DUMB//SIGNAL

Chris Camillo @ChrisCamillo

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.

4537 tweets stored Β· 787 qualifying Β· all first mentions all trades

Recent trade calls

@ChrisCamillo @ChrisCamillo Jul 14, 2025 Β· 23:18 ET stock trade position
Ninth week rolling $NVDA calls. Biggest. Most levered. Trade. Ever. Congrats to everyone riding this beast
$NVDA
return1D1W1M1Ynow
$NVDAlong +4.0%+4.5%+10.7%+29.3%+39.5%
@ChrisCamillo @ChrisCamillo Jul 09, 2025 Β· 17:12 ET stock
@AIRoboticsInt @Scobleizer @Figure_robot Timing Tesla is never easy, and my capital’s opportunity cost is sky-high which is why I’d rather be a little late than early.
$TSLA
@ChrisCamillo @ChrisCamillo Jul 09, 2025 Β· 13:09 ET stock
Long-term hyper bullish on AI and robotics, but deep tech crowd lives in their heads and misses real-world hurdles. Elon’s just one example. Optimus was never ready to scale this yr and is now paused to address critical flaws in its design, as I’ve been warning. The AI 2027
$TSLA
@ChrisCamillo @ChrisCamillo Jul 02, 2025 Β· 10:51 ET stock 1st mention
@tristen_wh93809 HUMN isn’t the play for real embodiedAI / robotics returns. I’d rather back the lead companies in the sector even if that means navigating private markets and funding rounds.
$HUMN
@ChrisCamillo @ChrisCamillo Jun 30, 2025 Β· 14:42 ET stock
The U.S. needs rare earths at any cost, and I don’t see China supplying enough without some softening on our chip export rules. $NVDA
$NVDA
@ChrisCamillo @ChrisCamillo Jun 30, 2025 Β· 14:38 ET stock trade position
$HOOD has quietly become my biggest equity position excluding options.
$HOOD
return1D1W1M1Ynow
$HOODlong -1.4%-0.2%+13.3%+7.1%+20.2%
@ChrisCamillo @ChrisCamillo Jun 30, 2025 Β· 12:31 ET stock
Throwback to when $HOOD wasn’t exactly winning any popularity contests @davehanson @jordan_mclain
$HOOD
@ChrisCamillo @ChrisCamillo Jun 22, 2025 Β· 19:59 ET stock trade position
@RegularShep No longer in Oklo as that was just part of a timed sector trade. My largest long term nuclear investment is Radiant
$OKLO
return1D1W1M1Ynow
$OKLOshort +4.9%+4.6%-19.0%-5.6%+36.1%
@ChrisCamillo @ChrisCamillo Jun 22, 2025 Β· 19:42 ET stock
@OTR420 @amitisinvesting Bullish long-term on DeepMind saving Google, even if Search takes a hit near-term. No clue on timeline, that’s the wildcard.
$GOOGL
@ChrisCamillo @ChrisCamillo Jun 20, 2025 Β· 17:59 ET stock
@markgurman At the right price Apple needs the talent and Perplexity I’m sure would be up for an exit
$AAPL
@ChrisCamillo @ChrisCamillo Jun 19, 2025 Β· 23:24 ET stock 1st mention
@Tanner_Invests @ni5k0 Use of AI in app on X, Google, Meta/FB/IG, Snap is a valid but less interesting competitive metric to track.
$GOOGL$META$SNAP
@ChrisCamillo @ChrisCamillo Jun 19, 2025 Β· 17:09 ET stock 1st mention
@ArstasticWorld I was deep in that sector in the late ’90s/early 2000s during Google’s takeover of Yahoo Search and others. We could see a repeat but this time ChatGPT looks like the aggressor/disruptor.
$GOOGL
@ChrisCamillo @ChrisCamillo Jun 19, 2025 Β· 16:52 ET stock trade position
@edwinjoy04 I have a position but not nearly as large as $NVDA
$NVDA
return1D1W1M1Ynow
$NVDAlong -1.1%+6.1%+18.5%+45.0%+57.4%
@ChrisCamillo @ChrisCamillo Jun 18, 2025 Β· 16:44 ET stock
@10makeahead @wholemars Tesla, FigureAI, Apptronik, and Boston Dynamics are in the lead pack. Check back in 12 months
$TSLA
@ChrisCamillo @ChrisCamillo Jun 18, 2025 Β· 16:41 ET stock
@Tesla_Dawg @wholemars Yes I am including Tesla and yes I have knowledge into what is happening at Optimus. I want Tesla to be one of the winners in this sector but they are facing the same hurdles as others and have not cleared them yet.
$TSLA
@ChrisCamillo @ChrisCamillo Jun 12, 2025 Β· 11:34 ET stock
Odds China traded rare earths for student visas = 0. $NVDA
$NVDA
@ChrisCamillo @ChrisCamillo Jun 10, 2025 Β· 20:14 ET stock
My portfolio needs the Framewok to entail a sky full of Boeing jets packed nose to tail with Nvidia chips. https://t.co/e3GFCZgty3
β†— Quoting @WatcherGuru
$BA$NVDA
@ChrisCamillo @ChrisCamillo Jun 10, 2025 Β· 17:24 ET stock
@TannersTrades Regardless of the past, the recent multi-billion dollar Nvidia mark down over China export bans proves one thing: any chips getting in are just a drop in the bucket compared to China’s real demand.
$NVDA
@ChrisCamillo @ChrisCamillo Jun 10, 2025 Β· 17:10 ET stock
China playing the rare earth card and holding the line in negotiations. Now imagine they somehow get the U.S. to ease Nvidia high end chip export controls. Ironically, that’d be a win for America short and long term.
$NVDA
@ChrisCamillo @ChrisCamillo Jun 09, 2025 Β· 23:50 ET stock
@2021_real Yes, but Apple became Apple because of a once-in-a-generation hardware+software product: the iPhone.
$AAPL
@ChrisCamillo @ChrisCamillo Jun 09, 2025 Β· 21:35 ET stock
Not much about Apple excites me either lately but maybe part of that’s on us. It’s a hardware company, and mass-market hardware breakthroughs are insanely rare. No level of creative genius changes that reality.
$AAPL

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