Chris Camillo @ChrisCamillo

@VagabondInvests went long $SHOP today

@ryanTesling yes

@AnishSaxena25 @DMDUDE5 no and not sure i ever will

@aashmangupta opened a small speculative long position on release of Astra. will add, hold, or sell as i’m able to asses degree to which the current and future models increases unity adoption

@ArstasticWorld could be for sure but i haven’t fully researched

@iwantmorecars not enough to trade

@OddmenSore more factors than that and i’m not in the know to comment

@steveskidmore tbd but <30 has a massive appetite for shared experiences right now. GTA vs TikTok/Roblox isn’t a mutually exclusive trade off

Bought $TTWO after seeing the GTA VI leaked footage. Forget the graphics. Unpolished gameplay is showing a massive leap in world density, NPC behavior and systemic depth. The world feels alive. First real evidence GTA VI may actually be a generational leap. That’s the signal.

I don’t have differentiated alpha on the memory bubble debate, but one important perspective: Sell side reports projecting the memory supply/demand imbalance to peak in the next few quarters are number crunchers modeling today’s known AI use cases. The problem is AI’s biggest use cases may not exist yet. I’d rather bet on AI creating unforeseen demand than on a spreadsheet correctly predicting its known memory needs two years from now. $SNDK $MU

@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.