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[@hamids](/creator/twitter/hamids)
"Vlad first let me thank you and your team for contacting me regarding this. I had a great convo with Alex and Sid about it as well. As a $HOOD shareholder (22% of my combined portfolio is in Robinhood stock) YOU and this type of responsiveness and hyper customer focus is exactly why I love your company. Keep up the awesome work That said I will also reiterate the things that I told Alex and Sid: 1) To me the 1+ year wait time slow approval process extremely low limit and this "2.1% applied to your balance" (presented in a less-than ideal way) all seem to stem from over-promising a X% cash"  
![@hamids Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::16258534.png) [@hamids](/creator/x/hamids) on [X](/post/tweet/1947845484892328274) 2025-07-23 02:25:27 UTC 22K followers, 17.4K engagements


"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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::16258534.png) [@hamids](/creator/x/hamids) on [X](/post/tweet/1941178445590892622) 2025-07-04 16:53:01 UTC 22K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::16258534.png) [@hamids](/creator/x/hamids) on [X](/post/tweet/1941455924016611527) 2025-07-05 11:15:37 UTC 22K followers, 1432 engagements


"I gave this talk on how to create "insanely great products" X years ago. Highlighted insanely great products from $TSLA $GOOGL $AAPL and others in it. Everything still applies today"  
![@hamids Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::16258534.png) [@hamids](/creator/x/hamids) on [X](/post/tweet/1948113223217221826) 2025-07-23 20:09:21 UTC 22K followers, 6529 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::16258534.png) [@hamids](/creator/x/hamids) on [X](/post/tweet/1941088539757646036) 2025-07-04 10:55:46 UTC 22K followers, 134.8K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::16258534.png) [@hamids](/creator/x/hamids) on [X](/post/tweet/1946243721428906415) 2025-07-18 16:20:37 UTC 22K followers, 3215 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::16258534.png) [@hamids](/creator/x/hamids) on [X](/post/tweet/1945562001486614820) 2025-07-16 19:11:42 UTC 22K followers, 2961 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::16258534.png) [@hamids](/creator/x/hamids) on [X](/post/tweet/1946227690069274881) 2025-07-18 15:16:55 UTC 22K followers, 13.5K engagements


"If you point this out to the $ASTS spcemob (that SpaceX literally has this tech in production today) they will tell you that nobody is as advanced as the not-yet-existing ASTS tech which does far more than just texting with audio/video and XXX Mbps to billions of mobile users worldwide And somehow they always end their arguments with "due more dd" Must be cool not to have a product in production because the promises you can make are unlimited"  
![@hamids Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::16258534.png) [@hamids](/creator/x/hamids) on [X](/post/tweet/1948045107128897955) 2025-07-23 15:38:41 UTC 22K followers, 19.5K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::16258534.png) [@hamids](/creator/x/hamids) on [X](/post/tweet/1945917799949586526) 2025-07-17 18:45:31 UTC 22K followers, 3036 engagements


"@drmoneymatters @vladtenev That's icky. Annoying that a cool company like Robinhood would do that"  
![@hamids Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::16258534.png) [@hamids](/creator/x/hamids) on [X](/post/tweet/1947462795349635419) 2025-07-22 01:04:47 UTC 22K followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::16258534.png) [@hamids](/creator/x/hamids) on [X](/post/tweet/1944472215753203990) 2025-07-13 19:01:17 UTC 22K followers, 1618 engagements


"Some commentary on my portfolio including comments about $SMCI $GOOGL $UBER $HOOD $META $RIVN and $BMBL:"  
![@hamids Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::16258534.png) [@hamids](/creator/x/hamids) on [X](/post/tweet/1926409723114393870) 2025-05-24 22:47:23 UTC 22K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::16258534.png) [@hamids](/creator/x/hamids) on [X](/post/tweet/1946249383265341623) 2025-07-18 16:43:07 UTC 22K followers, XX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::16258534.png) [@hamids](/creator/x/hamids) on [X](/post/tweet/1946264675911675905) 2025-07-18 17:43:53 UTC 22K followers, 3503 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::16258534.png) [@hamids](/creator/x/hamids) on [X](/post/tweet/1947456976067432708) 2025-07-22 00:41:39 UTC 22K followers, 3113 engagements


"I finally just got my Robinhood Gold card and my immediate 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::16258534.png) [@hamids](/creator/x/hamids) on [X](/post/tweet/1947464493665325126) 2025-07-22 01:11:32 UTC 22K followers, 103.3K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::16258534.png) [@hamids](/creator/x/hamids) on [X](/post/tweet/1944109139438760320) 2025-07-12 18:58:33 UTC 22K followers, 15.4K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::16258534.png) [@hamids](/creator/x/hamids) on [X](/post/tweet/1939319349354893615) 2025-06-29 13:45:38 UTC 22K followers, 11.1K 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 "Vlad first let me thank you and your team for contacting me regarding this. I had a great convo with Alex and Sid about it as well. As a $HOOD shareholder (22% of my combined portfolio is in Robinhood stock) YOU and this type of responsiveness and hyper customer focus is exactly why I love your company. Keep up the awesome work That said I will also reiterate the things that I told Alex and Sid: 1) To me the 1+ year wait time slow approval process extremely low limit and this "2.1% applied to your balance" (presented in a less-than ideal way) all seem to stem from over-promising a X% cash"
@hamids Avatar @hamids on X 2025-07-23 02:25:27 UTC 22K followers, 17.4K engagements

"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 Avatar @hamids on X 2025-07-04 16:53:01 UTC 22K 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 Avatar @hamids on X 2025-07-05 11:15:37 UTC 22K followers, 1432 engagements

"I gave this talk on how to create "insanely great products" X years ago. Highlighted insanely great products from $TSLA $GOOGL $AAPL and others in it. Everything still applies today"
@hamids Avatar @hamids on X 2025-07-23 20:09:21 UTC 22K followers, 6529 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 Avatar @hamids on X 2025-07-04 10:55:46 UTC 22K followers, 134.8K 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 Avatar @hamids on X 2025-07-18 16:20:37 UTC 22K followers, 3215 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 Avatar @hamids on X 2025-07-16 19:11:42 UTC 22K followers, 2961 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 Avatar @hamids on X 2025-07-18 15:16:55 UTC 22K followers, 13.5K engagements

"If you point this out to the $ASTS spcemob (that SpaceX literally has this tech in production today) they will tell you that nobody is as advanced as the not-yet-existing ASTS tech which does far more than just texting with audio/video and XXX Mbps to billions of mobile users worldwide And somehow they always end their arguments with "due more dd" Must be cool not to have a product in production because the promises you can make are unlimited"
@hamids Avatar @hamids on X 2025-07-23 15:38:41 UTC 22K followers, 19.5K 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 Avatar @hamids on X 2025-07-17 18:45:31 UTC 22K followers, 3036 engagements

"@drmoneymatters @vladtenev That's icky. Annoying that a cool company like Robinhood would do that"
@hamids Avatar @hamids on X 2025-07-22 01:04:47 UTC 22K followers, XXX 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 Avatar @hamids on X 2025-07-13 19:01:17 UTC 22K followers, 1618 engagements

"Some commentary on my portfolio including comments about $SMCI $GOOGL $UBER $HOOD $META $RIVN and $BMBL:"
@hamids Avatar @hamids on X 2025-05-24 22:47:23 UTC 22K 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 Avatar @hamids on X 2025-07-18 16:43:07 UTC 22K followers, XX 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 Avatar @hamids on X 2025-07-18 17:43:53 UTC 22K followers, 3503 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 Avatar @hamids on X 2025-07-22 00:41:39 UTC 22K followers, 3113 engagements

"I finally just got my Robinhood Gold card and my immediate 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 Avatar @hamids on X 2025-07-22 01:11:32 UTC 22K followers, 103.3K 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 Avatar @hamids on X 2025-07-12 18:58:33 UTC 22K followers, 15.4K 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 Avatar @hamids on X 2025-06-29 13:45:38 UTC 22K followers, 11.1K engagements

creator/twitter::16258534/posts
/creator/twitter::16258534/posts