Author
@hamids hamids
grade Bx.com/hamids ↗
Transparent, concentrated long-only tech investor anchored on a Micron memory-cycle thesis
Posts bottom-up valuation theses and real-time position upda
trader score
-1.30
hit rate
30%
mean α
-0.51%
signals 14d
43
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 30% hit rate, -0.51% mean alpha, trader score -1.30. Their last-14d mentions, direction-adjusted, have moved -5.7% since posting (mean over 36 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | SPCX | @hamids | +0.25 | Expects Tesla-SpaceX collaborations to precede a merger while doubting Roadster delivery timing. | · | tweet ↗ |
| 2026-10-16 | TSLA | @hamids | +0.25 | Expects Tesla-SpaceX collaborations to precede a merger while doubting Roadster delivery timing. | +4.9% | tweet ↗ |
| 2026-10-15 | TSLA | @hamids | +0.15 | Praises the Roadster demo but sarcastically doubts the promised 2028 timing. | +2.7% | tweet ↗ |
| 2026-10-15 | TSLA | @hamids | +0.70 | Expresses very strong enthusiasm for the new Tesla Roadster. | +2.7% | tweet ↗ |
| 2026-10-15 | MU | @hamids | +0.75 | Calls accelerating memory demand versus supply extremely positive for Micron. | -5.8% | tweet ↗ |
| 2026-10-15 | BMBL | @hamids | +0.50 | Bumble was acquired, with the buyers becoming co-CEOs and replacing Whitney Wolfe Herd. | +0.5% | tweet ↗ |
| 2026-10-14 | RKLB | @hamids | +0.65 | Says Rocket Lab remains fundamentally strong despite the delayed Neutron launch. | -11.1% | tweet ↗ |
| 2026-10-13 | MU | @hamids | +0.35 | Brief positive exclamation about Micron. | -7.9% | tweet ↗ |
| 2026-10-13 | AAPL | @hamids | -0.45 | Criticizes Apple's historic product pricing and CEO oversight. | +1.9% | tweet ↗ |
| 2026-10-13 | GOOGL | @hamids | +0.20 | Argues Google smart speakers have achieved meaningful mass-market adoption. | -9.5% | tweet ↗ |
| 2026-10-13 | AAPL | @hamids | -0.15 | Sarcastically rejects a comparison involving Apple's iPhone and Watch. | +1.9% | tweet ↗ |
| 2026-10-13 | AAPL | @hamids | +0.30 | Credits John Ternus for improved product pricing versus Apple's prior expensive monitor. | +1.9% | tweet ↗ |
| 2026-10-13 | AAPL | @hamids | +0.35 | Expects Siri to improve substantially, especially if powered by Google's Gemini. | +1.9% | tweet ↗ |
| 2026-10-13 | GOOGL | @hamids | +0.15 | Expects Siri to improve substantially, especially if powered by Google's Gemini. | -9.5% | tweet ↗ |
| 2026-10-13 | AAPL | @hamids | +0.65 | Calls HomeView a likely winner and praises its strategy versus the costly HomePod. | +1.9% | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.