How to Spot the Next Big Trade Before Wall Street | Chris Camillo

Camillo argues conviction-weighted leverage and alternative data (not Wall Street frameworks) now drive outsized, repeatable retail investing edge.

• $10M Amazon earnings trade: Camillo lost 100% on options expiring the week before earnings, took another 100% loss on Wednesday-expiration contracts, then went all-in on Friday options betting Jassy would address CapEx concerns like Microsoft did—netting $11M after being down $8M.
• Google Trends corrupted by AI: A summer-2025 Lululemon trade based on anomalous Google Trends spikes unraveled when Camillo discovered ChatGPT queries hitting Google had contaminated the entire dataset; he's largely abandoned Google Trends since.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.