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.
@PetePete1832 @__thos not that it matters since i donβt sell anything, share ideas only out of kindness, and owe u nothing; but after dozens of research hrs this wknd i publicly shared my thoughts on $META within minutes of market open, which is also when i executed the bulk of my levered trade.
$META$AMZN
| return | 1D | 1W | 1M | 1Y | now |
| $AMZNlong |
-1.3% | -4.8% | β | β | -3.6% |
| $METAlong |
+1.1% | +12.6% | β | β | +7.4% |
@ylnuic The AWS win on agentic AI feels meaningfully larger and higher confidence than a theoretical future hit to retail that $AMZN has numerous ways to solve.
$AMZN
@ryanTesling like everything else in my portfolio, itβs a day-by-day decision as new information comes to light.
$META
| return | 1D | 1W | 1M | 1Y | now |
| $METAlong |
+1.1% | +12.6% | β | β | +7.4% |
@CSneaksss hell yes!
$META
hell of a monday. congrats if ur in the same boat. what a time to be in the agentic AI / CPU biz. $AMZN $INTC $AMD $META
$AMZN$INTC$AMD$META
| return | 1D | 1W | 1M | 1Y | now |
| $AMDlong |
+1.3% | -1.2% | β | β | -0.6% |
| $AMZNlong |
-1.3% | -4.8% | β | β | -3.6% |
| $INTClong |
+1.7% | -4.7% | β | β | -1.3% |
| $METAlong |
+1.1% | +12.6% | β | β | +7.4% |
@jacobsimon2002 i continue to add to my $AMZN long, donβt need it lower but discounts always appreciated
$AMZN
| return | 1D | 1W | 1M | 1Y | now |
| $AMZNlong |
-1.3% | -4.8% | β | β | -3.6% |
i donβt do that. itβs cheesy, irrelevant, and i dgaf.
but for you, how about this: donate $10k to my charitable foundation, which supports pediatric cancer, leukemia and autism causes and from which i take zero compensation or economic benefit, and iβll post my $META trades from Friday and this morning, currently up roughly $1M.
$META
@Jerry19880 @piques15 correct
$META
| return | 1D | 1W | 1M | 1Y | now |
| $METAlong |
+1.1% | +12.6% | β | β | +7.4% |
@piques15 so many ways to win. we all good.
my conviction in $META arrived at 2:30pm ET Friday, grew through the weekend, and resulted in my 2nd most profitable single-day trade in 20 years.
$META
| return | 1D | 1W | 1M | 1Y | now |
| $METAlong |
+1.1% | +12.6% | β | β | +7.4% |
@masayoshisson would u rather be right in your head or win the trade? $META
$META
| return | 1D | 1W | 1M | 1Y | now |
| $METAlong |
+1.1% | +12.6% | β | β | +7.4% |
Weβre 3+ years into the AI trade.
If you spent less than 10 hours this weekend researching $META βs Muse launch traction and mapping the market beneficiaries so you could initiate trades overnight or at this morningβs open
wtf are you even doing with your time as a trader?
$META
@Brian_A_E u should love that
$AMZN
@gr8tixx fully expected and irrelevant to the chip/bedrock partnership
$AMZN
@ryanTesling yes
$INTC$AMD
@antoniopedrosai nah, iβd prefer to see it stall/drop. will keep adding.
$AMZN
| return | 1D | 1W | 1M | 1Y | now |
| $AMZNlong |
-1.3% | -4.8% | β | β | -3.6% |
how i find out Polymarket has 9x leveraged stock trading now. $META
$META
$META #socialarb https://t.co/0NrrcIczKj https://t.co/XV1iNrv3US
β Quoting @chriscamillo
$META$AMZN
@InvestByRS Yes. Initiated a levered long $META position late Friday. Added substantial leverage at market open today.
$META
| return | 1D | 1W | 1M | 1Y | now |
| $METAlong |
+1.1% | +12.6% | β | β | +7.4% |
@ryanTesling possible but thatβs a hypothetical amazon problem for another day
$AMZN
@beniaminoblanco not impactful to me
$AMZN
$META Muse https://t.co/6kIAS8EU9B https://t.co/XV1iNrv3US
β Quoting @chriscamillo
$META
$META Muse is a textbook Social Arb setup as early traction is a genuine surprise.
$META is the obvious beneficiary. The off-radar derivative: $AMZN.
Meta already uses Amazon Bedrock at scale and has committed to tens of millions of AWS Graviton CPU cores for its agentic AI workloads.
$META$AMZN
@Highviews10 @KULOLO808 @Tesla_Optimus same but that can change quickly. iβm still long term optimistic on Optimus being a sector leader. still early, next 12-18 months critical
$TSLA
@KULOLO808 @Kselvaganesan05 Not for me. I prefer to find alpha in that answer before allocating capital. Having money tied up in $TSLA these last few years wouldβve cost me dearly in opportunity cost. Itβs just not how I invest.
$TSLA
@SamuelRamson @KULOLO808 Whatβs βpriced inβ is highly interpretable, especially with a stock like $TSLA. No one can prove their answer to that question is right. Itβs my take based on my calculations. I might be wrong.
$TSLA