Founder/CEO of Savvy Trader & Earnings Hub CoHost of BuyHoldRant Podcast: https://nitter.cf/t.co/sW4vyFRSmq My portfolio & trades - near realtime: https://nitter.cf/t.co/laiDRy8ocb
Scottsdale, AZ
Joined September 2008
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Dumbest move ever!
I think SpaceX will quietly get rid of this insane pricing for retail customers who are budget conscious and want consistency. The whole point of saying Bye to Cox, Spectrum and other cable internet providers is because of all these stupid games they played!
@elonmusk reverse this move before you get a ton of backlash!
SpaceX has announced that it is introducing dynamic pricing for @Starlink Residential plans in select areas based on supply of capacity and demand from customers.
"As our constellation grows and network capacity changes, service pricing may change from time to time. Beginning with your next billing cycle on or after November 30, the monthly price for your Residential service plan will be adjusted to $156/month."
It looks like pricing differences are currently limited to a max 20% increase and 20% decrease.
SpaceX says: "Given this rapid pace of change, we will be reviewing prices on a regular basis, roughly quarterly."
$RIVN crushes Q3, beats every metric (top line, bottom line, etc.), raises minimum delivery guidance for Q4 (now at least 25,193!). That means Q4 will be UP 31% compared to previous record, which was Q3! Year-over-year, it will be UP 158%!!!
READ THAT AGAIN!
These are incredible results. Stock is up only 6% after hours, despite having been hammered over the previous weeks.
They are also betting big on autonomy with their next autonomy day coming up on December 9th!
EVERY Rivian vehicle made since 2025 HAS MORE AI/AUTONOMY HARDWARE CAPABILITY THAN ANY $TSLA EVER MADE! That part is indisputable. However, Rivian is lagging behind on the software part (which is obviously super important). But if Rivian figures out the software, its vehicles already have higher resolution cameras and more computing power than all Tesla vehicles!
Let that sink in!
The entire company is still ~$17 Billion market cap, which is absolutely mind-blowing!
At first glance, $RIVN appears to have CRUSHED their Q3 Earnings with record revenues!
I'll be reporting more soon.
Chamath, a multi-billionaire, has put his Micron analysis behind a $99 a month pay wall, to tell you if memory and $MU is in the typical cycle or if memory has fundamentally changed.
If you want my free analysis of Micron, which is extremely BULLISH, you can find multiple in-depth videos here: youtube.com/watch?v=FbHL5Jd0…
Hamid retweeted
Episode 62 of @buyholdrant just wrapped. Here's what @hamids and I covered this week:
• I bought more $RIVN and walked through the tax loss harvesting move behind it
• $MSFT and $GOOGL earnings, which hit right as we went live, so we reacted to the numbers in real time
• $HOOD Q3 earnings and whether event contracts are helping the business or pulling focus
• Anthropic officially filed to go public. We got into the growth, the moat, and whether we'd rather own it or $SPCX
• Rivian acquired Third Dimension AI, a small UK startup that turns real-world driving data into 3D simulations for training self-driving
• What to expect from Rivian's Q3 earnings tomorrow
youtu.be/elOngrJ45es
Ep 62: $GOOGL, $MSFT & $HOOD Earnings, Anthropic IPO, $RIVN AI Deal nitter.cf/i/broadcasts/1DGleVADj…
$SPCX CFO has really drank the cool-aid!
For perspective, if they build 100GW of data centers PER YEAR, by 2030, that means they will be spending ~$5 Trillion on data centers annually by themselves!
I hope he's right and they achieve it. Because that would mean ~$3 Trillion of that would be spent on $NVDA and $MU chips! 🤣
If you're long $SPCX, I imagine you have to be extremely long $NVDA & $MU!
This is pretty incredible and goes to show the depth of talent that $GOOGL has that is being squandered due to lack of a cohesive high-level strategy.
Hamid retweeted
When my net worth moves, I want to know what moved it.
Portaris now shows each account's daily move right in the Accounts widget on your net worth dashboard. Brokerage, bank, crypto, home, loans, all broken out with today's change next to each one.
And you can still tap Allocation to switch back to how much of your net worth sits where.
ALT Portaris Accounts widget in dark mode showing each account's one-day move next to its balance
This is over a 10-year period. I love that a lot of people are running with the $825 Billion headline number to imply $META will go bankrupt soon!
For context, the company's CURRENT businesses pump out over $100 Billion of profits per year, growing at ~25% annually!
Meta Platforms $META said it has agreed to spend ~$825 Billion in the future on leases and contracts, many of them related to computing power and AI infrastructure - Bloomberg
ALT Photo Credit: George Frey/AFP/Getty Images
Ep 61: $META, $TSLA & $SPCX Earnings, Tesla Roadster, Muse Spark Opens nitter.cf/i/broadcasts/1vJpPNbBQ…
