Hamid

Hamid@hamids

WOW! $META is IN THE GAME!

tweeted Tue, Sep 1 · counted from Wed, Sep 2 close

Hamid@hamids

$AAPL shakeup incoming with new CEO. I LIKE!

tweeted Mon, Aug 31 · counted from Tue, Sep 1 close

Hamid@hamids

The year: 2022 The stock: $META Meta Revenues in 2022: ~$115 Billion Analysts & the Market's take on Meta: FB and Instagram are losing to Ticktock, YouTube and Snap. Product usage has peaked. Mark Zuckerberg is stubbornly wasting tens of billions on AR/VR with huge losses and

tweeted Sun, Aug 30 · counted from Mon, Aug 31 close

Hamid@hamids

Elon's timelines, fwiw, are worth -0-. Maybe negative. He thinks SpaceX, by itself, will be 10% of the entire US Economy in 7 years. By comparison, $AMZN, the largest revenue company in the US today, with over $775 Billion in revenues (or more than 25x $SPCX), represents just

tweeted Thu, Aug 27 · counted from Fri, Aug 28 close

Hamid@hamids

$MU is expected to make ~$35 Billion of profits THIS quarter! There are only 4 other US companies in that ballpark: $NVDA, $AAPL, $GOOGL, and $MSFT. Their valuations are $5.4 Trillion, $4.6 Trillion, $4.2 Trillion and $3.7 Trillion respectively. $MU is valued at $1.1 Trillion.

tweeted Thu, Aug 27 · counted from Fri, Aug 28 close

Hamid@hamids

I love that $NVDA destroyed it with 106% YoY revenue growth and then increased guidance for next year to >70%. The AI boom is not over...and if you think $NVDA is undervalued (as I do), then you're going to be shocked at how undervalued $MU is in this AI BOOM! Absolutely

tweeted Thu, Aug 27 · counted from Fri, Aug 28 close

Hamid@hamids

$NVDA Reported its Q2 revenue of $96 Billion, up more than 100% year-over-year, BUT, it now expects revenue growth to slow to just 75%. IT'S. SO. OVER! You know what this means if $NVDA grows at just 75%, faster than any company in history of its size? It means Michael Burry is

tweeted Wed, Aug 26 · counted from Thu, Aug 27 close

Hamid@hamids

After $MU's last earnings, my view was that I don't see why this stock is trading under $1,800. Even at $1,800, it would be trading at forward PE of ~12, roughly a 40% discount from the S&P 500 forward PE of ~20. The reasoning for my view on Micron's stock price is simple: $MU

tweeted Sun, Aug 23 · counted from Mon, Aug 24 close