Chris Camillo @ChrisCamillo

Alberta + AI = TransAlta Corp. (long $TA, not investment advice; my risk tolerance’s probably way higher than yours, so do your own research). https://t.co/0UVALFDWaU

Speed to power ’25: trash to cash. $IREN, $BE. $TAC next?

Our Canadian AI trade. $TAC https://t.co/sirzCV33Jo

This one too easy. Thanks @PatrickeMiles $NFLX

@PowersWils84543 @iwantmorecars Haven’t done enough work on $SOFI to comment

@LukeNeeley26 Anything’s possible. That said, OAI with ~1B users is months from $20B ARR and could see another ~$25B cash from SoftBank EOY if they resolve profit conversion and the Microsoft equity negotiation. Lots of unknowns and moving parts for every frontier model.

Low likelihood today’s $ZUMZ earnings or guidance reflect it, but 90s and Y2K fall fashion nostalgia could be a tailwind soon. That’s assuming they can push past China tariff pressure and recent European weakness.

@DDrewseph That’s been the negative narrative this year, but I think meaningfully better programming is a bigger driver of ticket sales growth for Sphere than a moderate dip in overall Vegas travel.

@hidden__117 Hard to say, feels like there are bigger trades to focus on right now than getting distracted by $CRBL.

@Morry9861 @CrackerBarrel In retrospect it is an obvious trade. No I missed it.

One of my biggest and most absurd positions, and I had no idea earnings were tonight. $HKG:9992

Anyone else playing $SPHR off the Taylor Swift residency chatter?

7/11 I suspected AI might be driving these odd patterns, so I ran a micro test. Phrase “organic abercrombie socks” had 0 search history as it’s a made-up product category. After a handful of ChatGPT prompts, it showed up in Trends within 24h. Trends docs say Google filters out its own AI searches, but make no mention of external AIs like ChatGPT. The socks test suggests AI traffic leaks through.

2/11 Evidence is piling up that people using AI queries through ChatGPT are generating Google searches and clicks at scale. That can mask slowing human search activity while still printing "growth."

@valuemaverick @childrensplace @hellokitty Nothing interesting in the data yet, but worth watching.

Tough backdrop for apparel from tariffs, FX, and margin pressure, but I like the risk/reward on $ONON into earnings, expecting strong top-line growth as a stand out brand this Summer. The open question is whether investors will prioritize top line over margins.

@evoc0ncept10 Mirror catastrophe is ancient history. Vuori, Alo, Costco, dupes all pressuring growth but are far from full brand killers.

@chknlvr8455 The trend is real. No pure play here but the ones sold by $LULU are getting good reviews

Viral negative backlash on TikTok from the brand’s core female demo says otherwise. Too early to call sales impact, but I’m short $AEO on a speculative trade. https://t.co/Mea9mnp5ws

Camino Bag buzz: enough to move the $YETI needle? https://t.co/ABXKwepZ8m

@tristen_wh93809 HUMN isn’t the play for real embodiedAI / robotics returns. I’d rather back the lead companies in the sector even if that means navigating private markets and funding rounds.

@Tanner_Invests @ni5k0 Use of AI in app on X, Google, Meta/FB/IG, Snap is a valid but less interesting competitive metric to track.

@ArstasticWorld I was deep in that sector in the late ’90s/early 2000s during Google’s takeover of Yahoo Search and others. We could see a repeat but this time ChatGPT looks like the aggressor/disruptor.

Fun Friday show today talking $TSLA, $NVDA, $HOOD, $BA, $AAPL, $AMD https://t.co/dbdHJ5TvJQ