Hamid (@hamids) header
Hamid (@hamids) profile picture

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

Scottsdale, AZ
Joined September 2008
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This kind of stupidity is literally the reason founders have started insisting on absolute control over their companies, even after they are public. $GOOGL, $SPCX and $META CAN’T have this problem because founders are in complete control. If the $NVDA board fires Jensen over something that’s not criminal, you can expect every successful founder insisting on having dual class shares where they control everything. This ultimately hurts shareholders of all companies. 😞
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$NVDA: Why would Nvidia's board, who literally just hired an outside firm to start an investigation YESTERDAY, already be preparing to oust Jensen? If this story is wrong, it wouldn't be the first time WSJ got something major this wrong! Also, why is Nvidia board silent suddenly, after putting out 2 notes in the past 2 days.
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Do I hear a 3rd?
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$NVDA: I hope @JensenHuang is paying attention to this...
Had a little time on my hands this morning to do some writing… send along to someone you know who may benefit --- “Practical principles to counter a modern-day coup/psyop/struggle session” 1) Own what you did but fiercely resist accommodating the mob, resist owning half-truths or actions/behaviors you didn’t do. 2) The op is not about your past actions, it’s about your enemies and this event as their opportunity 3) No matter how bad it gets, nothing is as bad as it seems. 4) Find the enemies at the very root of the op and find every creative problem-solving tool at your disposal to neutralize them. 5) People will throw their grandmother under the bus if they believe doing so will protect their reputation. They can become highly useful idiots in the op. Their power and access must be fiercely and quickly cut off. 6) Do not hesitate in cutting off anyone you suspect of disloyalty. 7) Build a team of close and loyal patriots and have one of them run a dedicated, well-resourced war room to put the rebellion to rest. 8) Use your patriots and regular meditation to buoy your psychological resistance to the op. 9) Your enemies aren’t as smart or hard working as you. Outsmart and outwork them as a way of life until the op is over. 10) Think about the op as if it were in the past. What are the difficult things you procrastinated on or avoided that would have stopped the op? Do them. 11) Never be ashamed of the op. Business as usual. Continue on with optimism and joy in your everyday work and its mission. 12) Download telegram and use it as your messaging application for all sensitive communications.
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$NVDA: Let's say Jensen Huang slept with 10 different women...let's say 20. Does it change anything? I thought the big deal was that he slept with a spy. Now consensual sex is an issue too? The coordinated effort to smear and attack an icon is an obvious ploy to take him out as head of $NVDA ... But by whom? I want an investigation into THAT!
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We're about to go LIVE (1pm Pacific / 4pm Eastern) with Ep 64 of the Buy Hold Rant podcast where we'll discuss: - $NVDA and Jensen Huang's Spy scandal - $MU & the AI Trade Crash - $RKLB, $IREN and $EOSE Earnings Review - $TSLA Cybertruck cancellation - Listener questions and more! youtube.com/watch?v=3qqQUr2q…
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Survey says… (Seems about the right probability for $NVDA to lose its founder as CEO - without a criminal charge, I don’t see how any board could justify firing its successful CEO)
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Either Jensen of $NVDA is a traitorous traitor and deserves to be in prison or he’s a victim of a spy and should continue to run $NVDA, especially now that he’s extra hardened with this experience. Which do you choose?
12%He’s a traitor, JAIL!
88%He’s a victim, remain CEO
1,723 votes • Final results
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Elon literally makes a bigger mistake, and a far more material one than Jensen, every single day, and nobody is demanding he be removed as CEO of $TSLA or $SPCX.
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Alright, for the first time in history, I'm in $NVDA
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This 1 slide tells you everything you need to know about $RKLB and the incredible Q3 that @Peter_J_Beck just delivered. This is the NEW BACKLOG of launch contracts they sold IN JUST THE THIRD QUARTER! If you didn't know the space business is going to be huge, now you do. Rocket Lab just grew 73% year-over-year; it now has >$1 Billion annual run-rate and that's before Iridium and their large reusable Neutron rocket! Oh and it closed the quarter with $3.5 Billion backlog. 🤯 The future is incredibly bright for Rocket Lab.
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Some thoughts on $RKLB Q3 Earnings: - $268M revenue is a 73% year-over-year growth. The growth is ACCELERATING despite not having Neutron yet! - $1.2 Billion ADDED to their backlog in 3 months! Brings their total backlog to over $3 Billion, which is an incredible pipeline to have and shows the 70%+ growth can continue for a LOOOONNNNG TIME! - Only $515 Million of that $3B+ backlog is Neutron launch contracts. They've been purposely conservative from accepting these. Price of these are going for ~$70 Million, waaaay more than the ~$50M they were hoping to get just a year ago! - Ended the quarter with $4.4B+ in CASH. Fully funded the Iridium buy-out. The combined company is going to have a lot of unique space assets. Will have more when I listen to the call.
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Beat on top line, miss on EPS. 😛
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🤷🏽‍♂️
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It took nearly 2 full days for my portfolio to recover from the great crash of...wait for it...Thursday!
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This makes no sense! Cybercabs have been in production since April in a facility that Elon said could produce as many as 2 million per year. He can’t even deploy all the existing cybercabs that have been made. And he’s talking about shutting down a profitable line to make more cybercabs? Whaaat!?
The Cybertruck order rate far exceeds our production rate. We will try to make as many as possible before shutting down the line in about 8 months, but will have to return deposits for a lot of people. This is not a case of Cybertruck being unprofitable, as has been misreported by legacy media, but rather that the opportunity cost of the complexity of Cybertruck is vastly outweighed by the value of incremental Cybercab production.
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Grok even verified that the Cybercab production is outpacing deployments. By 8-9 months from now when Elon wants to shut down Cybertruck line they should have well over 1 million Cybercabs based on existing manufacturing capacity...So far, $TSLA has fewer than 1,000 cybercabs deployed!
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The judgment and ability of a founder/CEO who has built the world’s largest most successful company of all time will come into question because he slept with someone? Unless he knowingly slept with a spy AND shared national secret information, there is zero chance the lead singer of a major band would be replaced by a backup dancer. By the way, I have no position in $NVDA
I doubt Jensen Huang will be able to remain as $NVDA CEO. This could put short-term pressure on the stock of the second most valuable company in the world. He has no natural successor within the company. While Huang has not committed any crime or tort, his code of conduct and judgment will be called into question which will likely result in his removal by the NVDA Board. While I don’t see long-term value impairment, many portfolio managers will reduce their $NVDA holdings in the coming weeks as a result of uncertainty over who could succeed Jensen as NVDA CEO. The company’s board said in a statement Sunday it has no reason to believe either the company’s secrets or national security were compromised and expressed confidence in the CEO’s leadership. A committee of independent directors helped by outside counsel would oversee the probe, the board said, and the “inquiry will examine all available information.” “Today’s news will not slow NVIDIA. Jensen is committed to continuing to lead NVIDIA as CEO without interruption,” an Nvidia spokesman said in a statement. Jensen Huang’s Email to Company - Sunday 11/8/2026: Subject: A message I owe my family and all of you an apology. I was unfaithful to my wife. My actions hurt her and our children. There is no excuse for what I did. I am deeply sorry. Throughout my life, my family has given me love and support. They deserve my honesty and loyalty. Instead, I let them down and damaged the life we built together. I take full responsibility for what I did and the hurt I caused, and I accept the criticism that comes with it. To my wife and family: I love you. I know an apology cannot undo what I have done. I hope our family will heal and that, over time, I can earn back your trust. To my colleagues at Nvidia, including those I have worked alongside for decades, our board, partners, and shareholders around the world: you deserve better from me. Leading Nvidia is the privilege of my life. My responsibility is to serve you and be worthy of your trust. I have fallen short of that responsibility. I am fully committed to Nvidia and will work to earn back your confidence. Regarding the national security concerns raised in news reports, NVIDIA’s Board of Directors has initiated an independent investigation. I support the investigation and will cooperate fully. I love our country and our company, and I am committed to protecting NVIDIA and supporting America’s national security. I am proud and grateful to be an American. My family bears no responsibility for my choices. I do. Please give them privacy.
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Did you hear? The AI bubble has burst for the 10th time in the last few months alone. This time it’s because of an affair by $NVDA CEO. Turns out people were only into AI if all the CEOs of all the companies were monogamous. Otherwise everyone is gonna stop using AI now.
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