Being smart matters less than being smart differently. $20k to $80M by getting ahead of undiscovered niches. $AMZN
Dumb Signal has archived 3,937 posts
from Chris Camillo (@ChrisCamillo) and classified
164 as real trade calls — each priced the day it was
made and graded by direction-signed returns at 1D / 1W / 1M / 1Y, deletion-proof.
@Johnnywiiseguy Maybe but I don’t trade in and out of $BE. Got dinged hard on a minor Jefferies downgrade. It’s 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% | — | +72.2% |
@amitisinvesting $SKM is my favorite Anthropic proxy
$SKM
@NolanAntonucci big question: can they keep up with demand and does this hold through ‘26 holidays
if yes, NAV at $GAIN likely up low–mid double digits
$GAIN
@MuldoonMartin prefer to wait and see with tesla here. Fine missing the first 20–30% move
$TSLA
needoh getting banned in schools. not slowing. $GAIN
$GAIN
@gr8tixx Very much long $MU
$MU
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $MUlong |
-4.4% | -15.5% | +7.7% | — | +94.7% |
@Ai_Andy1337 Still very long $NVDA
$NVDA
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $NVDAlong |
+1.7% | -3.0% | +16.8% | — | +16.4% |
@Intoobus $SKM as Anthropic proxy +
AI sector broadly for agentic
$AMZN and $TSLA but only if Optimus hits for physical AI
$SKM$AMZN$TSLA
@KevinMelnuk @hamids @Scobleizer @Tesla_Optimus @nvidia Endless potential, but Optimus hasn’t proven best-in-class yet. Nothing I’ve been hearing recently changes that. Still early. Waiting to see V3. Until then, I’m holding off on levering into a long position n $TSLA.
$TSLA
If you missed today’s @DumbMoneyTV $GAIN
$GAIN
@FredLamote @eliezeryaakov It has nothing to do with manufacturing capacity. Optimus is not a scalable ready robot, not even close, and there is no means to deploy and operate anywhere near 150,000 bots this year. This is straight up false and misleading.
$TSLA
@ryanTesling IPO timing was never part of my $AMZN thesis
$AMZN
Nonzero shot Trump era AI spins up a USG “frontier model” outfit while Nvidia locks in another hyperscaler client with effectively unlimited Capex. $NVDA
$NVDA
@wallstfelon @TheLongInvest My $AMZN thesis is 20x bigger than any single deal. Additive, not meaningful.
$AMZN
RT @TheICHpodcast: Investor Chris Camillo praises Jensen Huang, founder of $NVDA, for his incredible risk tolerance and foresight…👀
“He pu…
$NVDA
Oddly similar to $AMZN earnings reaction. $AS which beat on all metrics is leaning into spend to fuel accelerating demand and long term growth, compressing margins short term and the market punishes it. https://t.co/LhRJzDxX4V
↗ Quoting @irex118707
$AMZN$AS
RT @DumbMoneyTV: Why Amazon Is On ANOTHER Level 🥇🚐 $AMZN
$AMZN
@hiro_invst They put me on the spot with that one, but there’s real disruption risk for $DUOL in the agentic AI era.
When your agent has more real-time personal data than any wrapper ever could, the edge shifts fast, especially as it triages to personalized learning.
$DUOL
@AiBreakfast We’re not there yet, but when long-form AI video hits, shorting $AMZN won’t age well.
One of the top three compute providers, and this kind of video will demand multiples more compute power than LLMs.
$AMZN
@TaylorMoor84 @DumbMoneyTV Maybe. Mac mini is a rounding error in Apple revenue, so not likely to move the revenue needle anytime soon. But perception can move the multiple.
$AAPL
@MikeLGilreath Bought more $AMZN today
$AMZN
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $AMZNlong |
+1.2% | +5.7% | +4.5% | — | +36.6% |
@MoonDevOnYT Many variables.
$GOOG has more AI firepower, but core search is still the soft underbelly.
$AMZN’s ecomm moat is massive and positioned to absorb the AI efficiency wave.
Higher frontier model ceiling with Google. Clearer monetization path with Amazon.
$GOOG$AMZN
When every product listing is running live AI agents, dynamic pricing, personalized copy, synthetic media, and real-time Q&A, cloud compute demand doesn’t go linear.
It goes exponential. $AMZN $GOOG $META $NVDA https://t.co/kFnHVk2hoD
↗ Quoting @chatcutapp
$AMZN$GOOG$META$NVDA
There will be a moment when the worst of this manic AI disruption fear fades, or at least rationalizes, and one or two big buyers trigger a flip in sentiment on $AMZN. The market cap swing will be epic.
$AMZN
@DC__64 Fair take.
Maybe Anthropic dents some AWS SaaS spend.
But whatever it displaces likely comes back 2x in AI compute.
$AMZN
@ChrisCamillo
Mar 30, 2026 · 13:17 ET
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