Chris Camillo

speaker
774 appearances 1 recordings 1 series first heard Jul 2026 last heard 29 Jul

Chris Camillo’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
1 · Jul OctJan 26AprJulnow

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

Appearances

newest first · ▶ plays the moment
And on top of that... Did you say 5-0 or 1-5?
5-0.
On top of that, I have options in Amazon that account for, you know, another 50%.
So, theoretically, I mean, yeah.
If you count the amount that those options represent, it could be like 70% of my portfolio is Amazon right now.
That's how confident I am in that trade.
I've been saying for months, this is the summer to deep research your trade, make it,
and then just walk away because 99% of the noise hitting this market on a day-to-day basis, week-to-week basis doesn't matter at all.
And there is not that much happening and changing where you need to be that concerned about the market on a day-in and day-out basis.
No, I'm not completely just going off and playing tennis for the rest of the summer.
I'm keeping up with what's happening in the market, but I don't think there's going to be anything that's going to happen over the course of the next few weeks to a couple months that would meaningfully change my thesis on Amazon.
Something might.
But my thesis on Amazon is fairly large and it's based on something that I believe is going to unravel over the next few years as opposed to unravel over the next few months.
So it's a massive concentration risk that I'm putting on this trade.
But this is what I do, right?
Like you can't generate outsized returns, right?
without taking outside risk.
You just can't do it.
By the way, guys, I don't think that most people should be doing this across their entire portfolio.
I always tell people like, and I'm not a financial advisor, obviously, but you got to buck it.
Showing 481–500 of 774 · page 25 of 39 ← Previous Next →