Chris Camillo @ChrisCamillo

@asaduk1 @Sandeman52 This has nothing to do with the S&P

@rdd147 Regulators blocked Amazon from buying Roomba over hypothetical data risks. Roomba then went bankrupt and its assets ended up under Chinese control. Regulatory incompetence.

@fpl_haizees Yes. IMAX consumer data this week is getting interesting.

@reddy67874 @SouthwestAir Too distracted this wk to get caught up on the $IBM news so no opinion

Is it theoretically possible that $BE is lying about scandium and that Brookfield, Oracle and Nebius all failed to uncover a fatal supply constraint before committing to multibillion dollar projects? Yes. It’s also extraordinarily unlikely. Bloom has now stated in an SEC filing that it has sufficient non-China scandium supply for its current demand and backlog, with visibility to support 25 GW of annual production. Brookfield just expanded its partnership to $25B. Nebius committed up to $2.6B. Oracle contracted an initial 1.2 GW under an agreement covering up to 2.8 GW. Outside scandium estimates are not precision exercises. Bloom’s material intensity, manufacturing yields, inventory, supplier contracts and future efficiency gains are not publicly known. Read the short report. Read Bloom’s response. Use AI. Do your own work. Make your own decision. I’m not selling.

RT @DumbMoneyTV: SpaceX IPO: Get Rich or Get Wrecked $SPCX https://t.co/3f2f8Muj1q

@tradematiq1 I did add $UUUU today

The boys at JPM after one episode of @DumbMoneyTV $SG

RT @DumbMoneyTV: The Internet Can’t Stop Buying This Wrap... We Bought $SG Stock https://t.co/Z5McQVAvhs

This is what I live for. What social arb is all about. $COCO

$BIRD today shows it: AI can be both the biggest opportunity of your lifetime and a massive bubble https://t.co/Njfg3IwroU

@bleiweaj1 @Clavicular0 on my board. watching MTCH

@KevinMelnuk @hamids @Scobleizer @Tesla_Optimus @nvidia Endless potential, but Optimus hasn’t proven best-in-class yet. Nothing I’ve been hearing recently changes that. Still early. Waiting to see V3. Until then, I’m holding off on levering into a long position n $TSLA.

If you missed today’s @DumbMoneyTV $GAIN

@hiro_invst They put me on the spot with that one, but there’s real disruption risk for $DUOL in the agentic AI era. When your agent has more real-time personal data than any wrapper ever could, the edge shifts fast, especially as it triages to personalized learning.

A lot of savvy socialarb traders in our @DumbMoneyTV community see Cloudflare as a primary beneficiary of the tidal wave that is the Openclaw, agentic AI movement. I see the thesis but haven’t done the work to fully flush it out or determine how much of the projected benefit is

@TheTetherman @DumbMoneyTV Remember there’s a real near-term risk this quarter from the China Arc’teryx fireworks PR mess and the resulting boycott.

@themmadoctor I believe $ZM only put in ~$50M in that round. With nearly 3x $SKM’s market cap, that would be about 1/6 the relative impact.

~$10B market cap SK Telecom (Korean listed w/ US ADR $SKM) appears to have invested $100M in Anthropic’s 2023 series C at a ~$5B val, possibly alongside a separate, undisclosed check via its US venture arm SKVTC. Hard to say how much arb is there, if any, but feels like a fairly clean way to get Anthropic exposure. Do your own research. Disclosure: Long $SKM

Weak hands fund strong conviction. $BE

@JimCarryTrade Same energy as missing the GLP-1 ripple effects on $LLY back in ’23.

@KoladeKoya @investingluc @jackhneel That Lionsgate trade around the Hunger Games release was epic. Wild that was 13 years ago.

@unibuzzer @GrahamStephan @jackselby27 Oracle noise spooked $BE holders. Nothing changed in my thesis so I added more today.

Will the H2O secret menu drink move the needle for $BROS earnings today?

@Jacob11Cohen I exited my Popmart long position a while ago