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.
@JJ248020 My projection assumes 1M cumulative bots in service by end of 2030, far more conservative than Elonβs. Even if it slips a year or two, the upside from todayβs $TSLA price would be massive.
$TSLA
My Optimus valuation breakdown thread, dated, but still holds up if Elon delivers on his new 2030 target. https://t.co/zQ4nZiHcBa https://t.co/1iHNyAFMUY
β Quoting @ChrisCamillo
$TSLA
@gtboard @Breaking911 Short term may be choppy for $HOOD. Iβm strictly bullish on the longΒ haul.
$HOOD
@fawwest Been sidelined on $TSLA options as marketβs stuck on autos and Elonβs politics. Holding $HOOD equity with an ultra long term outlook, but those calls I grabbed last week are a 100% wipeout. My leverage and risk is way down
$TSLA$HOOD
| return | 1D | 1W | 1M | 1Y | now |
| $HOODlong |
+1.3% | +9.8% | +51.9% | +113.6% | +176.8% |
| $TSLAlong |
-0.1% | +3.8% | +44.9% | +61.0% | +46.8% |
@theovonscousin Unless Nvidia chips deliver more inference compute per dollar of cost and/or future demand for compute exceeds total supply
$NVDA
@Jazzysnoop75767 Trump wants to reward and incentivise U.S. loyalty with the admin just touting Nvidia for its biggest on-shoring win. Trump just publicly praised Jensen. So this feels like a China negotiating ploy or setup for future off-setting concessions to $NVDA.
$NVDA
Somethingβs off with this Nvidia H-200 story. Another head fake?
$NVDA
Fun convo with one of my favorite young investors and the founder of Silly Bandz, one of my most nostalgic social arb trades: $FIVE. Podcast link in comments. @austinhankwitz @realrobertcroak @jc_blackwell
$FIVE
@Freedom_44_ @eli_vinik I donβt expect Optimus to generate revenue next year or anything meaningful for many years. But near-term monetization isnβt the KPI that matters.
$TSLA
RT @leadindicator1: Teslaβs humanoid robot can produce a $10 trillion market opportunity in the next 5-8 years, says @ChrisCamillo.
Whileβ¦
$TSLA
@Intoobus I added $HOOD yesterday and today, yes
$HOOD
| return | 1D | 1W | 1M | 1Y | now |
| $HOODlong |
+2.6% | +26.6% | +40.8% | +99.7% | +226.2% |
@nicolasmm Took my loss in $ANF after earnings
$ANF
| return | 1D | 1W | 1M | 1Y | now |
| $ANFshort |
-4.4% | -3.9% | -0.8% | -31.3% | -91.7% |
Cash is tight but dug deep to grab more $HOOD today. Tough to see how these tariffs actually take shape.
$HOOD
| return | 1D | 1W | 1M | 1Y | now |
| $HOODlong |
-9.8% | +5.9% | +27.0% | +80.1% | +194.2% |
Been tracking this chart since ChatGPT launched and never seen a move like this until now. $GOOG
$GOOG
@marcomacaroni69 @DumbMoneyTV Read my pinned $TSLA Optimus tweet from Jan β24. Scaling was always 5-7 yrs off
$TSLA
Top 10 non-Chinese companies developing humanoids in no particular order:
Apple
OpenAI (private)
Apptronik (Google-backed)
Boston Dynamics (Hyundai)
Meta
Tesla
FigureAI (private)
1X (Norway)
Amazon
Agility Robotics (private) https://t.co/uySKuCarRv
β Quoting @ErrolGBruce
$AAPL$GOOGL$META$TSLA$AMZN
The most viral moment of the yr is a big deal for Saratoga Water but representing just 1.5% of its parent company Prime Brands itβs not likely to move the needle for $PRBM stock. #socialarb
$PRBM
@derekwall @uzairansar Adding $AAPL $GOOG $AMZN $META OpenAI
$AAPL$GOOG$AMZN$META
| return | 1D | 1W | 1M | 1Y | now |
| $AAPLlong |
+1.1% | -0.2% | -9.8% | +14.1% | +53.5% |
| $AMZNlong |
+3.6% | -1.8% | -12.0% | +4.7% | +27.0% |
| $GOOGlong |
+2.2% | -6.1% | -7.8% | +80.3% | +105.9% |
| $METAlong |
+3.8% | -3.3% | -15.9% | -99.4% | -99.0% |
@oguzerkan Your thesis was Tesla would be the exclusive provider of autonomous robots for at least several years - what led you to that conclusion?
$TSLA
This played out faster than I expected. $HOOD https://t.co/17lWW0zisO
β Quoting @DumbMoneyTV
$HOOD
@BullStreetHQ Few are pricing in the 25+ year tailwind of generational wealth transfer, which could disproportionately benefit $HOOD over traditional financial institutions.
$HOOD
The real story isnβt $HOODβs move into sports betting, itβs their relentless drive for innovation and fearless market expansion. https://t.co/wGXFxXaOzt
β Quoting @amitisinvesting
$HOOD
RT @DumbMoneyTV: Timing Tesla Stock βππ $TSLA
$TSLA
@tickerplus Agree, Hollisterβs spring line is exciting its core customers - but is it enough to offset tariff-driven spending cuts and margin pressure?
$ANF
Gen Zβs turn to save $ANF tomorrow.
$ANF