Being smart matters less than being smart differently. $20k to $80M by getting ahead of undiscovered niches. $AMZN
Dumb Signal has archived 3,922 posts
from Chris Camillo (@ChrisCamillo) and classified
164 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.
@JowBling No clue whoβs selling or why. My $HOOD arb plays out over decades, not weeks. Daily volatility is noise to me.
$HOOD
| return | 1D | 1W | 1M | 1Y | now |
| $HOODlong |
-3.2% | -3.7% | -8.6% | β | -3.7% |
As discussed on last weekβs @DumbMoneyTV after dozens of hours of social research, Amer Sports is my #1 consumer social-arb bet for the holiday season, driven by Arcβteryx + Salomon momentum. Primary risk remains a China boycott. Do your own research. Disclosure: Long $AS
$AS
| return | 1D | 1W | 1M | 1Y | now |
| $ASlong |
-2.3% | -5.6% | +1.6% | β | -6.7% |
@ChrisCamillo
Jan 27, 2026 Β· 11:01 ET
stock
1st mention
trade
position
~$10B market cap SK Telecom (Korean listed w/ US ADR $SKM) appears to have invested $100M in Anthropicβs 2023 series C at a ~$5B val, possibly alongside a separate, undisclosed check via its US venture arm SKVTC. Hard to say how much arb is there, if any, but feels like a fairly clean way to get Anthropic exposure. Do your own research. Disclosure: Long $SKM
$SKM
| return | 1D | 1W | 1M | 1Y | now |
| $SKMlong |
-0.8% | +4.6% | +12.9% | β | +15.9% |
Anyone else riding the $GNRC storm trade
$GNRC
| return | 1D | 1W | 1M | 1Y | now |
| $GNRClong |
+1.9% | +1.2% | +33.2% | β | +14.6% |
@unibuzzer @GrahamStephan @jackselby27 Oracle noise spooked $BE holders. Nothing changed in my thesis so I added more today.
$BE$ORCL
| return | 1D | 1W | 1M | 1Y | now |
| $BElong |
+10.7% | +14.5% | +86.4% | β | +156.6% |
| $ORCLlong |
+6.6% | +9.7% | +6.4% | β | -27.2% |
@AlexioCasas @ethanwaynebell I like that timeframe but I am currently only in $TAC equity, no options
$TAC
| return | 1D | 1W | 1M | 1Y | now |
| $TAClong |
-1.9% | -0.6% | -2.0% | β | +1.1% |
@ethanwaynebell Added to my $BE long just now
$BE
| return | 1D | 1W | 1M | 1Y | now |
| $BElong |
+4.2% | +19.4% | +94.2% | β | +167.4% |
Full transparency. @davehanson called it. Did exactly what I said I wouldnβt on yesterdayβs show. Couldnβt help myself. $NVDA $BE $GOOG https://t.co/R5u9pVrriD
β Quoting @dumbmoneytv
$NVDA$BE$GOOG
| return | 1D | 1W | 1M | 1Y | now |
| $BElong |
+6.2% | +21.4% | -1.3% | β | +128.7% |
| $GOOGlong |
+6.3% | +6.8% | +3.1% | β | +19.3% |
| $NVDAlong |
+2.1% | -1.1% | +1.2% | β | +12.4% |
Only one thing to say today. Added $NVDA.
$NVDA
| return | 1D | 1W | 1M | 1Y | now |
| $NVDAlong |
-1.0% | -0.2% | +0.2% | β | +11.3% |
No reward without risk, adding $BE today.
$BE
| return | 1D | 1W | 1M | 1Y | now |
| $BElong |
+8.1% | -9.8% | -8.3% | β | +98.8% |
SoftBank selling $5B of $NVDA to fund its $22B OAI bet , which then uses the cash to buy more Nvidia chips. Long $NVDA.
$NVDA$SFTBY
| return | 1D | 1W | 1M | 1Y | now |
| $NVDAlong |
+0.3% | -6.1% | -6.3% | β | +4.1% |
| $SFTBYlong |
-5.9% | -20.1% | -21.3% | β | -17.5% |
@SocialArb101 Yes and hit back into $ELF too after the big drop
$ELF
| return | 1D | 1W | 1M | 1Y | now |
| $ELFlong |
+8.3% | -0.3% | +10.4% | β | +12.4% |
@Kahuna76 Already loaded on $HOOD, too big to add more.
$HOOD
| return | 1D | 1W | 1M | 1Y | now |
| $HOODlong |
+4.2% | -6.0% | +1.2% | β | -33.6% |
For all asking about $TAC which we recently covered on @DumbMoneyTV: shareholder meeting delayed months, so speculated data center deal news slips too. Thatβs the selloff. Probably adding but need to fully digest report.
$TAC
| return | 1D | 1W | 1M | 1Y | now |
| $TAClong |
+3.8% | -3.5% | -100.0% | β | -13.0% |
@beth_cronk Been levered long across AI, $MSFT included, but adjusting daily as the data and news shift. No perfect playbook here.
$MSFT
| return | 1D | 1W | 1M | 1Y | now |
| $MSFTlong |
-0.5% | -2.1% | -7.4% | β | -9.5% |
@NonLinearRisk Put a massive amount of research into this $AMZN trade to have the conviction to hold through earnings after a brutal tech selloff. Honestly upset I only added 35% Thursday on weakness, shouldβve doubled it.
$AMZN
| return | 1D | 1W | 1M | 1Y | now |
| $AMZNlong |
+4.0% | +0.1% | -4.5% | β | +11.2% |
@stocksandteeth $175k loss on $MSFT
$MSFT
| return | 1D | 1W | 1M | 1Y | now |
| $MSFTshort |
+0.2% | +4.1% | +4.8% | β | +9.7% |
@dtran333 If you recall from our show or posts here, we exited the majority all the $LULU trade before earnings after spotting the Google Trends data glitch that initially drove the thesis.
$LULU
| return | 1D | 1W | 1M | 1Y | now |
| $LULUshort |
+3.0% | +2.6% | -8.0% | β | +30.3% |
@_Cigarist_ Fair. This weekβs @DumbMoneyTV big tech earnings option trades resulted in a $175k loss on $MSFT, $81k loss on $META, $380k gain on $GOOG, $805k gain on $AMZN, $175k gain in $NVDA.
$MSFT$META$GOOG$AMZN$NVDA
| return | 1D | 1W | 1M | 1Y | now |
| $AMZNshort |
-4.0% | -0.1% | +4.5% | β | -11.2% |
| $GOOGshort |
-0.8% | +0.8% | -13.6% | β | -26.8% |
| $METAshort |
+1.6% | +4.1% | +0.1% | β | +13.9% |
| $MSFTshort |
+0.2% | +4.1% | +4.8% | β | +9.7% |
| $NVDAshort |
-2.2% | +7.1% | +12.6% | β | +0.7% |
@xandru_limited @mauro_zallocco Not levered in $HOOD, just a massive long equity position
$HOOD
| return | 1D | 1W | 1M | 1Y | now |
| $HOODlong |
+0.2% | -11.2% | -12.5% | β | -41.0% |
@AsianObnoxious Canβt imagine not owning $AMZN
$AMZN
| return | 1D | 1W | 1M | 1Y | now |
| $AMZNlong |
+9.6% | +9.1% | +4.6% | β | +21.9% |
Added to my $BE position. Great breakdown from @jianshu_dong https://t.co/BDIaIgCv7c https://t.co/L19W2PBk73
β Quoting @jianshu_dong
$BE
| return | 1D | 1W | 1M | 1Y | now |
| $BElong |
+18.0% | +13.9% | -10.7% | β | +81.7% |
@PianoJukebox I was for a few days. Iβm currently long $GOOG
$GOOG
| return | 1D | 1W | 1M | 1Y | now |
| $GOOGlong |
+2.7% | +11.1% | +18.1% | β | +40.8% |
Alberta + AI = TransAlta Corp. (long $TAC, not investment advice; my risk toleranceβs probably way higher than yours, so do your own research). https://t.co/0UVALFDolm
β Quoting @nateglubish
$TAC
| return | 1D | 1W | 1M | 1Y | now |
| $TAClong |
+0.2% | +2.4% | -100.0% | β | -24.6% |
@ChrisCamillo
Oct 23, 2025 Β· 15:02 ET
stock
1st mention
trade
position
Alberta + AI = TransAlta Corp. (long $TA, not investment advice; my risk toleranceβs probably way higher than yours, so do your own research). https://t.co/0UVALFDWaU
β Quoting @nateglubish
$TA
| return | 1D | 1W | 1M | 1Y | now |
| $TAlong |
-3.9% | -17.6% | -53.1% | β | +24.1% |