Hamid

Founder/CEO of Savvy Trader & Earnings Hub Earnings

Calendar:

[Hamid @hamids]

"Invest in an Index fund" might be the worst investment advice of all time for people who want to become wealthy.

I would wager that you probably don't know anyone younger than 40 who made their wealth (more than $1 Million), by investing in index funds. Do you know anyone?

I read "One Up on Wall Street" by Peter Lynch in the 1990s that forever changed my investment strategy. In the book, Peter Lynch gives the following advice:

#1 - Invest in what you know
#2 - Do your own research
#3 - Ignore market noise
#4 - Don't try to time the market
#5 - Diversification can limit your returns

I didn't realize how much that book would change my investing trajectory.

For the past 20+ years, I've averaged more than a 30% annualized return. When I used to say tell people about my returns, hardly anyone believed me. In fact, the more they knew about stocks, investing and the markets, the less likely they were to believe my returns were possible. The general response was "you can't beat the market long-term - even most professionals who do this for a living don't get those kind of returns."

That response and attitude encouraged me to create a product to share my portfolio publicly so others could see it first-hand, as I make trades. My personal portfolio first went public on April 26th, 2022. Since then, every single trade I've made is documented, time stamped and priced using real-time pricing information in a tracking portfolio on Savvy Trader. Even better, every subscriber of my portfolio has received a notification of my trades within seconds of when I've made them.

And it's been an incredible 2 1/2 years...Since April 26th, 2022:

- My Portfolio: ⬆184%
- The S&P 500: ⬆41%

Every $1 in my portfolio (including the cash) in that timeframe is now $2.84 while every $1 in the S&P is $1.41.

In the last 2 1/2 years, I have averaged an annual rate of return greater than 50%! That's kind of crazy! I'm probably due for some major bumpiness ahead, but that comes with the territory of investing with high risk tolerance in order to have high rate of returns.

[Hamid @hamids]

Apparently “36Hz full-resolution AI4 video inputs” and 4.2x data scaling is STILL not enough to recognize 15 MPH school zones in v13.2.1 of FSD. I thought @elonmusk likes kids. I don’t see why @tesla has ignored this problem for years now. It’s one of the biggest, most dangerous issues with FSD release after release! Imagine blowing through a school zones at 45 MPH around kids. Fixing this issue should be TOP priority for FSD team!

[Hamid @hamids]

Wall Street Stock Analysts Rating System:

Did stock price go up or down?

Up -> Raise price target & BUY rating

Down -> Lower price target & SELL rating

[Hamid @hamids]

Who are these @Tesla release notes written for!?

[Hamid @hamids]

@Tesla I'm so excited for the 36Hz AI4 Video inputs, I'm shaking!

I can't decide which is my 2nd most favorite feature, the 4.2x data scaling or the photon-to-control latency reduction!

[Hamid @hamids]

Love this feature. Just edited all my 20+ alerts in 10 seconds so they are all consistent.

[Hamid @hamids]

Where is $TSLA revenue increase in 2025 coming from?

[Hamid @hamids]

How long before @elonmusk gets the "hey, cool it" call from Trump?

[Hamid @hamids]

Elon Musk has at least 6 companies that each of them INDEPENDENTLY would land him on the Forbes 400 richest people in the world list!

- Tesla
- SpaceX
- X
- xAI
- Nuralink
- The Boring Company

Let that sink in!

[Hamid @hamids]

$UBER is about to have record revenue and profits. Stock is down since last quarterly report only because investors heard the words “robo taxi”

[Hamid @hamids]

Huh. According to ChatGPT the x-ray on @PepMangione profile:

It appears to be a side-view (lateral) X-ray of someone’s lower spine, likely the lumbar region, showing metal screws and rods that are part of a spinal fusion or stabilization procedure. The hardware suggests that the person had back surgery, possibly to address issues like disc degeneration, instability, or a previous injury. Without further context or a professional’s interpretation, that’s about all I can confidently say.

[Hamid @hamids]

Is it a coincidence that Robinhood is the only one run by its founder!?

Founder-run companies have the best long term performance because founders don’t care about short term gain like most CEOs whose pay and bonuses is often tied to quarterly targets.

[Hamid @hamids]

If $HOOD would be valued like $PLTR based on price/sales multiple, $HOOD would be $186 per share!

And Robinhood is growing faster and is more profitable!

Thoughts? (cc @amitisinvesting and @stocktalkweekly)

[Hamid @hamids]

I LOVED the @andrewrsorkin interview of @JeffBezos. The entire interview is a must-watch, BUT my FAVORITE clip is when Andrew indirectly slams @elonmusk's pay package by asking Jeff about his pay during his entire time at Amazon. Jeff's answer is AWESOME! (watch the clip)

Like most founders of highly successful companies, Jeff did not ask his board for additional pay. He got paid $80,000 per year. NO STOCKS. NO OPTIOINS.

THIS IS NORMAL FOR FOUNDERS BTW. Bill Gates and Mark Zuckerberg and other founders have done the same.

This whole $58 Billion pay package (which is worth even more now that $TSLA stock has gone up in value) was crazy in 2018 and it's just as crazy now.

Elon should do the right thing and say "I'm going to forgo the entire pay package and I will continue to work for Tesla for free!"

If he did that, he would do a few things:

1) He would remove the black cloud and uncertainty over Tesla around the pay package.

2) He would earn a ton of goodwill from Tesla shareholders and the public.

3) His actions would actually support his statement that "he's not doing it for the money"

4) This would be the equivalent of Tesla buying back roughly 10% of its own shares (reverse dilution), which would likely cause a 10% price increase in Tesla shares.

5) #4 would end up giving him a HUGE asset increase worth upwards of $20 Billion anyway!

6) He would be more inline with other founder CEOs of major companies.

https://t.co/EE15kMZCaT

[Hamid @hamids]

Didn't know anything about @alexandracooper of @callherdaddy podcast before this interview, but she's super impressive! https://t.co/xK1a9JT6Nd

[Hamid @hamids]

Question for $TSLA bulls:

Does it matter if Tesla doesn't hit 500K vehicles delivered in Q4?

Also, does it concern you at all that you can now buy a Cybertruck and pick it up within 2 weeks, despite production rate that is well below 100k units per year?

Or does vehicle sales no longer matter for Tesla?

[Hamid @hamids]

Good thread on why $UBER is undervalued.

I think people are overestimating how quickly robotaxis will eat up Uber’s business and they underestimate how it might actually help them!

[Hamid @hamids]

Fantastic question!

[Hamid @hamids]

Yes! And it might be a good thing! Most excited I’ve been for governmental changes.

[Hamid @hamids]

Is $PLTR next? The name sounds awful-like Peloton. 🤔