Chris Camillo

Chris Camillo

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investing with friends on http://dumbmoney.tv. The social arb guy in Jack Schwager’s Unknown Market Wizards

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12 months deep with this low-ego, high-conviction team, from first deck to final wire, far from a straight line. Proud we pulled it off with zero manufactured hype. Wait till you see what they’re cooking.

Today, we’re excited to announce that we’ve raised more than $935M in Series A funding with a $520M Series A-X extension round, bringing our total capital raised to nearly $1B. This milestone is a powerful vote of confidence in our mission: building AI-powered humanoid robots

So many newer investors depressed their favorite names are getting wrecked for no good reason. Why you youngbloods acting like you’re six months from retirement living off fixed income? Prime earning years with this kind of volatility is the dream! DCA deeper into your highest conviction names. If you’ve actually done the work. What sucks isn’t drawdowns. It’s a market where every one of my conviction names is overheated. Give me this all day. $AMZN $HOOD

Clawdbot starting to feel bigger than the Nov ’22 ChatGPT moment.

Wall Street logic right now: punish Big Tech for “wasting” capex on AI, punish SaaS because AI will replace them, and punish GPU manufactures for selling the chips that power the “waste.” 🤔

~$10B market cap SK Telecom (Korean listed w/ US ADR $SKM) appears to have invested $100M in Anthropic’s 2023 series C at a ~$5B val, possibly alongside a separate, undisclosed check via its US venture arm SKVTC. Hard to say how much arb is there, if any, but feels like a fairly clean way to get Anthropic exposure. Do your own research. Disclosure: Long $SKM

Crypto kids discovering social arb in equities. Welcome. Bring it.

Threadguy explains why crypto traders have edge in stocks. “I think there is edge on the social narrative and attention side. Crypto traders make their career exploiting this. We could’ve traded American Eagle, Popmart, etc”

7/11 I suspected AI might be driving these odd patterns, so I ran a micro test. Phrase “organic abercrombie socks” had 0 search history as it’s a made-up product category. After a handful of ChatGPT prompts, it showed up in Trends within 24h. Trends docs say Google filters out its own AI searches, but make no mention of external AIs like ChatGPT. The socks test suggests AI traffic leaks through.

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