DUMB//SIGNAL

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 β€” each priced the day it was made and graded by direction-signed returns at 1D / 1W / 1M / 1Y, deletion-proof.

4537 tweets stored Β· 787 qualifying Β· all first mentions all trades

Recent trade calls

@ChrisCamillo @ChrisCamillo Jan 31, 2026 Β· 15:51 ET stock
@fau1in @FinanceLancelot Not sure investors ever fully bought into the longer-term commitments tied to either Oracle or OAI.
$ORCL
@ChrisCamillo @ChrisCamillo Jan 30, 2026 Β· 12:01 ET stock
RT @DumbMoneyTV: $META Beats. $MSFT Misses. Why $AMZN Matters Most https://t.co/GxbczBX4CG
$META$MSFT$AMZN
@ChrisCamillo @ChrisCamillo Jan 29, 2026 Β· 21:14 ET stock
Amazon knows what it’s doing. Side-letter spend commitments are the real story. Future ChatGPT gets hitched to Trainium. https://t.co/t3bky08AOQ
β†— Quoting @zerohedge
$AMZN
@ChrisCamillo @ChrisCamillo Jan 28, 2026 Β· 12:32 ET stock 1st mention
@TheTetherman @DumbMoneyTV Remember there’s a real near-term risk this quarter from the China Arc’teryx fireworks PR mess and the resulting boycott.
$AS
@ChrisCamillo @ChrisCamillo Jan 27, 2026 Β· 15:34 ET stock 1st mention
@themmadoctor I believe $ZM only put in ~$50M in that round. With nearly 3x $SKM’s market cap, that would be about 1/6 the relative impact.
$ZM$SKM
@ChrisCamillo @ChrisCamillo Jan 27, 2026 Β· 11:26 ET stock trade position
As discussed on last week’s @DumbMoneyTV after dozens of hours of social research, Amer Sports is my #1 consumer social-arb bet for the holiday season, driven by Arc’teryx + Salomon momentum. Primary risk remains a China boycott. Do your own research. Disclosure: Long $AS
$AS
return1D1W1M1Ynow
$ASlong -2.3%-5.6%+1.6%β€”-28.3%
@ChrisCamillo @ChrisCamillo Jan 27, 2026 Β· 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
return1D1W1M1Ynow
$SKMlong -0.8%+4.6%+12.9%β€”+27.3%
@ChrisCamillo @ChrisCamillo Jan 25, 2026 Β· 16:00 ET stock
@eager28 @AllTracDaily @iamtomnash Residential will be a rounding error for Bloom Energy for many years, if it even shows up.
$BE
@ChrisCamillo @ChrisCamillo Jan 25, 2026 Β· 12:51 ET stock
@AllTracDaily @iamtomnash Bloom fuel cells run on natural gas, hydrogen, or blends
$BE
@ChrisCamillo @ChrisCamillo Jan 21, 2026 Β· 15:54 ET stock trade position
Anyone else riding the $GNRC storm trade
$GNRC
return1D1W1M1Ynow
$GNRClong +1.9%+1.2%+33.2%β€”+20.3%
@ChrisCamillo @ChrisCamillo Jan 09, 2026 Β· 17:43 ET stock 1st mention
Weak hands fund strong conviction. $BE
$BE
@ChrisCamillo @ChrisCamillo Jan 06, 2026 Β· 19:52 ET stock 1st mention
@JimCarryTrade Same energy as missing the GLP-1 ripple effects on $LLY back in ’23.
$LLY
@ChrisCamillo @ChrisCamillo Jan 06, 2026 Β· 15:09 ET stock
@lance31329415 Tesla has a bunch of theoretical advantages here, but don’t think for a second they’ve got a moat in mass-producing 140-lb humanoid bots. This isn’t remotely the same as scaling multi thousand pound vehicles.
$TSLA
@ChrisCamillo @ChrisCamillo Dec 27, 2025 Β· 14:05 ET stock
@jesustguzman ’25 top trade: $NVDA. Purest social arb: $SPHR Wizard of Oz.
$NVDA$SPHR
@ChrisCamillo @ChrisCamillo Dec 20, 2025 Β· 11:23 ET stock
RT @DumbMoneyTV: Trading Stocks = Gambling?? πŸ€”πŸŽ² $NVDA
$NVDA
@ChrisCamillo @ChrisCamillo Dec 20, 2025 Β· 00:13 ET stock 1st mention
@KoladeKoya @investingluc @jackhneel That Lionsgate trade around the Hunger Games release was epic. Wild that was 13 years ago.
$LGF
@ChrisCamillo @ChrisCamillo Dec 18, 2025 Β· 02:04 ET stock 1st mention trade
@unibuzzer @GrahamStephan @jackselby27 Oracle noise spooked $BE holders. Nothing changed in my thesis so I added more today.
$BE$ORCL
return1D1W1M1Ynow
$BElong +10.7%+14.5%+86.4%β€”+245.3%
$ORCLlong +6.6%+9.7%+6.4%β€”-23.0%
@ChrisCamillo @ChrisCamillo Dec 17, 2025 Β· 16:23 ET stock trade position
@AlexioCasas @ethanwaynebell I like that timeframe but I am currently only in $TAC equity, no options
$TAC
return1D1W1M1Ynow
$TAClong -1.9%-0.6%-2.0%β€”-6.9%
@ChrisCamillo @ChrisCamillo Dec 17, 2025 Β· 15:56 ET stock trade
@ethanwaynebell Added to my $BE long just now
$BE
return1D1W1M1Ynow
$BElong +4.2%+19.4%+94.2%β€”+259.9%
@ChrisCamillo @ChrisCamillo Dec 12, 2025 Β· 12:05 ET stock
RT @DumbMoneyTV: The AI Stock Nobody Understands $BE https://t.co/05eRxp3OhB
$BE
@ChrisCamillo @ChrisCamillo Nov 26, 2025 Β· 15:51 ET stock
@AsmaChehimi There have been so many but $NVDA takes the cake this yr
$NVDA
@ChrisCamillo @ChrisCamillo Nov 21, 2025 Β· 14:15 ET stock trade
Full transparency. @davehanson called it. Did exactly what I said I wouldn’t on yesterday’s show. Couldn’t help myself. $NVDA $BE $GOOG https://t.co/R5u9pVrriD
β†— Quoting @dumbmoneytv
$NVDA$BE$GOOG
return1D1W1M1Ynow
$BElong +6.2%+21.4%-1.3%β€”+207.8%
$GOOGlong +6.3%+6.8%+3.1%β€”+14.0%
$NVDAlong +2.1%-1.1%+1.2%β€”+28.0%

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