Chris Camillo @ChrisCamillo

@ryanTesling @farzyness No I haven’t, still levered long $AMZN but note I do this exclusively with high risk, high reward capital

Bought the dip on $BE. New Mexico data center permit delay feels like a classic overreaction.

@Ai_Andy1337 @fugui_slawta I reduced my $SKM exposure, for now. The market now has to reprice the risk that open source compresses frontier model pricing. Happy to add back once there’s better visibility on where the economics ultimately settle.

@scrap_mma I added more $BE

Is it theoretically possible that $BE is lying about scandium and that Brookfield, Oracle and Nebius all failed to uncover a fatal supply constraint before committing to multibillion dollar projects? Yes. It’s also extraordinarily unlikely. Bloom has now stated in an SEC filing that it has sufficient non-China scandium supply for its current demand and backlog, with visibility to support 25 GW of annual production. Brookfield just expanded its partnership to $25B. Nebius committed up to $2.6B. Oracle contracted an initial 1.2 GW under an agreement covering up to 2.8 GW. Outside scandium estimates are not precision exercises. Bloom’s material intensity, manufacturing yields, inventory, supplier contracts and future efficiency gains are not publicly known. Read the short report. Read Bloom’s response. Use AI. Do your own work. Make your own decision. I’m not selling.

Might be quiet for a bit on posts and responding to DMs and texts. Lost one of the most special people in my life to a tragic accident today. On a completely different note, I did meaningfully add to $AMZN today and remain as bullish as ever. Love you all. Hug your people.

@tradematiq1 I did add $UUUU today

Yes, I had a massive levered long position in $SG. Hundreds of thousands in options. If you listened to the full podcast and read my posts since, the point was clear: these trades are normal for ME, not YOU. I’ll take a 10% shot at 20X knowing 9 of 10 can zero. That math works for me because of my risk profile, process, and portfolio construction. That does not mean it works for you. We are not built the same. That’s okay. Very few are.

@Investor_NICK_ Did you read my $SG posts? Highly speculative, incomplete early data, weeks away from real conviction. I take levered probability/outcome swings like this knowing 1 in 2 at best hit. The point is the winners can return 4-7x. You either get it or you don’t. Not for everyone.

@lucasvvian Never had SG conviction. It was always a speculative probability bet until more data materialized. Search $SG on my X for all posts. I’ve been very clear.

@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.

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

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

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.

@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.

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

@yuriymatso Mostly $AMZN. Leverage made the difference.

@abolishprenups Yes, but would welcome $AMZN getting crushed here. Deeper entry opportunity.

@christi10006880 You’re missing it. This was a massive, highly levered and concentrated short-term trade on $AMZN. Different playbook. Different world.

@snpal2000 Not financial advice. Your risk tolerance isn’t mine. Still heavily in $AMZN. That’s right for me, not you.

@ArmandCuret @SmartContrart On and off on $BE past few months. Lately, leverage concentrated in $AMZN and $HOOD

@johnnysharp @yonann got exposure via South Korean proxy $SKM at $23. Anthropic + public market liquidity

@zerohedge Less doom, more $AMZN calls

Amazon isn’t simply “investing” another $5B + up to an additional $20B into Anthropic. They’re buying deeper lock-in to Tranium and the Amazon stack. The 2x+ return they likely get from this investment is just the bonus. Love this for $AMZN + my favorite Anthropic proxy $SKM

@DOGE_2013 $BE is a wild ride. I’m still long a big position, but my risk tolerance is on another level.