Hamid
@hamids • 32,519 subscribers
Founder/CEO of Savvy Trader & Earnings Hub CoHost of BuyHoldRant Podcast: https://t.co/sW4vyFRkwS My portfolio & trades - near realtime: https://t.co/laiDRy7QmD
Shorts
Videos
I've been using FSD in my Tesla Model X for nearly a year. Here's the Good, the Bad and the Ugly on Tesla's FSD... The Good: - FSD is bar far, the most advanced driving technology I've ever experienced in any vehicle. - I use it every day, on every drive. Why? Because it reduces my driving work substantially. It keeps the car centered in the lane, keeps an appropriate following distance, stops for red lights and stop signs, turns where I need to turn and handles 99% of my driving tasks. - I think driving with FSD is FAR safer than driving without it because it reduces the "dumb" mistakes that drivers make that cause accidents. Mistakes like being distracted and missing the fact that the light is turning red or that the car in front of you just hit the breaks, or swerving out of your lane, or forgetting an exit or a turn and trying to make a heroic move to stay on course. All of these things are handled by FSD with grace and it likely is saving countless accidents. - Long drives and road trips are a pleasure with FSD because you are not fatigued with the many thousands of micro driving tasks, such as keeping the car centered in the lane or even worrying about where you're going. The car does all of that for you (and Navigate on Autopilot also does 95% of this for road trips). - When I use FSD, I have near-0 road rage, never speed up rapidly for no good reason and I am generally a more relaxed driver. The Bad: - Sometimes FSD has Schizophrenia, sees things that aren't there, slows for no reason, is indecisive on whether to go or stop which causes it to do extreme movements of the steering wheel, breaks and accelerator. In most of these circumstances, it's not unsafe, but as the driver sitting in the driver's seat, it is quite embarrassing, especially if you have passengers in the vehicle. - There are times when FSD makes a truly unsafe mistake, misses a red light (super rare) and tries to go when it should clearly stop, or slams on the break because it thinks a car might cross paths when the car was clearly not going to. In all these instances, it's super easy to take over and correct FSD's mistake. I don't even think twice about it...I quickly take over, correct the mistake, and put it back on FSD. The Ugly: - FSD is nearly useless in parking lots. It is surprisingly bad, especially since Elon Musk introduced the "Summon" feature long before FSD was released publicly. He said "just like humans, the AI also needs to learn driving by starting in the parking lot." 5 Years later, Summon still sucks and FSD has no idea how to drive in a parking lot. - Despite the many praises that a specific release often gets on Twitter, my personal experience has been that a new release could actually be worse than the previous version. For example, when my FSD upgraded from 10.69 to 11.3, it lost its ability to get in & out of HOV lanes on the freeway (I live in Scottsdale AZ). This simple loss of functionality (which returned with 11.4) caused numerous missed exits and route delays due to my over-reliance on FSD. - FSD makes some incredibly bad choices that are unexplainable, like certain lane changes, or last-second preparation to try and make a turn from 3 lanes away. These mistakes get better and worse with each release...it's a mixed bag as to what you're going to get with an update. - Your car's FSD never ever learns or improves by user input (not without an update). So it will make the exact same mistake in the exact same location, every, single, time. That can be super annoying. Conclusion: Despite the shortcomings, FSD is a technology marvel that I prefer not to live without. I don't see myself having a primary car that doesn't have Tesla-level FSD capabilities anytime in the future. Even the basic Autopilot features of Tesla are far superior to any other vehicle I've experienced. And despite what Elon says, the rate of improvement that I have experienced in the past year will not put it on a trajectory to be ready without a backup driver anytime in the next year or two. But with a backup driver, FSD is incredible, makes driving safer and I would highly recommend it to anyone!
Hamid1,528,919 görüntüleme • 2 yıl önce
Despite being a huge fan of $RIVN and CEO RJ Scaringe, I asked RJ the hardest question I could think of: How do you respond to the naysayers who are adamant that Rivian will run out of money before it becomes profitable - and that Rivian doesn't know how to become a profitable company? His answer below...
Hamid167,817 görüntüleme • 6 ay önce
People asking me why I canceled my $TSLA Roadster 2 order...It was because of Tesla's Master Plan, Part 4. I'm the least excited about Tesla that I've ever been! I've been such a HUGE Tesla & Elon Musk fan - I've bought 3 Tesla Model X, 3 Model 3s and 2 Cybertrucks over the years - but Elon totally forgot about his most loyal customers! More details from our Buy Hold Rant Podcast with Dustin Alper:
Hamid221,758 görüntüleme • 9 ay önce
Every time I say $TSLA might be overrated as an investment over the last 4 years, not as a product since the cars are still great, Tesla bulls lose their minds and start hurling insults. It is exhausting. So I ran a simple comparison for the loudest Tesla/Elon superfans. Enjoy. While you are betting that Elon can 6x Tesla over the next 8 years so he earns a trillion dollar pay-day, roughly 17 percent of the upside, I already 6x’d my portfolio in under 4 years. Every trade was public. Free to follow. No cult required. And I am not asking for 17 percent of your upside either. Also, I'm not telling you want to do. Just sharing my investments.
Hamid107,745 görüntüleme • 4 ay önce
Just finished an interview with $RIVN's RJ Scaringe. You've probably seen the cash burn chart which comes up in every discussion ever about Rivian on X. So I asked RJ about it on the Buy Hold Rant podcast with Dustin Alper...here's what he had to say: Full interview dropping shortly!
Hamid76,848 görüntüleme • 3 ay önce
I drive a $TSLA Cybertruck and use FSD every day! It freaking rocks! I also took a self-driving demo ride in a $RIVN R1 with their Gen 2 (current) autonomy computer. This is how they compare. (spoiler alert: Tesla community thinks Rivian is 10 years behind Tesla - nope!)
Hamid107,308 görüntüleme • 5 ay önce
My OPINION is that $RIVN could be the next $HOOD or $RKLB in the next couple of years and we'll be looking back and saying "Rivian was a no-brainer at $13 per share when it was just a $16 Billion company!" But way more people will buy it if it hits $100 per share and well over $100 Billion company.
Hamid136,588 görüntüleme • 8 ay önce
Is $ASTS too good to be true? I know NOTHING, but I sure think ASTS is too good to be true! Here is my full rant about $ASTS with Dustin Alper from the Buy Hold Rant podcast. We also touch briefly on $RKLB, which should never be compared to ASTS, but for some reason they always come up. If ASTS pulls off their goals, I will 100% owe them an apology.
Hamid44,447 görüntüleme • 3 ay önce
Doubling down on my $RIVN Investment! Here are all the reasons why: • Founder RJ (RJ Scaringe), an MIT grad, is brilliant, hands-on, and laser-focused on Rivian (not building 7 different companies) • Rivian is the ONLY other company (besides $TSLA) that has already built a full EV stack: - cutting-edge software - top-tier manufacturing - in-house battery tech - in-house electronics & FSD/AI hardware - in-house top-tier AI and full self driving team - in-house fast-charging network (similar to Tesla super chargers) • Rivian is the ONLY other company that is shipping an 8-camera surround view and powerful onboard computer for FSD in EVERY vehicle. They can collect enormous amounts of real-world video (2nd only to Tesla) to train their AI. Can’t believe no traditional car maker is doing this yet! • Rivian’s FSD/AI team is led by top talent making rapid progress on FSD using latest AI neural net techniques, similar to Tesla’s FSD v12+. • Rivian’s R1 Truck and SUV are both highly rated and loved by customers • Rivian’s Delivery van is a unique offering that is also loved by customers • Rivan’s R2 vehicle (to be launched in 2026) is intended to be high-volume and will likely be a great alternative to the Model Y and drive the company to profitability (note that it doesn't need to beat Model Y...the shift is from gas-cars to EVs). • Rivian’s $5.8B parnership with VW proves that Rivian is FAR ahead in software/tech/electronics than any other traditional car company (remember VW is the world’s largest car manufacturer and they still need Rivian’s help for EVs!) • Rivan’s ~$13 Billion market cap is RIDICULOUSLY LOW for a company that is as accomplished with real-world products that customers love. That said, there are RISKS with Rivian: • Scaling & production challenges could delay Rivian’s progress • They are still losing A LOT of money every quarter and if progress to profitability takes too long, they could run out of money and be forced to raise money at unfavorable terms. But if Rivian becomes a viable and profitable company, in say 5 years from now, producing 500K+ vehicles, it could easily have a $200 Billion valuation (less than 1/7th or 15% of $TSLA’s valuation TODAY!) That’s roughly a 1,500% potential upside, with just a 100% downside, making this bet well worth it for me, even if the probability of success is less than 50/50. So that's why I’m doubling down on $RIVN. 🚀
Hamid92,895 görüntüleme • 1 yıl önce
Fun new feature we just released on Savvy Trader...This compares my portfolio's performance since it's been public on Savvy Trader on April 26th 2022 to $SPY in a fun time lapse animation: (link to see my portfolio and every past transaction and be notified of future transactions, for free, in my bio)
Hamid16,256 görüntüleme • 5 ay önce
Some commentary on my portfolio, including comments about $SMCI, $GOOGL, $UBER, $HOOD, $META, $RIVN, and $BMBL:
Hamid21,338 görüntüleme • 1 yıl önce
Daha fazla içerik yok.