Chris Camillo @ChrisCamillo

@scrap_mma I added more $BE

Every AI panic cycle ends the same way: the headlines change, the GPUs don’t. Chinese model. American model. Doesn’t matter. They all need roughly the same amount of compute to serve users. $AMZN

@reddy67874 @SouthwestAir Too distracted this wk to get caught up on the $IBM news so no opinion

@Driphamilton1 We did $BE episodes last Summer

Congrats on the $BE takedown. As I mentioned, it’s theoretically possible you and others before you with a very similar thesis are ultimately right and Bloom proves to be the Theranos of this AI cycle. I just don’t see anywhere near enough evidence for that today. Every thesis deserves consideration, but it’s equally important to separate facts from assumptions. It would strengthen your case to outline the key blind spots, what would invalidate your thesis, and where you’re inferring conclusions without full visibility into Bloom’s technology roadmap, future materials intensity, and the long-term scandium supply/demand equation.

Is it theoretically possible that $BE is lying about scandium and that Brookfield, Oracle and Nebius all failed to uncover a fatal supply constraint before committing to multibillion dollar projects? Yes. It’s also extraordinarily unlikely. Bloom has now stated in an SEC filing that it has sufficient non-China scandium supply for its current demand and backlog, with visibility to support 25 GW of annual production. Brookfield just expanded its partnership to $25B. Nebius committed up to $2.6B. Oracle contracted an initial 1.2 GW under an agreement covering up to 2.8 GW. Outside scandium estimates are not precision exercises. Bloom’s material intensity, manufacturing yields, inventory, supplier contracts and future efficiency gains are not publicly known. Read the short report. Read Bloom’s response. Use AI. Do your own work. Make your own decision. I’m not selling.

@OT3MT406 Net positive but not a needle mover for $AMZN anytime soon

@cssmatthew @Apptronik @Figure_robot @Tesla Not much has changed, but I sincerely hope all the bot companies succeed. The faster they do, the faster the world benefits.

RT @WOLF_Financial: CHRIS CAMILLO HAS A MASSIVE LONG TERM POSITION IN AMAZON $AMZN STOCK THAT IS NOT CHANGING But on top of that he runs a…

RT @WOLF_Financial: Chris Camillo joins the show! Talking SpaceX, Amazon, The AI Bull Market, and How He Finds Stocks Before They Move http…

Might be quiet for a bit on posts and responding to DMs and texts. Lost one of the most special people in my life to a tragic accident today. On a completely different note, I did meaningfully add to $AMZN today and remain as bullish as ever. Love you all. Hug your people.

@GridRunnr And the once-powerhouse Google. Some sustain relevance. Some don’t. No way to know yet

OpenAI’s eventual IPO could end up being nearly as controversial as $SPCX, but their ability to maintain a top 3 iOS ranking for as long as they have is undeniably impressive. Habit is one hell of a moat.

@buji_bujii I won’t try to time $SPCX

It’s okay to love SpaceX the company, be confused by $SPCX the stock, and still cheer for your friends riding the rocket ship.

@BAbbottCPA The market rarely plays out how we expect. Be prepared for many more surprising days in $SPCX.

@BillAckman @SpaceX For those looking, this is one of the better bullish takes on $SPCX.

The backroom financial engineering happening right now to help long-time SpaceX holders cash out anywhere near current $SPCX prices must be wild.

RT @DumbMoneyTV: SpaceX IPO: Get Rich or Get Wrecked $SPCX https://t.co/3f2f8Muj1q

@tradematiq1 I did add $UUUU today

Amazon announcing a debt offering imminently feels more likely than not. Emotionally prepare now. $AMZN

We all bleeding today, but damn $AMZN barely flinching

Yes, I had a massive levered long position in $SG. Hundreds of thousands in options. If you listened to the full podcast and read my posts since, the point was clear: these trades are normal for ME, not YOU. I’ll take a 10% shot at 20X knowing 9 of 10 can zero. That math works for me because of my risk profile, process, and portfolio construction. That does not mean it works for you. We are not built the same. That’s okay. Very few are.

@Investor_NICK_ Did you read my $SG posts? Highly speculative, incomplete early data, weeks away from real conviction. I take levered probability/outcome swings like this knowing 1 in 2 at best hit. The point is the winners can return 4-7x. You either get it or you don’t. Not for everyone.

@lucasvvian Never had SG conviction. It was always a speculative probability bet until more data materialized. Search $SG on my X for all posts. I’ve been very clear.