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.
Only one thing to say today. Added $NVDA.
$NVDA
| return | 1D | 1W | 1M | 1Y | now |
| $NVDAlong |
-1.0% | -0.2% | +0.2% | β | +26.7% |
RT @DumbMoneyTV: The Biggest Risk After $NVDA Earnings https://t.co/SRiWQam70x
$NVDA
@TexasBryan Less about $NVDA and more about how difficulty reading investor expectations and their reaction to whatever narrative pops up.
$NVDA
Itβs simply a way to leverage its own product potential. It amplifies the bet Nvidia has already made on its architecture and platform. Time will tell if thatβs a good or bad decision. $NVDA https://t.co/6G7Aq3nCu0
β Quoting @HeroDividend
$NVDA
Well done, team DeepMind and $GOOG. https://t.co/Dl2nAjaibr
β Quoting @jeffdean
$GOOG
A new half-baked narrative pops up almost every day to sell off the AI sector. Today itβs the idea that the imminent release of what looks like a breakthrough Gemini 3.0 model (trained on Google TPUs) somehow threatens Nvidia and traditional AI infrastructure spend, even dragging
$GOOG$NVDA
@elonmusk @Gfilche Demonstrating Optimus as a commercially viable product is 100x more important to investors than pumping out volume on something that hasnβt proven it can actually produce. Optimus 3 demo is everything.
$TSLA
Demis Hassabis, arguably AIβs most important voice, goes silent for over a year then pops up hours before Gemini 3.0. Thatβs not noise. Thatβs a signal. $GOOG
$GOOG
Jensen knows the assignment next week. $NVDA
$NVDA
Early Gemini 3.0 reviews are unreal. $GOOG
$GOOG
No reward without risk, adding $BE today.
$BE
| return | 1D | 1W | 1M | 1Y | now |
| $BElong |
+8.1% | -9.8% | -8.3% | β | +167.5% |
SoftBank selling $5B of $NVDA to fund its $22B OAI bet , which then uses the cash to buy more Nvidia chips. Long $NVDA.
$NVDA$SFTBY
| return | 1D | 1W | 1M | 1Y | now |
| $NVDAlong |
+0.3% | -6.1% | -6.3% | β | +18.5% |
| $SFTBYlong |
-5.9% | -20.1% | -21.3% | β | +6.7% |
@Purpleappesauce Not my thesis for $TAC
$TAC
@SocialArb101 Yes and hit back into $ELF too after the big drop
$ELF
| return | 1D | 1W | 1M | 1Y | now |
| $ELFlong |
+8.3% | -0.3% | +10.4% | β | +36.9% |
@Axa_Amit Follow and read analysis by @jianshu_dong on $BE
$BE
@Kahuna76 Already loaded on $HOOD, too big to add more.
$HOOD
| return | 1D | 1W | 1M | 1Y | now |
| $HOODlong |
+4.2% | -6.0% | +1.2% | β | -13.7% |
What dip did you grab yesterday or today? $BE $TAC $AMZN
$BE$TAC$AMZN
@SPYSTSignals I like $ELF again after todays correction
$ELF
βSmart Moneyβ $ELF
$ELF
@SocialArb101 @DumbMoneyTV No longer trading $TSLA long into the shareholder meeting since even a partial Optimus 3 reveal now seems unlikely. Hope Iβm wrong.
$TSLA
For all asking about $TAC which we recently covered on @DumbMoneyTV: shareholder meeting delayed months, so speculated data center deal news slips too. Thatβs the selloff. Probably adding but need to fully digest report.
$TAC
| return | 1D | 1W | 1M | 1Y | now |
| $TAClong |
+3.8% | -3.5% | -100.0% | β | -19.9% |
$BROS Chocolate Milk drink also trending
$BROS
Will the H2O secret menu drink move the needle for $BROS earnings today?
$BROS
Apology to Gregory in the pic as heβs technically right, I was a βbitβ late. Heβs shared a ton of alpha with me this year. Not taking shots at anyone who missed parts of this wild $PLTR run.
$PLTR
@abel_aguia34080 Way less focused on $PLTR now that my massive, levered social arb tradeβs in the rearview.
$PLTR