Сигналы
6
#545
Альфа-оценка 52.6
Chris Camillo
Основатель, Wall Street Millennial
Винрейт
33.3%
доходность
+4.0%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
13 мая
$270.48
-1.1%
Amazon is the number one beneficiary of the upcoming AI efficiency wave, which hasn't started yet. The company has multiple layers of positive catalysts, and he has been aggressively buying on dips. He sees years of upside and is still long with conviction.
Гиперскейлеры
Лонг
13 мая
$76.80
+23.8%
Robinhood is down to the 70s after being at 27 and he is doubling down. He sees it as a good entry point and believes the company has significant potential, though he does not elaborate on a specific catalyst.
Брокеры
Лонг
13 мая
$291.78
-18.6%
Bloom Energy was sold down to $77 for reasons that made no sense, so he doubled down. The stock has since rallied to $295. He remains confident in the position and believes the initial selloff was irrational.
Чистая энергетика
Лонг
14 мая
$130.05
+30.9%
Palantir was deeply out of favor in the 30s, but he tripled down on the thesis that the negative sentiment was wrong and the company had strong underlying business catalysts.
ПО для ИИ
Лонг
14 мая
$201.90
-4.3%
The second wave of the Swatch AP trade could occur if the weekend launch becomes a mass-market media event. He suggests buying ahead of the weekend and selling by Monday, capturing the pop from retail investor excitement driven by news coverage.
Ритейл и мобильность
Лонг
13 мая
$219.30
-6.5%
The second wave of the Swatch AP collab trade is a short-term scalp. If the weekend generates mass market media frenzy, retail investors may pile in. He recommends buying now and exiting Monday. The first wave is already gone.
Ритейл и мобильность
Показано 6 из 6 коллов · сортировка по упоминаниям
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У Chris Camillo на Buzzberg отслеживается 6 торговых идей по 6 тикерам с мая 2026. #545 в рейтинге Buzzberg Alpha. Чаще всего покрывает: AMZN, HOOD, BE.
