{"site":{"name":"Chris Camillo Portfolio Tracker","url":"https://camillotracker.com/","description":"Unofficial research dashboard and blog for evidence-based Chris Camillo portfolio, stock pick, and Dumb Money Live signal tracking. Not affiliated and not financial advice.","primarySearchTerm":"Chris Camillo Portfolio","secondarySearchTerms":["Chris Camillo Portfolio Tracker","Chris Camillo stocks","Chris Camillo copy trade","Chris Camillo stock tracker","Chris Camillo copy trading"],"aiDataUrl":"https://camillotracker.com/ai-data.json","eventsCalendarUrl":"https://camillotracker.com/events/","llmsTxtUrl":"https://camillotracker.com/llms.txt","llmsFullTxtUrl":"https://camillotracker.com/llms-full.txt","sitemapUrl":"https://camillotracker.com/sitemap.xml"},"entity":{"name":"Chris Camillo","sameAs":["https://x.com/ChrisCamillo"]},"portfolioSnapshot":{"asOf":"2026-08-06T00:00:00-07:00","sourceName":"August 6 public-source refresh","sourceStatus":"Checked free public sources: the official Dumb Money Live YouTube channel and captions, indexed public X results, and current public web search. The official channel had no upload newer than the four August 4-5 shorts reviewed during the prior refresh. Public X and web search exposed no newer exact Chris holding, trade, ticker, or allocation statement. Authorized Discord was not accessible through existing local tooling during this run, and no restriction was bypassed. No exact estimated allocation changed.","confidenceScore":57,"confidenceNote":"Portfolio evidence checked through 2026-08-03: AMZN remains confirmed by ChrisCamillo X and official Dumb Money Live transcript excerpts including \"I just keep buying more Amazon\"; HOOD remains partially confirmed by the June 18 video; BE is a confirmed holding/action signal with unverified size from the July 14 official episode statements \"I'm not selling Bloom\" and \"I might buy more Bloom\"; AS remains a confirmed holding signal with unverified size; TAC and SKM are stale; AMD is stale; MU is partially confirmed/reduced with unverified size. No new source gave exact current allocation sizes, so displayed weights remain unchanged and normalized to 100% stock allocation.","totalEstimatedValue":100000,"cashAllocationPct":0,"positions":[{"ticker":"AMZN","companyName":"Amazon.com, Inc.","allocationPct":73.2,"estimatedValue":73200,"confidence":"High","lastMentionedAt":"2026-07-23T03:00:12.000Z","evidenceCount":10,"latestEvidence":{"timestamp":"2026-07-23T03:00:12.000Z","source":"YouTube transcript: https://www.youtube.com/shorts/uvT3T9VQRqU","sourceUrl":"https://www.youtube.com/shorts/uvT3T9VQRqU","excerpt":"Chris said, \"I just keep buying more Amazon\" and \"I'm just buying more Amazon,\" without stating an exact current allocation."},"evidence":[{"timestamp":"2026-07-23T03:00:12.000Z","source":"YouTube transcript: https://www.youtube.com/shorts/uvT3T9VQRqU","sourceUrl":"https://www.youtube.com/shorts/uvT3T9VQRqU","excerpt":"Chris said, \"I just keep buying more Amazon\" and \"I'm just buying more Amazon,\" without stating an exact current allocation."},{"timestamp":"2026-07-11T01:30:39.000Z","source":"YouTube transcript: Amazon, Bloom & Tesla: Conviction Check","excerpt":"Chris said, \"I just keep buying more Amazon\" and \"I'm just buying more Amazon,\" then said he would continue buying more Amazon without giving an exact current allocation."},{"timestamp":"2026-07-07T18:49:14.721Z","source":"ChrisCamillo X reply: https://x.com/ChrisCamillo/status/2074566428204626431","sourceUrl":"https://x.com/ChrisCamillo/status/2074566428204626431","excerpt":"Replying to a question about \"the massive leveraged call options you bought on AMZN,\" Chris answered \"I generally buy weeks out and at or in the money. Has not been bad and ok getting zeroed out a few times.\""},{"timestamp":"2026-07-06T16:28:52.000Z","source":"ChrisCamillo X conversation: https://x.com/ChrisCamillo/status/2074168714539270517","sourceUrl":"https://x.com/ChrisCamillo/status/2074168714539270517","excerpt":"Replying to \"Are you still in on BE and AMZN?\" Chris answered \"Yes very long.\""},{"timestamp":"2026-06-18T00:00:00.000-07:00","source":"YouTube transcript: Amazon, Robinhood & Sweetgreen: Here's Where We Stand","sourceUrl":"https://www.youtube.com/watch?v=6006vpLlaVw","excerpt":"Chris said he is in Amazon, bought a little more in the last couple days, and is holding cash/leverage to go meaningfully deeper if a debt-raise selloff appears."},{"timestamp":"2026-06-17T08:56:55.859Z","source":"Web validation: 24/7 Wall St. / Iced Coffee Hour, May 29 2026","sourceUrl":"https://247wallst.com/investing/2026/05/29/investor-goes-70-into-amazon-with-leveraged-options-calls-amazon-ultimate-beneficiary-of-ai/","excerpt":"Public web validation says Chris Camillo had roughly 70% of his portfolio in Amazon exposure through leveraged options, making AMZN the best-supported allocation anchor."},{"timestamp":"2026-06-17T00:00:00.000-07:00","source":"YouTube transcript: This Is When Great Trades Are Made","sourceUrl":"https://www.youtube.com/watch?v=-lUsDKvZJu0","excerpt":"Recent episode grouped Amazon with the team's highest-confidence AI infrastructure ideas."},{"timestamp":"2026-04-07T00:00:00.000-07:00","source":"YouTube transcript: This Is the Biggest Bet I've Ever Made","excerpt":"Chris described Amazon as a current high-conviction trade and discussed adding leverage."},{"timestamp":"2026-05-01T00:00:00.000-07:00","source":"YouTube transcript: Our May 2026 Stock Updates","sourceUrl":"https://www.youtube.com/watch?v=TLgesZF00w8","excerpt":"Chris discussed the recent Amazon trade as a large leveraged call that constrained margin."},{"timestamp":"2026-06-09T00:00:00.000-07:00","source":"Discord search: Chris holdings","excerpt":"Dumb Money Discord result referenced Chris still holding Sweetgreen and protecting Amazon."}]},{"ticker":"HOOD","companyName":"Robinhood Markets, Inc.","allocationPct":8.2,"estimatedValue":8200,"confidence":"High","lastMentionedAt":"2026-06-18T00:00:00.000-07:00","evidenceCount":5,"latestEvidence":{"timestamp":"2026-06-18T00:00:00.000-07:00","source":"YouTube transcript: Amazon, Robinhood & Sweetgreen: Here's Where We Stand","sourceUrl":"https://www.youtube.com/watch?v=6006vpLlaVw","excerpt":"Chris described a healthy Robinhood position and said he is considering putting more money into Robinhood after more weakness."},"evidence":[{"timestamp":"2026-06-18T00:00:00.000-07:00","source":"YouTube transcript: Amazon, Robinhood & Sweetgreen: Here's Where We Stand","sourceUrl":"https://www.youtube.com/watch?v=6006vpLlaVw","excerpt":"Chris described a healthy Robinhood position and said he is considering putting more money into Robinhood after more weakness."},{"timestamp":"2026-06-17T08:56:55.859Z","source":"Web validation: IBTimes UK / Iced Coffee Hour, May 25 2026","sourceUrl":"https://www.ibtimes.co.uk/chris-camillo-10-million-stock-success-1798668","excerpt":"Public web validation confirms Amazon, Bloom Energy, and Robinhood were the three major profitable trades discussed on The Iced Coffee Hour; exact current HOOD allocation remains unverified."},{"timestamp":"2026-06-09T00:00:00.000-07:00","source":"YouTube transcript: SpaceX IPO: Get Rich or Get Wrecked","excerpt":"Chris said he has a healthy Robinhood position and was considering adding more."},{"timestamp":"2026-05-01T00:00:00.000-07:00","source":"YouTube transcript: Our May 2026 Stock Updates","sourceUrl":"https://www.youtube.com/watch?v=TLgesZF00w8","excerpt":"Chris said he wanted a bigger Robinhood position and framed it as long-term."},{"timestamp":"2026-04-07T00:00:00.000-07:00","source":"YouTube transcript: This Is the Biggest Bet I've Ever Made","excerpt":"Robinhood was described as the next stock after Amazon for upside when markets stabilize."}]},{"ticker":"BE","companyName":"Bloom Energy Corporation","allocationPct":4.1,"estimatedValue":4100,"confidence":"Medium","lastMentionedAt":"2026-07-14T01:30:24.000Z","evidenceCount":8,"latestEvidence":{"timestamp":"2026-07-14T01:30:24.000Z","source":"YouTube transcript: https://www.youtube.com/watch?v=u-AXyF9kY9k","sourceUrl":"https://www.youtube.com/watch?v=u-AXyF9kY9k","excerpt":"Chris said, \"I'm not selling Bloom\" and \"I might buy more Bloom,\" without stating an exact current allocation."},"evidence":[{"timestamp":"2026-07-14T01:30:24.000Z","source":"YouTube transcript: https://www.youtube.com/watch?v=u-AXyF9kY9k","sourceUrl":"https://www.youtube.com/watch?v=u-AXyF9kY9k","excerpt":"Chris said, \"I'm not selling Bloom\" and \"I might buy more Bloom,\" without stating an exact current allocation."},{"timestamp":"2026-07-11T01:30:39.000Z","source":"YouTube transcript: Amazon, Bloom & Tesla: Conviction Check","excerpt":"Chris said, \"And a little more Bloom. I'm thinking about buying more Bloom,\" after saying he was buying more Amazon; no exact Bloom allocation was stated."},{"timestamp":"2026-07-08T18:32:05.556Z","source":"ChrisCamillo X reply: https://x.com/ChrisCamillo/status/2074924499439431745","sourceUrl":"https://x.com/ChrisCamillo/status/2074924499439431745","excerpt":"Replying in a BE/scandium-supply thread, Chris answered \"This was de-bunked a while ago, multiple times, and so dumb. I do not recall the episode where we covered it but I’m sure AI can find it.\""},{"timestamp":"2026-07-06T16:28:52.000Z","source":"ChrisCamillo X conversation: https://x.com/ChrisCamillo/status/2074168714539270517","sourceUrl":"https://x.com/ChrisCamillo/status/2074168714539270517","excerpt":"Replying to \"Are you still in on BE and AMZN?\" Chris answered \"Yes very long.\""},{"timestamp":"2026-06-17T08:56:55.859Z","source":"Web validation: 24/7 Wall St. / Iced Coffee Hour, May 29 2026","sourceUrl":"https://247wallst.com/investing/2026/05/29/investor-goes-70-into-amazon-with-leveraged-options-calls-amazon-ultimate-beneficiary-of-ai/","excerpt":"Public web validation says Camillo trimmed or sold Bloom Energy exposure to redeploy into Amazon, so BE was reduced while retained as a lower-size AI infrastructure position."},{"timestamp":"2026-05-01T00:00:00.000-07:00","source":"YouTube transcript: Our May 2026 Stock Updates","sourceUrl":"https://www.youtube.com/watch?v=TLgesZF00w8","excerpt":"Chris said he did not want to sell Bloom yet."},{"timestamp":"2026-05-01T00:00:00.000-07:00","source":"YouTube transcript: Our May 2026 Stock Updates","sourceUrl":"https://www.youtube.com/watch?v=TLgesZF00w8","excerpt":"Bloom was framed as a possible power-trade beneficiary for the AI super cycle."},{"timestamp":"2026-05-01T00:00:00.000-07:00","source":"YouTube transcript: Our May 2026 Stock Updates","sourceUrl":"https://www.youtube.com/watch?v=TLgesZF00w8","excerpt":"Episode noted Bloom's expanded Oracle contract and possible hyperscaler negotiations."}]},{"ticker":"TAC","companyName":"TransAlta Corporation","allocationPct":4.1,"estimatedValue":4100,"confidence":"Medium","lastMentionedAt":"2026-06-17T08:56:55.859Z","evidenceCount":3,"latestEvidence":{"timestamp":"2026-06-17T08:56:55.859Z","source":"Web validation: Wave AI Podcast Notes / Iced Coffee Hour, Nov 2025","excerpt":"Public transcript notes Camillo naming TAC/TransAlta as a speculative Alberta data-center power beneficiary; current allocation size remains inferred from later Dumb Money evidence."},"evidence":[{"timestamp":"2026-06-17T08:56:55.859Z","source":"Web validation: Wave AI Podcast Notes / Iced Coffee Hour, Nov 2025","excerpt":"Public transcript notes Camillo naming TAC/TransAlta as a speculative Alberta data-center power beneficiary; current allocation size remains inferred from later Dumb Money evidence."},{"timestamp":"2026-05-01T00:00:00.000-07:00","source":"YouTube transcript: Our May 2026 Stock Updates","sourceUrl":"https://www.youtube.com/watch?v=TLgesZF00w8","excerpt":"Chris said he was holding the majority of his TransAlta position."},{"timestamp":"2026-05-01T00:00:00.000-07:00","source":"YouTube transcript: Our May 2026 Stock Updates","sourceUrl":"https://www.youtube.com/watch?v=TLgesZF00w8","excerpt":"The thesis was tied to Alberta data centers and excess power supply."}]},{"ticker":"SKM","companyName":"SK Telecom Co., Ltd.","allocationPct":3.6,"estimatedValue":3600,"confidence":"Medium","lastMentionedAt":"2026-06-17T08:56:55.859Z","evidenceCount":2,"latestEvidence":{"timestamp":"2026-04-08T00:00:00.000-07:00","source":"YouTube transcript: Something Feels Off About Tesla","sourceUrl":"https://www.youtube.com/watch?v=DuLMnvCvEtM","excerpt":"Chris described SKM as a massive position and his way to play Anthropic."},"evidence":[{"timestamp":"2026-04-08T00:00:00.000-07:00","source":"YouTube transcript: Something Feels Off About Tesla","sourceUrl":"https://www.youtube.com/watch?v=DuLMnvCvEtM","excerpt":"Chris described SKM as a massive position and his way to play Anthropic."},{"timestamp":"2026-04-08T00:00:00.000-07:00","source":"YouTube transcript: Something Feels Off About Tesla","sourceUrl":"https://www.youtube.com/watch?v=DuLMnvCvEtM","excerpt":"He said he did not anticipate selling until near or beyond the Anthropic IPO."}]},{"ticker":"AMD","companyName":"Advanced Micro Devices, Inc.","allocationPct":3.1,"estimatedValue":3100,"confidence":"Medium","lastMentionedAt":"2026-06-17T08:56:55.859Z","evidenceCount":2,"latestEvidence":{"timestamp":"2026-05-01T00:00:00.000-07:00","source":"YouTube transcript: Our May 2026 Stock Updates","sourceUrl":"https://www.youtube.com/watch?v=TLgesZF00w8","excerpt":"Chris said he has AMD as part of his AI sector trade."},"evidence":[{"timestamp":"2026-05-01T00:00:00.000-07:00","source":"YouTube transcript: Our May 2026 Stock Updates","sourceUrl":"https://www.youtube.com/watch?v=TLgesZF00w8","excerpt":"Chris said he has AMD as part of his AI sector trade."},{"timestamp":"2026-05-01T00:00:00.000-07:00","source":"YouTube transcript: Our May 2026 Stock Updates","sourceUrl":"https://www.youtube.com/watch?v=TLgesZF00w8","excerpt":"AMD was described as part of a broader AI super-cycle bucket."}]},{"ticker":"MU","companyName":"Micron Technology, Inc.","allocationPct":2.7,"estimatedValue":2700,"confidence":"Low","lastMentionedAt":"2026-07-11T01:30:39.000Z","evidenceCount":3,"latestEvidence":{"timestamp":"2026-07-11T01:30:39.000Z","source":"YouTube transcript: Amazon, Bloom & Tesla: Conviction Check","excerpt":"Chris said, \"I almost bought some more Micron\" and \"I had sold a bunch\" when discussing memory weakness; no exact current Micron allocation was stated."},"evidence":[{"timestamp":"2026-07-11T01:30:39.000Z","source":"YouTube transcript: Amazon, Bloom & Tesla: Conviction Check","excerpt":"Chris said, \"I almost bought some more Micron\" and \"I had sold a bunch\" when discussing memory weakness; no exact current Micron allocation was stated."},{"timestamp":"2026-06-17T00:00:00.000-07:00","source":"YouTube transcript: This Is When Great Trades Are Made","sourceUrl":"https://www.youtube.com/watch?v=-lUsDKvZJu0","excerpt":"Micron was included among AI infrastructure ideas the team had high confidence in."},{"timestamp":"2026-05-01T00:00:00.000-07:00","source":"YouTube transcript: Our May 2026 Stock Updates","sourceUrl":"https://www.youtube.com/watch?v=TLgesZF00w8","excerpt":"Chris discussed Micron and memory companies in the AI sector trade."}]},{"ticker":"AS","companyName":"Amer Sports, Inc.","allocationPct":1,"estimatedValue":1000,"confidence":"Low","lastMentionedAt":"2026-07-06T16:28:52.000Z","evidenceCount":2,"latestEvidence":{"timestamp":"2026-07-06T16:28:52.000Z","source":"ChrisCamillo X conversation: https://x.com/ChrisCamillo/status/2074168714539270517","sourceUrl":"https://x.com/ChrisCamillo/status/2074168714539270517","excerpt":"Replying to \"Are you still on AS or SG?\" Chris answered \"Meaningfully more long AS than SG.\""},"evidence":[{"timestamp":"2026-07-06T16:28:52.000Z","source":"ChrisCamillo X conversation: https://x.com/ChrisCamillo/status/2074168714539270517","sourceUrl":"https://x.com/ChrisCamillo/status/2074168714539270517","excerpt":"Replying to \"Are you still on AS or SG?\" Chris answered \"Meaningfully more long AS than SG.\""},{"timestamp":"2026-06-29T17:00:00.000-07:00","source":"ChrisCamillo X reply: https://x.com/ChrisCamillo/status/2071735807396786301","sourceUrl":"https://x.com/ChrisCamillo/status/2071735807396786301","excerpt":"Yes"}]}],"recentEvents":[{"timestamp":"2026-06-29T17:00:00.000-07:00","action":"Held","ticker":"AS","title":"Amer Sports still held","details":"ChrisCamillo X reply status 2071735807396786301 answered \"Yes\" to \"are you still in $AS?\"; no exact allocation was stated.","confidence":"Low","source":"https://x.com/ChrisCamillo/status/2071735807396786301"},{"timestamp":"2026-06-18T00:00:00.000-07:00","action":"Added","ticker":"AMZN","title":"Small Amazon add after pullback","details":"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.","confidence":"High","source":"https://www.youtube.com/watch?v=6006vpLlaVw"},{"timestamp":"2026-06-18T00:00:00.000-07:00","action":"Held","ticker":"HOOD","title":"Healthy Robinhood position still held","details":"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.","confidence":"High","source":"https://www.youtube.com/watch?v=6006vpLlaVw"},{"timestamp":"2026-06-18T00:00:00.000-07:00","action":"Held","ticker":"SG","title":"Sweetgreen still held, but short-term","details":"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.","confidence":"Medium","source":"https://www.youtube.com/watch?v=6006vpLlaVw"},{"timestamp":"2026-05-24T00:00:00.000-07:00","action":"Watchlist","ticker":"SNDK","title":"SanDisk and memory chips bullish watchlist signal","details":"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.","confidence":"Medium","source":"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"},{"timestamp":"2026-06-17T08:56:55.859Z","action":"Held","ticker":"AMZN","title":"Web validation anchored AMZN at roughly 70%","details":"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.","confidence":"High","source":"https://247wallst.com/investing/2026/05/29/investor-goes-70-into-amazon-with-leveraged-options-calls-amazon-ultimate-beneficiary-of-ai/"},{"timestamp":"2026-06-17T08:56:55.859Z","action":"Trimmed","ticker":"BE","title":"Web validation reduced BE after public trimming evidence","details":"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.","confidence":"Medium","source":"https://247wallst.com/investing/2026/05/29/investor-goes-70-into-amazon-with-leveraged-options-calls-amazon-ultimate-beneficiary-of-ai/"},{"timestamp":"2026-06-17T08:56:55.859Z","action":"Held","ticker":"HOOD","title":"Web validation confirmed HOOD as one of the major recent trades","details":"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.","confidence":"Medium","source":"https://www.ibtimes.co.uk/chris-camillo-10-million-stock-success-1798668"},{"timestamp":"2026-06-17T00:00:00.000-07:00","action":"Held","ticker":"AMZN","title":"Highest-conviction Amazon signal","details":"Recent transcripts continue to frame Amazon as a major high-conviction AI infrastructure trade.","confidence":"Medium","source":"YouTube transcripts"},{"timestamp":"2026-06-09T00:00:00.000-07:00","action":"Held","ticker":"HOOD","title":"Healthy Robinhood position","details":"Chris said he has a healthy Robinhood position and was considering adding more.","confidence":"Medium","source":"YouTube transcript: SpaceX IPO: Get Rich or Get Wrecked"},{"timestamp":"2026-05-01T00:00:00.000-07:00","action":"Held","ticker":"BE","title":"Bloom Energy still held","details":"Chris said he did not want to sell Bloom yet while discussing AI power demand.","confidence":"Medium","source":"YouTube transcript: Our May 2026 Stock Updates"},{"timestamp":"2026-05-01T00:00:00.000-07:00","action":"Held","ticker":"TAC","title":"Majority of TransAlta held","details":"Chris said he was holding the majority of his TransAlta position.","confidence":"Medium","source":"YouTube transcript: Our May 2026 Stock Updates"},{"timestamp":"2026-04-08T00:00:00.000-07:00","action":"Held","ticker":"SKM","title":"SKM as Anthropic proxy","details":"Chris described SKM as a massive position and a way to play Anthropic.","confidence":"Medium","source":"YouTube transcript: Something Feels Off About Tesla"},{"timestamp":"2026-05-01T00:00:00.000-07:00","action":"Held","ticker":"AMD","title":"AMD in AI sector bucket","details":"Chris said he has AMD as part of his AI sector trade.","confidence":"Medium","source":"YouTube transcript: Our May 2026 Stock Updates"},{"timestamp":"2026-05-20T00:00:00.000-07:00","action":"Added","ticker":"SG","title":"Sweetgreen short-term options trade","details":"Chris discussed buying Sweetgreen options for the wrap craze rather than a long-term hold.","confidence":"Low","source":"YouTube transcript: The Internet Can't Stop Buying This Wrap... We Bought the Stock"},{"timestamp":"2026-04-08T00:00:00.000-07:00","action":"Sold","ticker":"TSLA","title":"No current Tesla position","details":"Chris said he did not have a Tesla position at that time and preferred to wait.","confidence":"Medium","source":"YouTube transcript: Something Feels Off About Tesla"},{"timestamp":"2026-05-01T00:00:00.000-07:00","action":"Sold","ticker":"SPHR","title":"Sphere exited","details":"Chris said he believed he was fully out of Sphere.","confidence":"Medium","source":"YouTube transcript: Our May 2026 Stock Updates"},{"timestamp":"2026-06-09T00:00:00.000-07:00","action":"Watchlist","ticker":"SPCX","title":"SpaceX IPO caution","details":"Chris said he was not buying the SpaceX IPO at the offered valuation, though he admired the company.","confidence":"Medium","source":"YouTube transcript: SpaceX IPO: Get Rich or Get Wrecked"}],"watchlist":[{"ticker":"SG","companyName":"Sweetgreen, Inc.","note":"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.","confidence":"Low","lastMentionedAt":"2026-06-18T00:00:00.000-07:00"},{"ticker":"NVDA","note":"Recent episode included Nvidia among AI infrastructure ideas the team has high confidence in; no current Chris allocation found.","confidence":"Medium","lastMentionedAt":"2026-06-17T00:00:00.000-07:00","companyName":"NVIDIA Corporation"},{"ticker":"CRSR","note":"Dumb Money Discord #trades thread said Chris has mentioned Corsair several times; this remains a low-confidence community signal.","confidence":"Low","lastMentionedAt":"2026-06-14T00:00:00.000-07:00","companyName":"Corsair Gaming, Inc."},{"ticker":"SPCX","note":"SpaceX admired as a company, but recent transcript was cautious on buying the IPO at current valuation.","confidence":"Medium","lastMentionedAt":"2026-06-12T00:00:00.000-07:00","companyName":"Space Exploration Technologies Corp."},{"ticker":"INTC","note":"Chris said he accidentally sold Intel to free margin for the Amazon trade; kept out of current holdings.","confidence":"Medium","lastMentionedAt":"2026-05-01T00:00:00.000-07:00","companyName":"Intel Corporation"},{"ticker":"SPHR","note":"Chris said he believed he was fully out of Sphere after the social-arb information gap closed.","confidence":"Medium","lastMentionedAt":"2026-05-01T00:00:00.000-07:00","companyName":"Sphere Entertainment Co."},{"ticker":"TSLA","note":"Chris said he did not have a Tesla position at the time of the April Tesla episode.","confidence":"Medium","lastMentionedAt":"2026-04-08T00:00:00.000-07:00","companyName":"Tesla, Inc."},{"ticker":"SNDK","companyName":"SanDisk Corporation","note":"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.","confidence":"Medium","lastMentionedAt":"2026-05-24T00:00:00.000-07:00"},{"ticker":"HIMS","companyName":"Hims & Hers Health, Inc.","note":"Mentioned in the May 24 Iced Coffee Hour timestamp list, but not enough evidence to treat as a current Chris holding.","confidence":"Low","lastMentionedAt":"2026-05-24T00:00:00.000-07:00"}],"communityBullish":[{"ticker":"AS","companyName":"Amer Sports","rank":1,"bullishScore":97,"mentionCount":2,"bullishSignalCount":24,"discussionCount":424,"sentiment":"Very bullish","confidence":"Medium","thesis":"Discord #trades thread framed AS as a holiday winner driven by strong Salomon XT-6 demand plus checkout traffic strength.","source":"Discord #trades visible forum scan","lastMentionedAt":"2026-06-16T21:11:45.000-07:00","evidence":[{"id":"community-as-20260616","timestamp":"2026-06-16T21:11:45.000-07:00","source":"Discord #trades: $AS - xt-6 shoes + holiday winner","excerpt":"$AS could be a holiday winner, driven by strong demand for Salomon's XT-6 shoe alongside strong checkout page traffic."}]},{"ticker":"TAC","companyName":"TransAlta","rank":2,"bullishScore":94,"mentionCount":2,"bullishSignalCount":11,"discussionCount":396,"sentiment":"Very bullish","confidence":"Medium","thesis":"Community thread centers on the Alberta data-center power thesis and a possible META/TAC deal discussed on Dumb Money pods.","source":"Discord #trades visible forum scan","lastMentionedAt":"2026-06-16T21:11:45.000-07:00","evidence":[{"id":"community-tac-20260616","timestamp":"2026-06-16T21:11:45.000-07:00","source":"Discord #trades: $TAC","excerpt":"Thread says Chris believes META may sign a deal with TAC as data-center buildouts expand to Alberta."}]},{"ticker":"SG","companyName":"Sweetgreen","rank":3,"bullishScore":86,"mentionCount":2,"bullishSignalCount":13,"discussionCount":324,"sentiment":"Very bullish","confidence":"Medium","thesis":"Sweetgreen wrap thread remains one of the most active visible community discussions, focused on a viral product sales catalyst.","source":"Discord #trades visible forum scan","lastMentionedAt":"2026-06-16T21:11:45.000-07:00","evidence":[{"id":"community-sg-20260616","timestamp":"2026-06-16T21:11:45.000-07:00","source":"Discord #trades: $SG - Sweetgreen wraps","excerpt":"Thread thesis says Sweetgreen is commercializing a wrap that could boost sales after Chris discussed the trade."}]},{"ticker":"VITL","companyName":"Vital Farms","rank":4,"bullishScore":75,"mentionCount":1,"bullishSignalCount":8,"discussionCount":243,"sentiment":"Bullish","confidence":"Medium","thesis":"Community thread is tracking Vital Farms channel checks around egg demand and whether stores are selling out.","source":"Discord #trades visible forum scan","lastMentionedAt":"2026-06-16T21:11:45.000-07:00","evidence":[{"id":"community-vitl-20260616","timestamp":"2026-06-16T21:11:45.000-07:00","source":"Discord #trades: $VITL eggs controversy","excerpt":"Thread asked members to fill 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2026."},{"ticker":"HIMS","companyName":"Hims & Hers Health, Inc.","nextEventDate":"2026-08-10","coverageStatus":"scheduled","sourceName":"Nasdaq earnings calendar","sourceUrl":"https://www.nasdaq.com/market-activity/earnings?date=2026-08-10","note":"Scheduled earnings row found."},{"ticker":"HOOD","companyName":"Robinhood Markets, Inc.","nextEventDate":"2026-07-29","coverageStatus":"reported","sourceName":"Robinhood investor relations earnings presentation","sourceUrl":"https://investors.robinhood.com/static-files/f5aa8c24-cd37-4a94-9169-cd04759e02a1","note":"Official Q2 2026 results were reported on July 29, 2026."},{"ticker":"INTC","companyName":"Intel Corporation","nextEventDate":"2026-07-23","coverageStatus":"reported","sourceName":"Nasdaq earnings calendar","sourceUrl":"https://www.nasdaq.com/market-activity/earnings?date=2026-07-23","note":"Latest July earnings row was 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