Hamid

Founder/CEO of Savvy Trader & Earnings Hub

CoHost of BuyHoldRant Podcast:

My portfolio & trades - near realtime:

[Hamid @hamids]

This is Michael Burry's last 5 year's performance vs. my performance since April of 2022 when my portfolio became public. And unlike Burry, my full portfolio, with every transaction, has been viewable by anyone, in near-real-time (within a minute or two of a trade), THE ENTIRE time.

My performance: +758%
vs.
Michael Burry: +15%

And then I have to answer as to what I think about Michael Burry shorting one of my stocks. Who the F is that dude!? Bring me someone who has an actual track record. I *don't* need to respond to someone who doesn't understand investing, based on their track record.

[Hamid @hamids]

@N017_kng Probably 3+ years

[Hamid @hamids]

@N017_kng @dustinalper Is that a Christmas card?

[Hamid @hamids]

@rarch36009 @jimcramer Problem is if Inverse Cramer becomes reliable, he can use it against us!
https://t.co/yi8ebG89sO

[Hamid @hamids]

If you don't know, this interview from 2006 with @jimcramer where he candidly talks about how "easily" he would manipulate the stock market as a hedge fund manager is both fascinating and eye-opening.

He talks about how he would cause the market to go up or down while taking the opposite action in the portfolio he managed...he also talks about how he encourages anyone to do the same, because, in his words "it's legal."

This goes to show you who Jim Cramer really is and why you should have -0- trust in anything he says.

https://t.co/zTr7cYtRxC

[Hamid @hamids]

This has to be the dumbest headline! There's no "delays" - the demand for R2 Launch Edition is so high that they think they can keep selling the more expensive launch edition the rest of this year, which actually is a good thing financially. So stock is NOT down for this reason - that's for sure!

[Hamid @hamids]

@Mukesh_oberoi 🤣

[Hamid @hamids]

$RIVN down ~8% after a good quarter. So of course, I had to buy more!

The company just keeps getting better and making more progress every day, yet the price gets better. As someone who wants to own more of this company because it keeps getting better, the market is deciding to sell me a larger portion of the company for the same amount of investment. You could never do this in a private company! The price of a private company never goes down as the company itself keeps getting better.

You have to love the public markets!

[Hamid @hamids]

Lots of great news on $RIVN's Q2 2026 results:

1) Deliveries, Revenue and Profitability all beat expectations!

2) Deliveries for the 2nd half of 2026 were increased and are now expected to exceed 2x the deliveries of the first half, driven largely by R2. Amazing!

3) Amazon is accelerating the deployments of the EDV electric van. They've already past 40,000 units! Incredible.

4) @RJScaringe reiterated that Point-to-Point eyes-on self-driving capabilities is on track for "later this year." This is absolutely awesome! He also reiterated that "eyes-off" will come in 2027. Eyes off would imply it's better than $TSLA's *CURRENT* FSD Supervised. That's a tall order, but also incredible if achieved.

5) RJ also said "R2 Performance Edition conversion rate has been better than expected" - and that they expect to introduce the other variants of R2 in "early 2027" which implies that 2nd half of 2026 should be almost exclusively the higher-priced R2 Performance trim at nearly $60K a piece! That's extra good news for margins!

6) Rivian has over $5 Billion in cash and has access to ~$14 Billion of cash overall with future investments, loans and DOE loan for Georgia plant. Meaning the risk of running out of money anytime soon is almost non-existent.

7) Rivian Spaces have grown to 43 locations (+39% YoY), Service Centers at 104 locations (+28% YoY) and Rivian Charging Network at 155 locations (+26% YoY). These assets help accelerate the flywheel effect.

I don't know how long this company can possibly be priced at just $25 Billion. All I know is that there is no other company like it with this much technology and positive momentum!

What's ironic to me is that when Rivian IPOed nearly 5 years at ~$66 billion valuation, it had only delivered a handful of R1Ts (~150 units), but demand for the stock was so high that the valuation sky-rocketed to over $150 Billion. Back then, despite the insanely expensive price, everybody wanted in on the stock.

Fast forward 5 years when the company has delivered over 100,000 vehicles, has 4 highly rated products, on the verge of 50%+ growth rate with tons of sales, service and chargin centers, very few people want the stock.

It's easy to say "buy low, sell high" - I just don't get why people don't actually do that!

[Hamid @hamids]

@IvanHrytsenko98 You can email support at savvytrader

[Hamid @hamids]

That's the best! Literally the only reason I've done *so well* investing in the last 25 years is because Wall Street doesn't agree with me - at least when I'm accumulating shares. Then suddenly (sometimes years later), Wall Street starts to like my investments even more than I do!

[Hamid @hamids]

Massive beat for $RIVN!

[Hamid @hamids]

@bull2035 @OrlandoLorenzo @noaaam Me too (skeptical) but it might be possible with better hardware and better cameras than Tesla if their software catches up to 2026 Tesla software (1 year behind).

[Hamid @hamids]

Lots of great news on $RIVN's Q2 2026 results:

1) Deliveries, Revenue and Profitability all beat expectations!

2) Deliveries for the 2nd half of 2026 were increased and are now expected to exceed 2x the deliveries of the first half, driven largely by R2. Amazing!

3) Amazon is accelerating the deployments of the EDV electric van. They've already past 40,000 units! Incredible.

4) @RJScaringe reiterated that Point-to-Point eyes-on self-driving capabilities is on track for "later this year." This is absolutely awesome! He also reiterated that "eyes-off" will come in 2027. Eyes off would imply it's better than $TSLA's *CURRENT* FSD Supervised. That's a tall order, but also incredible if achieved.

5) RJ also said "R2 Performance Edition conversion rate has been better than expected" - and that they expect to introduce the other variants of R2 in "early 2027" which implies that 2nd half of 2026 should be almost exclusively the higher-priced R2 Performance trim at nearly $60K a piece! That's extra good news for margins!

6) Rivian has over $5 Billion in cash and has access to ~$14 Billion of cash overall with future investments, loans and DOE loan for Georgia plant. Meaning the risk of running out of money anytime soon is almost non-existent.

7) Rivian Spaces have grown to 43 locations (+39% YoY), Service Centers at 104 locations (+28% YoY) and Rivian Charging Network at 155 locations (+26% YoY). These assets help accelerate the flywheel effect.

I don't know how long this company can possibly be priced at just $25 Billion. All I know is that there is no other company like it with this much technology and positive momentum!

What's ironic to me is that when Rivian IPOed nearly 5 years at ~$66 billion valuation, it had only delivered a handful of R1Ts (~150 units), but demand for the stock was so high that the valuation sky-rocketed to over $150 Billion. Back then, despite the insanely expensive price, everybody wanted in on the stock.

Fast forward 5 years when the company has delivered over 100,000 vehicles, has 4 highly rated products, on the verge of 50%+ growth rate with tons of sales, service and chargin centers, very few people want the stock.

It's easy to say "buy low, sell high" - I just don't get why people don't actually do that!

[Hamid @hamids]

@OrlandoLorenzo RJ had previously said it's likely getting pushed back [with what I understood to be an implied, NOT explicit, 2030 timeframe] in favor of more rapid growth.

[Hamid @hamids]

@LukeInvest7 A merger of the 2 companies wouldn't delay anything, but it would reduce the frustration of "why is he focusing on something other than [my shares]?" which is currently a common complaint of both $SPCX and $TSLA shareholders.

[Hamid @hamids]

$SPCX & $TSLA Merger:

I was asked today by a reporter what I think about a potential Tesla and SpaceX merger...here are my thoughts:

- If you are an Elon fan, you absolutely should be FOR a SpaceX and Tesla merger. If you're not an Elon fan, you should exit the stocks of his companies.

- A fair merger price is basically whatever price the market has deemed them to be at the time of merger. They're both equally under/over-valued because it's hard to say which company has more future potential.

- The benefit of having them merged is that there is no longer a conflict between what's good for Elon vs. what's good for shareholders. Wherever he spends his time/focus/energy, it's good for all shareholders.

- No more concerns about self-dealing or "fair deals" between his companies. Partnerships between SpaceX and Tesla could benefit one more than the other...but if they were 1 entity, it wouldn't matter.

- Sharing/pooling of AI talent which is important to both companies.

Some think SpaceX has way more potential because of:

- Space Data centers
- Starship
- Grok/Cursor

Some think Tesla has way more potential because of:

- Energy & Storage
- Robotaxis
- Optimus

Both company's "potential" is enormous and highly speculative, so it's hard to say which one is bigger/better/worth more. So the obvious merger price is whatever the market has deemed their prices to be, but only after SpaceX has a larger float (I would say at least 6 months after most of the lockup periods have expired).

[Hamid @hamids]

@Hosway13 One could argue the opposite. SpaceX's datacenter/AI buildout might have more near-term potential than $TSLA, which has nothing that will generate meaningful revenues near-term.

Long-term, they both have exciting stuff, but hard to say which things will be worth more.

[Hamid @hamids]

@TheStockBro You're entitled to your wrong opinions! 😉

[Hamid @hamids]

@hendm5 You won't! At least not until 2030+.

Profit is not what every investor is looking for, so if you're looking for profitable companies, there are plenty of other companies to invest in. Investors like me, are looking for rapid growth for massive profits in the future.

[Hamid @hamids]

@hyghner Ummm...Basic human evolution biology tells you nothing, unless you think it's 20 million years out!