#  @hamids Hamid
Hamid posts on X about rivian, tesla, $rivn, $tsla the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
### Engagements: [------] [#](/creator/twitter::16258534/interactions)
- [--] Week [-------] +19%
- [--] Month [---------] +3.80%
- [--] Months [---------] +184%
- [--] Year [----------] +538%
### Mentions: [--] [#](/creator/twitter::16258534/posts_active)
- [--] Week [--] -16%
- [--] Month [---] +0.47%
- [--] Months [---] +104%
- [--] Year [-----] +135%
### Followers: [------] [#](/creator/twitter::16258534/followers)
- [--] Week [------] +0.38%
- [--] Month [------] +9%
- [--] Months [------] +29%
- [--] Year [------] +67%
### CreatorRank: [-------] [#](/creator/twitter::16258534/influencer_rank)
### Social Influence
**Social category influence**
[stocks](/list/stocks) #1513 [automotive brands](/list/automotive-brands) #1440 [finance](/list/finance) 19.19% [technology brands](/list/technology-brands) 16.16% [celebrities](/list/celebrities) 9.6% [social networks](/list/social-networks) 3.54% [cryptocurrencies](/list/cryptocurrencies) 3.03% [fashion brands](/list/fashion-brands) 2.53% [financial services](/list/financial-services) #511 [events](/list/events) 0.51%
**Social topic influence**
[rivian](/topic/rivian) #53, [tesla](/topic/tesla) #103, [$rivn](/topic/$rivn) #1, [$tsla](/topic/$tsla) #7, [$hood](/topic/$hood) #373, [$bmbl](/topic/$bmbl) #1, [$mu](/topic/$mu) #12, [$meta](/topic/$meta) #397, [meta](/topic/meta) 4.55%, [$rklb](/topic/$rklb) 4.55%
**Top accounts mentioned or mentioned by**
[@dustinalper](/creator/undefined) [@buyholdrant](/creator/undefined) [@fl0vr9xeni9twei](/creator/undefined) [@vladtenev](/creator/undefined) [@rec1pr0city](/creator/undefined) [@rivian_dd](/creator/undefined) [@kevinmelnuk](/creator/undefined) [@rjscaringe](/creator/undefined) [@l1mmortale](/creator/undefined) [@elonmusk](/creator/undefined) [@riviandd](/creator/undefined) [@vance_roberts5](/creator/undefined) [@bigern_ern](/creator/undefined) [@nickthemoney](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@stockspursuit](/creator/undefined) [@kent_simi](/creator/undefined) [@grok](/creator/undefined) [@zachbeenvvr](/creator/undefined) [@kphouston24](/creator/undefined)
**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/tesla) [Rivian Automotive, Inc. (RIVN)](/topic/$rivn) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Bumble Inc. (BMBL)](/topic/$bmbl) [Micron Technology, Inc. (MU)](/topic/$mu) [Metadium (META)](/topic/$meta) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Apple, Inc. (AAPL)](/topic/$aapl) [American Eagle Outfitters (AEO)](/topic/$aeo) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Bitcoin (BTC)](/topic/bitcoin) [Shopify Inc (SHOP)](/topic/$shop) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Advanced Micro Devices (AMD)](/topic/$amd) [Iris Energy Limited (IREN)](/topic/$iren) [Lucid Group Inc (LCID)](/topic/$lcid) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Oracle Corporation (ORCL)](/topic/$orcl) [Microsoft Corp. (MSFT)](/topic/$msft) [Uber Technologies, Inc. (UBER)](/topic/$uber) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Snap, Inc. (SNAP)](/topic/$snap) [Strategy (MSTR)](/topic/$mstr) [Reddit, Inc. (RDDT)](/topic/$rddt)
### 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
"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
"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
"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
"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
"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
"@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
"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
"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
"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
"Just bought more $HOOD I think the correlation between Robinhood and Bitcoin price silly. As bitcoin keeps going down Robinhood is going down with it. But in my opinion the market is getting it wrong. Robinhood should not be moving with crypto in any kind of alignment whatsoever. Robinhood is a company that has rapidly growing revenues and profits. @vladtenev and company are doing an amazing job of releasing new products regularly. The vast majority of Robinhood's revenue is unrelated to crypto and they are about to launch their banking products. Robinhood is the future of finance for 10s of"
[X Link](https://x.com/hamids/status/2018756157742121279) 2026-02-03T18:39Z 29.1K followers, 19.3K engagements
"$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
"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
"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
"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
"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 $RIVN"
[X Link](https://x.com/hamids/status/2020962302141620615) 2026-02-09T20:45Z 29.1K followers, 16.6K engagements
"$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
"🤣 $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
"@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
"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
"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
"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, 35K 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
"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
"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 $BMBL https://www.youtube.com/watchv=W0xs3AVEisE https://www.youtube.com/watchv=W0xs3AVEisE"
[X Link](https://x.com/hamids/status/2021992749009104957) 2026-02-12T17:00Z 29.1K followers, [----] engagements
"$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, 15.5K 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
"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 $RIVN via @EV_CARBA https://t.co/Q7EeMB8hzc"
[X Link](https://x.com/hamids/status/2022025923441438968) 2026-02-12T19:12Z 29.1K followers, 24.1K engagements
"This is literally unbelievable hypocrisy Have a low rating on the stock while they triple their position. Things that make you go "Hmmmm.""
[X Link](https://x.com/hamids/status/2022028665568235795) 2026-02-12T19:22Z 29.1K followers, [----] engagements
"@Rivian_DD Independently 😉😉"
[X Link](https://x.com/hamids/status/2022053145850130793) 2026-02-12T21:00Z 29.1K followers, [---] engagements
"$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, 55.8K 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
"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, 72.1K 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
"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
"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
"🤣 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, 18K engagements
"This will not affect $HOOD's business even in the smallest bit. In fact it will likely fail altogether and X will probably pull the feature in much the same way it pulled features around stock pricing charts and stock info when you searched a cashtag. The reason is simple: for certain things people want a dedicated app. If you could buy stocks on $AMZN tomorrow nobody would use it in the same way nobody will buy stocks on the X app. https://twitter.com/i/web/status/2022701261196530177 https://twitter.com/i/web/status/2022701261196530177"
[X Link](https://x.com/hamids/status/2022701261196530177) 2026-02-14T15:55Z 29.1K followers, [----] engagements
"Is Rivian's approach to self-driving better than $TSLA It's not as obvious as you might think even though Tesla is way ahead of Rivian. And even if Rivian takes a #3 position in self-driving it still might be a better investment than #1 and #2. On Monday I posted that I had increased my $RIVN position by 43%. This is the deep dive discussion with @dustinalper on why I did that:"
[X Link](https://x.com/hamids/status/1960855046054404170) 2025-08-28T00:00Z 22.8K followers, [----] engagements
"@CarlMarxy122122 Sorry. Yeah that would have been a relatively high valuation for where Rivian was at the time. It took me a while to realize how much market cap matters"
[X Link](https://x.com/hamids/status/1960859065233629659) 2025-08-28T00:16Z 22.7K followers, [---] engagements
"@TeslaHistorian It's hard to see a scenario in which Rivian will go down to just $7 or [--] Billion market cap. That would mean things have gone really wrong"
[X Link](https://x.com/hamids/status/1961086305124930029) 2025-08-28T15:19Z 22.7K followers, [--] engagements
"I thought $GOOGL's AI naming/branding strategy couldn't get any more dumb.Sundar is like "hold my beer" Introducing the Gemini Nano Banana"
[X Link](https://x.com/hamids/status/1961148731266417051) 2025-08-28T19:27Z 22.7K followers, [----] engagements
"@Rivian_DD So much good stuff in that interview"
[X Link](https://x.com/hamids/status/1961149193650860267) 2025-08-28T19:29Z 22.7K followers, [---] engagements
"$GOOGL analyst rating changes (from earnings hub):"
[X Link](https://x.com/hamids/status/1963242478414516653) 2025-09-03T14:07Z 22.8K followers, [----] engagements
"What is going on with $RIVN today Up 7% with no news.Glad I doubled-down before this run"
[X Link](https://x.com/hamids/status/1963268155855471017) 2025-09-03T15:49Z 22.9K followers, 12.5K engagements
"@peterb0yd @Benioff @elonmusk @Tesla True. It's super impressive compared to [--] years ago. But compared to the world today this is literally the dumbest demo"
[X Link](https://x.com/hamids/status/1963309095165087867) 2025-09-03T18:32Z 22.9K followers, [----] engagements
"The difference here is that: a) Tesla started robotics [--] years ago so it has no excuse to be behind. Some of its more impressive competitors started after b) Elon's promises are ever-growing and come nowhere close to the reality of where Tesla is currently (which would be impressive if not for the impossible expectations Elon has set) c) Elon used to set out to do the impossible things nobody else was doing and get it done (EVs reusable rockets). Now he's chasing like traditionally crappy companies do after the latest shiny tech - he's chasing in LLMs and he's chasing in robotics. He's making"
[X Link](https://x.com/hamids/status/1963311641715712383) 2025-09-03T18:42Z 22.8K followers, [----] engagements
"Alright were about to go live (1pm Pacific 4pm Eastern) on the Buy Hold Rant (@BuyHoldRant) podcast to discuss: Apple $AAPL iPhone [--] Google $GOOGL legal ruling Tesla $TSLA Master Plan Part IV Earnings this week: $CRM $LULU and more Updates from Rocket Lab $RKLB and Bumble $BMBL Watch Live on YouTube: Or on X: (Podcast version usually goes up after a few hours) https://x.com/BuyHoldRant https://www.youtube.com/watchv=zQGk6bGpLf8 https://x.com/BuyHoldRant https://www.youtube.com/watchv=zQGk6bGpLf8"
[X Link](https://x.com/hamids/status/1963330202421035169) 2025-09-03T19:56Z 22.8K followers, [----] engagements
"Wow $AEO just killed it after hours up 25% Great conference call too. I just listened to the full call on Earnings Hub. Summary of the call will be available soon"
[X Link](https://x.com/hamids/status/1963363457761493013) 2025-09-03T22:08Z 22.9K followers, [----] engagements
"Who took action on $AEO as a result of this clip on the FIRST episode of @buyholdrant The first episode of @BuyHoldRant went amazingly well Here's a clip where we talked about American Eagle $AEO I'll post a link to the full episode on YouTube in the next comment. Once the audio version of the podcast is live on Apple/Spotify I'll also post that. https://t.co/LMzXFs8hJ8 The first episode of @BuyHoldRant went amazingly well Here's a clip where we talked about American Eagle $AEO I'll post a link to the full episode on YouTube in the next comment. Once the audio version of the podcast is live"
[X Link](https://x.com/hamids/status/1963367477926342882) 2025-09-03T22:24Z 22.9K followers, [----] engagements
"People asking me why I canceled my $TSLA Roadster [--] order.It was because of Tesla's Master Plan Part [--]. I'm the least excited about Tesla that I've ever been I've been such a HUGE Tesla & @elonmusk fan - I've bought [--] Tesla Model X [--] Model 3s and [--] Cybertrucks over the years - but Elon totally forgot about his most loyal customers More details from our @BuyHoldRant Podcast with @dustinalper: Today I'm sad to report that after [--] years of waiting I cancelled my $TSLA Roadster [--] order. https://t.co/txIFoYnAMo Today I'm sad to report that after [--] years of waiting I cancelled my $TSLA Roadster 2"
[X Link](https://x.com/hamids/status/1963394634891370996) 2025-09-04T00:12Z 22.9K followers, 221.4K engagements
"@DrTeslaFSD @elonmusk Sounds like you agree I did the right thing by cancelling a car that might not ever get delivered. (oh and btw I already sold the last of my $TSLA shares last year - so appreciate the suggestion but that was already done)"
[X Link](https://x.com/hamids/status/1963660241876434968) 2025-09-04T17:47Z 22.8K followers, [----] engagements
"I don't know how short-selling is even legal BUT short sellers suffer at the expense of companies that execute well.Today we saw what happens to shorts with $AEO Q2 report. Stock is up 30%+ in [--] day after beating on its quarterly report because short position had skyrocketed in the last [--] weeks. And this short setup for $BMBL seems INSANE to me.Short interest has skyrocketed from [---] Million shares at the beginning of the year to over [----] Million shares short in the latest numbers. [--] MILLION additional shares have been sold short In the meantime the company has streamlined operations cut 30%"
[X Link](https://x.com/hamids/status/1963665052122394637) 2025-09-04T18:06Z 23K followers, [----] engagements
"$RIVN is also at the highest level of short interest for at least a year (maybe ever).but for Rivian the real undeniable performance won't come until post-R2 release so it's a little ways out. For $BMBL in my view the performance is already here. So it's just a matter of time"
[X Link](https://x.com/hamids/status/1963667509791584678) 2025-09-04T18:16Z 22.9K followers, [---] engagements
"Added more $BMBL today Here's why I keep adding more Bumble: Since the founder (Whitney) came back as CEO (March 17th of this year): - Company has cut over $100M of expenses - Reduced staff by 30% - Changed out management team with new focus on members product and authenticity - Admitted that the product (and dating apps in general) have a problem that needs fixing - Refocused the company and product on member experience - Hasn't been afraid to fix the hard problems even if that means losing some customers in the short-term - Made the company cashflow positive (+$60 Million of cash last"
[X Link](https://x.com/hamids/status/1963675522015351225) 2025-09-04T18:48Z 23K followers, [----] engagements
"We also talked about $BMBL on the @buyholdrant podcast yesterday: https://www.youtube.com/watchv=th4TR2gZ_6o https://www.youtube.com/watchv=th4TR2gZ_6o"
[X Link](https://x.com/hamids/status/1963676736241193358) 2025-09-04T18:53Z 22.9K followers, [----] engagements
"If anybody wants to know why I'm excited about $RKLB here is a great little primer on their next Neutron reusable rocket. But this is 1/2 the reason I love this company. The other 1/2 is because of all the satellite technology that they have accumulated making them the perfect competitor to SpaceX. https://www.youtube.com/watchv=vL27RPCVkEY https://www.youtube.com/watchv=vL27RPCVkEY"
[X Link](https://x.com/hamids/status/1963998197111742469) 2025-09-05T16:10Z 22.9K followers, [----] engagements
"🤯 My mind is absolutely blown. I have never seen such greed and abrasive disregard of shareholders by a founder"
[X Link](https://x.com/hamids/status/1964034863985807622) 2025-09-05T18:36Z 22.9K followers, [----] engagements
"So far $TSLA hasn't even generated enough profits (cumulatively ALL TIME) to pay for Elon's last comp plan This is so beyond ridiculous that defending it simply screams that the person has no sense as to what a typical CEO compensation plan looks like - regardless of the goals"
[X Link](https://x.com/hamids/status/1964040185630556264) 2025-09-05T18:57Z 24.2K followers, [----] engagements
"I don't know who needs to hear this but YOU DON'T NEED TO OWN $TSLA There are soooo many better opportunities in the market than rewarding a guy who thinks he should get a $1 Trillion pay package for 7x market cap increase"
[X Link](https://x.com/hamids/status/1964052587633938597) 2025-09-05T19:46Z 22.9K followers, 32.5K engagements
"My portfolio and thoughts are public (link in bio). This is the performance relative to $TSLA stock for past [---] years since it's been public. And during that timeframe it's been distributed to multiple stocks and significant cash therefore relatively lower risk to just a single stock. (also I don't provide investment advice - these are just my opinions)"
[X Link](https://x.com/hamids/status/1964067156863410672) 2025-09-05T20:44Z 22.9K followers, [----] engagements
"YOU'VE OFFICIALLY JUMPED THE SHARK WHEN YOU DEMAND A PAY PACKAGE THAT'S BIGGER THAN THE DEFENSE BUDGET"
[X Link](https://x.com/hamids/status/1964090167888867544) 2025-09-05T22:16Z 22.9K followers, [----] engagements
"This is an idiotic level of compensation thats unprecedented. When the comp plan of [--] person is measured on the same scale as the national budget for the worlds largest economy something is wrong Yes ceo pay should be based on performance but this is insanity Gary And for you to give it credibility as an investor is just irresponsible"
[X Link](https://x.com/hamids/status/1964137581257580710) 2025-09-06T01:24Z 22.9K followers, [---] engagements
"$HOOD has: - [--] Million+ customers - Collectively they have almost $300 Billion in assets under management at Robinhood Elon wants 3.5x that for his next pay package"
[X Link](https://x.com/hamids/status/1964791621695996350) 2025-09-07T20:43Z 23.1K followers, [----] engagements
"I'm sure the $ASTS mob has lots of reasons why this is a really good thing for ASTS who hasn't yet launched any of their promised [--] satellites per month starting from July of [----] then August then September"
[X Link](https://x.com/hamids/status/1965075362712608912) 2025-09-08T15:30Z 22.9K followers, [----] engagements
"Hey look $GOOGL's Gemini is about to IPO. oh wait 🤦🏼♂"
[X Link](https://x.com/hamids/status/1965087510050263114) 2025-09-08T16:19Z 23K followers, [----] engagements
"Wait did I miss it Did $AAPL announce anything AI related today or have they completely given up on AI"
[X Link](https://x.com/hamids/status/1965480657179807788) 2025-09-09T18:21Z 23K followers, [----] engagements
"Going live shortly with @dustinalper on the @BuyHoldRant podcast (and on X) to discuss: - My Portfolio Updates: $HOOD $BMBL $AEO and $META - Dustin's Portfolio Updates: $RKLB $PYPL and $SHOP - Earnings: $LULU got crushed but $ORCL crushed it - News: $AAPL's iPhone [--] + $TSLA Elons $1+ Trillion comp package - Investing Strategy Discussions - Listener Questions"
[X Link](https://x.com/hamids/status/1965867552460218770) 2025-09-10T19:58Z 23.1K followers, [----] engagements
"Ep 6: Portfolio Updates $LULU + $ORCL Earnings iPhone [--] and Elons $1T Payday https://x.com/i/broadcasts/1YqxolzEkVbKv https://x.com/i/broadcasts/1YqxolzEkVbKv"
[X Link](https://x.com/hamids/status/1965867940261294145) 2025-09-10T20:00Z 23K followers, [----] engagements
"Here's a question: When Elon boasts that "unlike $META xAI or any of his companies doesn't need to pay ridiculous comp packages to attract employees" - why does *Elon* need a ridiculous comp package to attract himself to $TSLA In case you missed it @hamids and @dustinalper talked about what $1 Trillion can buy for Elon. https://t.co/JW9FQ1DDXQ In case you missed it @hamids and @dustinalper talked about what $1 Trillion can buy for Elon. https://t.co/JW9FQ1DDXQ"
[X Link](https://x.com/hamids/status/1966180629592289289) 2025-09-11T16:42Z 23K followers, [----] engagements
"Love $HOOD and @vladtenev's continued perfect execution 💯. They deserve to have been added to the S&P [---]. Some additional thoughts on the company that teeters between being my #1 and #2 largest holding"
[X Link](https://x.com/hamids/status/1966205532664115330) 2025-09-11T18:21Z 23K followers, [----] engagements
"I've been using both for the past [--] days largely for market research and to me Bumble has the far superior app user experience. As for actual matches I haven't noticed either product being better than the other. They have similar filter criteria similar amount of member quality and match quality. I'm being as objective as I possibly can - but I don't get how people think Hinge is so much better. I wonder if Bumble's product has changed recently compared to Match and a lot of people's perception is from before When did you last use both products"
[X Link](https://x.com/hamids/status/1966264264337010979) 2025-09-11T22:15Z 22.9K followers, [--] engagements
"When I wrote this about $RKLB about a year ago you could buy the entire company for $2.5 Billion ($4.90/share). Today it added $2.5 Billion to its market cap ($4.93 per share) 🤯 On Thursday Rocket Lab $RKLB released its Q2 numbers beating expectations which was rewarded with a +12.5% stock price bump on Friday. What's interesting about this company is that despite the fact that it's the 2nd best Rocket company after SpaceX most of its revenue comes https://t.co/BqXeVZHo6m On Thursday Rocket Lab $RKLB released its Q2 numbers beating expectations which was rewarded with a +12.5% stock price"
[X Link](https://x.com/hamids/status/1966606338945151434) 2025-09-12T20:54Z 23K followers, 14.6K engagements
"@JordanSack_ That seems like an even less of a big deal. Rivians future is around R2 and autonomous features"
[X Link](https://x.com/hamids/status/1966613540715770068) 2025-09-12T21:23Z 22.9K followers, [---] engagements
"$TSLA is doing well in autonomy. It has a $1240 Billion market cap as a result $RIVN is expected to demonstrate their autonomy capabilities in an AI/Autonomy day in December. Rivian has a $16 Billion market cap One of these two companies has far more potential as an investment but which one https://www.youtube.com/watchv=VPLTmPF8x8U https://www.youtube.com/watchv=VPLTmPF8x8U"
[X Link](https://x.com/hamids/status/1967281361749975436) 2025-09-14T17:36Z 23.1K followers, 13.7K engagements
"Where are you getting the 5-10 year timeline from They've been working on Autonomy for a few years and even have better surround cameras on their vehicles than Tesla does collecting a ton of high-resolution data. RJ says they expect to have point-to-point hands free (not eyes-off) everywhere in the US next year. If they achieve that that's the equivalent of today's FSD. RJ's timelines are not like Elon's "2 weeks" (and never shipping)"
[X Link](https://x.com/hamids/status/1967293135371055591) 2025-09-14T18:23Z 23K followers, [---] engagements
"@sreeenidhi RJ plans to do exactly that a demo of their tech in December. Thats the point. FSD approach was fully reset [--] years ago. So your [--] year timeline is no good. Multiple companies are starting to demonstrate FSD capabilities. Is Tesla ahead Sure but not by [--] years"
[X Link](https://x.com/hamids/status/1967315976883744814) 2025-09-14T19:54Z 23K followers, [---] engagements
"That's actually not a bad prediction.Tesla might hit $2 Trillion on some new wild promise from Elon or enthusiasm on Q3 deliveries. But longer-term the potential for Rivian is far greater in my opinion. That said I'd still be willing to take that bet. $1000 donation to charity (of winners choice by the loser) If Tesla hits $2 Trillion market cap before Rivian hits $34 Billion market cap you win. Otherwise I win. Deal"
[X Link](https://x.com/hamids/status/1967321839178568122) 2025-09-14T20:17Z 23K followers, [---] engagements
"@pete_raf My portfolio (since it's been public starting April 2022) vs. Tesla stock is below. Turns out you're right that I'm living in dreamland"
[X Link](https://x.com/hamids/status/1967609760909562287) 2025-09-15T15:21Z 23K followers, [--] engagements
"$META's upcoming RayBan Smart Glasses with heads-up video display built-in: BREAKING: Meta's HUD glasses with sEMG wristband will in fact be Ray-Ban branded a leaked clip which also depicts the HUD and wristband in action reveals. Details here: https://t.co/fib1mEQZwu https://t.co/pXAkuq4Aiw BREAKING: Meta's HUD glasses with sEMG wristband will in fact be Ray-Ban branded a leaked clip which also depicts the HUD and wristband in action reveals. Details here: https://t.co/fib1mEQZwu https://t.co/pXAkuq4Aiw"
[X Link](https://x.com/hamids/status/1967679050190819700) 2025-09-15T19:56Z 23.1K followers, [----] engagements
"💯 Shay is right. This is a slam dunk right move by $RKLB yet the stock is going down after hours on this news. Essentially the market is saying "a stronger more cash-rich Rocket Lab which now has more than enough money to get to the launch of Neutron and get to profitability is worth less than it was worth before this news." The irony $RKLB FILES FOR $750M ATM OFFERING Timing it at ATH means just 3% dilution while cash jumps to $1.4B -- more than enough to fund Neutron pursue M&A & sit far above the $110M annual burn. Love seeing this from a category leader in a theme thats barely started."
[X Link](https://x.com/hamids/status/1967707688399434146) 2025-09-15T21:50Z 23.1K followers, 60.4K engagements
"People are so excited that Elon bought $1 Billion worth of $TSLA stock.In Feb of [----] he also bought $10 Million worth of stock but by [----] he had already started a MASSIVE selling spree that unloaded $40 Billion worth of Tesla stock (also the reason he "only" owns 13% today and is demanding to get another 12% of the company). So if you're excited that he's buying $1 Billion of Tesla stock ( 0.08% of the company) be sure to get out of the stock before he starts selling hundreds of Billions of dollars of stock. These are the largest open-market insider purchases of Tesla stock since the"
[X Link](https://x.com/hamids/status/1967783452444660084) 2025-09-16T02:51Z 23K followers, [----] engagements
"@eyedoctorjae His past sales also contradict explicitly with his desire to control the company (which he does btw). That makes his request even more outrageoushe sold $40 billion of shares and then wants them back (and more) but without paying for them. Just through shareholder dilution"
[X Link](https://x.com/hamids/status/1967805551934574658) 2025-09-16T04:19Z 23K followers, [---] engagements
"$RIVN regaining all of the hit it took from the the ridiculous "recall" that was actually an over-the-air update. They are also solidifying their plans for a new manufacturing facility in Georgia which will eventually be capable of adding another [------] vehicles per year. Little by little the market is recognizing that Rivian is not going anywhere: - They have the cash to facilitate 3+ years of current burn rate (that's worst case assuming their burn doesn't improve) - Their vehicles have surround vision + AI Compute onboard (like Tesla) to add FSD in future over-the-air updates - They have"
[X Link](https://x.com/hamids/status/1968005056063836190) 2025-09-16T17:32Z 23.1K followers, 10.9K engagements
"They only confirmed 100K+ within days after the R2 launch but the estimates are in the 200K+ According to Grok: Rivian has not released an official update on R2 preorder numbers since July [----] when an executive confirmed the company had "well over 100000" reservations that were continuing to grow. However a report from April [----] cited a Rivian sales staff member claiming "over [------] reservations" were in the company's system at that time. A February [----] analysis noted that Rivian has chosen to keep subsequent reservation figures private likely due to the low-commitment nature of the $100"
[X Link](https://x.com/hamids/status/1968029611134161100) 2025-09-16T19:09Z 23K followers, [---] engagements
"Ep 7: Elon Buys $1B of TSLA $RKLB Raises Cash and Portfolio Moves https://x.com/i/broadcasts/1PlKQOnYADkJE https://x.com/i/broadcasts/1PlKQOnYADkJE"
[X Link](https://x.com/hamids/status/1968042265403969544) 2025-09-16T20:00Z 23K followers, [----] engagements
"Let's talk about $META their AI Glasses and the Meta Connect event happening tomorrow"
[X Link](https://x.com/hamids/status/1968100970816307431) 2025-09-16T23:53Z 23K followers, [----] engagements
"Wow. The hubris https://youtu.be/xHMAl0irHLMsi=HY72Mgqcr6clm4Bd This shareholder vote decides the future of Tesla and may affect the future of the world. Please let us know if you have any difficulty voting. https://youtu.be/xHMAl0irHLMsi=HY72Mgqcr6clm4Bd This shareholder vote decides the future of Tesla and may affect the future of the world. Please let us know if you have any difficulty voting"
[X Link](https://x.com/hamids/status/1968918371866456205) 2025-09-19T06:01Z 23K followers, [----] engagements
"This is really good for $ASTS right NEWS: SpaceX has filed a request with the FCC to launch as many as [-----] next-generation satellites to upgrade its cellular Starlink service for phones. SpaceX currently has about [---] "direct-to-cell" Starlink satellites in space. https://t.co/CnbPNPqxfe NEWS: SpaceX has filed a request with the FCC to launch as many as [-----] next-generation satellites to upgrade its cellular Starlink service for phones. SpaceX currently has about [---] "direct-to-cell" Starlink satellites in space. https://t.co/CnbPNPqxfe"
[X Link](https://x.com/hamids/status/1969168637844996582) 2025-09-19T22:36Z 23.1K followers, [----] engagements
"Production hell is not limited to Tesla as you mentioned but solving it is also not limited to Elon Musk. Every mass produced car and other physical product has solved production hell. Im confident @RJScaringe and his team are also capable of solving that. And as far as demand goesthe model Y is the best selling vehicle in the world with well over [--] million units sold per year. I think R2 has a shot at being a great #2 and my belief is that EV adoption will also continue to grow"
[X Link](https://x.com/hamids/status/1969424703275118730) 2025-09-20T15:33Z 23K followers, [--] engagements
"I don't think most people know what is about to come out with the $RIVN R2. It is the *only* real alternative to the Model Y and.it. is. SEXY AF https://youtube.com/shorts/y692YEEAWbYsi=zR6ysMeQJVwkq93O https://youtube.com/shorts/y692YEEAWbYsi=zR6ysMeQJVwkq93O"
[X Link](https://x.com/hamids/status/1969556289224401054) 2025-09-21T00:16Z 23.1K followers, [----] engagements
"@bjmtweets Yes. I only have buy things with intent of long term hold. My portfolio and all purchases and sales of $RIVN (and other stocks) are all publicly available"
[X Link](https://x.com/hamids/status/1969574252182716929) 2025-09-21T01:27Z 23.1K followers, [---] engagements
"WOW 🤯 Unitree's robots are insane.this thing is priced at just $17000 Is anybody even close to these guys People are so hyped up about $TSLA's Optimus that they're ignoring everything else. Unitree G1 has mastered more quirky skills 🤩 Unitree G1 has learned the "Anti-Gravity" mode: stability is greatly improved under any action sequence and even if it falls it can quickly get back up. https://t.co/gDR0n0eIXl Unitree G1 has mastered more quirky skills 🤩 Unitree G1 has learned the "Anti-Gravity" mode: stability is greatly improved under any action sequence and even if it falls it can quickly"
[X Link](https://x.com/hamids/status/1970144767997882589) 2025-09-22T15:14Z 23.1K followers, [----] engagements
"Catalysts for $RIVN: 1) $7 Billion in CASH (enough to cover multiple years of current cash-burn giving them time to execute) 2) $5 Billion software & technology joint venture deal with VW that will net Billions of dollars per year in revenue and this has already started Yes the world's 2nd largest car company (after Toyota) has to license technology from Rivian in order to make EVs That shows you how far ahead Rivian is on EV Electronics Battery and Software Tech. As part of the deal VW also bought a decent chunk of Rivian. 3) Rivian has the 2nd best AI/Self-Driving team of any car company"
[X Link](https://x.com/hamids/status/1970153344749715509) 2025-09-22T15:48Z 23.7K followers, 24.1K engagements
"@TebbsMichael @elonmusk He is personally fine obviously. But he doesn't have $100 Billion to invest. His net worth is from stocks. He just recently raised $10B for xAI at a $200 Billion valuation.but OpenAI appears to be outmaneuvering them"
[X Link](https://x.com/hamids/status/1970161399608582148) 2025-09-22T16:20Z 23.1K followers, [--] engagements
"Whaaat Seating in the FRUNK 🤯 I'm sure this will sell millions of $LCID Gravity now. WHAT WERE THEY THINKING Frunk seating in the Lucid Gravity turns every stop into an escape. What view are you chasing next https://t.co/KNEQe55wBP Frunk seating in the Lucid Gravity turns every stop into an escape. What view are you chasing next https://t.co/KNEQe55wBP"
[X Link](https://x.com/hamids/status/1970181591382270124) 2025-09-22T17:41Z 23.4K followers, [----] engagements
"3 Things: 1) Rivian is launching [--] new vehicle in [----] not [--]. 2) Nobody said they weren't burning any cash. They are and will continue to as they ramp but the fact that they have plenty of cash means they have plenty to get them through it. 3) Who do YOU think is closest car company to Tesla's FSD Clearly we agree on who is #1. But who do you think is #2 (US-based or even include European & Japanese car companies)"
[X Link](https://x.com/hamids/status/1970184587952492682) 2025-09-22T17:53Z 23.1K followers, [---] engagements
"The answer "no one" by definition is wrong. There's always "someone" who is in 2nd place. Rivian is not forced to use Lidar/Radar and can abandon it at anytime - if it proves to be useless. If it proves to be useful then Rivian might have the safer FSD relative to Tesla due to additional sensory inputs"
[X Link](https://x.com/hamids/status/1970210166911181259) 2025-09-22T19:34Z 23.1K followers, [---] engagements
"@Rec1pr0city You understand what has happened in the past is irrelevant right This is a moot point"
[X Link](https://x.com/hamids/status/1970210284192309371) 2025-09-22T19:35Z 23.1K followers, [---] engagements
"The red line was the worst ever - and the absolute worst car company burn of all time before it became profitable. Rivian launched their vehicles in the greatest supply/chain struggle in history (during and post Covid). And for better or worse they had access to lots of capital so they burned more than anyone else before them. That doesn't mean they can't become successful. It's a statement of irrelevance about their past"
[X Link](https://x.com/hamids/status/1970212704410558848) 2025-09-22T19:44Z 23.1K followers, [---] engagements
"@Rec1pr0city Rivian. More data than anyone (except Tesla) with 50K vehicles collecting data. That alone puts them in 2nd place. You should also watch this video: https://www.youtube.com/watchv=VPLTmPF8x8U https://www.youtube.com/watchv=VPLTmPF8x8U"
[X Link](https://x.com/hamids/status/1970214018683150391) 2025-09-22T19:50Z 23.1K followers, [--] engagements
"Again it's irrelevant what Tesla did and when. Yes you are right that Rivian has burned more money than Tesla and didn't solve the margin problem as quickly as Tesla did (largely because of supply/chain issues).but that doesn't mean anything when we're talking about the future. The questions that matter more are: 1) Does Rivian have enough money to live to see its future. 2) Does it have a sound plan for getting to profitability"
[X Link](https://x.com/hamids/status/1970214496355655883) 2025-09-22T19:51Z 23.1K followers, [--] engagements
"Your arguments is exactly what I was arguing against in 2015-2020 when I was talking about $TSLA. People like you couldn't get over Tesla's historic levels of spend and unprofitability to see the future potential of Tesla. Now you're in the same camp as the anti-Tesla people were using the same arguments they were"
[X Link](https://x.com/hamids/status/1970214949747392775) 2025-09-22T19:53Z 23.1K followers, [---] engagements
"Every App-Store screenshot showing off the position of some top app always includings Threads.and I thought Threads was dead. What's going on Who's using Threads Does $META have a real hit on their hands I'm disappointed to report that Google search is clearly being disrupted by this new app called "Gemini". Google investors should be concerned "Gemini" has occupied the top spot for a week now bumping Google down to number [--] Google Maps is only at number [--] Google Chrome is https://t.co/2vRZAg3UT9 I'm disappointed to report that Google search is clearly being disrupted by this new app called"
[X Link](https://x.com/hamids/status/1970215800234713503) 2025-09-22T19:57Z 23.1K followers, [----] engagements
"Silly I was saying others were making irrelevant arguments SIMILAR to you focused too much on the historic burn of Tesla at the time. You're now in the same boat as those people who were anti-Tesla. You're also following their path in saying either irrelevant or UNTRUE things. Saying things like "Rivian sells a $200k product for $70k" is just dumb since it's nowhere near true. Rivian is now gross-margin break-even on the R1 line. R2 is expected to be gross-margin positive from day one. You're focused too much on the past and unable to see the present (due to your bias) and certainly unable to"
[X Link](https://x.com/hamids/status/1970217116755542048) 2025-09-22T20:02Z 23.1K followers, [--] engagements
"@Rec1pr0city I don't know how else to explain that past burn is irrelevant. Only the future matters"
[X Link](https://x.com/hamids/status/1970231517059391916) 2025-09-22T20:59Z 23.1K followers, [--] engagements
"@Nickthemoney Lucids are pretty sweet vehicles But to highlight the frunk as a major selling point as seats for a date in a commercial seems like a miss"
[X Link](https://x.com/hamids/status/1970481967746736414) 2025-09-23T13:34Z 23.1K followers, [---] engagements
"There is sooooo much wrong with this. 1) There is NO WAY for activist shareholders and/or advisors to get rid of Elon. If they could they would make sure to do it right now. Elon basically has complete support of the entire board and the vast majority of shareholders 2) In the event that the board and shareholders would want to get rid of Elon that would mean something has gone absolutely wrong. If the board and shareholders wanted to get rid of Elon they should be able to do so not prevented from doing so 3) Even if this was just about control Elon could accomplish getting control using"
[X Link](https://x.com/hamids/status/1970589465220628659) 2025-09-23T20:41Z 23.1K followers, [----] engagements
"I had a really good discussion with @StockMKTNewz and @WOLF_Financial about $RIVN yesterday explaining my thesis and why I'm so bullish:"
[X Link](https://x.com/hamids/status/1970876071395667999) 2025-09-24T15:40Z 23.7K followers, [---] engagements
"I would have no comp plan if I was him. I would think I already own enough incentive to do all the things under $TSLA. I would consider being the largest shareholder of Tesla despite selling $40 Billions+ worth of stock a privilege. I would most certainly not be asking for another $1 Trillion on top of the $1+ Trillion of stock that I would already own if Tesla became a $8.5 Trillion company"
[X Link](https://x.com/hamids/status/1970967213067874575) 2025-09-24T21:42Z 23.6K followers, [--] engagements
"$NVDA invests $100 Billion into OpenAI who will likely spend most of that back into NVidia. Is this a scam or is it actually a valid and brilliant move @dustinalper and I chat about it on the @buyholdrant podcast"
[X Link](https://x.com/hamids/status/1971254488582570453) 2025-09-25T16:44Z 23.1K followers, [----] engagements
"Did someone say they wanted to know MORE about $RIVN 🤣 In all seriousness we actually cover some good stuff in this video including the criticism that Rivian has burned A LOT more money than $TSLA ($22 Billion+ vs. Tesla's $5B+): https://www.youtube.com/watchv=PU-vYAS1Gv8 https://www.youtube.com/watchv=PU-vYAS1Gv8"
[X Link](https://x.com/hamids/status/1971334829238304776) 2025-09-25T22:03Z 23.7K followers, 11.1K engagements
"Sold a little bit more of my $HOOD today. 1036% gain on average purchase price It's been an insane run. Still over 20% of my portfolio even after the sale. Thank you @vladtenev"
[X Link](https://x.com/hamids/status/1972682914476298375) 2025-09-29T15:20Z 23.1K followers, [----] engagements
"@boztank Boz why are they impossible to buy or pre-order right now And to schedule a demo VERY limited availability at REMOTE locations.and the schedule page is as stupid and horrible UI/UX as you can possibly get. What's the deal"
[X Link](https://x.com/hamids/status/1973443181518922192) 2025-10-01T17:41Z 23.1K followers, [---] engagements
"Going LIVE shortly as part of the @buyholdrant podcastWe have a special guest Shay Boloor who leads market strategy at Futurum Equities On X hes known as@StockSavvyShay (followed by nearly 250K investors and reaching over [--] million monthly impressions). Well be talking about portfolios Shays investment strategy and all kinds of things. Watch Live on YouTube: https://www.youtube.com/watchv=qaulKEI7_c4 https://www.youtube.com/watchv=qaulKEI7_c4"
[X Link](https://x.com/hamids/status/1973477878903038151) 2025-10-01T19:59Z 23.7K followers, [----] engagements
"Ep 9: Guest Shay Boloor talks portfolio how he finds the next hit and more https://x.com/i/broadcasts/1YqKDNOrvwNJV https://x.com/i/broadcasts/1YqKDNOrvwNJV"
[X Link](https://x.com/hamids/status/1973478310635249910) 2025-10-01T20:01Z 23.1K followers, [----] engagements
"We had a great discussion with @StockSavvyShay about $HOOD"
[X Link](https://x.com/hamids/status/1973871283344712183) 2025-10-02T22:02Z 23.7K followers, [----] engagements
"@RealityLabs I should say I made my demo schedule on the announcement day so I was able to get a demo but no way to buy And now there is no more availability this year even if you fix this problem but still require me to schedule another demo"
[X Link](https://x.com/hamids/status/1973904602010693724) 2025-10-03T00:15Z 23.7K followers, [---] engagements
"Comparison of: - My regular prescription Ray-bans - Meta Ray-Ban [--] - Meta Ray-Ban Display Couldnt buy even after a demo because there is no way to buy with prescription Wasted 2+ hours of drive/demo. #Fail Do better $META"
[X Link](https://x.com/hamids/status/1973905523503464490) 2025-10-03T00:18Z 24.2K followers, [----] engagements
"Wow Hundreds currently on the roads. Getting exciting $RIVN Final validation is a group effort These four R2 pre-production vehicles are just a few of the hundreds currently accumulating miles on roads and highways all over the country as we prepare for full-scale production in [----]. https://t.co/VmIYIDVPKi Final validation is a group effort These four R2 pre-production vehicles are just a few of the hundreds currently accumulating miles on roads and highways all over the country as we prepare for full-scale production in [----]. https://t.co/VmIYIDVPKi"
[X Link](https://x.com/hamids/status/1973927237608153469) 2025-10-03T01:45Z 24.2K followers, 10.5K engagements
"@bjmtweets Plus an "A" in its Earnings Hub Score Hmm. 🤔 But insurance :-("
[X Link](https://x.com/hamids/status/1974141136840376562) 2025-10-03T15:54Z 23.7K followers, [---] engagements
"Don't understand Quantum Computing GOOD Neither does anybody. That doesn't stop @StockSavvyShay @dustinalper and I from talking $IONQ and QBits. Plus it's so much fun saying QBITS"
[X Link](https://x.com/hamids/status/1974144223177027970) 2025-10-03T16:07Z 24.2K followers, [----] engagements
"Earnings Season is about to kick off with $WFC and $BAC (banks) next week then $NFLX and $TSLA the week after. And just in time for Earnings we launched a new Earnings Hub PLUS plan for just $48 per year that gives you everything you need to be ready for Earnings. EarningsHub .com - Earnings Estimates Alerts Calls Alerts and more"
[X Link](https://x.com/hamids/status/1975302621310427254) 2025-10-06T20:50Z 24.2K followers, 10.2K engagements
"$TSLA has a PE of [---] and a PS of [--] Revenues are declining (-2.7% in trailing [--] months) and profits are also declining (-9.4% TTM). What is going to turn this story around in [----] Because it's not Robotaxis or Optimus. Even if each of those becomes a $1 Billion business in [----] (highly unlikely) neither of those will make a dent in $92 Billion of revenue"
[X Link](https://x.com/hamids/status/1975609650499494338) 2025-10-07T17:10Z 24.2K followers, [----] engagements
"@StockSavvyShay Thats a little less than the $100 Billion in OpenAI. Hmm"
[X Link](https://x.com/hamids/status/1975711446089801732) 2025-10-07T23:54Z 24.1K followers, [----] engagements
"Ep 10: ROCKET LAB Plus Rivian Robinhood Bumble Shopify and Tesla https://x.com/i/broadcasts/1ZkJzZlyXqDJv https://x.com/i/broadcasts/1ZkJzZlyXqDJv"
[X Link](https://x.com/hamids/status/1976014810098852089) 2025-10-08T20:00Z 24.2K followers, [----] engagements
"@balancewithinu According to ChatGPT this is what people look for"
[X Link](https://x.com/hamids/status/1976115448291917910) 2025-10-09T02:40Z 24.2K followers, [--] engagements
"@Docofgothm It's good to be honest ;-) Rivians are popular in places where they have sales & service centers. I see them all over in Scottsdale where I live"
[X Link](https://x.com/hamids/status/1976321344787886229) 2025-10-09T16:18Z 24.2K followers, [----] engagements
"Companies shouldn't "rally" for no reason. Rivian will rally and only deserves to rally when it starts producing results - showing that it can do autonomy and deliver on the R2 low-cost high-volume vehicle. But when/if those things happen most people looking away will have already missed it"
[X Link](https://x.com/hamids/status/1976334393456365739) 2025-10-09T17:10Z 24.2K followers, [----] engagements
"1) There's nothing "legacy" about Rivian. In fact like Tesla Rivian is a full-stack tech company building their own software battery tech and electronic components. So much so that the world's largest legacy car company (VW) made a $5 Billion deal with them to license their tech. 2) Tesla is doing great with their Model 3/Y and Elon has deprioritized any new models. The world needs more than just [--] EV options in order to go from 6-8% of cars sold being EVs to 80-90% of cars sold being EVs"
[X Link](https://x.com/hamids/status/1976392375171010658) 2025-10-09T21:00Z 24.2K followers, [----] engagements
"@TaylorHoff145 And you know this becaaauuuussssseee"
[X Link](https://x.com/hamids/status/1976394215996465558) 2025-10-09T21:07Z 24.2K followers, [---] engagements
"@spacanpanman You wouldnt be able to decipher it because bumble has actual revenue and profits 🤣"
[X Link](https://x.com/hamids/status/1976498755387129948) 2025-10-10T04:03Z 24.2K followers, [----] engagements
"@Dreamin235 Nobody can hold down a movement. EV owners in general are far happier with their vehicles. Tax incentives were only to get the ball rolling. It's already rolling. Short-term hit is a not going to stop the transition to EVs"
[X Link](https://x.com/hamids/status/1976700545693077712) 2025-10-10T17:25Z 24.2K followers, [--] engagements
"I keep thinking this is a parody account But its not Did I miss the apology tour Has she apologized for trying to fake make a dent in the universe This good It's all fake internet points. It doesn't matter. Fix real problems reduce suffering. Put a dent in the universe. Help people. https://t.co/Ho1Hm9RVjs This good It's all fake internet points. It doesn't matter. Fix real problems reduce suffering. Put a dent in the universe. Help people. https://t.co/Ho1Hm9RVjs"
[X Link](https://x.com/hamids/status/1977482832844124176) 2025-10-12T21:13Z 24.2K followers, [----] engagements
""EVs are dead" Turns out "EVs accounted for a record 10.5% of total vehicle sales in the U.S. in Q3 up from a 8.6% market share in Q3 2024." Yes that's partly due to $7500 tax credit going away but also it's because EVs are the future There is no going back Top [--] bestselling EVs in the U.S. in Q3 2025: Units sold: 1) Tesla Model Y: [------] (+29% YoY) 2) Tesla Model 3: [-----] (-7.8% YoY) 3) Chevrolet Equinox EV: [-----] (+156% YoY) 4) Hyundai Ioniq 5: 21999: (+89% YoY) 5) Honda Prologue: [-----] (+60% YoY) 6) Ford Mustang Mach-E: https://t.co/dY1n3ZLFml Top [--] bestselling EVs in the U.S. in Q3"
[X Link](https://x.com/hamids/status/1977769815952765322) 2025-10-13T16:14Z 24.2K followers, [----] engagements
"This is such a great campaign to raise next generation of Arizona Coders Just donated http://t.co/hWowSYo3Ym #indiegogo via @indiegogo http://igg.me/p/mesa-code-club/cstw/3012428 http://igg.me/p/mesa-code-club/cstw/3012428"
[X Link](https://x.com/hamids/status/438092172827435008) 2014-02-24T23:24Z 15.8K followers, [--] engagements
"The #itwasneveradress is also on Reddit: https://www.reddit.com/r/TrollXChromosomes/comments/34fm7u/it_was_never_a_dress/ https://www.reddit.com/r/TrollXChromosomes/comments/34fm7u/it_was_never_a_dress/"
[X Link](https://x.com/hamids/status/594169348291342338) 2015-05-01T15:59Z 15.8K followers, [--] engagements
"I'm glad somebody put this video together.I remember how horrible and naive @FoxNews said it was when @BarackObama said he would meet with Iran and North Korea. https://x.com/nowthisnews/status/974450928714747906 Everything wrong with Fox News in one video https://t.co/MhnApiQ3pG https://x.com/nowthisnews/status/974450928714747906 Everything wrong with Fox News in one video https://t.co/MhnApiQ3pG"
[X Link](https://x.com/hamids/status/974766801291653120) 2018-03-16T21:58Z 15.8K followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@hamids Hamid
Hamid posts on X about rivian, tesla, $rivn, $tsla the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] +19%
- [--] Month [---------] +3.80%
- [--] Months [---------] +184%
- [--] Year [----------] +538%
Mentions: [--] #
- [--] Week [--] -16%
- [--] Month [---] +0.47%
- [--] Months [---] +104%
- [--] Year [-----] +135%
Followers: [------] #
- [--] Week [------] +0.38%
- [--] Month [------] +9%
- [--] Months [------] +29%
- [--] Year [------] +67%
CreatorRank: [-------] #
Social Influence
Social category influence stocks #1513 automotive brands #1440 finance 19.19% technology brands 16.16% celebrities 9.6% social networks 3.54% cryptocurrencies 3.03% fashion brands 2.53% financial services #511 events 0.51%
Social topic influence rivian #53, tesla #103, $rivn #1, $tsla #7, $hood #373, $bmbl #1, $mu #12, $meta #397, meta 4.55%, $rklb 4.55%
Top accounts mentioned or mentioned by @dustinalper @buyholdrant @fl0vr9xeni9twei @vladtenev @rec1pr0city @rivian_dd @kevinmelnuk @rjscaringe @l1mmortale @elonmusk @riviandd @vance_roberts5 @bigern_ern @nickthemoney @stocksavvyshay @stockspursuit @kent_simi @grok @zachbeenvvr @kphouston24
Top assets mentioned Tesla, Inc. (TSLA) Rivian Automotive, Inc. (RIVN) Robinhood Markets, Inc. (HOOD) Bumble Inc. (BMBL) Micron Technology, Inc. (MU) Metadium (META) Rocket Lab USA, Inc. Common Stock (RKLB) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Apple, Inc. (AAPL) American Eagle Outfitters (AEO) Amazon.com, Inc. (AMZN) Bitcoin (BTC) Shopify Inc (SHOP) Lululemon Athletica Inc (LULU) Palantir Technologies Inc. (PLTR) PayPal Holdings Inc (PYPL) Advanced Micro Devices (AMD) Iris Energy Limited (IREN) Lucid Group Inc (LCID) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Oracle Corporation (ORCL) Microsoft Corp. (MSFT) Uber Technologies, Inc. (UBER) QUALCOMM, Inc. (QCOM) Super Micro Computer, Inc. Common Stock (SMCI) Snap, Inc. (SNAP) Strategy (MSTR) Reddit, Inc. (RDDT)
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 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 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 2026-01-15T00:57Z 29K followers, 63.4K 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 2026-01-27T23:55Z 29K followers, 15.3K 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 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 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 2026-01-29T17:50Z 29K followers, [----] engagements
"Did someone say $MU"
X Link 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 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 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 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 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 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 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 2026-02-01T20:59Z 29K followers, 14K engagements
"After trimming $HOOD for the past year I just bought back a lot of the shares I sold at a major discount The stock is down 40% from its highs with a PE of just [--] and an insane growth rate and accelerated profitability growth that is not slowing down anytime soon"
X Link 2026-02-02T16:52Z 29K followers, 30.5K engagements
"$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 2026-02-03T21:14Z 29K followers, 32K 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 2026-02-04T22:24Z 29K followers, [----] engagements
"@TheStockBro I prefer to balance it with cash. Way safer than both of those"
X Link 2026-02-05T00:56Z 29K followers, [---] engagements
"On yesterday's pod @dustinalper and I briefly talked about the market meltdown"
X Link 2026-02-05T18:43Z 29K followers, [----] engagements
"@dustinalper Except today the Brown shirt-color makes waaaay more sense"
X Link 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 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 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 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 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 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 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 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 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 2026-02-08T18:53Z 29K followers, [---] engagements
"Exciting week $HOOD on Tuesday. $SHOP on Wednesday and $RIVN on Thursday Let's goooooo"
X Link 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 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 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 2026-02-10T17:21Z 29K followers, [---] engagements
"Who is excited for $RIVN Autonomy day on December 11th"
X Link 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 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 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 2025-12-30T23:46Z 29.1K followers, 16K 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 2026-02-03T21:10Z 29.1K followers, 70.7K engagements
"@dustinalper This will be the greatest test of your TA vs. my buy great companies at good prices thesis 😛"
X Link 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 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 2026-02-04T21:00Z 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 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 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 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 2026-02-10T15:45Z 29.1K followers, [---] engagements
"@Rivian Can we expect deliveries 30-60 days after"
X Link 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 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 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 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 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 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 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 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 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 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 2026-02-12T00:35Z 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 2026-02-13T05:21Z 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 2026-01-30T20:36Z 29.1K followers, 10.8K engagements
"Just bought more $HOOD I think the correlation between Robinhood and Bitcoin price silly. As bitcoin keeps going down Robinhood is going down with it. But in my opinion the market is getting it wrong. Robinhood should not be moving with crypto in any kind of alignment whatsoever. Robinhood is a company that has rapidly growing revenues and profits. @vladtenev and company are doing an amazing job of releasing new products regularly. The vast majority of Robinhood's revenue is unrelated to crypto and they are about to launch their banking products. Robinhood is the future of finance for 10s of"
X Link 2026-02-03T18:39Z 29.1K followers, 19.3K engagements
"$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 2026-02-04T15:25Z 29.1K followers, 18.9K 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 2026-02-10T15:37Z 29.1K followers, 14.2K 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 2026-02-10T15:43Z 29.1K followers, 29.3K 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 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 2026-02-13T05:49Z 29.1K followers, [--] 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 $RIVN"
X Link 2026-02-09T20:45Z 29.1K followers, 16.6K engagements
"$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 2026-02-10T17:52Z 29.1K followers, 17.5K engagements
"🤣 $WMT is trading at a higher PE than $HOOD And look at the growth rates. Markets are efficient lol"
X Link 2026-02-03T20:27Z 29.1K followers, [----] engagements
"@bmc7montana Nope. As I said in the post: "$268M from $1.27 Billion""
X Link 2026-02-04T04:40Z 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 2026-02-05T00:17Z 29.1K followers, [----] 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 2026-02-06T20:42Z 29.1K followers, 10.9K 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 2026-02-07T20:42Z 29.1K followers, 35K 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 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 2026-02-11T20:05Z 29.1K followers, 12.7K 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 2026-02-11T20:56Z 29.1K followers, [----] engagements
"Why are video uploads to @X sooo slow and fail so often"
X Link 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 2026-02-12T14:58Z 29.1K followers, [----] engagements
"My portfolio makes today a great day to discover new music $RKLB $HOOD $META $RIVN $BMBL https://www.youtube.com/watchv=W0xs3AVEisE https://www.youtube.com/watchv=W0xs3AVEisE"
X Link 2026-02-12T17:00Z 29.1K followers, [----] engagements
"$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 2026-02-12T17:21Z 29.1K followers, 15.5K 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 2026-02-12T17:47Z 29.1K followers, [----] 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 $RIVN via @EV_CARBA https://t.co/Q7EeMB8hzc"
X Link 2026-02-12T19:12Z 29.1K followers, 24.1K engagements
"This is literally unbelievable hypocrisy Have a low rating on the stock while they triple their position. Things that make you go "Hmmmm.""
X Link 2026-02-12T19:22Z 29.1K followers, [----] engagements
"@Rivian_DD Independently 😉😉"
X Link 2026-02-12T21:00Z 29.1K followers, [---] engagements
"$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 2026-02-13T00:45Z 29.1K followers, 55.8K 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 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 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 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 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 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 2026-02-13T17:01Z 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 2026-02-13T21:06Z 29.1K followers, 72.1K 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 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 2026-02-13T21:37Z 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 2026-02-13T22:00Z 29.1K followers, [----] engagements
"And even faster than most variants of Porsche's Taycan EV"
X Link 2026-02-13T22:02Z 29.1K followers, [----] engagements
"@TZingGP Too high relative to what I think $62K is reasonable"
X Link 2026-02-13T22:14Z 29.1K followers, [---] engagements
"🤣 New bear thesis on $MU: memory is like silver Good luck with that theory"
X Link 2026-02-14T00:08Z 29.1K followers, 18K engagements
"This will not affect $HOOD's business even in the smallest bit. In fact it will likely fail altogether and X will probably pull the feature in much the same way it pulled features around stock pricing charts and stock info when you searched a cashtag. The reason is simple: for certain things people want a dedicated app. If you could buy stocks on $AMZN tomorrow nobody would use it in the same way nobody will buy stocks on the X app. https://twitter.com/i/web/status/2022701261196530177 https://twitter.com/i/web/status/2022701261196530177"
X Link 2026-02-14T15:55Z 29.1K followers, [----] engagements
"Is Rivian's approach to self-driving better than $TSLA It's not as obvious as you might think even though Tesla is way ahead of Rivian. And even if Rivian takes a #3 position in self-driving it still might be a better investment than #1 and #2. On Monday I posted that I had increased my $RIVN position by 43%. This is the deep dive discussion with @dustinalper on why I did that:"
X Link 2025-08-28T00:00Z 22.8K followers, [----] engagements
"@CarlMarxy122122 Sorry. Yeah that would have been a relatively high valuation for where Rivian was at the time. It took me a while to realize how much market cap matters"
X Link 2025-08-28T00:16Z 22.7K followers, [---] engagements
"@TeslaHistorian It's hard to see a scenario in which Rivian will go down to just $7 or [--] Billion market cap. That would mean things have gone really wrong"
X Link 2025-08-28T15:19Z 22.7K followers, [--] engagements
"I thought $GOOGL's AI naming/branding strategy couldn't get any more dumb.Sundar is like "hold my beer" Introducing the Gemini Nano Banana"
X Link 2025-08-28T19:27Z 22.7K followers, [----] engagements
"@Rivian_DD So much good stuff in that interview"
X Link 2025-08-28T19:29Z 22.7K followers, [---] engagements
"$GOOGL analyst rating changes (from earnings hub):"
X Link 2025-09-03T14:07Z 22.8K followers, [----] engagements
"What is going on with $RIVN today Up 7% with no news.Glad I doubled-down before this run"
X Link 2025-09-03T15:49Z 22.9K followers, 12.5K engagements
"@peterb0yd @Benioff @elonmusk @Tesla True. It's super impressive compared to [--] years ago. But compared to the world today this is literally the dumbest demo"
X Link 2025-09-03T18:32Z 22.9K followers, [----] engagements
"The difference here is that: a) Tesla started robotics [--] years ago so it has no excuse to be behind. Some of its more impressive competitors started after b) Elon's promises are ever-growing and come nowhere close to the reality of where Tesla is currently (which would be impressive if not for the impossible expectations Elon has set) c) Elon used to set out to do the impossible things nobody else was doing and get it done (EVs reusable rockets). Now he's chasing like traditionally crappy companies do after the latest shiny tech - he's chasing in LLMs and he's chasing in robotics. He's making"
X Link 2025-09-03T18:42Z 22.8K followers, [----] engagements
"Alright were about to go live (1pm Pacific 4pm Eastern) on the Buy Hold Rant (@BuyHoldRant) podcast to discuss: Apple $AAPL iPhone [--] Google $GOOGL legal ruling Tesla $TSLA Master Plan Part IV Earnings this week: $CRM $LULU and more Updates from Rocket Lab $RKLB and Bumble $BMBL Watch Live on YouTube: Or on X: (Podcast version usually goes up after a few hours) https://x.com/BuyHoldRant https://www.youtube.com/watchv=zQGk6bGpLf8 https://x.com/BuyHoldRant https://www.youtube.com/watchv=zQGk6bGpLf8"
X Link 2025-09-03T19:56Z 22.8K followers, [----] engagements
"Wow $AEO just killed it after hours up 25% Great conference call too. I just listened to the full call on Earnings Hub. Summary of the call will be available soon"
X Link 2025-09-03T22:08Z 22.9K followers, [----] engagements
"Who took action on $AEO as a result of this clip on the FIRST episode of @buyholdrant The first episode of @BuyHoldRant went amazingly well Here's a clip where we talked about American Eagle $AEO I'll post a link to the full episode on YouTube in the next comment. Once the audio version of the podcast is live on Apple/Spotify I'll also post that. https://t.co/LMzXFs8hJ8 The first episode of @BuyHoldRant went amazingly well Here's a clip where we talked about American Eagle $AEO I'll post a link to the full episode on YouTube in the next comment. Once the audio version of the podcast is live"
X Link 2025-09-03T22:24Z 22.9K followers, [----] engagements
"People asking me why I canceled my $TSLA Roadster [--] order.It was because of Tesla's Master Plan Part [--]. I'm the least excited about Tesla that I've ever been I've been such a HUGE Tesla & @elonmusk fan - I've bought [--] Tesla Model X [--] Model 3s and [--] Cybertrucks over the years - but Elon totally forgot about his most loyal customers More details from our @BuyHoldRant Podcast with @dustinalper: Today I'm sad to report that after [--] years of waiting I cancelled my $TSLA Roadster [--] order. https://t.co/txIFoYnAMo Today I'm sad to report that after [--] years of waiting I cancelled my $TSLA Roadster 2"
X Link 2025-09-04T00:12Z 22.9K followers, 221.4K engagements
"@DrTeslaFSD @elonmusk Sounds like you agree I did the right thing by cancelling a car that might not ever get delivered. (oh and btw I already sold the last of my $TSLA shares last year - so appreciate the suggestion but that was already done)"
X Link 2025-09-04T17:47Z 22.8K followers, [----] engagements
"I don't know how short-selling is even legal BUT short sellers suffer at the expense of companies that execute well.Today we saw what happens to shorts with $AEO Q2 report. Stock is up 30%+ in [--] day after beating on its quarterly report because short position had skyrocketed in the last [--] weeks. And this short setup for $BMBL seems INSANE to me.Short interest has skyrocketed from [---] Million shares at the beginning of the year to over [----] Million shares short in the latest numbers. [--] MILLION additional shares have been sold short In the meantime the company has streamlined operations cut 30%"
X Link 2025-09-04T18:06Z 23K followers, [----] engagements
"$RIVN is also at the highest level of short interest for at least a year (maybe ever).but for Rivian the real undeniable performance won't come until post-R2 release so it's a little ways out. For $BMBL in my view the performance is already here. So it's just a matter of time"
X Link 2025-09-04T18:16Z 22.9K followers, [---] engagements
"Added more $BMBL today Here's why I keep adding more Bumble: Since the founder (Whitney) came back as CEO (March 17th of this year): - Company has cut over $100M of expenses - Reduced staff by 30% - Changed out management team with new focus on members product and authenticity - Admitted that the product (and dating apps in general) have a problem that needs fixing - Refocused the company and product on member experience - Hasn't been afraid to fix the hard problems even if that means losing some customers in the short-term - Made the company cashflow positive (+$60 Million of cash last"
X Link 2025-09-04T18:48Z 23K followers, [----] engagements
"We also talked about $BMBL on the @buyholdrant podcast yesterday: https://www.youtube.com/watchv=th4TR2gZ_6o https://www.youtube.com/watchv=th4TR2gZ_6o"
X Link 2025-09-04T18:53Z 22.9K followers, [----] engagements
"If anybody wants to know why I'm excited about $RKLB here is a great little primer on their next Neutron reusable rocket. But this is 1/2 the reason I love this company. The other 1/2 is because of all the satellite technology that they have accumulated making them the perfect competitor to SpaceX. https://www.youtube.com/watchv=vL27RPCVkEY https://www.youtube.com/watchv=vL27RPCVkEY"
X Link 2025-09-05T16:10Z 22.9K followers, [----] engagements
"🤯 My mind is absolutely blown. I have never seen such greed and abrasive disregard of shareholders by a founder"
X Link 2025-09-05T18:36Z 22.9K followers, [----] engagements
"So far $TSLA hasn't even generated enough profits (cumulatively ALL TIME) to pay for Elon's last comp plan This is so beyond ridiculous that defending it simply screams that the person has no sense as to what a typical CEO compensation plan looks like - regardless of the goals"
X Link 2025-09-05T18:57Z 24.2K followers, [----] engagements
"I don't know who needs to hear this but YOU DON'T NEED TO OWN $TSLA There are soooo many better opportunities in the market than rewarding a guy who thinks he should get a $1 Trillion pay package for 7x market cap increase"
X Link 2025-09-05T19:46Z 22.9K followers, 32.5K engagements
"My portfolio and thoughts are public (link in bio). This is the performance relative to $TSLA stock for past [---] years since it's been public. And during that timeframe it's been distributed to multiple stocks and significant cash therefore relatively lower risk to just a single stock. (also I don't provide investment advice - these are just my opinions)"
X Link 2025-09-05T20:44Z 22.9K followers, [----] engagements
"YOU'VE OFFICIALLY JUMPED THE SHARK WHEN YOU DEMAND A PAY PACKAGE THAT'S BIGGER THAN THE DEFENSE BUDGET"
X Link 2025-09-05T22:16Z 22.9K followers, [----] engagements
"This is an idiotic level of compensation thats unprecedented. When the comp plan of [--] person is measured on the same scale as the national budget for the worlds largest economy something is wrong Yes ceo pay should be based on performance but this is insanity Gary And for you to give it credibility as an investor is just irresponsible"
X Link 2025-09-06T01:24Z 22.9K followers, [---] engagements
"$HOOD has: - [--] Million+ customers - Collectively they have almost $300 Billion in assets under management at Robinhood Elon wants 3.5x that for his next pay package"
X Link 2025-09-07T20:43Z 23.1K followers, [----] engagements
"I'm sure the $ASTS mob has lots of reasons why this is a really good thing for ASTS who hasn't yet launched any of their promised [--] satellites per month starting from July of [----] then August then September"
X Link 2025-09-08T15:30Z 22.9K followers, [----] engagements
"Hey look $GOOGL's Gemini is about to IPO. oh wait 🤦🏼♂"
X Link 2025-09-08T16:19Z 23K followers, [----] engagements
"Wait did I miss it Did $AAPL announce anything AI related today or have they completely given up on AI"
X Link 2025-09-09T18:21Z 23K followers, [----] engagements
"Going live shortly with @dustinalper on the @BuyHoldRant podcast (and on X) to discuss: - My Portfolio Updates: $HOOD $BMBL $AEO and $META - Dustin's Portfolio Updates: $RKLB $PYPL and $SHOP - Earnings: $LULU got crushed but $ORCL crushed it - News: $AAPL's iPhone [--] + $TSLA Elons $1+ Trillion comp package - Investing Strategy Discussions - Listener Questions"
X Link 2025-09-10T19:58Z 23.1K followers, [----] engagements
"Ep 6: Portfolio Updates $LULU + $ORCL Earnings iPhone [--] and Elons $1T Payday https://x.com/i/broadcasts/1YqxolzEkVbKv https://x.com/i/broadcasts/1YqxolzEkVbKv"
X Link 2025-09-10T20:00Z 23K followers, [----] engagements
"Here's a question: When Elon boasts that "unlike $META xAI or any of his companies doesn't need to pay ridiculous comp packages to attract employees" - why does Elon need a ridiculous comp package to attract himself to $TSLA In case you missed it @hamids and @dustinalper talked about what $1 Trillion can buy for Elon. https://t.co/JW9FQ1DDXQ In case you missed it @hamids and @dustinalper talked about what $1 Trillion can buy for Elon. https://t.co/JW9FQ1DDXQ"
X Link 2025-09-11T16:42Z 23K followers, [----] engagements
"Love $HOOD and @vladtenev's continued perfect execution 💯. They deserve to have been added to the S&P [---]. Some additional thoughts on the company that teeters between being my #1 and #2 largest holding"
X Link 2025-09-11T18:21Z 23K followers, [----] engagements
"I've been using both for the past [--] days largely for market research and to me Bumble has the far superior app user experience. As for actual matches I haven't noticed either product being better than the other. They have similar filter criteria similar amount of member quality and match quality. I'm being as objective as I possibly can - but I don't get how people think Hinge is so much better. I wonder if Bumble's product has changed recently compared to Match and a lot of people's perception is from before When did you last use both products"
X Link 2025-09-11T22:15Z 22.9K followers, [--] engagements
"When I wrote this about $RKLB about a year ago you could buy the entire company for $2.5 Billion ($4.90/share). Today it added $2.5 Billion to its market cap ($4.93 per share) 🤯 On Thursday Rocket Lab $RKLB released its Q2 numbers beating expectations which was rewarded with a +12.5% stock price bump on Friday. What's interesting about this company is that despite the fact that it's the 2nd best Rocket company after SpaceX most of its revenue comes https://t.co/BqXeVZHo6m On Thursday Rocket Lab $RKLB released its Q2 numbers beating expectations which was rewarded with a +12.5% stock price"
X Link 2025-09-12T20:54Z 23K followers, 14.6K engagements
"@JordanSack_ That seems like an even less of a big deal. Rivians future is around R2 and autonomous features"
X Link 2025-09-12T21:23Z 22.9K followers, [---] engagements
"$TSLA is doing well in autonomy. It has a $1240 Billion market cap as a result $RIVN is expected to demonstrate their autonomy capabilities in an AI/Autonomy day in December. Rivian has a $16 Billion market cap One of these two companies has far more potential as an investment but which one https://www.youtube.com/watchv=VPLTmPF8x8U https://www.youtube.com/watchv=VPLTmPF8x8U"
X Link 2025-09-14T17:36Z 23.1K followers, 13.7K engagements
"Where are you getting the 5-10 year timeline from They've been working on Autonomy for a few years and even have better surround cameras on their vehicles than Tesla does collecting a ton of high-resolution data. RJ says they expect to have point-to-point hands free (not eyes-off) everywhere in the US next year. If they achieve that that's the equivalent of today's FSD. RJ's timelines are not like Elon's "2 weeks" (and never shipping)"
X Link 2025-09-14T18:23Z 23K followers, [---] engagements
"@sreeenidhi RJ plans to do exactly that a demo of their tech in December. Thats the point. FSD approach was fully reset [--] years ago. So your [--] year timeline is no good. Multiple companies are starting to demonstrate FSD capabilities. Is Tesla ahead Sure but not by [--] years"
X Link 2025-09-14T19:54Z 23K followers, [---] engagements
"That's actually not a bad prediction.Tesla might hit $2 Trillion on some new wild promise from Elon or enthusiasm on Q3 deliveries. But longer-term the potential for Rivian is far greater in my opinion. That said I'd still be willing to take that bet. $1000 donation to charity (of winners choice by the loser) If Tesla hits $2 Trillion market cap before Rivian hits $34 Billion market cap you win. Otherwise I win. Deal"
X Link 2025-09-14T20:17Z 23K followers, [---] engagements
"@pete_raf My portfolio (since it's been public starting April 2022) vs. Tesla stock is below. Turns out you're right that I'm living in dreamland"
X Link 2025-09-15T15:21Z 23K followers, [--] engagements
"$META's upcoming RayBan Smart Glasses with heads-up video display built-in: BREAKING: Meta's HUD glasses with sEMG wristband will in fact be Ray-Ban branded a leaked clip which also depicts the HUD and wristband in action reveals. Details here: https://t.co/fib1mEQZwu https://t.co/pXAkuq4Aiw BREAKING: Meta's HUD glasses with sEMG wristband will in fact be Ray-Ban branded a leaked clip which also depicts the HUD and wristband in action reveals. Details here: https://t.co/fib1mEQZwu https://t.co/pXAkuq4Aiw"
X Link 2025-09-15T19:56Z 23.1K followers, [----] engagements
"💯 Shay is right. This is a slam dunk right move by $RKLB yet the stock is going down after hours on this news. Essentially the market is saying "a stronger more cash-rich Rocket Lab which now has more than enough money to get to the launch of Neutron and get to profitability is worth less than it was worth before this news." The irony $RKLB FILES FOR $750M ATM OFFERING Timing it at ATH means just 3% dilution while cash jumps to $1.4B -- more than enough to fund Neutron pursue M&A & sit far above the $110M annual burn. Love seeing this from a category leader in a theme thats barely started."
X Link 2025-09-15T21:50Z 23.1K followers, 60.4K engagements
"People are so excited that Elon bought $1 Billion worth of $TSLA stock.In Feb of [----] he also bought $10 Million worth of stock but by [----] he had already started a MASSIVE selling spree that unloaded $40 Billion worth of Tesla stock (also the reason he "only" owns 13% today and is demanding to get another 12% of the company). So if you're excited that he's buying $1 Billion of Tesla stock ( 0.08% of the company) be sure to get out of the stock before he starts selling hundreds of Billions of dollars of stock. These are the largest open-market insider purchases of Tesla stock since the"
X Link 2025-09-16T02:51Z 23K followers, [----] engagements
"@eyedoctorjae His past sales also contradict explicitly with his desire to control the company (which he does btw). That makes his request even more outrageoushe sold $40 billion of shares and then wants them back (and more) but without paying for them. Just through shareholder dilution"
X Link 2025-09-16T04:19Z 23K followers, [---] engagements
"$RIVN regaining all of the hit it took from the the ridiculous "recall" that was actually an over-the-air update. They are also solidifying their plans for a new manufacturing facility in Georgia which will eventually be capable of adding another [------] vehicles per year. Little by little the market is recognizing that Rivian is not going anywhere: - They have the cash to facilitate 3+ years of current burn rate (that's worst case assuming their burn doesn't improve) - Their vehicles have surround vision + AI Compute onboard (like Tesla) to add FSD in future over-the-air updates - They have"
X Link 2025-09-16T17:32Z 23.1K followers, 10.9K engagements
"They only confirmed 100K+ within days after the R2 launch but the estimates are in the 200K+ According to Grok: Rivian has not released an official update on R2 preorder numbers since July [----] when an executive confirmed the company had "well over 100000" reservations that were continuing to grow. However a report from April [----] cited a Rivian sales staff member claiming "over [------] reservations" were in the company's system at that time. A February [----] analysis noted that Rivian has chosen to keep subsequent reservation figures private likely due to the low-commitment nature of the $100"
X Link 2025-09-16T19:09Z 23K followers, [---] engagements
"Ep 7: Elon Buys $1B of TSLA $RKLB Raises Cash and Portfolio Moves https://x.com/i/broadcasts/1PlKQOnYADkJE https://x.com/i/broadcasts/1PlKQOnYADkJE"
X Link 2025-09-16T20:00Z 23K followers, [----] engagements
"Let's talk about $META their AI Glasses and the Meta Connect event happening tomorrow"
X Link 2025-09-16T23:53Z 23K followers, [----] engagements
"Wow. The hubris https://youtu.be/xHMAl0irHLMsi=HY72Mgqcr6clm4Bd This shareholder vote decides the future of Tesla and may affect the future of the world. Please let us know if you have any difficulty voting. https://youtu.be/xHMAl0irHLMsi=HY72Mgqcr6clm4Bd This shareholder vote decides the future of Tesla and may affect the future of the world. Please let us know if you have any difficulty voting"
X Link 2025-09-19T06:01Z 23K followers, [----] engagements
"This is really good for $ASTS right NEWS: SpaceX has filed a request with the FCC to launch as many as [-----] next-generation satellites to upgrade its cellular Starlink service for phones. SpaceX currently has about [---] "direct-to-cell" Starlink satellites in space. https://t.co/CnbPNPqxfe NEWS: SpaceX has filed a request with the FCC to launch as many as [-----] next-generation satellites to upgrade its cellular Starlink service for phones. SpaceX currently has about [---] "direct-to-cell" Starlink satellites in space. https://t.co/CnbPNPqxfe"
X Link 2025-09-19T22:36Z 23.1K followers, [----] engagements
"Production hell is not limited to Tesla as you mentioned but solving it is also not limited to Elon Musk. Every mass produced car and other physical product has solved production hell. Im confident @RJScaringe and his team are also capable of solving that. And as far as demand goesthe model Y is the best selling vehicle in the world with well over [--] million units sold per year. I think R2 has a shot at being a great #2 and my belief is that EV adoption will also continue to grow"
X Link 2025-09-20T15:33Z 23K followers, [--] engagements
"I don't think most people know what is about to come out with the $RIVN R2. It is the only real alternative to the Model Y and.it. is. SEXY AF https://youtube.com/shorts/y692YEEAWbYsi=zR6ysMeQJVwkq93O https://youtube.com/shorts/y692YEEAWbYsi=zR6ysMeQJVwkq93O"
X Link 2025-09-21T00:16Z 23.1K followers, [----] engagements
"@bjmtweets Yes. I only have buy things with intent of long term hold. My portfolio and all purchases and sales of $RIVN (and other stocks) are all publicly available"
X Link 2025-09-21T01:27Z 23.1K followers, [---] engagements
"WOW 🤯 Unitree's robots are insane.this thing is priced at just $17000 Is anybody even close to these guys People are so hyped up about $TSLA's Optimus that they're ignoring everything else. Unitree G1 has mastered more quirky skills 🤩 Unitree G1 has learned the "Anti-Gravity" mode: stability is greatly improved under any action sequence and even if it falls it can quickly get back up. https://t.co/gDR0n0eIXl Unitree G1 has mastered more quirky skills 🤩 Unitree G1 has learned the "Anti-Gravity" mode: stability is greatly improved under any action sequence and even if it falls it can quickly"
X Link 2025-09-22T15:14Z 23.1K followers, [----] engagements
"Catalysts for $RIVN: 1) $7 Billion in CASH (enough to cover multiple years of current cash-burn giving them time to execute) 2) $5 Billion software & technology joint venture deal with VW that will net Billions of dollars per year in revenue and this has already started Yes the world's 2nd largest car company (after Toyota) has to license technology from Rivian in order to make EVs That shows you how far ahead Rivian is on EV Electronics Battery and Software Tech. As part of the deal VW also bought a decent chunk of Rivian. 3) Rivian has the 2nd best AI/Self-Driving team of any car company"
X Link 2025-09-22T15:48Z 23.7K followers, 24.1K engagements
"@TebbsMichael @elonmusk He is personally fine obviously. But he doesn't have $100 Billion to invest. His net worth is from stocks. He just recently raised $10B for xAI at a $200 Billion valuation.but OpenAI appears to be outmaneuvering them"
X Link 2025-09-22T16:20Z 23.1K followers, [--] engagements
"Whaaat Seating in the FRUNK 🤯 I'm sure this will sell millions of $LCID Gravity now. WHAT WERE THEY THINKING Frunk seating in the Lucid Gravity turns every stop into an escape. What view are you chasing next https://t.co/KNEQe55wBP Frunk seating in the Lucid Gravity turns every stop into an escape. What view are you chasing next https://t.co/KNEQe55wBP"
X Link 2025-09-22T17:41Z 23.4K followers, [----] engagements
"3 Things: 1) Rivian is launching [--] new vehicle in [----] not [--]. 2) Nobody said they weren't burning any cash. They are and will continue to as they ramp but the fact that they have plenty of cash means they have plenty to get them through it. 3) Who do YOU think is closest car company to Tesla's FSD Clearly we agree on who is #1. But who do you think is #2 (US-based or even include European & Japanese car companies)"
X Link 2025-09-22T17:53Z 23.1K followers, [---] engagements
"The answer "no one" by definition is wrong. There's always "someone" who is in 2nd place. Rivian is not forced to use Lidar/Radar and can abandon it at anytime - if it proves to be useless. If it proves to be useful then Rivian might have the safer FSD relative to Tesla due to additional sensory inputs"
X Link 2025-09-22T19:34Z 23.1K followers, [---] engagements
"@Rec1pr0city You understand what has happened in the past is irrelevant right This is a moot point"
X Link 2025-09-22T19:35Z 23.1K followers, [---] engagements
"The red line was the worst ever - and the absolute worst car company burn of all time before it became profitable. Rivian launched their vehicles in the greatest supply/chain struggle in history (during and post Covid). And for better or worse they had access to lots of capital so they burned more than anyone else before them. That doesn't mean they can't become successful. It's a statement of irrelevance about their past"
X Link 2025-09-22T19:44Z 23.1K followers, [---] engagements
"@Rec1pr0city Rivian. More data than anyone (except Tesla) with 50K vehicles collecting data. That alone puts them in 2nd place. You should also watch this video: https://www.youtube.com/watchv=VPLTmPF8x8U https://www.youtube.com/watchv=VPLTmPF8x8U"
X Link 2025-09-22T19:50Z 23.1K followers, [--] engagements
"Again it's irrelevant what Tesla did and when. Yes you are right that Rivian has burned more money than Tesla and didn't solve the margin problem as quickly as Tesla did (largely because of supply/chain issues).but that doesn't mean anything when we're talking about the future. The questions that matter more are: 1) Does Rivian have enough money to live to see its future. 2) Does it have a sound plan for getting to profitability"
X Link 2025-09-22T19:51Z 23.1K followers, [--] engagements
"Your arguments is exactly what I was arguing against in 2015-2020 when I was talking about $TSLA. People like you couldn't get over Tesla's historic levels of spend and unprofitability to see the future potential of Tesla. Now you're in the same camp as the anti-Tesla people were using the same arguments they were"
X Link 2025-09-22T19:53Z 23.1K followers, [---] engagements
"Every App-Store screenshot showing off the position of some top app always includings Threads.and I thought Threads was dead. What's going on Who's using Threads Does $META have a real hit on their hands I'm disappointed to report that Google search is clearly being disrupted by this new app called "Gemini". Google investors should be concerned "Gemini" has occupied the top spot for a week now bumping Google down to number [--] Google Maps is only at number [--] Google Chrome is https://t.co/2vRZAg3UT9 I'm disappointed to report that Google search is clearly being disrupted by this new app called"
X Link 2025-09-22T19:57Z 23.1K followers, [----] engagements
"Silly I was saying others were making irrelevant arguments SIMILAR to you focused too much on the historic burn of Tesla at the time. You're now in the same boat as those people who were anti-Tesla. You're also following their path in saying either irrelevant or UNTRUE things. Saying things like "Rivian sells a $200k product for $70k" is just dumb since it's nowhere near true. Rivian is now gross-margin break-even on the R1 line. R2 is expected to be gross-margin positive from day one. You're focused too much on the past and unable to see the present (due to your bias) and certainly unable to"
X Link 2025-09-22T20:02Z 23.1K followers, [--] engagements
"@Rec1pr0city I don't know how else to explain that past burn is irrelevant. Only the future matters"
X Link 2025-09-22T20:59Z 23.1K followers, [--] engagements
"@Nickthemoney Lucids are pretty sweet vehicles But to highlight the frunk as a major selling point as seats for a date in a commercial seems like a miss"
X Link 2025-09-23T13:34Z 23.1K followers, [---] engagements
"There is sooooo much wrong with this. 1) There is NO WAY for activist shareholders and/or advisors to get rid of Elon. If they could they would make sure to do it right now. Elon basically has complete support of the entire board and the vast majority of shareholders 2) In the event that the board and shareholders would want to get rid of Elon that would mean something has gone absolutely wrong. If the board and shareholders wanted to get rid of Elon they should be able to do so not prevented from doing so 3) Even if this was just about control Elon could accomplish getting control using"
X Link 2025-09-23T20:41Z 23.1K followers, [----] engagements
"I had a really good discussion with @StockMKTNewz and @WOLF_Financial about $RIVN yesterday explaining my thesis and why I'm so bullish:"
X Link 2025-09-24T15:40Z 23.7K followers, [---] engagements
"I would have no comp plan if I was him. I would think I already own enough incentive to do all the things under $TSLA. I would consider being the largest shareholder of Tesla despite selling $40 Billions+ worth of stock a privilege. I would most certainly not be asking for another $1 Trillion on top of the $1+ Trillion of stock that I would already own if Tesla became a $8.5 Trillion company"
X Link 2025-09-24T21:42Z 23.6K followers, [--] engagements
"$NVDA invests $100 Billion into OpenAI who will likely spend most of that back into NVidia. Is this a scam or is it actually a valid and brilliant move @dustinalper and I chat about it on the @buyholdrant podcast"
X Link 2025-09-25T16:44Z 23.1K followers, [----] engagements
"Did someone say they wanted to know MORE about $RIVN 🤣 In all seriousness we actually cover some good stuff in this video including the criticism that Rivian has burned A LOT more money than $TSLA ($22 Billion+ vs. Tesla's $5B+): https://www.youtube.com/watchv=PU-vYAS1Gv8 https://www.youtube.com/watchv=PU-vYAS1Gv8"
X Link 2025-09-25T22:03Z 23.7K followers, 11.1K engagements
"Sold a little bit more of my $HOOD today. 1036% gain on average purchase price It's been an insane run. Still over 20% of my portfolio even after the sale. Thank you @vladtenev"
X Link 2025-09-29T15:20Z 23.1K followers, [----] engagements
"@boztank Boz why are they impossible to buy or pre-order right now And to schedule a demo VERY limited availability at REMOTE locations.and the schedule page is as stupid and horrible UI/UX as you can possibly get. What's the deal"
X Link 2025-10-01T17:41Z 23.1K followers, [---] engagements
"Going LIVE shortly as part of the @buyholdrant podcastWe have a special guest Shay Boloor who leads market strategy at Futurum Equities On X hes known as@StockSavvyShay (followed by nearly 250K investors and reaching over [--] million monthly impressions). Well be talking about portfolios Shays investment strategy and all kinds of things. Watch Live on YouTube: https://www.youtube.com/watchv=qaulKEI7_c4 https://www.youtube.com/watchv=qaulKEI7_c4"
X Link 2025-10-01T19:59Z 23.7K followers, [----] engagements
"Ep 9: Guest Shay Boloor talks portfolio how he finds the next hit and more https://x.com/i/broadcasts/1YqKDNOrvwNJV https://x.com/i/broadcasts/1YqKDNOrvwNJV"
X Link 2025-10-01T20:01Z 23.1K followers, [----] engagements
"We had a great discussion with @StockSavvyShay about $HOOD"
X Link 2025-10-02T22:02Z 23.7K followers, [----] engagements
"@RealityLabs I should say I made my demo schedule on the announcement day so I was able to get a demo but no way to buy And now there is no more availability this year even if you fix this problem but still require me to schedule another demo"
X Link 2025-10-03T00:15Z 23.7K followers, [---] engagements
"Comparison of: - My regular prescription Ray-bans - Meta Ray-Ban [--] - Meta Ray-Ban Display Couldnt buy even after a demo because there is no way to buy with prescription Wasted 2+ hours of drive/demo. #Fail Do better $META"
X Link 2025-10-03T00:18Z 24.2K followers, [----] engagements
"Wow Hundreds currently on the roads. Getting exciting $RIVN Final validation is a group effort These four R2 pre-production vehicles are just a few of the hundreds currently accumulating miles on roads and highways all over the country as we prepare for full-scale production in [----]. https://t.co/VmIYIDVPKi Final validation is a group effort These four R2 pre-production vehicles are just a few of the hundreds currently accumulating miles on roads and highways all over the country as we prepare for full-scale production in [----]. https://t.co/VmIYIDVPKi"
X Link 2025-10-03T01:45Z 24.2K followers, 10.5K engagements
"@bjmtweets Plus an "A" in its Earnings Hub Score Hmm. 🤔 But insurance :-("
X Link 2025-10-03T15:54Z 23.7K followers, [---] engagements
"Don't understand Quantum Computing GOOD Neither does anybody. That doesn't stop @StockSavvyShay @dustinalper and I from talking $IONQ and QBits. Plus it's so much fun saying QBITS"
X Link 2025-10-03T16:07Z 24.2K followers, [----] engagements
"Earnings Season is about to kick off with $WFC and $BAC (banks) next week then $NFLX and $TSLA the week after. And just in time for Earnings we launched a new Earnings Hub PLUS plan for just $48 per year that gives you everything you need to be ready for Earnings. EarningsHub .com - Earnings Estimates Alerts Calls Alerts and more"
X Link 2025-10-06T20:50Z 24.2K followers, 10.2K engagements
"$TSLA has a PE of [---] and a PS of [--] Revenues are declining (-2.7% in trailing [--] months) and profits are also declining (-9.4% TTM). What is going to turn this story around in [----] Because it's not Robotaxis or Optimus. Even if each of those becomes a $1 Billion business in [----] (highly unlikely) neither of those will make a dent in $92 Billion of revenue"
X Link 2025-10-07T17:10Z 24.2K followers, [----] engagements
"@StockSavvyShay Thats a little less than the $100 Billion in OpenAI. Hmm"
X Link 2025-10-07T23:54Z 24.1K followers, [----] engagements
"Ep 10: ROCKET LAB Plus Rivian Robinhood Bumble Shopify and Tesla https://x.com/i/broadcasts/1ZkJzZlyXqDJv https://x.com/i/broadcasts/1ZkJzZlyXqDJv"
X Link 2025-10-08T20:00Z 24.2K followers, [----] engagements
"@balancewithinu According to ChatGPT this is what people look for"
X Link 2025-10-09T02:40Z 24.2K followers, [--] engagements
"@Docofgothm It's good to be honest ;-) Rivians are popular in places where they have sales & service centers. I see them all over in Scottsdale where I live"
X Link 2025-10-09T16:18Z 24.2K followers, [----] engagements
"Companies shouldn't "rally" for no reason. Rivian will rally and only deserves to rally when it starts producing results - showing that it can do autonomy and deliver on the R2 low-cost high-volume vehicle. But when/if those things happen most people looking away will have already missed it"
X Link 2025-10-09T17:10Z 24.2K followers, [----] engagements
"1) There's nothing "legacy" about Rivian. In fact like Tesla Rivian is a full-stack tech company building their own software battery tech and electronic components. So much so that the world's largest legacy car company (VW) made a $5 Billion deal with them to license their tech. 2) Tesla is doing great with their Model 3/Y and Elon has deprioritized any new models. The world needs more than just [--] EV options in order to go from 6-8% of cars sold being EVs to 80-90% of cars sold being EVs"
X Link 2025-10-09T21:00Z 24.2K followers, [----] engagements
"@TaylorHoff145 And you know this becaaauuuussssseee"
X Link 2025-10-09T21:07Z 24.2K followers, [---] engagements
"@spacanpanman You wouldnt be able to decipher it because bumble has actual revenue and profits 🤣"
X Link 2025-10-10T04:03Z 24.2K followers, [----] engagements
"@Dreamin235 Nobody can hold down a movement. EV owners in general are far happier with their vehicles. Tax incentives were only to get the ball rolling. It's already rolling. Short-term hit is a not going to stop the transition to EVs"
X Link 2025-10-10T17:25Z 24.2K followers, [--] engagements
"I keep thinking this is a parody account But its not Did I miss the apology tour Has she apologized for trying to fake make a dent in the universe This good It's all fake internet points. It doesn't matter. Fix real problems reduce suffering. Put a dent in the universe. Help people. https://t.co/Ho1Hm9RVjs This good It's all fake internet points. It doesn't matter. Fix real problems reduce suffering. Put a dent in the universe. Help people. https://t.co/Ho1Hm9RVjs"
X Link 2025-10-12T21:13Z 24.2K followers, [----] engagements
""EVs are dead" Turns out "EVs accounted for a record 10.5% of total vehicle sales in the U.S. in Q3 up from a 8.6% market share in Q3 2024." Yes that's partly due to $7500 tax credit going away but also it's because EVs are the future There is no going back Top [--] bestselling EVs in the U.S. in Q3 2025: Units sold: 1) Tesla Model Y: [------] (+29% YoY) 2) Tesla Model 3: [-----] (-7.8% YoY) 3) Chevrolet Equinox EV: [-----] (+156% YoY) 4) Hyundai Ioniq 5: 21999: (+89% YoY) 5) Honda Prologue: [-----] (+60% YoY) 6) Ford Mustang Mach-E: https://t.co/dY1n3ZLFml Top [--] bestselling EVs in the U.S. in Q3"
X Link 2025-10-13T16:14Z 24.2K followers, [----] engagements
"This is such a great campaign to raise next generation of Arizona Coders Just donated http://t.co/hWowSYo3Ym #indiegogo via @indiegogo http://igg.me/p/mesa-code-club/cstw/3012428 http://igg.me/p/mesa-code-club/cstw/3012428"
X Link 2014-02-24T23:24Z 15.8K followers, [--] engagements
"The #itwasneveradress is also on Reddit: https://www.reddit.com/r/TrollXChromosomes/comments/34fm7u/it_was_never_a_dress/ https://www.reddit.com/r/TrollXChromosomes/comments/34fm7u/it_was_never_a_dress/"
X Link 2015-05-01T15:59Z 15.8K followers, [--] engagements
"I'm glad somebody put this video together.I remember how horrible and naive @FoxNews said it was when @BarackObama said he would meet with Iran and North Korea. https://x.com/nowthisnews/status/974450928714747906 Everything wrong with Fox News in one video https://t.co/MhnApiQ3pG https://x.com/nowthisnews/status/974450928714747906 Everything wrong with Fox News in one video https://t.co/MhnApiQ3pG"
X Link 2018-03-16T21:58Z 15.8K followers, [--] engagements
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