Hamid
15.8K posts
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
Check out the best earnings calendar on the interweb!
We have integrated @EarningsHubHQ into @tradinganalytix and we will have @hamids joining our shows in the next week or two!
Give them a follow!
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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@APompliano I've been solving this problem by creating Savvy Trader where people can share their portfolios transparently
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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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@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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@hamids Common ! Did Sam go and steal from Apple ? There was a bat actor who stole from Apple, Not Sam.
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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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@Rajshah412 Everything I said is factual and can be verified. I didn’t accuse him of anything.
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@OrlandoLorenzo Everything we use today is made in China. Our phones our computers. they already have manufacturing superiority over us.
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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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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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@oobdharder You know all our computers and phones are made in China, right?
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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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@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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@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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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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@hamids Where would the world be without Pure Chat.
You have made a profound impact in humanity.
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Criticism = Easy ... Building = Hard
Since Building is Hard, you could also try conning and defrauding people and then tweet from Jail as if you were always a builder...
Elizabeth Holmes@ElizabethHolmes
Criticism = Easy ...... Building = Hard. If you're in the arena, taking the blows and trying to improve this planet, I salute you. I will always support you.
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@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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@hamids If you ever decided to build (anything other than a podcast) I'd support you too.
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@TylerJa27222278 @dustinalper I'm not disclosing that information at this time.
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@hamids @dustinalper Thanks. I meant the nominal value of your 20% increase in allocation. Is this ~$10,000 or ~$500,000?
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Yesterday and today, I've increased my $BMBL position by ~20%. On last week's Buy Hold Rant podcast, @dustinalper and I talked about Bumble, the potential sale rumors, and what this company *should* be worth. And that's assuming their new product is a dud - but there's a good chance it will change the dating app scene again!
I'm also digging their new ad campaign: instagram.com/bumble/
Here is the clip from Buy Hold Rant: youtube.com/watch?v=ArAE63…
YouTube
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