Chris Camillo @ChrisCamillo

@SaleemUsama Possibly but Amazon is more than just an AI efficiency play. It’s AI infrastructure / chipsets + AI digital ads + AI efficiency wave all in one.

@JRoddenbery I don’t share trade granularity because there’s zero alpha in copying my entries. My trades are built around my own risk/reward profile, not anyone else’s. But yes, I went deeper on $AMZN today.

@tradematiq1 @DumbMoneyTV For Five Below these trends have always been about increasing foot traffic. You visit fit the trending product and walk out with 10 other things

Been distracted by other opps so haven’t had time to dig in, but @DumbMoneyTV social arb peeps telling me squishy dumplings could light up $FIVE earnings tonight. No rec from me, just watching and playing a little for fun

Real $AMZN conviction loves this.

@redrumry @Rewkang Yes, still $AMZN for me.

RT @MilkRoadMacro: Chris Camillo just made the most bullish case on $AMZN. Everyone worried when Amazon raised their capex to $200 billion…

@AMIRrorROY Great meeting you. $SG was fresh on my mind but note that it’s super speculative. But high conviction bullish on $AMZN

You guys have been crushing Sweetgreen wrap launch channel checks. Keep it up. My turn. North Texas suburban channel check. Clerk sees lift in foot traffic since launch. Wraps are ~15% of orders. Repeat wrap orders confirmed. 50% of wraps are pickup. Best new alpha: wrap ticket sizes are higher than salads/bowls because customers are adding chips/drinks more often. That last part matters most. Still way too soon to have conviction in this highly speculative trade. Wall Street looks to be trading $SG down today as transaction data isn’t yet showing meaningful improvement. Early channel checks suggest possible upside, but the jury is still very much out. Restricting carbs, so went bowl today.

Reminder for anyone monitoring or trading $SG on the recent wrap launch: Too early to call this a durable success or failure. Likely need weeks of additional data before making any high-conviction read. When you trade on incomplete data, even promising data, you’re underwriting

@MrTech100 @golfisgood111 Not focused on Tesla until I better understand progress on Optimus

@pierce_east0n I hand more conviction in $HOOD than $SG here which is still speculative due to limited data on the wrap launch

@GooseMonkey420 @10009nyny @frombroke2bull @DumbMoneyTV Exactly. Everyone already forgot how brutally Amazon was getting shredded just this March for that CapEx decision. And Bloom due to Oracle concerns

For Robinhood, Trump Accounts are less about near-term economics and more about company DNA. They race ahead, own the moment, and become the default platform before competitors even react. You’ll see this same playbook again. That’s why $HOOD will remain one of my largest longs.

For those who know me, a woman social arb trader publishing channel checks is basically my dream come true. Social arb investing has fully arrived. $SG https://t.co/DhUUp90EAm

@Temple_Eight @OG_PViews As mentioned on last week’s @DumbMoneyTV, I see enough early traction in the $SG Caesar wrap to open a long position but likely need weeks of additional data before I develop any real conviction.

The boys at JPM after one episode of @DumbMoneyTV $SG

RT @DumbMoneyTV: The Internet Can’t Stop Buying This Wrap... We Bought $SG Stock https://t.co/Z5McQVAvhs

@W_pottenger @valleyjoe7o7 @punk9059 @notthreadguy Bad for Amazon near term but they recently added surcharges to 3P sellers to help offset rising costs.

2 month flashback. Well timed. $BE https://t.co/MfDhKEWtbt

@foliotrail Don’t know the full regulatory lift, but $HOOD builds fast, sometimes too fast. If it’s $100M for them, incumbents are $300M and twice the timeline. No way this is a negative vs peers.

@Johnnywiiseguy Maybe over time. Right now $AMZN is too massive for this to move the needle.

Unreal month. Everyone asking for the next trade. Still might be $AMZN

@yuriymatso Mostly $AMZN. Leverage made the difference.

Hope she stepped up when I said it. Sub $200 $AMZN was the moment. https://t.co/QNafUS56xO