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.
@valuemaverick @childrensplace @hellokitty Nothing interesting in the data yet, but worth watching.
$PLCE
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
@evoc0ncept10 Mirror catastrophe is ancient history. Vuori, Alo, Costco, dupes all pressuring growth but are far from full brand killers.
$LULU$COST
@chknlvr8455 The trend is real. No pure play here but the ones sold by $LULU are getting good reviews
$LULU
@ChrisCamillo
Jul 29, 2025 Β· 15:14 ET
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1st mention
trade
position
Viral negative backlash on TikTok from the brandβs core female demo says otherwise. Too early to call sales impact, but Iβm short $AEO on a speculative trade. https://t.co/Mea9mnp5ws
β Quoting @soverycleverMI
$AEO
| return | 1D | 1W | 1M | 1Y | now |
| $AEOshort |
+2.3% | -4.2% | -14.2% | -56.3% | -58.4% |
Camino Bag buzz: enough to move the $YETI needle? https://t.co/ABXKwepZ8m
β Quoting @DumbMoneyTV
$YETI
@tristen_wh93809 HUMN isnβt the play for real embodiedAI / robotics returns. Iβd rather back the lead companies in the sector even if that means navigating private markets and funding rounds.
$HUMN
@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
@ArstasticWorld I was deep in that sector in the late β90s/early 2000s during Googleβs takeover of Yahoo Search and others. We could see a repeat but this time ChatGPT looks like the aggressor/disruptor.
$GOOGL
Fun Friday show today talking $TSLA, $NVDA, $HOOD, $BA, $AAPL, $AMD https://t.co/dbdHJ5TvJQ
β Quoting @DumbMoneyTV
$TSLA$NVDA$HOOD$BA$AAPL$AMD
Social alpha pops up in the strangest places. If $JOAN werenβt bankrupt, this mightβve been something.
$JOAN
@ChrisCamillo
May 22, 2025 Β· 15:24 ET
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1st mention
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position
$OKLO. Disclaimer: Long. Definitely not financial advice
$OKLO
| return | 1D | 1W | 1M | 1Y | now |
| $OKLOlong |
+23.0% | +33.3% | +45.9% | +65.9% | -9.0% |
TikTok alpha. $AS #socialarb
$AS
@Mr_Rio_ Love it. Loaded up on $SMCI and $MU as the Middle East chip deal sympathy play to $NVDA.
$SMCI$MU$NVDA
| return | 1D | 1W | 1M | 1Y | now |
| $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% |
@thekrushi9 We did a designated episode on our $TQQQ thesis years ago. It was a @davehanson trade
$TQQQ
@gr8tixx @optionscjp Itβs the Ann Hathaway shirt dress. Itβs driving meaningful attention and traffic to Gap but unsure whether itβs a needle mover.
$GAP
@TeslaLarry @WR4NYGov Lol, thanks Larry. Full receipts on my Lucid social arb trade. $500K gain, 100% donated to my pediatric charity foundation.
$LCID
| return | 1D | 1W | 1M | 1Y | now |
| $LCIDshort |
-1.2% | -1.2% | -2.4% | +75.0% | +83.7% |
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
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
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 itβs not likely to move the needle for $PRBM stock. #socialarb
$PRBM
Gen Zβs turn to save $ANF tomorrow.
$ANF
@ChrisCamillo
Feb 11, 2025 Β· 14:32 ET
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1st mention
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position
$BIRK > $CROX
disclosure: long, short
$BIRK$CROX
| return | 1D | 1W | 1M | 1Y | now |
| $BIRKlong |
+1.6% | -0.4% | -20.5% | -27.5% | -40.3% |
| $CROXlong |
-0.1% | +20.7% | +12.4% | -7.0% | +34.1% |
@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 - Iβm long.
$CRSR
| return | 1D | 1W | 1M | 1Y | now |
| $CRSRlong |
-0.5% | +3.1% | +25.7% | -44.9% | +48.3% |
$META and $MSFT earnings Wednesday going to be wild. πΏ
$META$MSFT
Red Note isnβt directly investable but its parent, Xingyin Tech Co., has financial backing from $BABA and $TCEHY.
$BABA$TCEHY