Being smart matters less than being smart differently. $20k to $80M by getting ahead of undiscovered niches. $AMZN
Dumb Signal has archived 3,946 posts
from Chris Camillo (@ChrisCamillo) and classified
165 as real trade calls — each priced the day it was
made and graded by direction-signed returns at 1D / 1W / 1M / 1Y, deletion-proof.
Been tracking XAI’s accelerating cash burn, flattening user growth/ monetization, and fundraising struggles since the beginning of this yr and I don’t see how they last another 12 months without a Tesla or Elon bailout.
$TSLA
@cashflowkyle1 Not long or short Google, and my post on distorted Gtrend data has nothing to do with the company itself.
$GOOG
@MichaelMing_My Best $LULU trade going forward may be on any hint of tariff relief, though I’m not sure that’s coming.
$LULU
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $LULUlong |
-18.6% | -19.6% | -14.8% | — | -42.3% |
@DanDong812312 Exited the majority of my $LULU upon discovery of the data discrepancies
$LULU
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $LULUshort |
+18.6% | +19.6% | +14.8% | — | +42.3% |
@MMK72469 See my $LULU post from this week
$LULU
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.
$ZUMZ
@JacobnRocha @amitisinvesting Not at this time other than $TSLA if you’re fine taking on the expectations and risk tied to Auto+robotaxi.
$TSLA
Hard to have conviction on $LULU into Thursday’s earnings. The exceptionally strong Google search traffic data that fueled my initial long is no longer reliable due to noise from AI queries. Tariffs and the De Minimis rule reversal are negatives. Offsetting that, domestic foot
$LULU
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $LULUlong |
-0.8% | -17.2% | -11.0% | — | -40.6% |
@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.
$SPHR
Adding to my $SPHR long after opening night footage and reactions to their new in-house Wizard of Oz experience. Huge step up from Postcard From Earth and should drive steady ticket sales into ‘26.
$SPHR
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $SPHRlong |
+1.5% | +7.9% | +30.2% | — | +216.2% |
@CourtPress19 That’s ok and what makes a market. My $LULU conviction level this earnings is a 6.75, high medium conviction as the data points don’t all align.
$LULU
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $LULUlong |
-0.2% | -3.4% | -14.2% | — | -42.2% |
@hidden__117 Hard to say, feels like there are bigger trades to focus on right now than getting distracted by $CRBL.
$CRBL
$HOOD prediction market, through its Kalshi partnership, is now a full-fledged sports betting (investing?) app, legal in every state. The spread economics look better than traditional sportsbooks. Big
$HOOD
Must-watch deep dive for $HOOD investors. Still my top long. Link to video comments. @TheICHpodcast @GrahamStephan @jackselby27
$HOOD
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $HOODlong |
-1.3% | -4.8% | +14.1% | — | -20.8% |
@RajRao21381 Nothing has changed with my humanoid timelines, I’ve always expected scaling to be slower, starting closer to 2030 than others predicted. Elon’s missteps with Optimus this year are only delaying the $TSLA humanoid public market hype cycle.
$TSLA
@Xonyourhead @CrackerBarrel Already did but small-ish
$CBRL
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $CBRLlong |
-0.2% | +10.0% | -20.0% | — | +6.4% |
LFG $LULU
$LULU
@MC_junil @amitisinvesting Exited my small Google short on the Apple news. My thesis that OpenAI queries are fueling search traffic still stands, but that’s not what’s driving price action right now. I may re-enter the short later.
$GOOGL
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $GOOGLshort |
-1.2% | -3.3% | -23.7% | — | -73.3% |
@Morry9861 @CrackerBarrel In retrospect it is an obvious trade. No I missed it.
$CBRL
@shipwreckshow Celsius acquiring Alani won’t alter formulas overnight. Not even possible. Let’s think, people.
$CELH
@3Plantey2 I’d say it was rooted in a misunderstanding or underestimation of Palantir’s model, trajectory, and ceiling.
$PLTR
@daveg At minimum, Google owes more AI clarity and transparency in its AdWords and Google Trends policy docs. Shareholders, investors, and advertisers deserve it.
$GOOGL
@SamRuss60265097 For me it’s never about price but about a dislocation of information. That could happen at a price lower or higher than where $PLTR trades today.
$PLTR
@CWettersten That’s harsh. Better they make mistakes young with small accounts. The best lessons are learned losing money. $HOOD has onboarded more new investors than anything else this century.
$HOOD
@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 |
| | | | |
