[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@hamids](/creator/twitter/hamids) "5 Hours ago I had a post about $ASTS saying that I've never seen so many anonymous accounts with "" in their name pushing a single stock and that concerns me. Guess what happened next All these replies are from anonymous accounts with in their name in the last X hours who are EXTREMELY pissed at me. Have you ever seen anything like this THIS. IS. NOT. NORMAL I LOVE the idea of Satellite-Direct-to-Cell technology which is what ASTS is trying to do. And I totally get the opportunity. IF this works at scale it will be HUGE I hope that $ASTS succeeds and absolutely kills it. My only points are"  [@hamids](/creator/x/hamids) on [X](/post/tweet/1941178445590892622) 2025-07-04 16:53:01 UTC 21.7K followers, 37.9K engagements "People wanna say this is just like the $TSLA or $PLTR communities defending a company few understand. But when Tesla and Palentier communities were defending those companies both companies had absolutely proven tech and rapidly growing revenues in the billions of dollars I dont know a single person whos defending ASTS who is able to use their tech to make a phone call from their cell phone. If that already existed then I would totally understand ASTS has set this expectation that they will have worldwide coverage with just XX satellites a feat that even Starlink couldnt achieve until it hit"  [@hamids](/creator/x/hamids) on [X](/post/tweet/1941455924016611527) 2025-07-05 11:15:37 UTC 21.3K followers, 1431 engagements "I never short stocks. I never root for any company to fail. I hope $ASTS succeeds in their mission and becomes an amazingly successful company. That said it worries me that so many big accounts conspicuously with in their names promote the crap out of this company with insane speculations One example shown below is these accounts speculating that Jeff Bezos or Amazon might buy ASTS for $XX billion a XXX% premium for a business that has no revenue and is completely unproven. They also viciously attack anyone who tries to be a voice of reason about $ASTS. Some of these guys are admittedly day"  [@hamids](/creator/x/hamids) on [X](/post/tweet/1941088539757646036) 2025-07-04 10:55:46 UTC 21.7K followers, 134.7K engagements "Yes but there is a BIG difference: Microsoft in 2013 had Ballmer as the CEO. If he remained CEO $MSFT would've never become what it is today. Satya was the catalyst. $GOOGL today with Sundar is like Microsoft with Ballmer. IT NEEDS A NEW CEO who makes all the tiny adjustments this company badly needs. There's no reason why Google shouldn't be the world's most valuable company Sundar is the only reason it's not"  [@hamids](/creator/x/hamids) on [X](/post/tweet/1946243721428906415) 2025-07-18 16:20:37 UTC 21.8K followers, 3106 engagements "$BMBL is quietly up XX% in the last month up XX% since the April lows. Since the founder Whitney is back at the helm Bumble has cut costs eliminated wasteful marketing had a major layoff and refocused on improving product and user experience. Q2 results should be 🔥🔥🔥. But of course there's only so much you can do in X months. The next year should be super interesting"  [@hamids](/creator/x/hamids) on [X](/post/tweet/1944841107281444895) 2025-07-14 19:27:08 UTC 21.7K followers, 3130 engagements "$RKLB just does not stop Now $XX Billion market cap. Not bad considering this company was $X Billion market cap a little more than a year ago and nobody wanted to touch it. What do you think Fairly valued now or getting overpriced"  [@hamids](/creator/x/hamids) on [X](/post/tweet/1945562001486614820) 2025-07-16 19:11:42 UTC 21.8K followers, 2826 engagements "If you had $XXX Billion and put that money in a bank account you'd earn $XX Billion in interest - XXX% PURE Profits. Alternatively you could buy $PLTR for $XXX Billion and hope to have just $XXX Billion in revenue in 2025 and only a fraction of that is profits (few hundred million). What a terrible investment in the traditional sense"  [@hamids](/creator/x/hamids) on [X](/post/tweet/1945128553248645542) 2025-07-15 14:29:20 UTC 21.7K followers, 3803 engagements "In the past X years I've bought. - $NFLX for as low as $XXX - $META at $XX - $RKLB in the $3s - $HOOD in the $7s - $UBER as low as $XX And receipts to prove it (the screenshots are the notifications subscribers to my portfolio received on those date/times - limited to X so I didn't include Uber). In all those cases most of the X fintwit community was telling me how wrong I was and how all of those companies were basically dead for various reasons. Now they tell me how $BMBL is dead because "nobody uses dating apps" and how $RIVN is dead because "it can't make cars at a profit." Cool. I"  [@hamids](/creator/x/hamids) on [X](/post/tweet/1946227690069274881) 2025-07-18 15:16:55 UTC 21.8K followers, 10.9K engagements "@growthstockpick @StockSavvyShay He's better than Ballmer in that he has a deep technical understanding - I'll give you that. But from a "is Google still kicking ass in all the newest things" perspective the answer is hell no. Just like Microsoft from 2000-2015"  [@hamids](/creator/x/hamids) on [X](/post/tweet/1946342434017099845) 2025-07-18 22:52:52 UTC 21.8K followers, XXX engagements "Today $UBER announced $XXX Million investment in $LCID so that along with another partner Nuro they can build Robotaxis together.a 3-way blame partnership to build Robotaxis. I wrote this open letter to @dkhos of $UBER in May to encourage him to buy $RIVN and double-down on building Robotaxis in-house and increasing Rivian's AI/AV team to accelerate their self-driving capabilities. Building Robotaxis using Rivian's R2 plantform exclusively for Uber's use would be 🔥🔥🔥. I think the investment in Lucid shows that as naive as my letter sounded this is a problem that UBER is taking seriously"  [@hamids](/creator/x/hamids) on [X](/post/tweet/1945872066718413158) 2025-07-17 15:43:47 UTC 21.7K followers, 2602 engagements "$NFLX officially kicks off earnings season this afternoon. Are you ready for it See the results set Alerts and listen to the earnings call for free at EarningsHub .com"  [@hamids](/creator/x/hamids) on [X](/post/tweet/1945917799949586526) 2025-07-17 18:45:31 UTC 21.8K followers, 2845 engagements "Sold a little bit of $HOOD and $RKLB as they make new all-time highs"  [@hamids](/creator/x/hamids) on [X](/post/tweet/1945516221627314648) 2025-07-16 16:09:47 UTC 21.7K followers, 3180 engagements "So relatively close specs BUT: - Rivian is the stronger brand thats more likely to survive (with a lot more cash on hand) - Rivian has more of its own charging stations (and can use Tesla superchargers) - Hands down the Rivian looks WAY nicer but obviously thats subjective - Also the new R1S Quad is 🔥🔥🔥"  [@hamids](/creator/x/hamids) on [X](/post/tweet/1944472215753203990) 2025-07-13 19:01:17 UTC 21.8K followers, 1607 engagements "Some commentary on my portfolio including comments about $SMCI $GOOGL $UBER $HOOD $META $RIVN and $BMBL:"  [@hamids](/creator/x/hamids) on [X](/post/tweet/1926409723114393870) 2025-05-24 22:47:23 UTC 21.8K followers, 21.1K engagements "That's what Microsoft thought about cell phones from 1997-2008 and they even laughed at the iPhone's introduction. X years after iPhone intro Microsoft which was once dominant in the smart phone business was irrelevant and a few years after that Microsoft Mobile unit was shut down. Not owning the full stack in robotaxis means: - MUCH Higher costs - Blame game (AV vendor blames Car vendor who blames the ride-hailing vendor who blames the AV vendor) for anything that goes wrong. - Slow iterations and improvements - Horrible user experience relatively to competitors with full-stack Just look at"  [@hamids](/creator/x/hamids) on [X](/post/tweet/1946249383265341623) 2025-07-18 16:43:07 UTC 21.6K followers, XX engagements "They have top-notch products with -0- branding (don't even own Gemini .com) no cohesion (every AI product has a different name multiple products in same category) and Google IO speeches were the least energetic scripted presentations in history of tech. It doesn't get worse than that"  [@hamids](/creator/x/hamids) on [X](/post/tweet/1946345902878421205) 2025-07-18 23:06:39 UTC 21.8K followers, XXX engagements "$BMBL breaking $X for the first time since the Founder is back as CEO. Now up XX% since she came back on March 17th"  [@hamids](/creator/x/hamids) on [X](/post/tweet/1946264675911675905) 2025-07-18 17:43:53 UTC 21.8K followers, 3158 engagements "I finally just got my Robinhood Gold card and my immediately reaction is MAJOR disappointment (cc @vladtenev). So Robinhood advertises X% cash back. But during card activation and auto-pay setup it asked me if I wanted to auto-deduct my points from my balance. I almost said yes - because why wouldn't I want my balance to be reduced by X% But I stopped because there was this fine print that was barely legible and it said "points will be redeemed at XXX cents per point" - I immediately thought "points" what's it talking about. I thought this was a cash-back card - not a points card. Then I"  [@hamids](/creator/x/hamids) on [X](/post/tweet/1947456976067432708) 2025-07-22 00:41:39 UTC 21.8K followers, 2247 engagements "Loving Robinhood for a bunch of reasons but Im also trimming my $HOOD position. Heres the scoop: I LOVE Robinhoods execution on new financial products and services over the last few years. They continually innovative new features release new products and give great incentives for people to switch from traditional investment firms. Practically everyone I know who has an investment account has a Robinhood account (even if they have an investment account elsewhere). And they add money to their Robinhood account faster than anywhere else. You all know I love founder-led companies and Robinhood is"  [@hamids](/creator/x/hamids) on [X](/post/tweet/1886811341870022758) 2025-02-04 16:17:33 UTC 21.7K followers, 13.8K engagements "@StockMKTNewz $RKLB At $XX Billion valuation I think it has a decent probability of 5x from here. Maybe more as the market recognizes Rocket Labs potential and often overshoots in both directions"  [@hamids](/creator/x/hamids) on [X](/post/tweet/1944109139438760320) 2025-07-12 18:58:33 UTC 21.8K followers, 15.3K 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) 2028 revenue likely to exceed $XXX billion ($500M from launch $1B from satellites $X 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"  [@hamids](/creator/x/hamids) on [X](/post/tweet/1939319349354893615) 2025-06-29 13:45:38 UTC 21.7K followers, 11.1K engagements "The $RIVN R2 is the only vehicle with a shot at competing with the $TSLA Model Y. If Rivian gets their AI team to release something close to FSD supervised by mid 2026 (all their vehicles have the camera systems and computing power to do it) at $45K starting price the R2 will sell like hotcakes"  [@hamids](/creator/x/hamids) on [X](/post/tweet/1944381784130568661) 2025-07-13 13:01:56 UTC 21.7K followers, 4717 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@hamids
"5 Hours ago I had a post about $ASTS saying that I've never seen so many anonymous accounts with "" in their name pushing a single stock and that concerns me. Guess what happened next All these replies are from anonymous accounts with in their name in the last X hours who are EXTREMELY pissed at me. Have you ever seen anything like this THIS. IS. NOT. NORMAL I LOVE the idea of Satellite-Direct-to-Cell technology which is what ASTS is trying to do. And I totally get the opportunity. IF this works at scale it will be HUGE I hope that $ASTS succeeds and absolutely kills it. My only points are"
@hamids on X 2025-07-04 16:53:01 UTC 21.7K followers, 37.9K engagements
"People wanna say this is just like the $TSLA or $PLTR communities defending a company few understand. But when Tesla and Palentier communities were defending those companies both companies had absolutely proven tech and rapidly growing revenues in the billions of dollars I dont know a single person whos defending ASTS who is able to use their tech to make a phone call from their cell phone. If that already existed then I would totally understand ASTS has set this expectation that they will have worldwide coverage with just XX satellites a feat that even Starlink couldnt achieve until it hit" @hamids on X 2025-07-05 11:15:37 UTC 21.3K followers, 1431 engagements
"I never short stocks. I never root for any company to fail. I hope $ASTS succeeds in their mission and becomes an amazingly successful company. That said it worries me that so many big accounts conspicuously with in their names promote the crap out of this company with insane speculations One example shown below is these accounts speculating that Jeff Bezos or Amazon might buy ASTS for $XX billion a XXX% premium for a business that has no revenue and is completely unproven. They also viciously attack anyone who tries to be a voice of reason about $ASTS. Some of these guys are admittedly day" @hamids on X 2025-07-04 10:55:46 UTC 21.7K followers, 134.7K engagements
"Yes but there is a BIG difference: Microsoft in 2013 had Ballmer as the CEO. If he remained CEO $MSFT would've never become what it is today. Satya was the catalyst. $GOOGL today with Sundar is like Microsoft with Ballmer. IT NEEDS A NEW CEO who makes all the tiny adjustments this company badly needs. There's no reason why Google shouldn't be the world's most valuable company Sundar is the only reason it's not" @hamids on X 2025-07-18 16:20:37 UTC 21.8K followers, 3106 engagements
"$BMBL is quietly up XX% in the last month up XX% since the April lows. Since the founder Whitney is back at the helm Bumble has cut costs eliminated wasteful marketing had a major layoff and refocused on improving product and user experience. Q2 results should be 🔥🔥🔥. But of course there's only so much you can do in X months. The next year should be super interesting" @hamids on X 2025-07-14 19:27:08 UTC 21.7K followers, 3130 engagements
"$RKLB just does not stop Now $XX Billion market cap. Not bad considering this company was $X Billion market cap a little more than a year ago and nobody wanted to touch it. What do you think Fairly valued now or getting overpriced" @hamids on X 2025-07-16 19:11:42 UTC 21.8K followers, 2826 engagements
"If you had $XXX Billion and put that money in a bank account you'd earn $XX Billion in interest - XXX% PURE Profits. Alternatively you could buy $PLTR for $XXX Billion and hope to have just $XXX Billion in revenue in 2025 and only a fraction of that is profits (few hundred million). What a terrible investment in the traditional sense" @hamids on X 2025-07-15 14:29:20 UTC 21.7K followers, 3803 engagements
"In the past X years I've bought. - $NFLX for as low as $XXX - $META at $XX - $RKLB in the $3s - $HOOD in the $7s - $UBER as low as $XX And receipts to prove it (the screenshots are the notifications subscribers to my portfolio received on those date/times - limited to X so I didn't include Uber). In all those cases most of the X fintwit community was telling me how wrong I was and how all of those companies were basically dead for various reasons. Now they tell me how $BMBL is dead because "nobody uses dating apps" and how $RIVN is dead because "it can't make cars at a profit." Cool. I" @hamids on X 2025-07-18 15:16:55 UTC 21.8K followers, 10.9K engagements
"@growthstockpick @StockSavvyShay He's better than Ballmer in that he has a deep technical understanding - I'll give you that. But from a "is Google still kicking ass in all the newest things" perspective the answer is hell no. Just like Microsoft from 2000-2015" @hamids on X 2025-07-18 22:52:52 UTC 21.8K followers, XXX engagements
"Today $UBER announced $XXX Million investment in $LCID so that along with another partner Nuro they can build Robotaxis together.a 3-way blame partnership to build Robotaxis. I wrote this open letter to @dkhos of $UBER in May to encourage him to buy $RIVN and double-down on building Robotaxis in-house and increasing Rivian's AI/AV team to accelerate their self-driving capabilities. Building Robotaxis using Rivian's R2 plantform exclusively for Uber's use would be 🔥🔥🔥. I think the investment in Lucid shows that as naive as my letter sounded this is a problem that UBER is taking seriously" @hamids on X 2025-07-17 15:43:47 UTC 21.7K followers, 2602 engagements
"$NFLX officially kicks off earnings season this afternoon. Are you ready for it See the results set Alerts and listen to the earnings call for free at EarningsHub .com" @hamids on X 2025-07-17 18:45:31 UTC 21.8K followers, 2845 engagements
"Sold a little bit of $HOOD and $RKLB as they make new all-time highs" @hamids on X 2025-07-16 16:09:47 UTC 21.7K followers, 3180 engagements
"So relatively close specs BUT: - Rivian is the stronger brand thats more likely to survive (with a lot more cash on hand) - Rivian has more of its own charging stations (and can use Tesla superchargers) - Hands down the Rivian looks WAY nicer but obviously thats subjective - Also the new R1S Quad is 🔥🔥🔥" @hamids on X 2025-07-13 19:01:17 UTC 21.8K followers, 1607 engagements
"Some commentary on my portfolio including comments about $SMCI $GOOGL $UBER $HOOD $META $RIVN and $BMBL:" @hamids on X 2025-05-24 22:47:23 UTC 21.8K followers, 21.1K engagements
"That's what Microsoft thought about cell phones from 1997-2008 and they even laughed at the iPhone's introduction. X years after iPhone intro Microsoft which was once dominant in the smart phone business was irrelevant and a few years after that Microsoft Mobile unit was shut down. Not owning the full stack in robotaxis means: - MUCH Higher costs - Blame game (AV vendor blames Car vendor who blames the ride-hailing vendor who blames the AV vendor) for anything that goes wrong. - Slow iterations and improvements - Horrible user experience relatively to competitors with full-stack Just look at" @hamids on X 2025-07-18 16:43:07 UTC 21.6K followers, XX engagements
"They have top-notch products with -0- branding (don't even own Gemini .com) no cohesion (every AI product has a different name multiple products in same category) and Google IO speeches were the least energetic scripted presentations in history of tech. It doesn't get worse than that" @hamids on X 2025-07-18 23:06:39 UTC 21.8K followers, XXX engagements
"$BMBL breaking $X for the first time since the Founder is back as CEO. Now up XX% since she came back on March 17th" @hamids on X 2025-07-18 17:43:53 UTC 21.8K followers, 3158 engagements
"I finally just got my Robinhood Gold card and my immediately reaction is MAJOR disappointment (cc @vladtenev). So Robinhood advertises X% cash back. But during card activation and auto-pay setup it asked me if I wanted to auto-deduct my points from my balance. I almost said yes - because why wouldn't I want my balance to be reduced by X% But I stopped because there was this fine print that was barely legible and it said "points will be redeemed at XXX cents per point" - I immediately thought "points" what's it talking about. I thought this was a cash-back card - not a points card. Then I" @hamids on X 2025-07-22 00:41:39 UTC 21.8K followers, 2247 engagements
"Loving Robinhood for a bunch of reasons but Im also trimming my $HOOD position. Heres the scoop: I LOVE Robinhoods execution on new financial products and services over the last few years. They continually innovative new features release new products and give great incentives for people to switch from traditional investment firms. Practically everyone I know who has an investment account has a Robinhood account (even if they have an investment account elsewhere). And they add money to their Robinhood account faster than anywhere else. You all know I love founder-led companies and Robinhood is" @hamids on X 2025-02-04 16:17:33 UTC 21.7K followers, 13.8K engagements
"@StockMKTNewz $RKLB At $XX Billion valuation I think it has a decent probability of 5x from here. Maybe more as the market recognizes Rocket Labs potential and often overshoots in both directions" @hamids on X 2025-07-12 18:58:33 UTC 21.8K followers, 15.3K 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) 2028 revenue likely to exceed $XXX billion ($500M from launch $1B from satellites $X 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" @hamids on X 2025-06-29 13:45:38 UTC 21.7K followers, 11.1K engagements
"The $RIVN R2 is the only vehicle with a shot at competing with the $TSLA Model Y. If Rivian gets their AI team to release something close to FSD supervised by mid 2026 (all their vehicles have the camera systems and computing power to do it) at $45K starting price the R2 will sell like hotcakes" @hamids on X 2025-07-13 13:01:56 UTC 21.7K followers, 4717 engagements