Being smart matters less than being smart differently. $20k to $80M by getting ahead of undiscovered niches. $AMZN
Dumb Signal has archived 3,921 posts
from Chris Camillo (@ChrisCamillo) and classified
164 as real trade calls — each priced the day it was
made and graded by direction-signed returns at 1D / 1W / 1M / 1Y, deletion-proof.
@ChrisCamillo
Jul 10, 2026 · 11:41 ET
stock
1st mention
trade
position
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.
$BE$BAM$ORCL$NBIS
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $BAMlong |
-0.2% | +3.4% | — | — | +2.7% |
| $BElong |
-4.5% | -12.1% | — | — | -15.9% |
| $NBISlong |
-4.2% | -19.1% | — | — | -13.4% |
| $ORCLlong |
-6.5% | -10.1% | — | — | -7.7% |
@tradematiq1 I did add $UUUU today
$UUUU
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $UUUUlong |
+1.2% | +0.1% | -8.1% | — | -23.9% |
@ChrisCamillo
Jan 27, 2026 · 11:01 ET
stock
1st mention
trade
position
~$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
$SKM
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $SKMlong |
-0.8% | +4.6% | +12.9% | — | +15.9% |
@unibuzzer @GrahamStephan @jackselby27 Oracle noise spooked $BE holders. Nothing changed in my thesis so I added more today.
$BE$ORCL
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $BElong |
+10.7% | +14.5% | +86.4% | — | +156.6% |
| $ORCLlong |
+6.6% | +9.7% | +6.4% | — | -27.2% |
@ChrisCamillo
Oct 23, 2025 · 15:02 ET
stock
1st mention
trade
position
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
↗ Quoting @nateglubish
$TA
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $TAlong |
-3.9% | -17.6% | -53.1% | — | +24.1% |
@ChrisCamillo
Oct 13, 2025 · 10:01 ET
stock
1st mention
trade
intent
Our Canadian AI trade. $TAC https://t.co/sirzCV33Jo
↗ Quoting @DumbMoneyTV
$TAC
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $TAClong |
-2.2% | -1.4% | -10.8% | — | -24.0% |
Exited the Labubu Popmart trade last week on flattening consumer data.
$9992
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $9992short |
| | | | |
@ChrisCamillo
Aug 20, 2025 · 00:01 ET
stock
1st mention
trade
position
One of my biggest and most absurd positions, and I had no idea earnings were tonight. $HKG:9992
$9992
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $9992long |
| | | | |
@ChrisCamillo
Aug 18, 2025 · 14:53 ET
stock
1st mention
trade
position
Anyone else playing $SPHR off the Taylor Swift residency chatter?
$SPHR
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $SPHRlong |
-2.8% | +7.2% | +46.6% | — | +241.8% |
@ChrisCamillo
Jul 29, 2025 · 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
↗ Quoting @soverycleverMI
$AEO
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $AEOshort |
+2.3% | -4.2% | -14.2% | -56.3% | -53.1% |
@ChrisCamillo
May 22, 2025 · 15:24 ET
stock
1st mention
trade
position
$OKLO. Disclaimer: Long. Definitely not financial advice
$OKLO
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $OKLOlong |
+23.0% | +33.3% | +45.9% | +65.9% | -2.2% |
@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% | +751.3% |
| $NVDAlong |
+4.2% | +3.4% | +11.6% | +73.8% | +54.7% |
| $SMCIlong |
+15.7% | +10.0% | +11.5% | -17.7% | -27.0% |
@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% | +70.5% |
@ChrisCamillo
Feb 11, 2025 · 14:32 ET
stock
1st mention
trade
position
$BIRK > $CROX
disclosure: long, short
$BIRK$CROX
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $BIRKlong |
+1.6% | -0.4% | -20.5% | -27.5% | -29.9% |
| $CROXlong |
-0.1% | +20.7% | +12.4% | -7.0% | +39.0% |
@ChrisCamillo
Jan 29, 2025 · 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
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $CRSRlong |
-0.5% | +3.1% | +25.7% | -44.9% | +13.6% |
@ChrisCamillo
Nov 21, 2024 · 14:46 ET
stock
1st mention
trade
intent
Just closed out a chunk of my 8x levered Bitcoin futures and seeing these fees makes me want to throw some of those gains into $COIN
$COIN
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $COINlong |
+3.2% | +5.3% | -5.6% | -18.6% | -50.5% |
@ChrisCamillo
Oct 17, 2024 · 11:10 ET
stock
1st mention
trade
position
@Turknator Among other trades, levered to the tilt in $NVDA and $SMCI
$NVDA$SMCI
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $NVDAlong |
+0.8% | +2.5% | +3.7% | +33.8% | +46.8% |
| $SMCIlong |
-0.7% | -2.8% | -61.0% | +9.7% | -40.3% |
@ChrisCamillo
Jul 24, 2024 · 16:25 ET
stock
1st mention
trade
position
Congrats my $CMG rebound longs
$CMG
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $CMGlong |
-1.9% | +4.9% | +3.7% | -11.7% | -28.1% |
Fully exited &CELH position due to unexplained sudden drop off in sales data
$CELH
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $CELHshort |
+0.5% | +11.7% | +14.0% | +35.7% | +55.9% |
