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 — each priced the day it was
made and graded by direction-signed returns at 1D / 1W / 1M / 1Y, deletion-proof.
Hard to see $MSFT letting OpenAI off the profit sharing hook for under 30% equity, which at today’s valuations would be the biggest one-time investment gain in corporate history.
$MSFT
@LoloJoho99572 It’s unfortunate but I’m not seeing anything interesting in the public market outside of Tesla for Optimus but that requires taking on auto and robotaxi risk
$TSLA
@DanDong812312 @ABC12D2 Varies by company, but for $LULU the just-reported $240M tariff hit cuts annual profit by about 14%.
$LULU
@merkle_eric @JonBryant421 They’re all burning cash, but Google and Meta have unrelated cash flow to cover it, while OpenAI and Anthropic have massive AI ARR plus insatiable investor demand. XAI has neither - an infusion or acquisition by Tesla may be the fix.
$GOOGL$META$TSLA
@Somnium_Magnus Optimus isn’t where it should be, and that’s on him. He’s said it’s the company’s future, and he needs to start treating it that way. I think he will.
$TSLA
If a trillion-dollar pay package gets Elon locked back in with intensity, it might go down as the best money $TSLA shareholders ever spent.
$TSLA
@Jukanlosreve OAI is months from $20B ARR, holds 80%+ AI market share, and 1B users. Capital markets will keep funding that path, but if not, they can always slow frontier model spend. The real question is whether they can convert Microsoft’s $120B future rev share liability into equity
$MSFT
@peachteadrink37 @wholemars @Jason @herbertong Jason’s take on Optimus are reasonable for someone with surface-level insight. I agree and have touted Tesla’s capital, resources, creativity, and speed edge over competitors. This I why Optimus is positioned to be a op 3 bot company. But his logic on Elon’s manufacturing
$TSLA
@VelichkoYanchev Unprecedented and tough to game out, especially with Elon and Tesla involved. Expect the unexpected.
$TSLA
@ElonMuskSavage Same with Robotaxi and Optimus. Sky-high ceiling, but full execution isn’t there yet and a lot is sitting on Elon’s shoulders right now.
$TSLA
@LukeNeeley26 Anything’s possible. That said, OAI with ~1B users is months from $20B ARR and could see another ~$25B cash from SoftBank EOY if they resolve profit conversion and the Microsoft equity negotiation. Lots of unknowns and moving parts for every frontier model.
$MSFT
@MuldoonMartin More likely $TSLA does the investing/acquiring direct
$TSLA
@DarkStoneCap @elonmusk I agree he has always found a way. That way for XAI appears to be $TSLA
$TSLA
@beefcubee @darthvaderbater The investor is $TSLA. Most of the private investors I know putting money into XAI this Summer are doing so under the assumption that they sell to Tesla next yr
$TSLA
@purvil_g We all want XAI to flourish. A Tesla acquisition is probably its best chance.
$TSLA
@SnowballHustle I’m very much pro Grok and XAI. It’s not what I think but what has already happened. Their fundraising hit a wall and most paths leads to Tesla as a stop gap savior
$TSLA
@RMadelmayer Neutral. I think it’s more likely than not that Tesla fully acquires XAI
$TSLA
Been tracking XAI’s accelerating cash burn, flattening user growth/ monetization, and fundraising struggles since the beginning of this yr and I don’t see how they last another 12 months without a Tesla or Elon bailout.
$TSLA
@cashflowkyle1 Not long or short Google, and my post on distorted Gtrend data has nothing to do with the company itself.
$GOOG
@MichaelMing_My Best $LULU trade going forward may be on any hint of tariff relief, though I’m not sure that’s coming.
$LULU
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $LULUlong |
-18.6% | -19.6% | -14.8% | -51.2% | -53.3% |
@DanDong812312 Exited the majority of my $LULU upon discovery of the data discrepancies
$LULU
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $LULUshort |
+18.6% | +19.6% | +14.8% | +51.2% | +53.3% |
@MMK72469 See my $LULU post from this week
$LULU
Low likelihood today’s $ZUMZ earnings or guidance reflect it, but 90s and Y2K fall fashion nostalgia could be a tailwind soon. That’s assuming they can push past China tariff pressure and recent European weakness.
$ZUMZ
@JacobnRocha @amitisinvesting Not at this time other than $TSLA if you’re fine taking on the expectations and risk tied to Auto+robotaxi.
$TSLA
Hard to have conviction on $LULU into Thursday’s earnings. The exceptionally strong Google search traffic data that fueled my initial long is no longer reliable due to noise from AI queries. Tariffs and the De Minimis rule reversal are negatives. Offsetting that, domestic foot
$LULU
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $LULUlong |
-0.8% | -17.2% | -11.0% | -40.0% | -52.0% |
@ChrisCamillo
Sep 12, 2025 · 12:33 ET
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