Calls
3
Nima Shayegh
Founder, Rumi Partners
Win Rate
66.7%
return
+9.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 21
$264.58
+21.0%
Shayegh describes the concept of "blown away-ness" or "eye of the heart" investing, where a product's quality is visceral. He specifically cites Tesla's FSD v12 as a "miracle," Amazon's same-day delivery, and the first iPhone. He argues that quantitative analysis ("branches") misses the "roots" of future economics. When a product creates a feeling of awe (like his Tesla driving itself to a parking spot), it indicates a deep qualitative moat that spreadsheets cannot yet measure. Invest in companies that demonstrate undeniable product magic and customer delight before it shows up in the financials. Regulatory hurdles for FSD; commoditization of hardware.
Shayegh describes the concept of "blown away-ness" or "eye of the heart" investing, where a product's quality is visceral. He specifically cites Tesla's FSD v12 as a "miracle," Amazon's same-day delivery, and the first iPhone. He argues that quantitative analysis ("branches") misses the "roots" of future economics. When a product creates a feeling of awe (like his Tesla driving itself to a parking spot), it indicates a deep qualitative moat that spreadsheets cannot yet measure. Invest in companies that demonstrate undeniable product magic and customer delight before it shows up in the financials. Regulatory hurdles for FSD; commoditization of hardware.
AI Hardware
Long
Feb 21
$210.11
+23.0%
Shayegh describes the concept of "blown away-ness" or "eye of the heart" investing, where a product's quality is visceral. He specifically cites Tesla's FSD v12 as a "miracle," Amazon's same-day delivery, and the first iPhone. He argues that quantitative analysis ("branches") misses the "roots" of future economics. When a product creates a feeling of awe (like his Tesla driving itself to a parking spot), it indicates a deep qualitative moat that spreadsheets cannot yet measure. Invest in companies that demonstrate undeniable product magic and customer delight before it shows up in the financials. Regulatory hurdles for FSD; commoditization of hardware.
Shayegh describes the concept of "blown away-ness" or "eye of the heart" investing, where a product's quality is visceral. He specifically cites Tesla's FSD v12 as a "miracle," Amazon's same-day delivery, and the first iPhone. He argues that quantitative analysis ("branches") misses the "roots" of future economics. When a product creates a feeling of awe (like his Tesla driving itself to a parking spot), it indicates a deep qualitative moat that spreadsheets cannot yet measure. Invest in companies that demonstrate undeniable product magic and customer delight before it shows up in the financials. Regulatory hurdles for FSD; commoditization of hardware.
Hyperscalers
Long
Feb 21
$411.82
-14.3%
Shayegh describes the concept of "blown away-ness" or "eye of the heart" investing, where a product's quality is visceral. He specifically cites Tesla's FSD v12 as a "miracle," Amazon's same-day delivery, and the first iPhone. He argues that quantitative analysis ("branches") misses the "roots" of future economics. When a product creates a feeling of awe (like his Tesla driving itself to a parking spot), it indicates a deep qualitative moat that spreadsheets cannot yet measure. Invest in companies that demonstrate undeniable product magic and customer delight before it shows up in the financials. Regulatory hurdles for FSD; commoditization of hardware.
Shayegh describes the concept of "blown away-ness" or "eye of the heart" investing, where a product's quality is visceral. He specifically cites Tesla's FSD v12 as a "miracle," Amazon's same-day delivery, and the first iPhone. He argues that quantitative analysis ("branches") misses the "roots" of future economics. When a product creates a feeling of awe (like his Tesla driving itself to a parking spot), it indicates a deep qualitative moat that spreadsheets cannot yet measure. Invest in companies that demonstrate undeniable product magic and customer delight before it shows up in the financials. Regulatory hurdles for FSD; commoditization of hardware.
Autos & EV
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Nima Shayegh has 3 trade ideas tracked on Buzzberg across 3 tickers since February 2026. Most covered: AMZN, AAPL, TSLA.
