Chris Camillo
speaker
3,317 appearances
5 recordings
2 series
first heard May 2025
last heard 13 Sep
Chris Camillo’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 4 in all, peaking in Sep 2026 with 2.
Appearances
of the week.
You know, Amazon, I was confident was going to beat their numbers.
I mean, I was obsessed.
You guys, I put so much work into this trade.
It's obscene.
Going right into that trade last week, I was still searching for every theoretical data point that I could find that would allow me to properly assess the degree to which they were likely to beat their AWS number.
Now, you know, I think Amazon had predicted like a twenty two percent beat.
I think the whisper number was like twenty-five percent on the street, and I was confident it was gonna come somewhere north of twenty-five.
So the only question in my mind was how are they going to handle the call?
Now, th this is the nuance in the social arb trade here.
If you look at how Google handled their their cough, and you look at how Microsoft handled their cough, you have to look at Amazon management.
Okay, and you have to look at Jassy, he's a smart guy.
He sees what happened to Google, he sees what happened to Microsoft.
Microsoft flawlessly handled the CapEx question, right?
They got in front of it and they were basically like, hey, we don't have any capex risk, guys.
If the demand doesn't fully materialize as we see it right in front of us, we can redirect it.
And so I knew it was, it was to me, it was like a 99.9% chance that Jassy was going to handle it the same way, in his own way, by basically saying, Hey, we know this is scaring you 200 billion.
We're actually going to increase the 220.
But guys, not only do we see
See the demand.
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