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.
@Tamir99903Cohen I focus my research on sales-impacting data, not price action, but I’m now tracking $LULU consumer traction daily. Like the risk/reward and while still not a high conviction trade my visibility’s improving by the day.
$LULU
@valuemaverick @childrensplace @hellokitty Nothing interesting in the data yet, but worth watching.
$PLCE
@ndsa1208 @T3_RM @JonahLupton @tonestar_x @DumbMoneyTV No opinion on $LULU beyond the current quarter
$LULU
@T3_RM As you know, she flopped for Heydude and early data shows her AE impact is neutral. AE might get a short-term traffic bump, but I suspect the campaign will be a net loss if we look out a yr. TBD.
$AEO
Recently told a friend the only thing that would get me long $SBUX is a Taylor Swift collab.
$SBUX
@fpl_haizees @DumbMoneyTV Probably not. I’ve already shared my Microsoft / OAI thesis and prefer everyone make their own trade decision rather than mirror mine, especially since I don’t have meaningful alpha on timing this one.
$MSFT
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $MSFTlong |
-1.6% | -3.7% | -5.2% | — | -11.5% |
$ONON was just the appetizer. $LULU set to be the main course. Big thanks to those in the @DumbMoneyTV community for sharing daily store checks and insights on these trades. https://t.co/4dOGAXM521
↗ Quoting @NamTheLender
$ONON$LULU
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $LULUlong |
+3.9% | +2.5% | -14.1% | — | -38.4% |
| $ONONlong |
-3.3% | -9.6% | -13.1% | — | -27.2% |
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
@JediCapper So many of us invested irrationally during the pandemic. Mirror was for sure Lululemon’s pandemic regret.
$LULU
@vdanielvv That’s a great example of a disruptor, MacBook, overtaking all the PC incumbents against the odds. Arguably not only far superior, but boosted by the iPhone’s ecosystem effect.
$AAPL
@spinoziac @Singularitybook Normies are mostly split between Google/Gemini and ChatGPT, with younger demos heavily favoring the latter.
$GOOGL
@BisonHerd11 The window’s still open for Google/Gemini, but so far ChatGPT is winning the AI distribution battle.
$GOOGL
@ryanTesling Held my $AMD through the drop
$AMD
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $AMDlong |
-0.3% | +2.7% | -12.5% | — | +175.6% |
@TheHumanoidHub It’s inevitable. XAI burns like other frontier models but lacks Google or Meta’s cash flow, monetizes compute at a tiny fraction of OpenAI and Anthropic, and doesn’t have anywhere near the investor demand to continue to fund it. Tesla will probably have to save it.
$TSLA$GOOGL$META
@evoc0ncept10 Mirror catastrophe is ancient history. Vuori, Alo, Costco, dupes all pressuring growth but are far from full brand killers.
$LULU$COST
Far from a flawless operator but tough to stay sidelined on $LULU here with search and social indicators for the brand improving daily.
$LULU
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $LULUlong |
-0.9% | +2.1% | -12.2% | — | -37.8% |
@chknlvr8455 @jordan_mclain Thanks! Looking like an 8x return on those $CELH call options today
$CELH
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $CELHlong |
+3.7% | +13.1% | +16.5% | — | -41.7% |
@DumbMoneyTV Subject line wasn’t mine but editors; I’m just seeing now. As covered in last week’s $AEO YT episode and on my X, our take on the Sidney Sweeney Genes ad is speculative and nuanced. We’re adjusting the trade as real-time sales data rolls in. Stock’s moving on trader speculation,
$AEO
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $AEOlong |
-1.7% | +5.5% | +46.7% | — | +37.7% |
RT @TheHumanoidHub: Google is flexing their AI muscles again.
DeepMind has unveiled Genie 3, a real-time interactive, general-purpose worl…
$GOOGL
Big for $AMZN https://t.co/jbmwpes3o1
↗ Quoting @amazon
$AMZN
@chknlvr8455 The trend is real. No pure play here but the ones sold by $LULU are getting good reviews
$LULU
@Sahan1985 That ‘s spin and couldn’t be further from the truth. Optimus isn’t scaling because it’s nowhere near ready. Hopefully that changes.
$TSLA
Too early to tell. $AEO’s pop was speculation. The drop came with the broader market, so don’t give me any credit. The next few weeks of back-to-school data will be key and I’m tracking it daily. If you think you definitively know how this plays out, you’re probably fooling yourself.
↗ Quoting @HassiOnTheMoon
$AEO
How much do you pay a banker to miss IPO demand by 3x? Time for AI to take that industry over. $FIG
$FIG
RT @roydendsouza: 🧵1/2
🚨 ELON HEARD US!!
@Tesla's Optimus team is finally consulting hand surgeons - just like Gustav Andersson and Scott…
$TSLA
@ChrisCamillo
Aug 14, 2025 · 16:20 ET
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