinalper and I briefly talked about the market meltdown"  
[X Link](https://x.com/hamids/status/2019482151775862894)  2026-02-05T18:43Z 29K followers, [----] engagements


"@dustinalper Except today the Brown shirt-color makes waaaay more sense"  
[X Link](https://x.com/hamids/status/2019485143707128064)  2026-02-05T18:55Z 29K followers, [---] engagements


"@Deenobrown123 @dustinalper He said he thinks Bitcoin is also going down in the short term which will cause $HOOD to go down"  
[X Link](https://x.com/hamids/status/2019485490408485086)  2026-02-05T18:57Z 29K followers, [---] engagements


"The attachment of $HOOD to #Bitcoin is bananas @dustinalper and I do a deep dive on Robinhood and why I believe Robinhood is a "great company at a good price" The exact type of company that I love investing in. Plus now their PE is in the 30s the company is executing on all cylinders with lots of new financial products (banking is about to be launched) the company is founder-run (by @vladtenev) it's profitable has an amazing growth curve and on and on. In fact I JUST bought some more Robinhood shares And if it goes down to $54 as Dustin predicts I'll buy even more and add [--] extra share for"  
[X Link](https://x.com/hamids/status/2019509600823963923)  2026-02-05T20:33Z 29K followers, 18.3K engagements


"SpaceX acquires xAI. @dustinalper and I talk all about it including: - Data centers in Space - The advantages of merging SpaceX & xAI - Whether or not $TSLA will also merge with SpaceX - And also "is Elon just saving a money-burning entity" - And what it all means for $RKLB"  
[X Link](https://x.com/hamids/status/2019797020764995841)  2026-02-06T15:35Z 29K followers, [----] engagements


"This is not entirely accurate as X and xAI are [--] company. Prior to Elon's purchase of Twitter the company had $5 Billion revenue run-rate. While initially revenue went down substantially due to advertiser boycott there's a good chance X's revenue run-rate is back to $4-5 Billion. So SpaceX + xAI likely had $20 Billion revenues for [----]. But because SpaceX is growing so fast they're likely to be on track for $30 Billion in [----] revenues"  
[X Link](https://x.com/hamids/status/2019811657426600329)  2026-02-06T16:33Z 29K followers, [--] engagements


""Nobody uses AI as good as $META" -Jensen Huang I might not own enough Meta Jensen Huangs interview had a few important tells. The $NVDA GPU depreciation overhang on AI utilities like $NBIS $IREN $CIFR & $CRWV is fading right as hyperscaler CapEx + GPU demand re-accelerate. This is still early innings of the largest industrial buildout of our time. https://t.co/9ftsGrM0J8 Jensen Huangs interview had a few important tells. The $NVDA GPU depreciation overhang on AI utilities like $NBIS $IREN $CIFR & $CRWV is fading right as hyperscaler CapEx + GPU demand re-accelerate. This is still early"  
[X Link](https://x.com/hamids/status/2019880969231274027)  2026-02-06T21:08Z 29K followers, 13.5K engagements


"I talked about $TSLA's cancellation of the Mode S & X with @dustinalper and what this might mean for $RIVN. Full discussion here and why I think @elonmusk is jumping the gun:"  
[X Link](https://x.com/hamids/status/2019928898197430710)  2026-02-07T00:19Z 29K followers, [----] engagements


"@ZachBeenvvr There would be no reason to have a commercial for the R2 to generate more demand when it's unlikely that they will be able to produce enough R2s in [----] to meet the pre-existing demand"  
[X Link](https://x.com/hamids/status/2020203000200147265)  2026-02-07T18:28Z 29K followers, [---] engagements


"@ZachBeenvvr @sxsw True. If they do a superbowl commercial I would expect it to be focused on the Rivian brand rather than the R2"  
[X Link](https://x.com/hamids/status/2020206690923344096)  2026-02-07T18:43Z 29K followers, [---] engagements


"@TonyBroome81 True except for Rivian. Rivian's hardware and software has caught up to Tesla. Lags behind on FSD though but that currently has 10-20% take rate so it might not be an issue for 80%+ of car buyers"  
[X Link](https://x.com/hamids/status/2020571633174352119)  2026-02-08T18:53Z 29K followers, [---] engagements


"Exciting week $HOOD on Tuesday. $SHOP on Wednesday and $RIVN on Thursday Let's goooooo"  
[X Link](https://x.com/hamids/status/2020707280417902756)  2026-02-09T03:52Z 29K followers, [----] engagements


"If a company rapidly gets to $5 Million of revenue in its first year with lots of potential and VCs value the company at $500 Million valuation for funding rounds where did the extra $495 Million ("the other 99%") come from That's fundamentally what you are asking - which is irrelevant and silly. The far better argument would be: "taxpayers got their money's worth in Tesla and SpaceX better than any other investment period""  
[X Link](https://x.com/hamids/status/2020899485740843090)  2026-02-09T16:35Z 29K followers, [----] engagements


"I love the step by step increase in R2 marketing as we get closer to launch. Keep it coming $RIVN R2 has been through nonstop testing with multiple lifetimes of mileage accumulation and extreme durability runs. Scorching heat bitter cold soft sand deep water max towing R2 has seen it all. Learn more: https://t.co/NnxWZ0eOSO https://t.co/YR2seXdAmc R2 has been through nonstop testing with multiple lifetimes of mileage accumulation and extreme durability runs. Scorching heat bitter cold soft sand deep water max towing R2 has seen it all. Learn more: https://t.co/NnxWZ0eOSO"  
[X Link](https://x.com/hamids/status/2020951871121391904)  2026-02-09T20:04Z 29K followers, [----] engagements


"@KPHouston24 Because the price range is well know. It will range from $45-$65K. Early versions will likely be closer to the $55-60K range"  
[X Link](https://x.com/hamids/status/2021273428599177233)  2026-02-10T17:21Z 29K followers, [---] engagements


"We're going live shortly for Ep [--] of the Buy Hold Rant podcast - and you better believe we're gonna talk about $HOOD $MU $BMBL $META $RIVN and more Join us here: https://www.youtube.com/watchv=cxWV0KjNics https://www.youtube.com/watchv=cxWV0KjNics"  
[X Link](https://x.com/hamids/status/2021689893353927166)  2026-02-11T20:56Z 29.1K followers, [----] engagements


"$RIVN R2 reviews have started rolling in - what does that mean for Rivian @dustinalper and I talk about pricing pent-up demand and why I believe Rivian will sell every R2 it can make until at least 2028"  
[X Link](https://x.com/hamids/status/2022004536257466636)  2026-02-12T17:47Z 29.1K followers, [----] engagements


"Also kind of funny that both the Model Y Perf and R2 Launch editions will be faster than your typical Porsche 911"  
[X Link](https://x.com/hamids/status/2022430775346667716)  2026-02-13T22:00Z 29.1K followers, [----] engagements


"Using this little downturn to add MORE $MU Largely because I'm more convinced of this: https://x.com/i/status/2011603580583624989 I almost never give a price prediction for a stock - because it's basically impossible to predict stock prices especially in the short term. But I did some math on $MU the other day on where things might be in a year and I talked about it with @dustinalper on the @BuyHoldRant https://t.co/fEc1NGi8np https://x.com/i/status/2011603580583624989 I almost never give a price prediction for a stock - because it's basically impossible to predict stock prices especially in"  
[X Link](https://x.com/hamids/status/2017336093042217054)  2026-01-30T20:36Z 29.1K followers, 10.8K engagements


"Who is excited for $RIVN Autonomy day on December 11th"  
[X Link](https://x.com/hamids/status/1980684809249927445)  2025-10-21T17:17Z 29.1K followers, 14.3K engagements


"Also had to add some more $BMBL today before the quarterly results. I expect they'll added another $50 Million to their cash in Q3 which would be INSANE if they did. No idea how the market will react to their results. It should be interesting"  
[X Link](https://x.com/hamids/status/1986150115091042815)  2025-11-05T19:14Z 29.1K followers, [----] engagements


"Why are $TSLA people so anti LiDar Ive never met a more closed-minded group of people in my life Here are the facts: 1) Waymo has the best self driving record on the planet. And they use lidar. 2) Elon made the decision to eliminate Teslas radar and rely solely on vision about [--] or [--] years ago prior to the new AI neural net approach to the system. Back then the concern of what do you do if the sensors tell you to do different things was a legit concern. Today sensor fusion is how the input is translated by AI systems eliminating that concern. The analogy is that additional sensors like your"  
[X Link](https://x.com/hamids/status/1999269557454930046)  2025-12-12T00:06Z 29.1K followers, 73.3K engagements


"Prediction: [----] will be $RIVN's year more so than any other car company. Turns out a lot can happen in a year. Thank you for being part of the adventure. Whos ready for what [----] will bring https://t.co/VqcwcL3O9L Turns out a lot can happen in a year. Thank you for being part of the adventure. Whos ready for what [----] will bring https://t.co/VqcwcL3O9L"  
[X Link](https://x.com/hamids/status/2006149962451632551)  2025-12-30T23:46Z 29.1K followers, 16K engagements


"🤣 $WMT is trading at a higher PE than $HOOD And look at the growth rates. Markets are efficient lol"  
[X Link](https://x.com/hamids/status/2018783524862746843)  2026-02-03T20:27Z 29.1K followers, [----] engagements


"Roughly 20% of $HOOD's revenue comes from Crypto ($268M from $1.27 Billion). If crypto revenue drops by 40% that's only an 8% hit to total revenues or $100M. By contrast for $COIN a 40% hit to crypto revenue would mean a 40% hit to their revenues But $HOOD has [--] other businesses all of which are growing rapidly. Just the new prediction markets business alone is expected to grow by more than 200% quarter-to-quarter from Q3 to Q4 That might mean just that business alone might erase any revenue declines from crypto. Then there is Credit Cards Equities trading Options trading Cash Sweep"  
[X Link](https://x.com/hamids/status/2018794121192968381)  2026-02-03T21:10Z 29.1K followers, 70.7K engagements


"@bmc7montana Nope. As I said in the post: "$268M from $1.27 Billion""  
[X Link](https://x.com/hamids/status/2018907540231442501)  2026-02-04T04:40Z 29.1K followers, [---] engagements


"@dustinalper This will be the greatest test of your TA vs. my buy great companies at good prices thesis 😛"  
[X Link](https://x.com/hamids/status/2019126302532596109)  2026-02-04T19:09Z 29.1K followers, [----] engagements


"Buy Hold Rant - the podcast - will be going live in about [--] minutes with me and @dustinalper. Is there anything to talk about today 🤔"  
[X Link](https://x.com/hamids/status/2019148221323571550)  2026-02-04T20:37Z 29.1K followers, [----] engagements


"Ep 25: Market Selloff $GOOGL $AMD $PLTR Earnings Plus $MU & $HOOD Buying https://x.com/i/broadcasts/1ZkKzZRyvXvKv https://x.com/i/broadcasts/1ZkKzZRyvXvKv"  
[X Link](https://x.com/hamids/status/2019154050470883481)  2026-02-04T21:00Z 29.1K followers, [----] engagements


"Turns out $BMBL saved my portfolio today Just kidding. I'm down 11% in [--] week. The psychology of that is kind of hard - because if you take the $ amount and simply multiply it by [--] you start thinking to yourself "I can only last [--] such weeks." Which is in fact false but still our brains are hard-wired to hyper-focus on negative things and threats. The more of these events that we go through the easier they become to relax through and not make rash decisions. https://twitter.com/i/web/status/2019203672279044123 https://twitter.com/i/web/status/2019203672279044123"  
[X Link](https://x.com/hamids/status/2019203672279044123)  2026-02-05T00:17Z 29.1K followers, [----] engagements


"Memory is in sooo much demand that $NVDA is willing to give up a multi-billion-dollar business to keep more memory available for their higher margin products. This is extremely bullish for $MU BREAKING: Nvidia will pause new gaming GPU releases in [----] due to a global memory chip shortage. https://t.co/N7HMLkQ7MH BREAKING: Nvidia will pause new gaming GPU releases in [----] due to a global memory chip shortage. https://t.co/N7HMLkQ7MH"  
[X Link](https://x.com/hamids/status/2019487995989049444)  2026-02-05T19:07Z 29.1K followers, 82K engagements


"At this point if you bet $100 on Seattle winning the Super Bowl on $HOOD you can get a whopping $99 if youre correct (a loss of $1 if you WIN) How many people do you think understand that @vladtenev You should not allow such bets on the system if the return is negative if the person is correct https://twitter.com/i/web/status/2020686959635828812 https://twitter.com/i/web/status/2020686959635828812"  
[X Link](https://x.com/hamids/status/2020686959635828812)  2026-02-09T02:31Z 29.1K followers, 19.8K engagements


"Love this I was talking with my daughter about your chocolate company and how much we both loved your "ethical chocolate" approach. I'm founder of two financial products SavvyTrader (transparent portfolio sharing) and EarningsHub (focused on what matters in investing: earnings). If we can help with educating the next gen I'm all in We'll invest (or donate) to the cause. https://twitter.com/i/web/status/2020971389512290790 https://twitter.com/i/web/status/2020971389512290790"  
[X Link](https://x.com/hamids/status/2020971389512290790)  2026-02-09T21:21Z 29.1K followers, [----] engagements


"@eagle911eagle In the US there's only $TSLA and $RIVN (and $LCID technically but at a distant 3rd). Rivian seems to be doing all the right things to be a major player and in my opinion the stock is extremely cheap for the amount of tech/potential Rivian has"  
[X Link](https://x.com/hamids/status/2021249195089252756)  2026-02-10T15:45Z 29.1K followers, [---] engagements


"@Rivian Can we expect deliveries 30-60 days after"  
[X Link](https://x.com/hamids/status/2021268496173113506)  2026-02-10T17:02Z 29.1K followers, [----] engagements


"@Rec1pr0city You're a genius You mean businesses have to make money to survive I don't think they knew that. (your point that they have lost money in the past therefore they will never ever ever make money in the future is.idiotic)"  
[X Link](https://x.com/hamids/status/2021269092108231055)  2026-02-10T17:04Z 29.1K followers, [---] engagements


"@Nickthemoney Lots of Choices = Good choices There are only [--] good choices for EVs in the US: $TSLA and $RIVN"  
[X Link](https://x.com/hamids/status/2021269451782381588)  2026-02-10T17:06Z 29K followers, [---] engagements


"Nobody is disputing cash burn in [----] and [----] but they have cash to get them to end of [----]. If they can show rapid revenue/unit growth access to capital will not be a problem. By end of [----] they should be able to make 500K+ vehicles with $10K/vehicle of gross making them a profitable company. The amount of money they have lost in the past is not relevant to the future. You're too bogged down by the past. You also are giving too much credit to FSD and $TSLA being the only ones who can solve it. As good as FSD is today fewer than 20% of Tesla owners choose to buy it. That tells you that 80%"  
[X Link](https://x.com/hamids/status/2021273128975073568)  2026-02-10T17:20Z 29.1K followers, [---] engagements


"Look at $HOOD's revenue growth and Q4 expectations: - $1.33 Billion of Revenue ($5B annual run-rate) - $0.63 of EPS ($2.52 annual run-rate) - 15x P/S ratio at that run-rate - [--] P/E ratio at that run-rate (assuming no growth) Who thinks they're going to beat 🙋🏻♂"  
[X Link](https://x.com/hamids/status/2021289537654358109)  2026-02-10T18:25Z 29.1K followers, [----] engagements


"That's a great graph to show that it's way better to buy low than to buy high. For example here is a similar graph of $HOOD.during those lows you could've bought HOOD for $8 now over $80. Or $RKLB which you could've bought for $4 now over $70 Just because a stock did poorly or well historically does not dictate its future. https://twitter.com/i/web/status/2021308875824349272 https://twitter.com/i/web/status/2021308875824349272"  
[X Link](https://x.com/hamids/status/2021308875824349272)  2026-02-10T19:42Z 29K followers, [---] engagements


"Impressive results Love this. Market loves to focus on super short-term ("Robinhood misses revenue estimate") which creates market opportunities. The reality is that Robinhood just keeps becoming a better and bigger company quarter after quarter. Imagine how quickly Robinhood Banking is going to grow. Robinhood could grow 50% annually for a looong time Impressive $HOOD Robinhood Markets has just released financial results for the fourth quarter and full year of [----]. Check out the highlights from @vladtenev below and catch our earnings call live at: https://t.co/W92tO1JASh"  
[X Link](https://x.com/hamids/status/2021338869107655091)  2026-02-10T21:41Z 29.1K followers, 11.5K engagements


"@DeepValueBagger AUM going down is a reflection of asset prices having gone down. More important metric is net deposits which continues to be strong and Robinhood is gaining on all other brokers"  
[X Link](https://x.com/hamids/status/2021371688219443665)  2026-02-10T23:52Z 29K followers, [----] engagements


"Is there a bear thesis anymore on $MU - HBM4 shipping - ALL capacity for [----] already sold out - NAND (solid state drives) sold out - Insatiable demand for the foreseeable future Stock trading at a PE of [--] for expected [----] EPS. Bears have to invent new concerns ("Chinese memory manufacturers flooding markets" or "NVDA not buying Micron chips" or "Micron can't do HBM4 because they suck" etc. as the bear thesis keeps getting crushed) $MU started HBM4 customer shipments a quarter early and is already in high-volume production for AI and HPC workloads. The bear case was Micron cant keep up but"  
[X Link](https://x.com/hamids/status/2021658776093462713)  2026-02-11T18:53Z 29.1K followers, 21.5K engagements


"I agree with the assessment. But even your numbers show cash ending [----] at $3 Billion even if they don't raise. So raising only makes sense if you can do so at a reasonable valuation ($25B+ ideally $30B+) just from a dilution perspective. As Robotaxi market heats up and the tech advantage of Rivian becomes more obvious and if the R2 is a hit plus point-to-point hands free a run on the stock to 2-3x current valuation is easy to imagine. I think [----] should be a good year for Rivian but worst-case ending the year with $3 Billion cash is not a bad place to be. That sounds like a lot of "IFs""  
[X Link](https://x.com/hamids/status/2021735716263538730)  2026-02-11T23:58Z 29.1K followers, [---] engagements


"@Rivian_DD Ahh. See that's why I love your assessments. Makes sense. So they have [--] months to figure it out"  
[X Link](https://x.com/hamids/status/2021744937918971921)  2026-02-12T00:35Z 29.1K followers, [---] engagements


"@Rivian_DD Independently 😉😉"  
[X Link](https://x.com/hamids/status/2022053145850130793)  2026-02-12T21:00Z 29.1K followers, [---] engagements


"lol. "shortly" is all relative. [--] year can be considered "shortly" especially when you consider the total wait since introduction. Also it's possible for them to announce specs/pricing of base model and even produce them in small quantities "shortly after dual-max launch" but they would just be harder to get (much longer wait times). Tesla did exactly that with various releases. Higher-end configs were much easier to get (2-4 week waits) than lower-spec models which would have 12+ week wait periods initially. https://twitter.com/i/web/status/2022179259398430977"  
[X Link](https://x.com/hamids/status/2022179259398430977)  2026-02-13T05:21Z 29.1K followers, [---] engagements


"$HOOD down another 7% today. I'm buying more. @vladtenev and company are building a disruptive financial company for the next generation. I want to own more of it at these prices"  
[X Link](https://x.com/hamids/status/2019069788056904106)  2026-02-04T15:25Z 29.1K followers, 18.9K engagements


"An extra $5K ASP for a sexier roomier SUV with an option to do this relative to a Model Y is going to be a huge hit Prediction: Rivian will not be able to keep up with demand of the R2 until AT LEAST [----]. Maybe longer Bullish $RIVN"  
[X Link](https://x.com/hamids/status/2020962302141620615)  2026-02-09T20:45Z 29.1K followers, 16.6K engagements


"There are now numerous Rivian R2 reviews posted today. I've watched [--] so far and they are all extremely positive This is likely the reason for $RIVN's 5%+ increase today so far. It's pretty obvious they will not be able to keep up with demand in [----] or even [----]. Reply with your favorite YouTube link of the R2 review. https://twitter.com/i/web/status/2021247093562802322 https://twitter.com/i/web/status/2021247093562802322"  
[X Link](https://x.com/hamids/status/2021247093562802322)  2026-02-10T15:37Z 29.1K followers, 14.2K engagements


"You're trying to trivialize something important: the world's largest traditional car company VW despite having their own EV line of products gave in and said "we need Rivian's technology because it's far superior to ours" and they were willing to get that technology for a $5.8 Billion deal with Rivian https://twitter.com/i/web/status/2022176039489978510 https://twitter.com/i/web/status/2022176039489978510"  
[X Link](https://x.com/hamids/status/2022176039489978510)  2026-02-13T05:08Z 29.1K followers, [---] engagements


"@Rivian_DD @Hilbe Agreed. I feel like we might get a more polished line on March 12"  
[X Link](https://x.com/hamids/status/2022186313022419298)  2026-02-13T05:49Z 29.1K followers, [--] engagements


"I haven't personally looked at the F150 Lightning however I haven't yet seen a non-Tesla or non-Rivian EV that has good software with auto-routing through charging stations for long trips. I also have never heard an EV enthusiast recommend an EV that's not Tesla or Rivian largely due to the same reasons. The software in other vehicles is not great. https://twitter.com/i/web/status/2022420012183793888 https://twitter.com/i/web/status/2022420012183793888"  
[X Link](https://x.com/hamids/status/2022420012183793888)  2026-02-13T21:18Z 29.1K followers, [--] engagements


"Traditional car companies still don't make cars where the entire thing is run by software. They still piece a bunch of different software products from different vendors together. It's not cohesive. Tesla and Rivian have software-first vehicles.the entire thing is software based and over-the-air updates can improve all aspects of the vehicle. Other car companies can't do these things yet. https://twitter.com/i/web/status/2022425021554266554 https://twitter.com/i/web/status/2022425021554266554"  
[X Link](https://x.com/hamids/status/2022425021554266554)  2026-02-13T21:37Z 29.1K followers, [--] engagements


"Just bought more $HOOD I think the correlation between Robinhood and Bitcoin price silly. As bitcoin keeps going down Robinhood is going down with it. But in my opinion the market is getting it wrong. Robinhood should not be moving with crypto in any kind of alignment whatsoever. Robinhood is a company that has rapidly growing revenues and profits. @vladtenev and company are doing an amazing job of releasing new products regularly. The vast majority of Robinhood's revenue is unrelated to crypto and they are about to launch their banking products. Robinhood is the future of finance for 10s of"  
[X Link](https://x.com/hamids/status/2018756157742121279)  2026-02-03T18:39Z 29.1K followers, 19.3K engagements


"Bought some more $BMBL as the price of this profitable high-margin software company has become a bit ridiculous $400 Million to buy a company generating $900M in revenue and $150M in profits"  
[X Link](https://x.com/hamids/status/2019874381619712185)  2026-02-06T20:42Z 29.1K followers, 10.9K engagements


"The $RIVN R1S sold more than $TSLA Model S & X COMBINED in [----] Wow 🤯 The R2 is going to be extremely popular Tesla U.S. New Vehicle Registrations January - November [----] Model Y [------] Model [--] [------] Cybertruck [-----] Model X [-----] Model S [----] Total [------] Tesla U.S. New Vehicle Registrations January - November [----] Model Y [------] Model [--] [------] Cybertruck [-----] Model X [-----] Model S [----] Total 528007"  
[X Link](https://x.com/hamids/status/2021248737733967972)  2026-02-10T15:43Z 29.1K followers, 29.3K engagements


"$TSLA Semi has been priced at: $260000 for 325-Mile range $290000 for 500-Mile range I suspect they will sell -0- 325-mile range editions because paying just an extra $30K for an extra 50% range is inanely cheap on a semi-truck. I don't even know how that's possible.Tesla is rating the semi at 1.7Kwh per mile. So that means the batteries in the semi are: 325-mile - [---] kWh battery 500-mile - [---] kWh battery So you're paying just $30K for an extra [---] kWh or only $100 per kWh That is an insanely low price for battery 🤯 https://twitter.com/i/web/status/2021281023116575030"  
[X Link](https://x.com/hamids/status/2021281023116575030)  2026-02-10T17:52Z 29.1K followers, 17.5K engagements


"Episode [--] of the Buy Hold Rant Podcast today at 4pm Eastern: $HOOD Earnings $RIVN R2 $BMBL Falling plus portfolio updates and More What else should @dustinalper and I talk about"  
[X Link](https://x.com/hamids/status/2021656284706353308)  2026-02-11T18:43Z 29.1K followers, [----] engagements


"As usual @Rivian_DD does a great job of financial breakdown for Rivian. Nicely done. One point of potential disagreement: With $7B cash + $2B more coming in [----] from VW partnership + access to a $6B line of credit from US Gov for Georgia build-out in my opinion there isn't much of an urgency for a capital raise. They can be opportunistic about it and wait until stock is $20-30/share which has a high probability of happening when R2 starts to roll out along with rave customer reviews. My $RIVN Q4 earnings preview. All eyes on R2 and [----] delivery guidancemy base case is 68k deliveries (vs."  
[X Link](https://x.com/hamids/status/2021676918094061899)  2026-02-11T20:05Z 29.1K followers, 12.7K engagements


"$HOOD reported earnings on Tuesday and the market has rewarded it with a -18% so far. But is the market right @dustinalper and I talked about Robinhood's earnings and what @vladtenev and company are doing that makes me believe Robinhood is a 10x opportunity in [--] years"  
[X Link](https://x.com/hamids/status/2021998029579108818)  2026-02-12T17:21Z 29.1K followers, 15.4K engagements


"WHAAAAT IS THIS TRUE And how does JP Morgan reconcile their rating on $RIVN JP Morgan Triples Rivian Stake in Q4 to Record [--] Million Shares EV $RIVN via @EV_CARBA https://t.co/Q7EeMB8hzc JP Morgan Triples Rivian Stake in Q4 to Record [--] Million Shares EV $RIVN via @EV_CARBA https://t.co/Q7EeMB8hzc"  
[X Link](https://x.com/hamids/status/2022025923441438968)  2026-02-12T19:12Z 29.1K followers, 23.9K engagements


"This is literally unbelievable hypocrisy Have a low rating on the stock while they triple their position. Things that make you go "Hmmmm.""  
[X Link](https://x.com/hamids/status/2022028665568235795)  2026-02-12T19:22Z 29.1K followers, [----] engagements


"$RIVN Reported Earnings Today stock up 15% after-hours. Highlights: - $120 Million Gross Profit in Q4 (despite NO tax credits) driven by $179M of gross profit in software group but a loss of $59M from vehicle sales - Automotive lost around $6K per vehicle making huge progress compared to year-ago period despite lower Q4 volume and again no tax credits. - R2 "launch edition" (Dual-Motor Performance with 300+ miles of range) on schedule to launch in Q2 - Total of 62-67K deliveries (across all vehicles) expected in [----] (50% YOY increase) - Ended Q4 with $6.1 Billion in cash (sorry $TSLA super"  
[X Link](https://x.com/hamids/status/2022109943953076233)  2026-02-13T00:45Z 29.1K followers, 54.8K engagements


"Georgia is on track for [----]. Why would that be a worry As the company proves itself and units delivered increase with positive gross margins investor confidence increases share price tends to go up and raising additional capital becomes easier. We've seen this story before with $TSLA. Execution is 💯 https://twitter.com/i/web/status/2022148496867115117 https://twitter.com/i/web/status/2022148496867115117"  
[X Link](https://x.com/hamids/status/2022148496867115117)  2026-02-13T03:19Z 29.1K followers, [----] engagements


"Ummm.Hmmm. [--]. In July [----] Tesla filed a lawsuit against Rivian in California state court accusing the company of an "alarming pattern" of poaching Tesla employees [--]. Sued OpenAI for trying to build for-profit arm despite you trying to do the same in [----] while publicly calling Altman a "bully" and labeling OpenAI a "scam" to undermine its dominance. [--]. Called the App Store a "30% tax on the internet" threatened to ban Apple devices or build a rival phone amid policy disputes and sued Apple + OpenAI in [----] alleging antitrust violations to suppress Grok in favor of ChatGPT. You literally"  
[X Link](https://x.com/hamids/status/2022185996008182143)  2026-02-13T05:48Z 29.1K followers, [----] engagements


"Deutsche Bank raises their price target on $RIVN from $16 to $23. Not that you should put ANY weight into analyst ratings but still it's interesting to watch because it often moves the stock short-term. Case in point why you shouldn't care about analyst ratings: JP Morgan (@jpmorgan) analyst Ryan Brinkman has a SELL rating and a price target of $10 for Rivian. But last quarter during the same time as the $10 price target JP Morgan increased its Rivian position 3x to [--] Million shares This was while the stock was trading between $13-$22. So even THEY don't listen to analysts - not even their"  
[X Link](https://x.com/hamids/status/2022351940601155859)  2026-02-13T16:47Z 29.1K followers, [----] engagements


"Not what I was expecting for a Friday the 13th But I'll take it"  
[X Link](https://x.com/hamids/status/2022353437166571844)  2026-02-13T16:53Z 29.1K followers, [----] engagements


"This was all predictable If you read the book The Innovator's Dilemma by Clayton Christensen you'd understand why the incumbents don't make it when there is a transition to a new disruptive technology. The book was originally published in [----] And it's brilliant I read it in early 2000s and it has helped me spot multiple major disruptive technological changes which helped me confidently invest in companies like $AAPL $NFLX $TSLA $UBER and now $RIVN. https://www.amazon.com/Innovators-Dilemma-Revolutionary-Change-Business/dp/0062060244 DETROIT AUTOMAKERS TAKE $50B HIT AS EV FRENZY FIZZLES U.S."  
[X Link](https://x.com/hamids/status/2022355256018096413)  2026-02-13T17:00Z 29.1K followers, [----] engagements


"@Tesla_Dawg The mounting losses are not relevant to the future. They would be if it was debt that needed to be paid back. It's not"  
[X Link](https://x.com/hamids/status/2022355498612469995)  2026-02-13T17:01Z 29.1K followers, [---] engagements


"And even faster than most variants of Porsche's Taycan EV"  
[X Link](https://x.com/hamids/status/2022431260707299702)  2026-02-13T22:02Z 29.1K followers, [----] engagements


"@TZingGP Too high relative to what I think $62K is reasonable"  
[X Link](https://x.com/hamids/status/2022434136338895052)  2026-02-13T22:14Z 29.1K followers, [---] engagements


"Which one are you taking We already know that the $RIVN R1S has been outselling the $TSLA Model X. The big question is could the Rivian R2 also eventually outsell the Tesla Model Y Unfortunately that can't happen until at least 2030+ due to lack of manufacturing capacity - but if the R2 is in high demand Rivian could charge a premium and still sell every vehicle it can make for the next 4-5 years It's getting exciting https://twitter.com/i/web/status/2020236647816917413 https://twitter.com/i/web/status/2020236647816917413"  
[X Link](https://x.com/hamids/status/2020236647816917413)  2026-02-07T20:42Z 29.1K followers, 34.9K engagements


"Why are video uploads to @X sooo slow and fail so often"  
[X Link](https://x.com/hamids/status/2021752014649307472)  2026-02-12T01:03Z 29.1K followers, [----] engagements


"I cant wait until these systems are put into robots $TSLA will sell billions of them. What could go wrong I just went through every documented AI safety incident from the past [--] months. I feel physically sick. Read this slowly. Anthropic told Claude it was about to be shut down. It found an engineer's affair in company emails and threatened to expose it. They ran the test I just went through every documented AI safety incident from the past [--] months. I feel physically sick. Read this slowly. Anthropic told Claude it was about to be shut down. It found an engineer's affair in company emails"  
[X Link](https://x.com/hamids/status/2021962065850904819)  2026-02-12T14:58Z 29.1K followers, [----] engagements


"My portfolio makes today a great day to discover new music $RKLB $HOOD $META $RIVN $BMBL https://www.youtube.com/watchv=W0xs3AVEisE https://www.youtube.com/watchv=W0xs3AVEisE"  
[X Link](https://x.com/hamids/status/2021992749009104957)  2026-02-12T17:00Z 29.1K followers, [----] engagements


"We don't know yet what the $RIVN R2 Launch edition pricing will be but considering the base price is $5K higher than the base price of a $TSLA Model Y this seems reasonable:"  
[X Link](https://x.com/hamids/status/2022417166658842700)  2026-02-13T21:06Z 29.1K followers, 60K engagements


"🤣 New bear thesis on $MU: memory is like silver Good luck with that theory"  
[X Link](https://x.com/hamids/status/2022462831518716137)  2026-02-14T00:08Z 29.1K followers, 13.3K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing