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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- Following1.3K
- Followers42.8K
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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
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
Hamid retweeted
Most portfolio trackers show you data.
Portaris tells you what it means.
"Why am I down today?"
"Am I too concentrated in NVDA?"
"Which positions made me the most money this year?"
"What changed since last month?"
Your AI portfolio analyst already knows every account and holding.
Hamid retweeted
We just released a walkthrough of Portaris.
See how we're rethinking personal finance with a platform designed around what actually drives wealth: your investments.
We launched @PortarisAI - a product where you simply connect your accounts (read-only) and get a beautiful picture of your assets, net worth, liabilities and Portaris will keep you posted on the latest earnings, SEC filings and important news on your holdings.
It has a "daily report" that is an awesome way to stay on top of your holdings. For example, yesterday's daily report on my portfolio emailed me a summary of things:
- $MU reported a strong Q4 beat — EPS of $33.42 against a $31.50 estimate, revenue of $54.2B against a ~$51.1B estimate
- $RKLB signed a 20-launch deal with Synspective, pushing its total backlog above 100 missions
- On $META: Zuckerberg sold ~17,140 shares late last week under a pre-scheduled 10b5-1 plan, and COO Javier Olivan sold ~1,575 shares under his own plan. Routine planned sales, but worth noting at that weight.
I didn't have to go searching...that info just showed up in my inbox! I don't know of any product that does this and gives you incredible visualization of your portfolio.
We talked about it on the show yesterday: youtube.com/watch?v=fEkgteCg…
Hamid retweeted
💯
The reality is that in order to justify $DELL, $INTC, $AMD or even $NVDA pricing being between 20-75x forward earnings, the market is implying the AI boom is going to continue.
But at the same time, giving $MU a FPE of 7, it's saying the AI boom will continue for everybody, EXCEPT for Micron, which is the most insane disconnect the market has right now.
Micron, unlike all the other companies in the AI boom, is now doing 5-year guaranteed contracts for its supply with multi-billion-dollar pre-payments on those orders.
Everyone and their mother is saying Memory is the most important commodity of all-time, and it's the biggest bottleneck for building faster as demand growth is outpacing supply by 10:1! But the market is like "ahhhh, it's cyclical!" 🤣
Eventually the market will figure it out. Short-term disconnects happen all the time.
Hamid retweeted
Episode 52 of @buyholdrant just wrapped. Here's what @hamids and I covered this week:
• Hamid exited his entire $BMBL position and put the proceeds into more $RIVN and $META.
• We broke down $RKLB earnings: ~60% YoY revenue growth before Neutron, a guide beat, and a $2.4B backlog. Also their new Ghost capability (containerized Electron/Haste launches), something $SPCX can't currently do.
• Hamid walked through the latest $MU bear case around photonics, and why it doesn't change the memory thesis.
• Also: SpaceX / $TSLA Terrafab, and I demoed Grok Bot / Cursor's cloud agents.
youtube.com/watch?v=XgapZy-V…
Hamid retweeted
We just dropped the latest episode of @buyholdrant. Here is what @hamids and I get into this week:
• We discuss why Hamid reduced his $HOOD position to buy more $META, $RIVN, and $MU.
• We review the latest financial reports and guidance from $BMBL, $SNDK, $EOSE, and $SPCX.
• Elon Musk is projecting $1 trillion in revenue for SpaceX by 2030, but we debate if it offers a better upside than Micron's incredibly low forward PE ratio.
• I explain the recent bitcoin:native Coldcard wallet hack and how a flaw in their seed phrase generation logic made wallets vulnerable.
youtube.com/live/-66n5db8ZDg…
Hamid retweeted
MEMORY IS PRICED LIKE A BUST IS COMING
-$MU, SK Hynix and Samsung trade at 5-10 forward PE while the average S&P 500 name is over 20 and growing far slower
- @hamids says that discount prices are in a cyclical collapse
-Multi year contracts with customers may have killed the cycle that justified it
Hamid retweeted
Hamid made Micron $MU his largest holding at $300 ... Today it makes up 30% of his portfolio even after taking some profits
We asked @hamids what he thinks of SK Hynix $SKHY stock and its US listing
"These companies are very similar. Their price earnings ratio are similar, their growth rates are similar, their products are similar. They're both benefiting from the AI boom. Everything is fantastic for both companies."
The reason he still holds Micron and not SK Hynix has nothing to do with the numbers. It comes down to structure: US ownership, common shares he can vote directly, no ADR, no currency or geopolitical risk layered on top.
Hamid retweeted
Just finished another episode of Buy Hold Rant with @hamids 🔥
Key highlights:
• $RIVN R2 launches June 9th (finally!)
• $MU hits $970+ - still undervalued at $1T market cap?
• $RACE's $650k EV can't even beat a $TSLA Model S 😬
• SpaceX IPO financials are... interesting
• I fully exited ethereum:native
I also covered my 3-factor selling strategy, and we tackled great listener questions!
Market's wild right now, but staying disciplined pays off 📈
youtube.com/watch?v=5EbzvuwS…
Hamid retweeted
His Portfolio is up 700% in 4 years! Here's @hamids favorite stocks for the rest of 2026. nitter.cf/i/broadcasts/1yKAPMZmk…
Hamid retweeted
Elon, with more than 80% voting power of SpaceX due to super-voting shares, you already have FULL CONTROL of SpaceX.
Why do you still need a Trillion-Dollar pay package? I thought it wasn't about the money and it was only about control? Those seem like contradictions.
Hamid retweeted
Just finished recording another great episode with @hamids!
Today, we covered the market's recent green streak and whether we should actually be excited about it.
I also shared my thoughts on the SEC removing the Pattern Day Trader rule and why $HOOD jumped over 10% on the news.
We discussed $EOSE's partnership with TURBINE-X for data center power solutions (up 12% today!) and I explained my mixed feelings about it.
We also tackled several listener questions about $MU, $RIVN, and more.
youtube.com/live/gfRjuAu97LY…
Hamid retweeted
Our latest episode of @buyholdrant just dropped, where @hamids and I discuss:
• Today's market rebound (my portfolio up 3%, Hamid's up 4.5%)
• $META new Muse Spark AI model, faster and completely free
• $HOOD as trustee for Trump accounts, not as exciting as it seems
• $RKLB vs SpaceX market cap comparison
youtube.com/watch?v=G6fFiR-a…
Hamid retweeted
Devspace has become one of the few programs at ASU truly pushing software student startups forward.
Builders now feel there’s finally a place to turn ideas and side projects into real startups.
We’re building a culture around self-growth, moving at your own pace, strong networks, even backing solo founders.
And this semester, we’re back.
Devspace Demo Day is here!
Hosted by @Devlabs_club & @hamids during @AZTechWeek
20 startups pitching their ideas, with $10,000 in funding on the line.
Check out the startups - devspace.devlabs.club
RSVP for Demo Day - partiful.com/e/mQTHZxUVvbfRQ…
Hamid retweeted
Just recorded another great episode of @buyholdrant with @Hamids! We went deep on $MU's stellar earnings and why the stock is still undervalued despite being up 300% this year. Hamid explains why $GOOGL's new memory-efficient algorithm isn't a threat and shares why he bought more MU at $444.
We also discussed the $RIVN / $UBER deal ($1.25B potential investment) and why Uber's strategy might be flawed compared to $TSLA's full-stack approach to autonomous driving.
Check it out below:
Hamid retweeted
Just finished recording another exciting episode of @buyholdrant with @hamids!
In this episode:
• Breaking down $MU's INCREDIBLE earnings (23.8B revenue vs 19.1B estimate, 70% QoQ growth!)
• Hamid's new purchase: $RVI
• Comparing $RIVN's market cap to $F's EV spending
• $META's potential 20% layoffs and Avocado AI model delay
• $RKLB's volatile week and $1B cash raise
• Why diversification might not always be the best strategy
Ep 31: $MU Earnings, $META Layoffs, $HOOD's RVI, $RIVN R2 and More nitter.cf/i/broadcasts/1wxWjaZdE…