Chris Camillo
@ChrisCamillo
Being smart matters less than being smart differently. $20k to $80M by getting ahead of undiscovered niches. $AMZN
523 Following 357.3K Followers
Bezos entering the fun phase of life: funding yachts, space projects, eventually a sports team, is a gift to $AMZN investors. It’s one of the purest forms of forced price dislocation with zero correlation to the health of the business. If you’re trading post-earnings options the insider window opening belongs in your risk calculus.
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Hold very little $PLTR these days, but love seeing it win after the gift it gave me in ’25. Knowing how many retail investors are along for the ride makes today even better.
@timothysykes @TheOneLanceB Bold choice to lecture me on catastrophic risk managing my own money over 18yrs given your own publicly documented hedge fund experience managing other people’s. I’d encourage everyone reading this to spend one minute researching Cilantro Fund Partners.
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@timothysykes @TheOneLanceB Bold choice to lecture me on catastrophic risk managing my own money over 18yrs given your own publicly documented hedge fund experience managing other people’s. I’d encourage everyone reading this to spend one minute researching Cilantro Fund Partners.
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$BE was my second-largest trade last week behind $AMZN. Insightful, contentious text thread with close friends who sold Bloom at last week’s lows while I was aggressively adding, admittedly while pissing my pants as my account was hemorrhaging. Those are the hardest trades you’ll ever make, but can be the most rewarding.
Worth noting this is inside a designated high risk/high reward account.
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Ok, now I’m nervous.
@CFlanders7 This wk, accurate
Chris Camillo reveals he spends 50 to 80 hours researching trades before making them.
“When I develop a high-conviction thesis like I did with $BE , with $HOOD , especially with $AMZN , I'll generally spend anywhere between 50 and 80 hours doing deep-dive due diligence.
So, my thesis is baked. I've seen the counterargument, I know what the other side of that argument looks like, and I obviously don't agree with people.”
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Trading information asymmetry is a game of calculated probabilities built on well-researched alpha. Applying leverage and operating within shorter time horizons doesn’t make it gambling to me.
Chris i respect most of your takes and congrats on the trade and i am giga long amazon.
but what you described is pure gambling with weekly expires and leverage, because you work might be right, thesis might be right and if jassys script wasnt right yesterday, amazon would have been down 10% like it always has when the management was not able to explain the capex spend properly.
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Unexpected call over coffee this morning.
Spoke with Chris Camillo @ChrisCamillo on his Amazon $AMZN trade and what it took to continue having the conviction to hold and size up in the trade:
“My account was down like 40% this month. I was getting margin call after margin call which is when I decided that this was enough and it was time to go all in. This was the single best trading day of my career.”
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(MAY 2026) Chris Camillo said that Amazon would benefit from every aspect of the “AI supercycle” and said that Amazon will benefit MOST from AI advancements out of any company he knew of
Yesterday, July 30th $AMZN surged after beating earnings estimates by ~$3.93/share
“I think that Amazon is the ultimate beneficiary of the AI efficiency wave because it wins with AI now four ways.”
“With Amazon, it's not a single bet on AI. It's an entire company-wide efficiency flywheel that benefits Amazon more than any other company I've been able to identify in the world.”
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Doesn’t sound so crazy anymore.
Investor Chris Camillo suggested an 11-year-old invest her entire $500 savings into $AMZN and take $500 of margin on top of that…👀
“If I were you, I would tell your dad to borrow $500 of margin so you can invest $1,000 and put it all in Amazon… That $500 can turn into $2,000 or more”💰
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Most gut-wrenching, highest-conviction, levered trade of my life. Been an annoying broken record for months I know, but for good reason. We did it. $AMZN
Nice work @Apptronik and @GoogleDeepMind teams. Excited for the world to see what’s coming next yr.
One brain. For any robot. 🤖
We’re launching Gemini Robotics 2: our next-generation physical AI bringing full body intelligence to humanoids, advanced dexterity, multi-robot teamwork and more.
Everyone talks about buying the dip. Few talk about what it actually feels like. Sent this to the group chat near yesterday’s lows.
That didn’t take long
Love or hate his moves but the fact he’s out there dancing puts him in a better place than 99% of his generation.
A highly autistic guy goes to a club, making erratic Elon Musk-looking movements while stuck in his head thinking, “How should I move?” It’s all incredibly awkward and cringeworthy, but to the chronically online, this is what fun looks like. @Clavicular0
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#1# investing truth no one believes.
Forced deleveraging fueled by AI confusion and misinformation rarely lasts. The rebound is going to be violent. The goal is simple: stay solvent long enough to participate.
