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.
@DDrewseph That’s been the negative narrative this year, but I think meaningfully better programming is a bigger driver of ticket sales growth for Sphere than a moderate dip in overall Vegas travel.
$SPHR
Adding to my $SPHR long after opening night footage and reactions to their new in-house Wizard of Oz experience. Huge step up from Postcard From Earth and should drive steady ticket sales into ‘26.
$SPHR
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $SPHRlong |
+1.5% | +7.9% | +30.2% | +212.7% | +196.7% |
@CourtPress19 That’s ok and what makes a market. My $LULU conviction level this earnings is a 6.75, high medium conviction as the data points don’t all align.
$LULU
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $LULUlong |
-0.2% | -3.4% | -14.2% | -44.1% | -53.2% |
@hidden__117 Hard to say, feels like there are bigger trades to focus on right now than getting distracted by $CRBL.
$CRBL
$HOOD prediction market, through its Kalshi partnership, is now a full-fledged sports betting (investing?) app, legal in every state. The spread economics look better than traditional sportsbooks. Big
$HOOD
Must-watch deep dive for $HOOD investors. Still my top long. Link to video comments. @TheICHpodcast @GrahamStephan @jackselby27
$HOOD
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $HOODlong |
-1.3% | -4.8% | +14.1% | -1.1% | +3.0% |
@RajRao21381 Nothing has changed with my humanoid timelines, I’ve always expected scaling to be slower, starting closer to 2030 than others predicted. Elon’s missteps with Optimus this year are only delaying the $TSLA humanoid public market hype cycle.
$TSLA
@Xonyourhead @CrackerBarrel Already did but small-ish
$CBRL
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $CBRLlong |
-0.2% | +10.0% | -20.0% | +8.8% | -0.7% |
LFG $LULU
$LULU
@MC_junil @amitisinvesting Exited my small Google short on the Apple news. My thesis that OpenAI queries are fueling search traffic still stands, but that’s not what’s driving price action right now. I may re-enter the short later.
$GOOGL
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $GOOGLshort |
-1.2% | -3.3% | -23.7% | -67.8% | -67.6% |
@Morry9861 @CrackerBarrel In retrospect it is an obvious trade. No I missed it.
$CBRL
@shipwreckshow Celsius acquiring Alani won’t alter formulas overnight. Not even possible. Let’s think, people.
$CELH
@3Plantey2 I’d say it was rooted in a misunderstanding or underestimation of Palantir’s model, trajectory, and ceiling.
$PLTR
@daveg At minimum, Google owes more AI clarity and transparency in its AdWords and Google Trends policy docs. Shareholders, investors, and advertisers deserve it.
$GOOGL
@SamRuss60265097 For me it’s never about price but about a dislocation of information. That could happen at a price lower or higher than where $PLTR trades today.
$PLTR
@CWettersten That’s harsh. Better they make mistakes young with small accounts. The best lessons are learned losing money. $HOOD has onboarded more new investors than anything else this century.
$HOOD
@ChrisCamillo
Aug 20, 2025 · 00:01 ET
stock
1st mention
trade
position
One of my biggest and most absurd positions, and I had no idea earnings were tonight. $HKG:9992
$9992
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $9992long |
| | | | |
It’s actually a bit larger, but if you view this figure as a negative you’re missing the big picture. The tailwind for $HOOD is massive as its young account base ages and contributes tens of trillions in career wage growth savings and inheritance to their portfolios.
$HOOD
Been bombarded all day for my take on $PLTR. After ~100hrs of deep research and a year being heavily leveraged, I exited most of my position this Summer. Not due to lost faith in the company/thesis or valuation (I don’t trade PE), but because the info that excited me last August is now widely known. In social arb terms, we’ve hit information parity, for now. This is how I trade every position.
$PLTR
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $PLTRshort |
+1.1% | -2.0% | -12.2% | -11.1% | -18.6% |
@Codicil_Capital @sama You’re focused on Google’s value, I’m focused on trading how new info spreads. Google dropped 9% in hours after Eddie Cue said Safari search was down, then bounced once Google defended growth. If it’s revealed AI queries are behind search growth, stock takes a hit. That said, my
$GOOGL
@TAlbin13604 If the Google Trends data on Lululemon were clean, answer would be yes as that’s the strongest supporting datapoint. But with AI queries polluting it, hard to push my $LULU long thesis above low-mid conviction. Sticking with a moderate-sized trade.
$LULU
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $LULUlong |
+0.2% | +2.5% | -14.1% | -39.6% | -51.3% |
@nw3 Competitor ChatGPT drives most AI queries right now, giving it control of most consumer AI distribution. Any search traffic it pushes to Google from those queries is temporary and likely to be pulled back as their app and internally developed ad engine evolves. As investors, the
$GOOGL
@nw3 I think for $SPHR it would be less about the revenue and more about the value of Taylor Swift’s endorsement of the venue for other artists
$SPHR
@ChrisCamillo
Aug 18, 2025 · 14:53 ET
stock
1st mention
trade
position
Anyone else playing $SPHR off the Taylor Swift residency chatter?
$SPHR
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $SPHRlong |
-2.8% | +7.2% | +46.6% | +291.8% | +220.8% |
@amitisinvesting Thanks, that’s the point atleast for their ad clients. For me and every social arb trader, Google needs to figure out how to filter or classify AI traffic in GTrends.
$GOOGL
