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 4,537 posts from Chris Camillo (@ChrisCamillo) and classified 235 as real trade calls — each priced the day it was made and graded by direction-signed returns at 1D / 1W / 1M / 1Y, deletion-proof.

Recent trade calls

@ChrisCamillo Mar 20, 2026 · 12:25 ET stock trade position

@gr8tixx Very much long $MU

$MU

return	1D	1W	1M	1Y	now
$MUlong	-4.4%	-15.5%	+7.7%	—	+152.9%

@ChrisCamillo Mar 20, 2026 · 11:42 ET stock trade position

@Ai_Andy1337 Still very long $NVDA

$NVDA

return	1D	1W	1M	1Y	now
$NVDAlong	+1.7%	-3.0%	+16.8%	—	+32.5%

@ChrisCamillo Mar 20, 2026 · 11:21 ET stock

@Intoobus $SKM as Anthropic proxy + AI sector broadly for agentic $AMZN and $TSLA but only if Optimus hits for physical AI

$SKM$AMZN$TSLA

@ChrisCamillo Mar 15, 2026 · 13:15 ET stock 1st mention

@KevinMelnuk @hamids @Scobleizer @Tesla_Optimus @nvidia Endless potential, but Optimus hasn’t proven best-in-class yet. Nothing I’ve been hearing recently changes that. Still early. Waiting to see V3. Until then, I’m holding off on levering into a long position n $TSLA.

$TSLA

@ChrisCamillo Mar 12, 2026 · 13:19 ET stock 1st mention

If you missed today’s @DumbMoneyTV $GAIN

$GAIN

@ChrisCamillo Mar 10, 2026 · 10:53 ET stock

@FredLamote @eliezeryaakov It has nothing to do with manufacturing capacity. Optimus is not a scalable ready robot, not even close, and there is no means to deploy and operate anywhere near 150,000 bots this year. This is straight up false and misleading.

$TSLA

@ChrisCamillo Mar 06, 2026 · 14:08 ET stock

@ryanTesling IPO timing was never part of my $AMZN thesis

$AMZN

@ChrisCamillo Feb 27, 2026 · 18:48 ET stock

Nonzero shot Trump era AI spins up a USG “frontier model” outfit while Nvidia locks in another hyperscaler client with effectively unlimited Capex. $NVDA

$NVDA

@ChrisCamillo Feb 27, 2026 · 14:20 ET stock

@wallstfelon @TheLongInvest My $AMZN thesis is 20x bigger than any single deal. Additive, not meaningful.

$AMZN

@ChrisCamillo Feb 26, 2026 · 09:38 ET stock

RT @TheICHpodcast: Investor Chris Camillo praises Jensen Huang, founder of $NVDA, for his incredible risk tolerance and foresight…👀 “He pu…

$NVDA

@ChrisCamillo Feb 25, 2026 · 13:54 ET stock

Oddly similar to $AMZN earnings reaction. $AS which beat on all metrics is leaning into spend to fuel accelerating demand and long term growth, compressing margins short term and the market punishes it. https://t.co/LhRJzDxX4V

↗ Quoting @irex118707

$AMZN$AS

@ChrisCamillo Feb 24, 2026 · 12:02 ET stock

RT @DumbMoneyTV: Why Amazon Is On ANOTHER Level 🥇🚐 $AMZN

▶

$AMZN

@ChrisCamillo Feb 23, 2026 · 12:19 ET stock 1st mention

@hiro_invst They put me on the spot with that one, but there’s real disruption risk for $DUOL in the agentic AI era. When your agent has more real-time personal data than any wrapper ever could, the edge shifts fast, especially as it triages to personalized learning.

$DUOL

@ChrisCamillo Feb 16, 2026 · 19:07 ET stock

@AiBreakfast We’re not there yet, but when long-form AI video hits, shorting $AMZN won’t age well. One of the top three compute providers, and this kind of video will demand multiples more compute power than LLMs.

$AMZN

@ChrisCamillo Feb 14, 2026 · 10:43 ET stock

@TaylorMoor84 @DumbMoneyTV Maybe. Mac mini is a rounding error in Apple revenue, so not likely to move the revenue needle anytime soon. But perception can move the multiple.

$AAPL

@ChrisCamillo Feb 13, 2026 · 19:06 ET stock trade

@MikeLGilreath Bought more $AMZN today

$AMZN

return	1D	1W	1M	1Y	now
$AMZNlong	+1.2%	+5.7%	+4.5%	—	+25.3%

@ChrisCamillo Feb 13, 2026 · 11:59 ET stock

@MoonDevOnYT Many variables. $GOOG has more AI firepower, but core search is still the soft underbelly. $AMZN’s ecomm moat is massive and positioned to absorb the AI efficiency wave. Higher frontier model ceiling with Google. Clearer monetization path with Amazon.

$GOOG$AMZN

@ChrisCamillo Feb 13, 2026 · 10:09 ET stock

When every product listing is running live AI agents, dynamic pricing, personalized copy, synthetic media, and real-time Q&A, cloud compute demand doesn’t go linear. It goes exponential. $AMZN $GOOG $META $NVDA https://t.co/kFnHVk2hoD

↗ Quoting @chatcutapp

$AMZN$GOOG$META$NVDA

@ChrisCamillo Feb 12, 2026 · 21:13 ET stock

There will be a moment when the worst of this manic AI disruption fear fades, or at least rationalizes, and one or two big buyers trigger a flip in sentiment on $AMZN. The market cap swing will be epic.

$AMZN

@ChrisCamillo Feb 12, 2026 · 15:40 ET stock

@DC__64 Fair take. Maybe Anthropic dents some AWS SaaS spend. But whatever it displaces likely comes back 2x in AI compute.

$AMZN

@ChrisCamillo Feb 12, 2026 · 14:52 ET stock

Triple the $10B they set out to raise. In any rational world, not 2026, $AMZN trades up here as a direct Anthropic beneficiary. https://t.co/je2L5uCVyK

↗ Quoting @AnthropicAI

$AMZN

@ChrisCamillo Feb 12, 2026 · 14:47 ET stock trade position

@jason334990 Probably all of the above but I’m deepest in $AMZN

$AMZN

return	1D	1W	1M	1Y	now
$AMZNlong	-0.4%	+2.6%	+4.0%	—	+24.8%

@ChrisCamillo Feb 12, 2026 · 14:44 ET stock

@NolanC_GMX Yes, $BE is mystifying to most investors, so it’ll likely be one of the more volatile AI names. Add in active South Korean day-trader flow and that volatility probably gets amplified.

$BE

@ChrisCamillo Feb 12, 2026 · 09:46 ET stock

What a social arb ride this one’s been. $SPHR

$SPHR

@ChrisCamillo Feb 12, 2026 · 00:06 ET stock

@app_hyd @amitisinvesting @howardlindzon Biggest TAM we’ve ever seen. Deployment bottlenecks create a long supply/demand backlog. Multiple winners split the market. Also, Tesla might design the best robot. Might not. Tbd.

$TSLA