Chris Camillo on X
@JakeNapppoa4 i don’t look at price but currently long $BE
X
Everything we have picked from this writer, newest first.
@JakeNapppoa4 i don’t look at price but currently long $BE
Take-Two’s GTA VI outlook requires direct player feedback, not algorithm-amplified investor narratives.
Take-Two's leaked GTA VI footage shows denser worlds, more responsive NPCs and deeper systems, supporting a generational gameplay leap.
@ryanTesling @mact3333 @Kalshi_Finance Unless I’m not in a short-dated highly leveraged trade, I’m not paying attention to the day-to-day. I want to see $AMZN go down so I can re-lever at lower prices.
@tinderboxman No. I added another 20% of the account in $AMZN weekly options, on top of the 50% already in $AMZN equity which was 1x levered. Been applying this leverage strategy for 18 years.
@Anointed_Ape Inconsequential. $AMZN no small cap
Would’ve been a $20B+ positive swing if they’d just followed me into $AMZN at 1x leverage. And they call us Dumb Money. https://t.co/WZVVizF9zL
@eager28 @CAndreisen @quazijohir Correct. They’re tied to the same lockup as other pre-IPO investors. I’m not overthinking $SKM it’s simply my public equity proxy for Anthropic.
@RealJimChanos Simple, $HOOD investors at large are weighted heavier to high growth AI sector and crypto than the S&P.
@eager28 No I’m invested indirectly via $SKM
@Ghostlike @TheOneLanceB You’re missing critical context on my $AMZN trade. If you care to dig in, start with my high-level breakdown on this week’s @TheICHpodcast.
The full story of the hotly debated “irresponsible” $AMZN trade that made me $10M in a day. The research. The leverage. The near disaster. The comeback. Link in comments https://t.co/foSxtqY98m
@JonathanSeller Didn’t miss it, very much long $NVDA
AI’s future use cases could drive memory demand beyond sell-side supply forecasts, supporting a bullish view of SanDisk and Micron despite bubble concerns.
@Emotionallkrs I think in terms of information parity not price targets. Long $BE