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Chris Camillo Portfolio Tracker

Camillo Tracker is an unofficial research dashboard estimating Chris Camillo's public stock ideas from Dumb Money Live videos, transcripts, Discord/community signals, and other public sources.

Estimated Portfolio

57% allocation confidence

As of Sep 20, 12:00 AMno change

Portfolio 1Y return

+155.5%

Without Amazon 1Y return

+478.5%

TTWO is confirmed around #5 and Unity is a new moderate position. Their undisclosed percentages are not fabricated in the weighted donut.

Total return

+1.5%

-0.3%

30D

-1.2%

180D

+29.2%

360D

+155.5%

Return excluding Amazon

+2.8%

+2.1%

30D

+14.3%

180D

+84.2%

360D

+478.5%

AMZNAmazon.com, Inc.Chart

73.2%

HOODRobinhood Markets, Inc.Chart

8.2%

BEBloom Energy CorporationChart

4.1%

TACTransAlta CorporationChart

4.1%

TTWOTake-Two Interactive Software, Inc.Chart

~#5 · N/D

SKMSK Telecom Co., Ltd.Chart

3.6%

AMDAdvanced Micro Devices, Inc.Chart

3.1%

MUMicron Technology, Inc.Chart

2.7%

ASAmer Sports, Inc.Chart

1.0%

UUnity Software Inc.Chart

Moderate · N/D

Copy trade simulator

Hypothetical dollar amounts from estimated position sizes.

Scenario amount$

Stock	Model amount	Size	Price	1D	5D	30D	180D	360D	Evid.
AMZN Amazon.com, Inc. Chart	$7,320	73.2%	$253.71	+1.0%	-1.2%	-6.8%	+9.1%	+37.2%	High
HOOD Robinhood Markets, Inc. Chart	$820.00	8.2%	$119.82	+9.1%	+6.4%	+32.1%	+3.8%	+174.3%	High
BE Bloom Energy Corporation Chart	$410.00	4.1%	$265.63	-5.4%	-3.7%	+16.0%	+204.4%	+1405.8%	Medium
TAC TransAlta Corporation Chart	$410.00	4.1%	$12.22	-0.6%	+1.2%	-2.1%	-3.5%	+40.6%	Medium
SKM SK Telecom Co., Ltd. Chart	$360.00	3.6%	$35.90	+1.0%	-5.2%	+0.6%	+74.7%	+61.8%	Medium
AMD Advanced Micro Devices, Inc. Chart	$310.00	3.1%	$559.82	+2.7%	+8.5%	+14.4%	+160.0%	+499.4%	Medium
MU Micron Technology, Inc. Chart	$270.00	2.7%	$1,016	+3.9%	+4.2%	+15.2%	+247.1%	+1360.5%	Low
AS Amer Sports, Inc. Chart	$100.00	1.0%	$26.73	+1.8%	-4.8%	-26.0%	-29.2%	+20.6%	Low

Estimated holdings

Confirmed holdings appear even when Chris does not disclose a percentage. Estimated sizes are labeled separately.

September 20 public-source refresh

Rank	Holding	Size	Latest evidence	Price	1D	5D	30D	180D	360D	Evidence	Latest source
#1	AMZN Amazon.com, Inc. Chart	73.2%	Sep 15, 2026	$253.71	+1.0%	-1.2%	-6.8%	+9.1%	+37.2%	High	Dumb Money Live Short: https://www.youtube.com/shorts/KOI0xvYwGmw
#2	HOOD Robinhood Markets, Inc. Chart	8.2%	Jun 18, 2026	$119.82	+9.1%	+6.4%	+32.1%	+3.8%	+174.3%	High	YouTube: Amazon, Robinhood & Sweetgreen: Here's Where We Stand
#3	BE Bloom Energy Corporation Chart	4.1%	Sep 15, 2026	$265.63	-5.4%	-3.7%	+16.0%	+204.4%	+1405.8%	Medium	Dumb Money Live Short: https://www.youtube.com/shorts/KOI0xvYwGmw
#4	TAC TransAlta Corporation Chart	4.1%	Jun 17, 2026	$12.22	-0.6%	+1.2%	-2.1%	-3.5%	+40.6%	Medium	Web validation: Wave AI Podcast Notes / Iced Coffee Hour, Nov 2025
~#5	TTWO Take-Two Interactive Software, Inc. Chart	Undisclosed	Sep 4, 2026	$205.45	-2.5%	-4.7%	-11.6%	-20.3%	-3.1%		Reduced from #2 to about #5; still long
#5	SKM SK Telecom Co., Ltd. Chart	3.6%	Apr 8, 2026	$35.90	+1.0%	-5.2%	+0.6%	+74.7%	+61.8%	Medium	YouTube: Something Feels Off About Tesla
#6	AMD Advanced Micro Devices, Inc. Chart	3.1%	May 1, 2026	$559.82	+2.7%	+8.5%	+14.4%	+160.0%	+499.4%	Medium	YouTube: Our May 2026 Stock Updates
#7	MU Micron Technology, Inc. Chart	2.7%	Jul 10, 2026	$1,016	+3.9%	+4.2%	+15.2%	+247.1%	+1360.5%	Low	YouTube: Amazon, Bloom & Tesla: Conviction Check
#8	AS Amer Sports, Inc. Chart	1.0%	Jul 6, 2026	$26.73	+1.8%	-4.8%	-26.0%	-29.2%	+20.6%	Low	ChrisCamillo X conversation: https://x.com/ChrisCamillo/status/2074168714539270517
N/D	U Unity Software Inc. Chart	Moderate; exact % undisclosed	Sep 8, 2026	$41.40	-1.1%	-5.8%	+1.4%	-8.3%	+115.3%	High	New position bought today; Chris called its size moderate

All tracked stocks ranked by P/E

Includes estimated holdings, bullish/watchlist names, and community signals. Lowest positive trailing P/E ranks first. Forward P/E is shown for comparison.

Data checked Sep 20, 2026

RankHoldingRelative trailing P/ETrailingForward

No meaningful trailing P/E

These stocks remain in the tracker. A trailing P/E is unavailable or not meaningful, usually because trailing earnings are negative or the data provider has no usable figure.

BRBRCommunity

BellRing Brands

Fwd 7.34

VITLCommunity

Vital Farms

Fwd N/M

MUHolding

Micron Technology, Inc.

Fwd 7.02

AMZNHolding

Amazon.com, Inc.

Fwd 27.57

NVDAWatchlist

NVIDIA Corporation

Fwd 18.45

SNDKWatchlist

SanDisk Corporation

Fwd 8.37

ASHolding

Amer Sports, Inc.

Fwd 18.51

SGWatchlist

Sweetgreen, Inc.

Fwd N/M

HOODHolding

Robinhood Markets, Inc.

Fwd 49.72

SKMHolding

SK Telecom Co., Ltd.

Fwd 14.21

SPHRWatchlist

Sphere Entertainment Co.

Fwd N/M

AFRMCommunity

Affirm

Fwd 35.86

CRSRWatchlist

Corsair Gaming, Inc.

Fwd 17.18

AMDHolding

Advanced Micro Devices, Inc.

Fwd 50.60

BEHolding

Bloom Energy Corporation

Fwd 75.23

DKNGCommunity

DraftKings

Fwd 39.44

TSLAWatchlist

Tesla, Inc.

Fwd 188.31

DNUTCommunity

Krispy Kreme

Fwd 43.27

HIMSWatchlist

Hims & Hers Health, Inc.

Fwd 81.15

INTCWatchlist

Intel Corporation

Fwd 64.49

LIONCommunity

Lionsgate

Fwd 28.77

SATSCommunity

EchoStar

Fwd 13.98

SIVECommunity

Sivers Semiconductors

Fwd N/M

SPCXWatchlist

Space Exploration Technologies Corp.

Fwd 105.54

TACHolding

TransAlta Corporation

Fwd 32.86

TTWOWatchlist

Take-Two Interactive Software, Inc.

Fwd 25.05

UWatchlist

Unity Software Inc.

Fwd 27.78

P/E is one valuation measure. It does not account for growth, debt, earnings quality, risk, or the strength of the evidence behind a tracker signal.

Valuation buy-signal ranking

Scores combine higher trailing free-cash-flow yield (60%) with lower positive trailing P/E (40%). Negative free-cash-flow yield and unavailable or non-meaningful P/E reduce the score.

Data checked Sep 20, 2026

RankStockWhy it ranks hereScoreFCF yieldP/E

1.BRBRBellRing BrandsCommunity

High cash yield supports the signal, but trailing P/E is N/M.

Score60

FCF yield+21.55%

P/EN/M

2.TACTransAlta CorporationHolding

High cash yield supports the signal, but trailing P/E is N/M.

Score58

FCF yield+8.33%

P/EN/M

3.SKMSK Telecom Co., Ltd.Holding

High cash yield supports the signal, but trailing P/E is N/M.

Score55

FCF yield+7.16%

P/EN/M

4.DNUTKrispy KremeCommunity

High cash yield supports the signal, but trailing P/E is N/M.

Score53

FCF yield+7.13%

P/EN/M

5.SPHRSphere Entertainment Co.Watchlist

High cash yield supports the signal, but trailing P/E is N/M.

Score51

FCF yield+6.89%

P/EN/M

6.CRSRCorsair Gaming, Inc.Watchlist

High cash yield supports the signal, but trailing P/E is N/M.

Score48

FCF yield+6.20%

P/EN/M

7.DKNGDraftKingsCommunity

High cash yield supports the signal, but trailing P/E is N/M.

Score46

FCF yield+6.03%

P/EN/M

8.ASAmer Sports, Inc.Holding

Positive cash yield helps, but trailing P/E is elevated or N/M.

Score44

FCF yield+4.47%

P/EN/M

9.SNDKSanDisk CorporationWatchlist

Positive cash yield helps, but trailing P/E is elevated or N/M.

Score42

FCF yield+4.38%

P/EN/M

10.AFRMAffirmCommunity

Positive cash yield helps, but trailing P/E is elevated or N/M.

Score39

FCF yield+4.13%

P/EN/M

11.LIONLionsgateCommunity

Positive cash yield helps, but trailing P/E is elevated or N/M.

Score37

FCF yield+3.04%

P/EN/M

12.UUnity Software Inc.Watchlist

Positive cash yield helps, but trailing P/E is elevated or N/M.

Score35

FCF yield+2.95%

P/EN/M

13.NVDANVIDIA CorporationWatchlist

Positive cash yield helps, but trailing P/E is elevated or N/M.

Score32

FCF yield+2.37%

P/EN/M

14.MUMicron Technology, Inc.Holding

Positive cash yield helps, but trailing P/E is elevated or N/M.

Score30

FCF yield+2.28%

P/EN/M

15.HIMSHims & Hers Health, Inc.Watchlist

Positive cash flow provides limited valuation support.

Score28

FCF yield+1.27%

P/EN/M

16.AMDAdvanced Micro Devices, Inc.Holding

Positive cash flow provides limited valuation support.

Score25

FCF yield+0.92%

P/EN/M

17.BEBloom Energy CorporationHolding

Positive cash flow provides limited valuation support.

Score23

FCF yield+0.80%

P/EN/M

18.TTWOTake-Two Interactive Software, Inc.Watchlist

Positive cash flow provides limited valuation support.

Score21

FCF yield+0.78%

P/EN/M

19.INTCIntel CorporationWatchlist

Positive cash flow provides limited valuation support.

Score18

FCF yield+0.50%

P/EN/M

20.TSLATesla, Inc.Watchlist

Positive cash flow provides limited valuation support.

Score16

FCF yield+0.40%

P/EN/M

21.HOODRobinhood Markets, Inc.Holding

Positive cash flow provides limited valuation support.

Score14

FCF yield+0.20%

P/EN/M

22.AMZNAmazon.com, Inc.Holding

Negative trailing free-cash-flow yield weakens the valuation signal.

Score12

FCF yield-0.42%

P/EN/M

23.SIVESivers SemiconductorsCommunity

Negative trailing free-cash-flow yield weakens the valuation signal.

Score9

FCF yield-1.24%

P/EN/M

24.SPCXSpace Exploration Technologies Corp.Watchlist

Negative trailing free-cash-flow yield weakens the valuation signal.

Score7

FCF yield-1.57%

P/EN/M

25.SATSEchoStarCommunity

Negative trailing free-cash-flow yield weakens the valuation signal.

Score5

FCF yield-2.67%

P/EN/M

26.SGSweetgreen, Inc.Watchlist

Negative trailing free-cash-flow yield weakens the valuation signal.

Score2

FCF yield-13.53%

P/EN/M

27.VITLVital FarmsCommunity

Negative trailing free-cash-flow yield weakens the valuation signal.

Score0

FCF yield-24.50%

P/EN/M

This is a mechanical valuation screen, not a recommendation or complete investment analysis. It does not score growth, balance-sheet risk, earnings quality, catalysts, or the strength of the tracker evidence.

Underlying Strength

A combined operating-strength screen using sequential revenue growth, free-cash-flow margin, CapEx efficiency, RPO growth, and NRR. Each disclosed factor is equally weighted; the score includes a modest adjustment for data coverage.

Data checked Sep 20, 2026

RankStockStrength signalScoreRev. QoQFCF marginCapEx / rev.RPO QoQNRRData

SNDKSanDisk CorporationWatchlist

Strong revenue momentum and cash generation lead the score.

87+96.69%+50.30%0.76%N/DN/D

3/5

SPCXSpace Exploration Technologies Corp.Watchlist

Strong revenue momentum and cash generation lead the score.

84+66.47%+30.79%0.17%N/DN/D

3/5

UUnity Software Inc.Watchlist

Strong cash generation and capital efficiency lead the score.

74+7.52%+36.96%0.67%N/DN/D

3/5

LIONLionsgateCommunity

Strong revenue momentum and cash generation lead the score.

65+25.16%+29.23%0.41%-11.59%N/D

4/5

TTWOTake-Two Interactive Software, Inc.Watchlist

Strong capital efficiency and RPO growth lead the score.

62-1.12%+11.82%2.19%+1.31%N/D

4/5

SPHRSphere Entertainment Co.Watchlist

Strong cash generation and capital efficiency lead the score.

62-2.00%+33.99%1.27%-4.40%N/D

4/5

MUMicron Technology, Inc.Holding

Strong revenue momentum and cash generation lead the score.

60+73.75%+42.36%18.88%N/DN/D

3/5

NVDANVIDIA CorporationWatchlist

Strong revenue momentum and cash generation lead the score.

60+17.90%+22.24%2.78%N/DN/D

3/5

HOODRobinhood Markets, Inc.Holding

Strong cash generation and capital efficiency lead the score.

59-16.84%+190.16%0.84%N/DN/D

3/5

BEBloom Energy CorporationHolding

Strong revenue momentum and cash generation lead the score.

58+41.80%+16.41%4.85%N/DN/D

3/5

BRBRBellRing BrandsCommunity

Capital efficiency is the clearest operating strength.

58-4.73%+13.53%0.37%N/DN/D

3/5

INTCIntel CorporationWatchlist

Strong revenue momentum and cash generation lead the score.

49+18.79%+27.59%15.85%N/DN/D

3/5

TSLATesla, Inc.Watchlist

Revenue momentum is the clearest operating strength.

45+26.13%-3.87%20.50%-0.99%N/D

4/5

AFRMAffirmCommunity

Cash generation is the clearest operating strength.

45-8.04%+43.50%8.22%N/DN/D

3/5

TACTransAlta CorporationHolding

Cash generation is the clearest operating strength.

43-5.68%+16.99%4.78%N/DN/D

3/5

SKMSK Telecom Co., Ltd.Holding

Cash generation is the clearest operating strength.

41+1.47%+16.00%8.23%N/DN/D

3/5

HIMSHims & Hers Health, Inc.Watchlist

Mixed quarterly trends produce a middle-to-lower strength signal.

39-1.57%+9.79%4.91%N/DN/D

3/5

DNUTKrispy KremeCommunity

Capital efficiency is the clearest operating strength.

38-6.46%+3.10%2.39%-6.43%N/D

4/5

SATSEchoStarCommunity

Mixed quarterly trends produce a middle-to-lower strength signal.

36-3.40%+2.86%3.64%N/DN/D

3/5

DKNGDraftKingsCommunity

Capital efficiency is the clearest operating strength.

36-17.24%-3.37%0.43%N/DN/D

3/5

AMDAdvanced Micro Devices, Inc.Holding

Revenue momentum is the clearest operating strength.

35+12.51%+13.51%7.00%-16.19%N/D

4/5

CRSRCorsair Gaming, Inc.Watchlist

Capital efficiency is the clearest operating strength.

35-18.85%+7.35%1.04%N/DN/D

3/5

SGSweetgreen, Inc.Watchlist

Negative FCF margin weighs on the operating signal.

30+4.08%-18.30%7.68%N/DN/D

3/5

ASAmer Sports, Inc.Holding

Mixed quarterly trends produce a middle-to-lower strength signal.

29-16.08%+6.48%3.75%N/DN/D

3/5

SIVESivers SemiconductorsCommunity

Capital efficiency is the clearest operating strength.

20-23.30%-80.94%1.45%N/DN/D

3/5

VITLVital FarmsCommunity

Negative FCF margin weighs on the operating signal.

13-12.36%-21.00%11.09%N/DN/D

3/5

AMZNAmazon.com, Inc.Holding

Negative FCF margin weighs on the operating signal.

10-14.93%-10.01%24.35%N/DN/D

3/5

Higher is better for revenue growth, FCF margin, RPO growth, and NRR. Lower CapEx/revenue is better. RPO uses current SEC filing disclosures where a comparable prior quarter exists.

“N/D” means the company does not disclose a current, comparable figure; it is not scored as zero. No tracked company currently reports a clean, comparable NRR figure, so alternative engagement metrics were not substituted. This mechanical screen is not investment advice.

Bullish/watchlist signals

Ideas without confirmed current ownership. Confirmed holdings with undisclosed sizes now appear in Estimated holdings.

Stock	Price	1D	5D	30D	180D	360D	Evidence	Signal
SG Sweetgreen, Inc. Chart	$7.22	+5.6%	+1.7%	+23.0%	+10.6%	-65.7%	Low	Validation status: contradicted. The June 18, 2026 Dumb Money episode contains conflicting Sweetgreen statements, including both “I'm no longer in it” and later “I'm still in Sweetgreen,” so SG was removed from current holdings and kept only as a speculative watchlist signal until a clearer newer source resolves it. Jun 18, 12:00 AM
NVDA NVIDIA Corporation Chart	$222.27	+1.3%	+1.8%	+1.5%	+18.5%	+100.4%	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	$13.38	-1.0%	-1.2%	+26.1%	+124.1%	+116.2%	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	$152.71	-1.4%	+1.0%	+32.9%	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	$108.60	-0.2%	+5.5%	+8.8%	+191.2%	+450.2%	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	$145.19	+0.2%	+1.2%	-5.9%	+50.1%	+436.0%	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	$364.27	-0.5%	-0.3%	+14.0%	-19.8%	+44.4%	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	$1,792	+11.0%	+9.7%	+42.4%	+645.9%	+5504.7%	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	$27.99	+0.4%	+1.7%	-5.6%	-15.3%	+2.8%	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	$26.73	+1.8%	-4.8%	-26.0%	-29.2%	+20.6%	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	$12.22	-0.6%	+1.2%	-2.1%	-3.5%	+40.6%	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	$7.22	+5.6%	+1.7%	+23.0%	+10.6%	-65.7%	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	$11.99	+2.5%	+23.1%	-4.2%	-63.7%	-64.7%	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	$71.21	+1.3%	-0.3%	-7.0%	-6.1%	+75.9%	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	$1,792	+11.0%	+9.7%	+42.4%	+645.9%	+5504.7%	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 31.00	+8.5%	+5.2%	-15.5%	+652.4%	+853.8%	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	$10.74	-5.3%	-4.7%	-16.9%	+16.1%	+70.5%	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 (ECHO)	$93.46	-0.7%	+0.3%	+7.4%	-14.4%	+315.7%	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	$8.98	-1.4%	-1.8%	-25.8%	-66.4%	-88.1%	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	$205.45	-2.5%	-4.7%	-11.6%	-20.3%	-3.1%	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	$21.75	-3.2%	-12.1%	-1.9%	-37.4%	-36.4%	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

Overall Stock Ratings

One combined ranking across every tracked stock: valuation, underlying business strength, price momentum, tracker conviction/evidence, and community sentiment.

27 stocks rated

RankStockCombined signalScoreRatingValueStrengthMomentumEvidenceCommunity

SNDKSanDisk CorporationWatchlist

Best support: price momentum. Main drag: valuation.

70Positive4287985769

SPHRSphere Entertainment Co.Watchlist

Best support: business strength. Main drag: community sentiment.

56Mixed5162565750

TACTransAlta CorporationHolding

Best support: community sentiment. Main drag: business strength.

53Mixed5843444499

UUnity Software Inc.Watchlist

Best support: business strength. Main drag: valuation.

53Mixed3574367050

HOODRobinhood Markets, Inc.Holding

Best support: price momentum. Main drag: valuation.

52Mixed1459796450

NVDANVIDIA CorporationWatchlist

Best support: price momentum. Main drag: valuation.

52Mixed3260645750

MUMicron Technology, Inc.Holding

Best support: price momentum. Main drag: tracker evidence.

50Mixed3060842750

SPCXSpace Exploration Technologies Corp.Watchlist

Best support: business strength. Main drag: valuation.

50Mixed784565750

AFRMAffirmCommunity

Best support: community sentiment. Main drag: valuation.

48Mixed3945445275

INTCIntel CorporationWatchlist

Best support: price momentum. Main drag: valuation.

48Mixed1849725750

LIONLionsgateCommunity

Best support: community sentiment. Main drag: price momentum.

48Mixed3765285067

BEBloom Energy CorporationHolding

Best support: business strength. Main drag: valuation.

47Mixed2358585250

SKMSK Telecom Co., Ltd.Holding

Best support: valuation. Main drag: business strength.

47Mixed5541474250

CRSRCorsair Gaming, Inc.Watchlist

Best support: price momentum. Main drag: business strength.

46Mixed4835594350

AMDAdvanced Micro Devices, Inc.Holding

Best support: price momentum. Main drag: valuation.

45Mixed2535824250

BRBRBellRing BrandsCommunity

Best support: valuation. Main drag: price momentum.

45Mixed6058104156

TSLATesla, Inc.Watchlist

Best support: tracker evidence. Main drag: valuation.

40Weak1645445750

AMZNAmazon.com, Inc.Holding

Best support: tracker evidence. Main drag: business strength.

39Weak12104110050

DNUTKrispy KremeCommunity

Best support: valuation. Main drag: price momentum.

39Weak5338183951

HIMSHims & Hers Health, Inc.Watchlist

Best support: community sentiment. Main drag: valuation.

39Weak2839414350

SIVESivers SemiconductorsCommunity

Best support: price momentum. Main drag: valuation.

39Weak920755168

ASAmer Sports, Inc.Holding

Best support: community sentiment. Main drag: tracker evidence.

38Weak44292625100

SGSweetgreen, Inc.Watchlist

Best support: community sentiment. Main drag: valuation.

38Weak230604391

TTWOTake-Two Interactive Software, Inc.Watchlist

Best support: business strength. Main drag: price momentum.

38Weak2162184350

DKNGDraftKingsCommunity

Best support: community sentiment. Main drag: price momentum.

36Weak4636154048

SATSEchoStarCommunity

Best support: price momentum. Main drag: valuation.

33Weak536504248

VITLVital FarmsCommunity

Best support: community sentiment. Main drag: valuation.

30Weak013455375

Weighting: valuation 25%, underlying strength 25%, market momentum 20%, tracker conviction/evidence 20%, and community sentiment 10%. Momentum averages the available 1-day through 1-year returns. A missing community signal receives a neutral score, not a bearish score. Ratings are a comparative research screen, not investment advice.

Evidence feed

Stock	Date	Action	Source	Evidence
AS Amer Sports, Inc. Chart	Jun 29, 5:00 PM	Held	https://x.com/ChrisCamillo/status/2071735807396786301	ChrisCamillo X reply status 2071735807396786301 answered "Yes" to "are you still in $AS?"; no exact allocation was stated.
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: 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: 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: Our May 2026 Stock Updates	Chris said he was holding the majority of his TransAlta position.

Earnings and catalyst calendar

September 2026 events for every ticker mentioned on Camillo Tracker, updated from source records as of Sep 18, 2026, 6:00 AM PDT.

1 this month28 tickers scannedFull events page

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MU 2:30 PM MT

Site ranking performance over time

Tracks how the site's combined stock rankings perform as market data refreshes. The history updates with the same market-data job that refreshes prices and return windows.

52 snapshotsUpdated Sep 20

Rank	Stock	Score	Price	Rank chg.	Since first	Since last	30D	360D	Rating context
1	SNDK SanDisk Corporation	70	$1,792	n/a	+76.4%	0.0%	+42.4%	+5504.7%	Positive rating from the current combined ranking model.
2	SPHR Sphere Entertainment Co.	56	$145.19	+8	+3.6%	0.0%	-5.9%	+436.0%	Mixed rating from the current combined ranking model.
3	TAC TransAlta Corporation	53	$12.22	+11	-1.7%	0.0%	-2.1%	+40.6%	Mixed rating from the current combined ranking model.
4	U Unity Software Inc.	53	$41.40	+12	n/a	0.0%	+1.4%	+115.3%	Mixed rating from the current combined ranking model.
5	HOOD Robinhood Markets, Inc.	52	$119.82	-3	+33.4%	0.0%	+32.1%	+174.3%	Mixed rating from the current combined ranking model.
6	NVDA NVIDIA Corporation	52	$222.27	+2	+17.0%	0.0%	+1.5%	+100.4%	Mixed rating from the current combined ranking model.
7	MU Micron Technology, Inc.	50	$1,016	+6	+37.5%	0.0%	+15.2%	+1360.5%	Mixed rating from the current combined ranking model.
8	SPCX Space Exploration Technologies Corp.	50	$152.71	+1	+35.7%	0.0%	+32.9%	n/a	Mixed rating from the current combined ranking model.
9	AFRM Affirm	48	$71.21	+2	+1.6%	0.0%	-7.0%	+75.9%	Mixed rating from the current combined ranking model.
10	INTC Intel Corporation	48	$108.60	-5	+32.6%	0.0%	+8.8%	+450.2%	Mixed rating from the current combined ranking model.
11	LION Lionsgate	48	$10.74	+11	-17.8%	0.0%	-16.9%	+70.5%	Mixed rating from the current combined ranking model.
12	BE Bloom Energy Corporation	47	$265.63	n/a	+62.2%	0.0%	+16.0%	+1405.8%	Mixed rating from the current combined ranking model.

“Since first” compares the latest tracked price with the first stored ranking snapshot for that ticker. A baseline row shows “n/a” until a later refresh creates a comparison point. This is performance attribution for the tracker ranking, not investment advice.