Being smart matters less than being smart differently. $20k to $80M by getting ahead of undiscovered niches. $AMZN
Dumb Signal has archived 3,927 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.
@kapilansh_twt $AMZN
$AMZN
@easybakemicrowa @DumbMoneyTV I have missed for sure. $TAC not playing out as expected
$TAC
@FRONTPAGE__ @DumbMoneyTV Still in $BE but exited $SPHR , for now at least
$BE$SPHR
| return | 1D | 1W | 1M | 1Y | now |
| $BElong |
+5.0% | +11.2% | +32.8% | β | -1.0% |
| $SPHRshort |
+3.2% | +3.2% | +1.0% | β | -5.6% |
No surprise if youβve been watching @DumbMoneyTV
Highest conviction. Biggest. Most levered trade of my life.
On one of the largest companies on earth.
Covered and still misunderstood by most of Wall Street.
βSmart Moneyβ isnβt dead. It never existed. $AMZN
$AMZN
| return | 1D | 1W | 1M | 1Y | now |
| $AMZNlong |
-0.9% | +5.4% | +5.4% | β | +8.4% |
Rare take from a 27yr Amazon insider:
$AMZN isnβt what you think it is
https://t.co/WZd1le8LUK
$AMZN
RT @WOLF_Financial: CHRIS CAMILLO ON WHY AMAZON $AMZN IS HIS BIGGEST AI BET
@ChrisCamillo's thesis: the AI efficiency wave.
Every companyβ¦
$AMZN
$BIRD today shows it: AI can be both the biggest opportunity of your lifetime and a massive bubble https://t.co/Njfg3IwroU
$BIRD
@amitisinvesting My degenerate leverage in $AMZN last few wks would keep you up at night.
$AMZN
| return | 1D | 1W | 1M | 1Y | now |
| $AMZNlong |
+0.5% | +2.8% | +6.3% | β | +9.3% |
@amitisinvesting My degenerate leverage in $AMZN last few wks would keep you up at night.
$AMZN
| return | 1D | 1W | 1M | 1Y | now |
| $AMZNlong |
-0.2% | +0.4% | +7.3% | β | +9.1% |
@GrahamStephan Freeing up liquidity to buy more $AMZN. Love it
$AMZN
@jianshu_dong You are ground zero $BE analyst. Thanks for the early alpha!
$BE
what a ride since doubling down on $BE in the 70s at peak fear just months ago. https://t.co/xPnJ9z23nt https://t.co/BGyT6V3ayq
β Quoting @DumbMoneyTV
$BE
@ryanTesling Working on it, but actually still $AMZN
$AMZN
| return | 1D | 1W | 1M | 1Y | now |
| $AMZNlong |
+0.6% | +5.1% | +14.4% | β | +13.9% |
Few weeks ago just retail misfits pounding $AMZN while everyone cried about $200B capex.
Now theyβre piling into pro-Amazon takes.
If you canβt hold conviction when itβs ugly, post all you want, just donβt expect anyone to listen.
$AMZN
$AMZN
$AMZN
@Sandman25182689 No, OAI is a small part of the $AMZN story
$AMZN
$AMZN
$AMZN
@kingsintheback1 @NotA_Bull Yes it 100% is. $AMZN
$AMZN
@bleiweaj1 @Clavicular0 on my board. watching MTCH
$MTCH
@TraderCT @jerrymig87 Was once a large holding. Havenβt kept up with $SMCI, no view.
$SMCI
@cybergigafacto1 want to love $TSLA but right now it feels more speculative than other beaten down names. Could change fast
$TSLA
@Johnnywiiseguy Maybe but I donβt trade in and out of $BE. Got dinged hard on a minor Jefferies downgrade. Itβs a volatile, erratic ticker. I mostly ignore the short term noise.
$BE
| return | 1D | 1W | 1M | 1Y | now |
| $BElong |
+13.4% | +13.0% | +141.0% | β | +72.2% |
@amitisinvesting $SKM is my favorite Anthropic proxy
$SKM
@NolanAntonucci big question: can they keep up with demand and does this hold through β26 holidays
if yes, NAV at $GAIN likely up lowβmid double digits
$GAIN
@MuldoonMartin prefer to wait and see with tesla here. Fine missing the first 20β30% move
$TSLA