DUMB//SIGNAL

Chris Camillo @ChrisCamillo

Being smart matters less than being smart differently. $20k to $80M by getting ahead of undiscovered niches. $AMZN

Dumb Signal has archived 4,538 posts from Chris Camillo (@ChrisCamillo) and classified 235 as real trade calls β€” each priced the day it was made and graded by direction-signed returns at 1D / 1W / 1M / 1Y, deletion-proof.

4538 tweets stored Β· 787 qualifying Β· all first mentions all trades

Recent trade calls

@ChrisCamillo @ChrisCamillo Aug 14, 2025 Β· 15:43 ET stock 1st mention
@valuemaverick @childrensplace @hellokitty Nothing interesting in the data yet, but worth watching.
$PLCE
@ChrisCamillo @ChrisCamillo Aug 11, 2025 Β· 12:46 ET stock 1st mention
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.
$ONON
@ChrisCamillo @ChrisCamillo Aug 07, 2025 Β· 16:05 ET stock 1st mention
@evoc0ncept10 Mirror catastrophe is ancient history. Vuori, Alo, Costco, dupes all pressuring growth but are far from full brand killers.
$LULU$COST
@ChrisCamillo @ChrisCamillo Aug 03, 2025 Β· 16:27 ET stock 1st mention
@chknlvr8455 The trend is real. No pure play here but the ones sold by $LULU are getting good reviews
$LULU
@ChrisCamillo @ChrisCamillo Jul 29, 2025 Β· 15:14 ET stock 1st mention trade position
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
β†— Quoting @soverycleverMI
$AEO
return1D1W1M1Ynow
$AEOshort +2.3%-4.2%-14.2%-56.3%-58.4%
@ChrisCamillo @ChrisCamillo Jul 02, 2025 Β· 10:51 ET stock 1st mention
@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.
$HUMN
@ChrisCamillo @ChrisCamillo Jun 19, 2025 Β· 23:24 ET stock 1st mention
@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.
$GOOGL$META$SNAP
@ChrisCamillo @ChrisCamillo Jun 19, 2025 Β· 17:09 ET stock 1st mention
@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.
$GOOGL
@ChrisCamillo @ChrisCamillo May 23, 2025 Β· 13:20 ET stock 1st mention
Social alpha pops up in the strangest places. If $JOAN weren’t bankrupt, this might’ve been something.
$JOAN
@ChrisCamillo @ChrisCamillo May 22, 2025 Β· 15:24 ET stock 1st mention trade position
$OKLO. Disclaimer: Long. Definitely not financial advice
$OKLO
return1D1W1M1Ynow
$OKLOlong +23.0%+33.3%+45.9%+65.9%-9.0%
@ChrisCamillo @ChrisCamillo May 13, 2025 Β· 19:18 ET stock 1st mention trade
@Mr_Rio_ Love it. Loaded up on $SMCI and $MU as the Middle East chip deal sympathy play to $NVDA.
$SMCI$MU$NVDA
return1D1W1M1Ynow
$MUlong -1.7%+1.2%+19.9%+731.1%+1035.0%
$NVDAlong +4.2%+3.4%+11.6%+73.8%+78.1%
$SMCIlong +15.7%+10.0%+11.5%-17.7%+7.8%
@ChrisCamillo @ChrisCamillo May 13, 2025 Β· 13:23 ET stock 1st mention
@thekrushi9 We did a designated episode on our $TQQQ thesis years ago. It was a @davehanson trade
$TQQQ
@ChrisCamillo @ChrisCamillo May 05, 2025 Β· 13:22 ET stock 1st mention
@gr8tixx @optionscjp It’s the Ann Hathaway shirt dress. It’s driving meaningful attention and traffic to Gap but unsure whether it’s a needle mover.
$GAP
@ChrisCamillo @ChrisCamillo Apr 27, 2025 Β· 18:28 ET stock 1st mention trade
@TeslaLarry @WR4NYGov Lol, thanks Larry. Full receipts on my Lucid social arb trade. $500K gain, 100% donated to my pediatric charity foundation.
$LCID
return1D1W1M1Ynow
$LCIDshort -1.2%-1.2%-2.4%+75.0%+83.7%
@ChrisCamillo @ChrisCamillo Apr 14, 2025 Β· 17:00 ET stock 1st mention
Fun convo with one of my favorite young investors and the founder of Silly Bandz, one of my most nostalgic social arb trades: $FIVE. Podcast link in comments. @austinhankwitz @realrobertcroak @jc_blackwell
$FIVE
@ChrisCamillo @ChrisCamillo Mar 24, 2025 Β· 19:00 ET stock 1st mention
Top 10 non-Chinese companies developing humanoids in no particular order: Apple OpenAI (private) Apptronik (Google-backed) Boston Dynamics (Hyundai) Meta Tesla FigureAI (private) 1X (Norway) Amazon Agility Robotics (private) https://t.co/uySKuCarRv
β†— Quoting @ErrolGBruce
$AAPL$GOOGL$META$TSLA$AMZN
@ChrisCamillo @ChrisCamillo Mar 24, 2025 Β· 11:50 ET stock 1st mention
The most viral moment of the yr is a big deal for Saratoga Water but representing just 1.5% of its parent company Prime Brands it’s not likely to move the needle for $PRBM stock. #socialarb
$PRBM
@ChrisCamillo @ChrisCamillo Mar 04, 2025 Β· 15:44 ET stock 1st mention
Gen Z’s turn to save $ANF tomorrow.
$ANF
@ChrisCamillo @ChrisCamillo Feb 11, 2025 Β· 14:32 ET stock 1st mention trade position
$BIRK > $CROX disclosure: long, short
$BIRK$CROX
return1D1W1M1Ynow
$BIRKlong +1.6%-0.4%-20.5%-27.5%-40.3%
$CROXlong -0.1%+20.7%+12.4%-7.0%+34.1%
@ChrisCamillo @ChrisCamillo Jan 29, 2025 Β· 14:08 ET stock 1st mention trade position
Could $CRSR be the dark horse benefiting from millions of devs now looking to run Deepseek+R1 and other hyper-efficient models locally? Disclosure: Highly speculative - I’m long.
$CRSR
return1D1W1M1Ynow
$CRSRlong -0.5%+3.1%+25.7%-44.9%+48.3%
@ChrisCamillo @ChrisCamillo Jan 27, 2025 Β· 14:16 ET stock 1st mention
$META and $MSFT earnings Wednesday going to be wild. 🍿
$META$MSFT
@ChrisCamillo @ChrisCamillo Jan 13, 2025 Β· 22:22 ET stock 1st mention
Red Note isn’t directly investable but its parent, Xingyin Tech Co., has financial backing from $BABA and $TCEHY.
$BABA$TCEHY

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