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.
Camino Bag buzz: enough to move the $YETI needle? https://t.co/ABXKwepZ8m
β Quoting @DumbMoneyTV
$YETI
$HOOD vs $SCHW https://t.co/ScRIfxuOwk
β Quoting @DumbMoneyTV
$HOOD$SCHW
Ninth week rolling $NVDA calls. Biggest. Most levered. Trade. Ever. Congrats to everyone riding this beast
$NVDA
| return | 1D | 1W | 1M | 1Y | now |
| $NVDAlong |
+4.0% | +4.5% | +10.7% | +29.3% | +39.5% |
@AIRoboticsInt @Scobleizer @Figure_robot Timing Tesla is never easy, and my capitalβs opportunity cost is sky-high which is why Iβd rather be a little late than early.
$TSLA
Long-term hyper bullish on AI and robotics, but deep tech crowd lives in their heads and misses real-world hurdles. Elonβs just one example. Optimus was never ready to scale this yr and is now paused to address critical flaws in its design, as Iβve been warning. The AI 2027
$TSLA
@tristen_wh93809 HUMN isnβt the play for real embodiedAI / robotics returns. Iβd rather back the lead companies in the sector even if that means navigating private markets and funding rounds.
$HUMN
The U.S. needs rare earths at any cost, and I donβt see China supplying enough without some softening on our chip export rules. $NVDA
$NVDA
$HOOD has quietly become my biggest equity position excluding options.
$HOOD
| return | 1D | 1W | 1M | 1Y | now |
| $HOODlong |
-1.4% | -0.2% | +13.3% | +7.1% | +20.2% |
Throwback to when $HOOD wasnβt exactly winning any popularity contests @davehanson @jordan_mclain
$HOOD
Did a billionaire catch our $NVDA call yesterday and decide they couldnβt miss the move? https://t.co/DeQuiT5TO1
β Quoting @dumbmoneytv
$NVDA
$NVDA vs $TSLA https://t.co/DeQuiT5lYt
β Quoting @dumbmoneytv
$NVDA$TSLA
@RegularShep No longer in Oklo as that was just part of a timed sector trade. My largest long term nuclear investment is Radiant
$OKLO
| return | 1D | 1W | 1M | 1Y | now |
| $OKLOshort |
+4.9% | +4.6% | -19.0% | -5.6% | +36.1% |
@OTR420 @amitisinvesting Bullish long-term on DeepMind saving Google, even if Search takes a hit near-term. No clue on timeline, thatβs the wildcard.
$GOOGL
@markgurman At the right price Apple needs the talent and Perplexity Iβm sure would be up for an exit
$AAPL
@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
@ArstasticWorld I was deep in that sector in the late β90s/early 2000s during Googleβs takeover of Yahoo Search and others. We could see a repeat but this time ChatGPT looks like the aggressor/disruptor.
$GOOGL
@edwinjoy04 I have a position but not nearly as large as $NVDA
$NVDA
| return | 1D | 1W | 1M | 1Y | now |
| $NVDAlong |
-1.1% | +6.1% | +18.5% | +45.0% | +57.4% |
@10makeahead @wholemars Tesla, FigureAI, Apptronik, and Boston Dynamics are in the lead pack. Check back in 12 months
$TSLA
@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
Odds China traded rare earths for student visas = 0. $NVDA
$NVDA
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
@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 Chinaβs real demand.
$NVDA
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, thatβd be a win for America short and long term.
$NVDA
@2021_real Yes, but Apple became Apple because of a once-in-a-generation hardware+software product: the iPhone.
$AAPL
Not much about Apple excites me either lately but maybe part of thatβs on us. Itβs a hardware company, and mass-market hardware breakthroughs are insanely rare. No level of creative genius changes that reality.
$AAPL