Unofficial / unaffiliatedNot financial adviceBlog

Unofficial Chris Camillo Stock Tracker

Allocation

As of Jun 17, 9:19 PM

63% evidence strength

Total return

-1.9%

+3.5%

30D

-2.9%

180D

+37.0%

360D

+94.0%

Return excluding Amazon

+2.1%

+13.0%

30D

+23.5%

180D

+114.5%

360D

+318.1%

AMZNAmazon.com, Inc.Chart

72.0%

HOODRobinhood Markets, Inc.Chart

8.0%

BEBloom Energy CorporationChart

4.0%

TACTransAlta CorporationChart

4.0%

SKMSK Telecom Co., Ltd.Chart

3.5%

AMDAdvanced Micro Devices, Inc.Chart

3.0%

SGSweetgreen, Inc.Chart

3.0%

MUMicron Technology, Inc.Chart

2.5%

Sizing worksheet

Hypothetical dollar allocations from research weights.

Scenario amount

Stock	Model amount	Weight	Price	1D	5D	30D	180D	360D	Evid.
AMZN Amazon.com, Inc. Chart	$18,000	72.0%	$237.50	-3.5%	-0.2%	-13.2%	+6.9%	+6.9%	High
HOOD Robinhood Markets, Inc. Chart	$2,000	8.0%	$105.20	+8.8%	+21.8%	+36.6%	-23.1%	+157.8%	High
BE Bloom Energy Corporation Chart	$1,000	4.0%	$284.99	+1.5%	+21.7%	-3.5%	+287.2%	+1068.9%	Medium
TAC TransAlta Corporation Chart	$1,000	4.0%	$13.56	+0.4%	+9.5%	+7.6%	-0.8%	+2.3%	Medium
SKM SK Telecom Co., Ltd. Chart	$875.00	3.5%	$36.06	-2.3%	-4.6%	-4.6%	+66.4%	+69.7%	Medium
AMD Advanced Micro Devices, Inc. Chart	$750.00	3.0%	$512.48	+1.0%	+13.3%	+44.3%	+217.6%	+320.6%	Medium
SG Sweetgreen, Inc. Chart	$750.00	3.0%	$8.52	-6.9%	-0.9%	+24.9%	+6.2%	-73.6%	Medium
MU Micron Technology, Inc. Chart	$625.00	2.5%	$1,043	+2.2%	+17.0%	+62.9%	+536.5%	+949.4%	Low

Estimated allocations

Unofficial stock-weight estimates with prices, chart links, and recent returns.

June 18 Discord/YouTube/public web validation refresh

Holding	Allocation	Price	1D	5D	30D	180D	360D	Evidence	Market data
AMZN Amazon.com, Inc. Chart	72.0%	$237.50	-3.5%	-0.2%	-13.2%	+6.9%	+6.9%	High	Yahoo Finance chart endpoint - Jun 17, 1:00 PM
HOOD Robinhood Markets, Inc. Chart	8.0%	$105.20	+8.8%	+21.8%	+36.6%	-23.1%	+157.8%	High	Yahoo Finance chart endpoint - Jun 17, 1:00 PM
BE Bloom Energy Corporation Chart	4.0%	$284.99	+1.5%	+21.7%	-3.5%	+287.2%	+1068.9%	Medium	Yahoo Finance chart endpoint - Jun 17, 1:00 PM
TAC TransAlta Corporation Chart	4.0%	$13.56	+0.4%	+9.5%	+7.6%	-0.8%	+2.3%	Medium	Yahoo Finance chart endpoint - Jun 17, 1:00 PM
SKM SK Telecom Co., Ltd. Chart	3.5%	$36.06	-2.3%	-4.6%	-4.6%	+66.4%	+69.7%	Medium	Yahoo Finance chart endpoint - Jun 17, 1:00 PM
AMD Advanced Micro Devices, Inc. Chart	3.0%	$512.48	+1.0%	+13.3%	+44.3%	+217.6%	+320.6%	Medium	Yahoo Finance chart endpoint - Jun 17, 1:00 PM
SG Sweetgreen, Inc. Chart	3.0%	$8.52	-6.9%	-0.9%	+24.9%	+6.2%	-73.6%	Medium	Yahoo Finance chart endpoint - Jun 17, 1:00 PM
MU Micron Technology, Inc. Chart	2.5%	$1,043	+2.2%	+17.0%	+62.9%	+536.5%	+949.4%	Low	Yahoo Finance chart endpoint - Jun 17, 1:00 PM

Bullish/watchlist signals

Lower-evidence interest signals when exact position sizing is not available.

Stock	Price	1D	5D	30D	180D	360D	Evidence	Signal
NVDA NVIDIA Corporation Chart	$204.65	-1.3%	+2.1%	+4.1%	+12.5%	+46.1%	Medium	Recent episode included Nvidia among AI infrastructure ideas the team has high confidence in; no current Chris allocation found. Jun 17, 12:00 AM
CRSR Corsair Gaming, Inc. Chart	$8.48	+1.1%	-1.7%	+19.1%	-1.4%	+12.5%	Low	Dumb Money Discord #trades thread said Chris has mentioned Corsair several times; this remains a low-confidence community signal. Jun 14, 12:00 AM
SPCX Space Exploration Technologies Corp. Chart	$191.82	-9.3%	n/a	n/a	n/a	n/a	Medium	SpaceX admired as a company, but recent transcript was cautious on buying the IPO at current valuation. Jun 12, 12:00 AM
INTC Intel Corporation Chart	$121.10	+3.5%	+13.1%	+12.0%	+251.2%	+509.2%	Medium	Chris said he accidentally sold Intel to free margin for the Amazon trade; kept out of current holdings. May 1, 12:00 AM
SPHR Sphere Entertainment Co. Chart	$152.35	-1.0%	+7.3%	+11.5%	+145.3%	+268.3%	Medium	Chris said he believed he was fully out of Sphere after the social-arb information gap closed. May 1, 12:00 AM
TSLA Tesla, Inc. Chart	$396.38	-2.0%	+3.9%	+1.8%	-10.6%	+0.4%	Medium	Chris said he did not have a Tesla position at the time of the April Tesla episode. Apr 8, 12:00 AM
SNDK SanDisk Corporation Chart	$1,959	-1.6%	+19.2%	+39.3%	+1625.8%	n/a	Medium	Chris-specific bullish watchlist signal from the May 24 Iced Coffee Hour SanDisk/memory-chip trade-of-a-lifetime segment; no exact current allocation found. May 24, 12:00 AM
HIMS Hims & Hers Health, Inc. Chart	$31.89	+1.3%	+14.8%	+21.1%	-46.1%	+23.9%	Low	Mentioned in the May 24 Iced Coffee Hour timestamp list, but not enough evidence to treat as a current Chris holding. May 24, 12:00 AM

Community bullishness

Ranked from broad Dumb Money Discord discussion, including stocks not attributed to Camillo.

13 ranked names

Rank	Stock	Price	1D	5D	30D	180D	360D	Score	Signals	Sentiment	Community thesis
1	AS Amer Sports, Inc. Chart	$35.10	-1.4%	+4.0%	+0.9%	+1.4%	+15.0%	97	24 bullish signals/424 activity	Very bullishMedium	Discord #trades thread framed AS as a holiday winner driven by strong Salomon XT-6 demand plus checkout traffic strength. Discord #trades visible forum scan - Jun 16, 9:11 PM
2	TAC TransAlta Corporation Chart	$13.56	+0.4%	+9.5%	+7.6%	-0.8%	+2.3%	94	11 bullish signals/396 activity	Very bullishMedium	Community thread centers on the Alberta data-center power thesis and a possible META/TAC deal discussed on Dumb Money pods. Discord #trades visible forum scan - Jun 16, 9:11 PM
3	SG Sweetgreen, Inc. Chart	$8.52	-6.9%	-0.9%	+24.9%	+6.2%	-73.6%	86	13 bullish signals/324 activity	Very bullishMedium	Sweetgreen wrap thread remains one of the most active visible community discussions, focused on a viral product sales catalyst. Discord #trades visible forum scan - Jun 16, 9:11 PM
4	VITL Vital Farms, Inc. Chart	$10.85	+1.4%	+2.9%	-15.2%	-74.1%	-72.4%	75	8 bullish signals/243 activity	BullishMedium	Community thread is tracking Vital Farms channel checks around egg demand and whether stores are selling out. Discord #trades visible forum scan - Jun 16, 9:11 PM
5	AFRM Affirm Holdings, Inc. Chart	$70.73	-5.3%	+12.6%	+5.9%	-7.6%	+20.6%	70	12 bullish signals/170 activity	Very bullishMedium	BNPL holiday-season thread ranks AFRM as the clear leader, with SEZL as a value play and KLAR third. Discord #trades visible forum scan - Jun 16, 9:11 PM
6	SNDK SanDisk Corporation Chart	$1,959	-1.6%	+19.2%	+39.3%	+1625.8%	n/a	69	3 bullish signals/4 activity	BullishMedium	Memory-chip scarcity and SanDisk-specific upside are recurring bullish discussion/watchlist themes around the Chris Camillo podcast segment. Iced Coffee Hour timestamps + Dumb Money memory-chip discussion - May 24, 12:00 AM
7	SIVE Sivers Semiconductors AB (publ) Chart (SIVE.ST)	SEK 101.90	+10.1%	+35.9%	+86.3%	+2888.3%	+3358.9%	68	7 bullish signals/165 activity	BullishMedium	Sivers Semi has a dedicated research thread with sustained discussion around semiconductor upside. Discord #trades visible forum scan - Jun 16, 9:11 PM
8	LION Lionsgate Studios Corp. Chart	$15.35	-6.2%	+12.1%	+21.8%	+120.5%	+99.9%	62	11 bullish signals/85 activity	Very bullishMedium	Lionsgate thread argues a Michael Jackson film catalyst and takeover optionality could support a long trade. Discord #trades visible forum scan - Jun 16, 9:11 PM
9	SATS EchoStar Corporation Chart	$111.70	-7.7%	-3.1%	-4.8%	+51.7%	+376.9%	58	1 bullish signals/78 activity	MixedLow	EchoStar appears in a SpaceX-proxy trade thread with high visible activity, but the original thesis text was deleted in the visible sample. Discord #trades visible forum scan - Jun 16, 9:11 PM
10	BRBR BellRing Brands, Inc. Chart	$9.07	+2.7%	+5.1%	-14.7%	-75.3%	-87.5%	56	4 bullish signals/67 activity	BullishLow	BellRing/Premier Protein thread discusses protein demand and GLP-1-related consumer behavior as possible upside. Discord #trades visible forum scan - Jun 16, 9:11 PM
11	TTWO Take-Two Interactive Software, Inc. Chart	$228.03	-0.8%	+8.3%	+2.2%	-12.3%	+24.1%	50	4 bullish signals/43 activity	BullishLow	GTA6 trade thread argues Wall Street may be undervaluing the launch and marketing-cycle upside. Discord #trades visible forum scan - Jun 16, 9:11 PM
12	DKNG DraftKings Inc. Chart	$26.32	-7.7%	-8.6%	+8.9%	-37.8%	-31.4%	48	2 bullish signals/42 activity	BullishLow	DraftKings thread frames World Cup sports betting as the catalyst. Discord #trades visible forum scan - Jun 16, 9:11 PM

Evidence feed

Stock	Date	Action	Source	Evidence
AMZN Amazon.com, Inc. Chart	Jun 18, 12:00 AM	Added	https://www.youtube.com/watch?v=6006vpLlaVw	Newest Dumb Money transcript says Chris bought a little more Amazon in the last couple days, adding a few percentage points, and is waiting for debt-raise clarity before going meaningfully deeper.
HOOD Robinhood Markets, Inc. Chart	Jun 18, 12:00 AM	Held	https://www.youtube.com/watch?v=6006vpLlaVw	Chris described Robinhood as the same long-term company he has been investing in for two years, said he has a healthy position, and is considering adding after more weakness.
SG Sweetgreen, Inc. Chart	Jun 18, 12:00 AM	Held	https://www.youtube.com/watch?v=6006vpLlaVw	Chris said he did not sell any Sweetgreen and is still in the position, while warning he could sell at any moment and framing it as a short-term probability/options trade.
SNDK SanDisk Corporation Chart	May 24, 12:00 AM	Watchlist	https://getpodcast.com/de/podcast/the-iced-coffee-hour-with-graham-stephan/money-expert-this-wealth-setup-only-happens-once-and-it-just-happened-_a62c201e1b	The May 24 Iced Coffee Hour episode timestamps call out SanDisk, memory chips, and a trade-of-a-lifetime segment. This is treated as a bullish watchlist signal, not a confirmed current holding size.
AMZN Amazon.com, Inc. Chart	Jun 17, 1:56 AM	Held	https://247wallst.com/investing/2026/05/29/investor-goes-70-into-amazon-with-leveraged-options-calls-amazon-ultimate-beneficiary-of-ai/	Public web validation found multiple public sources summarizing Chris Camillo as having roughly 70% Amazon exposure through leveraged options. Dashboard allocation was updated to use AMZN as the primary anchor.
BE Bloom Energy Corporation Chart	Jun 17, 1:56 AM	Trimmed	https://247wallst.com/investing/2026/05/29/investor-goes-70-into-amazon-with-leveraged-options-calls-amazon-ultimate-beneficiary-of-ai/	Public web validation found reports that Camillo trimmed or sold Bloom Energy exposure to redeploy capital into Amazon. BE remains in the estimate at a smaller size because other evidence still supports a retained AI infrastructure thesis.
HOOD Robinhood Markets, Inc. Chart	Jun 17, 1:56 AM	Held	https://www.ibtimes.co.uk/chris-camillo-10-million-stock-success-1798668	Public web validation confirmed AMZN, BE, and HOOD as the three recent trades Chris discussed on The Iced Coffee Hour, but exact current HOOD sizing remains unverified.
AMZN Amazon.com, Inc. Chart	Jun 17, 12:00 AM	Held	YouTube transcripts	Recent transcripts continue to frame Amazon as a major high-conviction AI infrastructure trade.
HOOD Robinhood Markets, Inc. Chart	Jun 9, 12:00 AM	Held	YouTube transcript: SpaceX IPO: Get Rich or Get Wrecked	Chris said he has a healthy Robinhood position and was considering adding more.
BE Bloom Energy Corporation Chart	May 1, 12:00 AM	Held	YouTube transcript: Our May 2026 Stock Updates	Chris said he did not want to sell Bloom yet while discussing AI power demand.
TAC TransAlta Corporation Chart	May 1, 12:00 AM	Held	YouTube transcript: Our May 2026 Stock Updates	Chris said he was holding the majority of his TransAlta position.
SKM SK Telecom Co., Ltd. Chart	Apr 8, 12:00 AM	Held	YouTube transcript: Something Feels Off About Tesla	Chris described SKM as a massive position and a way to play Anthropic.