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
+0.46
hit rate
55%
mean α
+0.18%
signals 14d
87
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: 55% hit rate, +0.18% mean alpha, trader score +0.46. Their last-14d mentions, direction-adjusted, have moved -0.2% since posting (mean over 66 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | MSFT | @hamids | +0.20 | Frames hyperscale AI data-center power growth as a major theme across named builders. | — | tweet ↗ |
| 2026-08-28 | SPCX | @hamids | +0.20 | Frames hyperscale AI data-center power growth as a major theme across named builders. | · | tweet ↗ |
| 2026-08-28 | META | @hamids | +0.20 | Frames hyperscale AI data-center power growth as a major theme across named builders. | — | tweet ↗ |
| 2026-08-28 | AMZN | @hamids | +0.20 | Frames hyperscale AI data-center power growth as a major theme across named builders. | — | tweet ↗ |
| 2026-08-28 | GOOGL | @hamids | +0.20 | Frames hyperscale AI data-center power growth as a major theme across named builders. | — | tweet ↗ |
| 2026-08-28 | · | @hamids | · | Discloses a highly concentrated bullish holding, but the referenced asset is not identified in text. | · | tweet ↗ |
| 2026-08-28 | TSLA | @hamids | +0.55 | Enthusiastically says Tesla has returned to innovating. | — | tweet ↗ |
| 2026-08-27 | TSLA | @hamids | -0.35 | Criticizes persistent TSLA executive turnover and estimates numerous senior departures. | -1.7% | tweet ↗ |
| 2026-08-27 | UBER | @hamids | -0.80 | Predicts Uber will become obsolete over ten years, comparing it to BlackBerry. | +2.4% | tweet ↗ |
| 2026-08-27 | MU | @hamids | +0.55 | Author explicitly agrees that Micron is undervalued. | -0.3% | tweet ↗ |
| 2026-08-27 | SPCX | @hamids | -0.55 | Author rejects Musk's SpaceX timeline using Amazon revenue and GDP comparisons. | · | tweet ↗ |
| 2026-08-27 | AMZN | @hamids | +0.00 | Author rejects Musk's SpaceX timeline using Amazon revenue and GDP comparisons. | +4.0% | tweet ↗ |
| 2026-08-27 | SPCX | @hamids | -0.35 | Author argues Nvidia is not an AI-bubble poster child based on relative valuation. | · | tweet ↗ |
| 2026-08-27 | CSCO | @hamids | +0.00 | Author argues Nvidia is not an AI-bubble poster child based on relative valuation. | -2.0% | tweet ↗ |
| 2026-08-27 | MSFT | @hamids | +0.00 | Author argues Micron is undervalued versus mega-cap peers based on profit and valuation. | +1.7% | 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.