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.
@fau1in @FinanceLancelot Not sure investors ever fully bought into the longer-term commitments tied to either Oracle or OAI.
$ORCL
RT @DumbMoneyTV: $META Beats. $MSFT Misses. Why $AMZN Matters Most https://t.co/GxbczBX4CG
$META$MSFT$AMZN
Amazon knows what itβs doing. Side-letter spend commitments are the real story. Future ChatGPT gets hitched to Trainium. https://t.co/t3bky08AOQ
β Quoting @zerohedge
$AMZN
$AMZN
$AMZN
@TheTetherman @DumbMoneyTV Remember thereβs a real near-term risk this quarter from the China Arcβteryx fireworks PR mess and the resulting boycott.
$AS
@themmadoctor I believe $ZM only put in ~$50M in that round. With nearly 3x $SKMβs market cap, that would be about 1/6 the relative impact.
$ZM$SKM
As discussed on last weekβs @DumbMoneyTV after dozens of hours of social research, Amer Sports is my #1 consumer social-arb bet for the holiday season, driven by Arcβteryx + Salomon momentum. Primary risk remains a China boycott. Do your own research. Disclosure: Long $AS
$AS
| return | 1D | 1W | 1M | 1Y | now |
| $ASlong |
-2.3% | -5.6% | +1.6% | β | -28.3% |
@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 Anthropicβs 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% | β | +27.3% |
@eager28 @AllTracDaily @iamtomnash Residential will be a rounding error for Bloom Energy for many years, if it even shows up.
$BE
@AllTracDaily @iamtomnash Bloom fuel cells run on natural gas, hydrogen, or blends
$BE
Possibly the most important real-world FSD data point yet. $TSLA https://t.co/TE2RV74QIl
β Quoting @StockSavvyShay
$TSLA
Anyone else riding the $GNRC storm trade
$GNRC
| return | 1D | 1W | 1M | 1Y | now |
| $GNRClong |
+1.9% | +1.2% | +33.2% | β | +20.3% |
$BE https://t.co/BC758XtYnl
β Quoting @smallcapsnipa
$BE
Weak hands fund strong conviction. $BE
$BE
@JimCarryTrade Same energy as missing the GLP-1 ripple effects on $LLY back in β23.
$LLY
@lance31329415 Tesla has a bunch of theoretical advantages here, but donβt think for a second theyβve got a moat in mass-producing 140-lb humanoid bots. This isnβt remotely the same as scaling multi thousand pound vehicles.
$TSLA
@jesustguzman β25 top trade: $NVDA.
Purest social arb: $SPHR Wizard of Oz.
$NVDA$SPHR
RT @DumbMoneyTV: Trading Stocks = Gambling?? π€π² $NVDA
$NVDA
@KoladeKoya @investingluc @jackhneel That Lionsgate trade around the Hunger Games release was epic. Wild that was 13 years ago.
$LGF
@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% | β | +245.3% |
| $ORCLlong |
+6.6% | +9.7% | +6.4% | β | -23.0% |
@AlexioCasas @ethanwaynebell I like that timeframe but I am currently only in $TAC equity, no options
$TAC
| return | 1D | 1W | 1M | 1Y | now |
| $TAClong |
-1.9% | -0.6% | -2.0% | β | -6.9% |
@ethanwaynebell Added to my $BE long just now
$BE
| return | 1D | 1W | 1M | 1Y | now |
| $BElong |
+4.2% | +19.4% | +94.2% | β | +259.9% |
RT @DumbMoneyTV: The AI Stock Nobody Understands $BE https://t.co/05eRxp3OhB
$BE
@AsmaChehimi There have been so many but $NVDA takes the cake this yr
$NVDA
Full transparency. @davehanson called it. Did exactly what I said I wouldnβt on yesterdayβs show. Couldnβt help myself. $NVDA $BE $GOOG https://t.co/R5u9pVrriD
β Quoting @dumbmoneytv
$NVDA$BE$GOOG
| return | 1D | 1W | 1M | 1Y | now |
| $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% |