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 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.

3922 tweets stored Β· 587 qualifying Β· all first mentions all trades

Recent trade calls

@ChrisCamillo @ChrisCamillo Feb 02, 2026 Β· 10:03 ET stock trade position
@JowBling No clue who’s selling or why. My $HOOD arb plays out over decades, not weeks. Daily volatility is noise to me.
$HOOD
return1D1W1M1Ynow
$HOODlong -3.2%-3.7%-8.6%β€”-3.7%
@ChrisCamillo @ChrisCamillo Jan 27, 2026 Β· 11:26 ET stock trade position
As discussed on last week’s @DumbMoneyTV after dozens of hours of social research, Amer Sports is my #1 consumer social-arb bet for the holiday season, driven by Arc’teryx + Salomon momentum. Primary risk remains a China boycott. Do your own research. Disclosure: Long $AS
$AS
return1D1W1M1Ynow
$ASlong -2.3%-5.6%+1.6%β€”-6.7%
@ChrisCamillo @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 Anthropic’s 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
return1D1W1M1Ynow
$SKMlong -0.8%+4.6%+12.9%β€”+15.9%
@ChrisCamillo @ChrisCamillo Jan 21, 2026 Β· 15:54 ET stock trade position
Anyone else riding the $GNRC storm trade
$GNRC
return1D1W1M1Ynow
$GNRClong +1.9%+1.2%+33.2%β€”+14.6%
@ChrisCamillo @ChrisCamillo Dec 18, 2025 Β· 02:04 ET stock 1st mention trade
@unibuzzer @GrahamStephan @jackselby27 Oracle noise spooked $BE holders. Nothing changed in my thesis so I added more today.
$BE$ORCL
return1D1W1M1Ynow
$BElong +10.7%+14.5%+86.4%β€”+156.6%
$ORCLlong +6.6%+9.7%+6.4%β€”-27.2%
@ChrisCamillo @ChrisCamillo Dec 17, 2025 Β· 16:23 ET stock trade position
@AlexioCasas @ethanwaynebell I like that timeframe but I am currently only in $TAC equity, no options
$TAC
return1D1W1M1Ynow
$TAClong -1.9%-0.6%-2.0%β€”+1.1%
@ChrisCamillo @ChrisCamillo Dec 17, 2025 Β· 15:56 ET stock trade
@ethanwaynebell Added to my $BE long just now
$BE
return1D1W1M1Ynow
$BElong +4.2%+19.4%+94.2%β€”+167.4%
@ChrisCamillo @ChrisCamillo Nov 21, 2025 Β· 14:15 ET stock trade
Full transparency. @davehanson called it. Did exactly what I said I wouldn’t on yesterday’s show. Couldn’t help myself. $NVDA $BE $GOOG https://t.co/R5u9pVrriD
β†— Quoting @dumbmoneytv
$NVDA$BE$GOOG
return1D1W1M1Ynow
$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%
@ChrisCamillo @ChrisCamillo Nov 20, 2025 Β· 16:39 ET stock trade
Only one thing to say today. Added $NVDA.
$NVDA
return1D1W1M1Ynow
$NVDAlong -1.0%-0.2%+0.2%β€”+11.3%
@ChrisCamillo @ChrisCamillo Nov 13, 2025 Β· 13:31 ET stock trade
No reward without risk, adding $BE today.
$BE
return1D1W1M1Ynow
$BElong +8.1%-9.8%-8.3%β€”+98.8%
@ChrisCamillo @ChrisCamillo Nov 11, 2025 Β· 11:22 ET stock trade position
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
return1D1W1M1Ynow
$NVDAlong +0.3%-6.1%-6.3%β€”+4.1%
$SFTBYlong -5.9%-20.1%-21.3%β€”-17.5%
@ChrisCamillo @ChrisCamillo Nov 07, 2025 Β· 17:53 ET stock trade
@SocialArb101 Yes and hit back into $ELF too after the big drop
$ELF
return1D1W1M1Ynow
$ELFlong +8.3%-0.3%+10.4%β€”+12.4%
@ChrisCamillo @ChrisCamillo Nov 07, 2025 Β· 17:45 ET stock trade position
@Kahuna76 Already loaded on $HOOD, too big to add more.
$HOOD
return1D1W1M1Ynow
$HOODlong +4.2%-6.0%+1.2%β€”-33.6%
@ChrisCamillo @ChrisCamillo Nov 06, 2025 Β· 10:05 ET stock trade intent
For all asking about $TAC which we recently covered on @DumbMoneyTV: shareholder meeting delayed months, so speculated data center deal news slips too. That’s the selloff. Probably adding but need to fully digest report.
$TAC
return1D1W1M1Ynow
$TAClong +3.8%-3.5%-100.0%β€”-13.0%
@ChrisCamillo @ChrisCamillo Nov 03, 2025 Β· 17:16 ET stock trade position
@beth_cronk Been levered long across AI, $MSFT included, but adjusting daily as the data and news shift. No perfect playbook here.
$MSFT
return1D1W1M1Ynow
$MSFTlong -0.5%-2.1%-7.4%β€”-9.5%
@ChrisCamillo @ChrisCamillo Nov 01, 2025 Β· 00:22 ET stock trade position
@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, should’ve doubled it.
$AMZN
return1D1W1M1Ynow
$AMZNlong +4.0%+0.1%-4.5%β€”+11.2%
@ChrisCamillo @ChrisCamillo Nov 01, 2025 Β· 00:19 ET stock trade
@stocksandteeth $175k loss on $MSFT
$MSFT
return1D1W1M1Ynow
$MSFTshort +0.2%+4.1%+4.8%β€”+9.7%
@ChrisCamillo @ChrisCamillo Oct 31, 2025 Β· 15:52 ET stock trade
@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
return1D1W1M1Ynow
$LULUshort +3.0%+2.6%-8.0%β€”+30.3%
@ChrisCamillo @ChrisCamillo Oct 31, 2025 Β· 10:45 ET stock trade
@_Cigarist_ Fair. This week’s @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
return1D1W1M1Ynow
$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%
@ChrisCamillo @ChrisCamillo Oct 31, 2025 Β· 01:43 ET stock trade position
@xandru_limited @mauro_zallocco Not levered in $HOOD, just a massive long equity position
$HOOD
return1D1W1M1Ynow
$HOODlong +0.2%-11.2%-12.5%β€”-41.0%
@ChrisCamillo @ChrisCamillo Oct 30, 2025 Β· 19:25 ET stock trade position
@AsianObnoxious Can’t imagine not owning $AMZN
$AMZN
return1D1W1M1Ynow
$AMZNlong +9.6%+9.1%+4.6%β€”+21.9%
@ChrisCamillo @ChrisCamillo Oct 28, 2025 Β· 17:01 ET stock trade
Added to my $BE position. Great breakdown from @jianshu_dong https://t.co/BDIaIgCv7c https://t.co/L19W2PBk73
β†— Quoting @jianshu_dong
$BE
return1D1W1M1Ynow
$BElong +18.0%+13.9%-10.7%β€”+81.7%
@ChrisCamillo @ChrisCamillo Oct 23, 2025 Β· 15:37 ET stock trade position
@PianoJukebox I was for a few days. I’m currently long $GOOG
$GOOG
return1D1W1M1Ynow
$GOOGlong +2.7%+11.1%+18.1%β€”+40.8%
@ChrisCamillo @ChrisCamillo Oct 23, 2025 Β· 15:05 ET stock trade position
Alberta + AI = TransAlta Corp. (long $TAC, not investment advice; my risk tolerance’s probably way higher than yours, so do your own research). https://t.co/0UVALFDolm
β†— Quoting @nateglubish
$TAC
return1D1W1M1Ynow
$TAClong +0.2%+2.4%-100.0%β€”-24.6%
@ChrisCamillo @ChrisCamillo Oct 23, 2025 Β· 15:02 ET stock 1st mention trade position
Alberta + AI = TransAlta Corp. (long $TA, not investment advice; my risk tolerance’s probably way higher than yours, so do your own research). https://t.co/0UVALFDWaU
β†— Quoting @nateglubish
$TA
return1D1W1M1Ynow
$TAlong -3.9%-17.6%-53.1%β€”+24.1%

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