tpe_hao_lu

@ChrisCamillo This is the way

@TPE_HAO_LU Same playbook as always on repeat

$AMZN to $250B CapEx this week. Flush the weak hands

@ChrisCamillo @zerohedge During peak fear today, I closed my eyes, and bought more $AMZN calls...🙈

@zerohedge Less doom, more $AMZN calls

*ANTHROPIC TO SPEND OVER $100B OVER NEXT TEN YEARS ON AWS TECH ye olde circle jerke is back

@ChrisCamillo @RidesJohnDeere When you hedged 1/3 in '08, did that include the margin/leverage you were using at the time, or had you already deleveraged? Trying to learn how not to get wiped out during those big moves. Appreciate any insight!

@RidesJohnDeere Hedged 1/3 into ’08. Largest levered short I’ve ever put on weeks before the Covid crash. Outside of those event-driven breaks, I ride corrections. Painful at times. Social arb still works in bear markets once volatility settles.

Amazon isn’t simply “investing” another $5B + up to an additional $20B into Anthropic. They’re buying deeper lock-in to Tranium and the Amazon stack. The 2x+ return they likely get from this investment is just the bonus. Love this for $AMZN + my favorite Anthropic proxy $SKM

@davehanson Or their Claw bot went rogue

$BIRD must’ve asked Claude how to fix their business

@ChrisCamillo Make me think of this quote "Don't ever listen to anybody when you are in a position. Stick to your own approach and avoid being influenced by contradictory opinions." From your chapter in unknown market wizard 👍

Few weeks ago just retail misfits pounding $AMZN while everyone cried about $200B capex. Now they’re piling into pro-Amazon takes. If you can’t hold conviction when it’s ugly, post all you want, just don’t expect anyone to listen.

@ChrisCamillo @nikitabier A job for agentic AI

Can we fix this obvious financial fraud on X @nikitabier ?

@michaelsclair Where is this magical land of Chinese Taipei? Pretty sure Cheng said it was "from Taiwan".

40,000 fans from Taiwan have filled the Tokyo Dome for every Chinese Taipei contest. That includes a 15-person band who each has a day job. "All the fans who flew from Chinese Taipei are spoiling us and that gives me extra energy," Tsung-Che Cheng said. mlb.com/news/chinese-t…

@ChrisCamillo Need it for therapy!

We’ve got a plan.

@ChrisCamillo And Nvidia hasn't reported yet. Canceling Netflix and YouTube Premium 😭

Experienced plenty of illogical market moments as an investor. This is up there with the biggest. They’ve all been long-term opportunities for investors. Maybe this time’s different. Doubt it. $AMZN

@ChrisCamillo I am back to December level... Actually, it could have been worse.

Days like today better not to check portfolio value. Seeing that hard number always hurts more than the fuzzy one in your head.

@amitisinvesting No pain, no gain 😭

pain

@ChrisCamillo @thedudeman217 @bennybigbull Off topic, but did you watch him scale Taipei 101? That was nerve-racking to watch!

@thedudeman217 @bennybigbull Yes

Massive effort to scare people out of the AI trade right now. Not buying the fear. If it breaks, I’ll grind 24/7 to earn more capital and size up.

@AlexHonnold @netflix "Do not climb" 🤣

An assortment of photos from my friend Pablo Durana who was part of the crew for @netflix. He managed to get some epic photos of the sky line the night before - the neighboring building had lights supporting me; I’ve never seen anything like it!   One pic shows Brett Lowell floating on the line out in space with a cable cam behind him. The whole film and rigging crews were totally next level on this project - seriously all the best folks I’ve worked with on projects over the years. Which was really one of the main pleasures of this project: working with all of my friends and seeing them excel at the things that they’re best at. Nothing like seeing your friends send!!

@ChrisCamillo Not buying the fear but buying the dip 😂

@ChrisCamillo @DumbMoneyTV Christmas came again!? 😁

Cooking tomorrow’s @DumbMoneyTV episode 👀

@ChrisCamillo Dipped more into margin and grabbed some at $77... should’ve gone harder 🤣

Weak hands fund strong conviction. $BE

@unusual_whales How about a free China without the CCP intervention?

China says it supports a free Venezuela, without US intervention.

@ChrisCamillo Happy new year! Thank you and DM for an amazing 2025!

Ignore the noise and the haters in ’26. Infinite niches and creators to run with. Find yours. Become who you are and build a life that fits. And if you’re carrying extra mental weight this year, don’t let it own you.

@ChrisCamillo @jesustguzman $NVDA and $EA BF6/Bad COD year

@jesustguzman ’25 top trade: $NVDA. Purest social arb: $SPHR Wizard of Oz.

lol