Hamid

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Hamid

Hamid

@hamids

Founder/CEO of Savvy Trader & Earnings Hub CoHost of BuyHoldRant Podcast: https://t.co/sW4vyFRSmq My portfolio & trades - near realtime: https://t.co/laiDRy8ocb

Scottsdale, AZ Katılım Eylül 2008
1.3K Takip Edilen34.5K Takipçiler
Hamid
Hamid@hamids·
@BrettKessler__ Hard disagree. The Waymo part of my thesis that I outlined (where Waymo will drop Uber) has already happened!
Hamid@hamids

An Open Letter to $UBER CEO Dara Khosrowshahi @dkhos Dara, If Uber wants a real shot at winning the autonomous vehicle race and securing its future, you have to go all in on owning the full stack. You’re missing just one thing - the vehicles! The solution: Buy Rivian! $RIVN Partnering with Waymo and others may seem like a safe play, but it’s a losing hand long-term. Here’s why: • In-House Tech Wins Wars. Apple controls the iPhone stack (hardware, software and app ecosystem). Tesla controls the EV stack (battery, software, vehicles and charging). That’s why each dominate. Uber must do the same. It needs to own ride-sharing platform, but also the vehicles and AI for autonomy. • Tesla’s $TSLA Robotaxi Fleet Will Crush You. Tesla is building fully autonomous vehicles at a cost of under $30,000. That gives them massive pricing power, and once they scale, they’ll undercut Uber and take the market. Uber’s massive user base will only be an advantage for a brief time. Eventually, a massive price difference will shift who wins the market. • Waymo & Others Are Protecting Themselves, Not Uber. They’ll always prioritize their own platforms. What happens when Waymo scales and cuts off its Uber partnership in favor of its own app at a lower price? Uber gets sidelined. Any AV partnership, especially with a technology company is a short-term strategy at best! • Rivian Is the Only Real Alternative to Tesla. Rivian is the only other automaker with a serious autonomy strategy already in motion. Their latest vehicles come with fully integrated surround cameras and AI/autonomy computers—just like Tesla. With Uber’s resources and focus, Rivian’s autonomy roadmap can be massively accelerated. • Together, You Can Fast-Track Autonomy. Uber brings unmatched real-world customers, driving data, and operational expertise; Rivian brings cutting-edge EV platform and embedded autonomy hardware. Combine forces, and you can fast-track a true Tesla competitor before it’s too late. • This Is a Multi-Trillion-Dollar Opportunity. The robotaxi and autonomy market is expected to generate trillions in revenue and market cap over the next decade. With in-house tech and a dominant position, Uber has a real shot at becoming a multi-trillion-dollar company. It’s either that, or Uber will die. You can either disrupt yourself or let Tesla do it for you. This is the moment. Be bold. Think bigger than partnerships. Own the future. - Hamid Shojaee

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Brett Kessler
Brett Kessler@BrettKessler__·
I hate to say it, but I think I am going to make Uber $UBER 20% of my portfolio come Monday. I recently thought they were going to get completely destroyed by Waymo and Tesla. I am now incredibly bullish on everything they are doing and their total dominance in the future of autonomous driving. 🧵
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Hamid
Hamid@hamids·
Major earnings, including $NFLX, $TSM, and lots of banks and financial institutions like $GS, $JPM, $BAC, $WFC and $C, kick off this week. (courtesy of EarningsHub .com):
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Hamid
Hamid@hamids·
@APompliano I've been solving this problem by creating Savvy Trader where people can share their portfolios transparently
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Anthony Pompliano 🌪
Anthony Pompliano 🌪@APompliano·
The X team should create a feature where anyone talking about personal finance on here also has their portfolio performance numbers flashing next to their name.
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Hamid
Hamid@hamids·
@fayazdeen Can't argue with a spreadsheet formula! 😂
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Fayaz
Fayaz@fayazdeen·
@hamids They came up with very accurate number instead of just saying 5000+ launches to make it sound very well calculated
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Hamid
Hamid@hamids·
In the last 8 years, $SPCX’s Starship has gone from 0 launches per year to 0 launches per year, despite expectations set by Elon that it would take humans to Mars by 2022, at the latest. So going from 0 launches today to 5,000+ in 5 years might be a little bit of a stretch. Just a little bit. This is why I don’t put any weight into any analyst expectations. They all just seem delusional to me. Either too positive or too negative. I could see Starship reaching a couple hundred launches per year in 5 years, which would be absolutely amazing!
Shay Boloor@StockSavvyShay

Goldman Sachs expects $SPCX Starship AI missions to reach 5,288 by 2031 with each carrying 30–50 satellites powered by one GB300-equivalent rack apiece. That could mean millions of accelerators from $NVDA, fabricated by $TSM with $MU & $SKHY supplying the HBM behind each rack.

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Hamid
Hamid@hamids·
@samarknowsit I have no idea. I’m not accusing him of anything. I’m just pointing out that the list of people that have beef with him just keeps growing.
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Samar Singh
Samar Singh@samarknowsit·
@hamids Common ! Did Sam go and steal from Apple ? There was a bat actor who stole from Apple, Not Sam.
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Hamid
Hamid@hamids·
Sam does not seem like a good guy. List of people pissed with him just keeps growing: - His sister (sexual abuse allegations) - Elon (for making openAI private) - Former employees that started Anthropic - Previous OpenAI board (fired him, then rehired him and fired themselves) - $MSFT has contentious relationship and considering suing - Now $AAPL suing 🤔
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Hamid
Hamid@hamids·
@Jamyies Why would someone go after an irrelevant person, with whom they have no partnerships!? 🤔
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JamesG
JamesG@Jamyies·
@hamids and all came after him after he created ai for the world. Not Before.
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Hamid
Hamid@hamids·
@Rajshah412 Everything I said is factual and can be verified. I didn’t accuse him of anything.
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Raj Shah
Raj Shah@Rajshah412·
@hamids I think it is a strong statement to accuse Sam. It is too personal with inadequate facts. My belief. He had developed a model used by 1.1B users per week! Amazing job by Sam.
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Hamid
Hamid@hamids·
@OrlandoLorenzo Everything we use today is made in China. Our phones our computers. they already have manufacturing superiority over us.
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Orlando
Orlando@OrlandoLorenzo·
Very naive take, Hamid. Do you really think China would not exploit its control over 90% of the world’s most sophisticated chips, which are absolutely indispensable to AI development? China, like every dictatorship, will never be a good-faith actor. The moment it gains overwhelming economic, military, or technological power, it will use that power against the rest of the world.
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Hamid
Hamid@hamids·
I honestly don't understand this take, which is super common by lots of seemingly smart people. How can people realistically think that if China were to take over Taiwan, that suddenly China would stop selling Taiwan-made products to us, despite the fact that they sell everything else to us now!? Make that make sense. Yes, China taking over Taiwan would not be good, but things would be back to normal within days, unless we decided to go to a full-scale war with China, which would end humanity, so that ain't happening. The far more likely scenario is that we would simply accept the outcome and move on.
Podcast Alpha@PodcastAlphaX

Ken Griffin just priced a Taiwan invasion: US GDP down 8% in six months. A great depression, that fast. Griffin runs Citadel, one of the largest trading firms in the world, and he does not deal in hyperbole. Lose access to Taiwanese chips and Boeing stops making planes, most new cars stop, consumer electronics stop. $TSM sits in every high-end product, so the whole economy freezes at once. Dylan Patel @dylan522p of SemiAnalysis makes the same case: fab concentration in Taiwan is the choke point of the entire compute supply chain. If you hold semis or any global supply chain, this is the tail to size, and it is not the same loss for a US book and a European one. The full note maps where the sanctions coalition actually cracks: podcastalpha.substack.com/p/ken-griffin-… Source: Goldman Sachs Exchanges - youtube.com/watch?v=gZweef…

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Hamid
Hamid@hamids·
@oobdharder You know all our computers and phones are made in China, right?
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darren
darren@oobdharder·
so they wont even let MU sell memory chips into China for fear of back door espionage, and we would just continue to buy chips fabbed by them ? (talk about projection). china wouldnt want to send the world economy into a tail spin and consolidate power based on misery.. would they ??
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Hamid
Hamid@hamids·
@christinelu Hi Christine! What would it do if it annexed Taiwan? If it stopped Taiwanese companies from selling products to the US, wouldn't that be an immediate start to a massive war?
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🖤 Christine
🖤 Christine@christinelu·
@hamids The misunderstanding comes from thinking the CCP wants to annex Taiwan so it can sell its chips in a business as usual scenario.
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Hamid
Hamid@hamids·
That's really cute. How's the jail cell treating you? I have to say, you are almost like your idol Steve Jobs, in that you also create a reality distortion field. The only difference between you and Steve is that he was *actually* a builder and your reality distortion field has caused you to *think* you're a builder. Keep it up though. I hear you have to "fake it until you make it." At least you got the first part of that down.
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Elizabeth Holmes
Elizabeth Holmes@ElizabethHolmes·
@hamids Where would the world be without Pure Chat. You have made a profound impact in humanity.
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Hamid
Hamid@hamids·
@ElizabethHolmes Awwww. That's sweet! I've only built and sold 2 software companies, but if I ever decide to build a fraudulent company based on lies, I know who to call! 😉
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Elizabeth Holmes
Elizabeth Holmes@ElizabethHolmes·
@hamids If you ever decided to build (anything other than a podcast) I'd support you too.
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