Chris Camillo: Why Smart Money Is Quietly Piling Into Amazon Right Now (Full interview)

Chris Camillo: Why Smart Money Is Quietly Piling Into Amazon Right Now (Full interview)

152 views · June 24th, 2026

While everyone is chasing SpaceX and debating the next AI darling, Chris Camillo is quietly loading up on Amazon. The man who turned $20,000 into $80 million joins Gav to break down why Amazon is his biggest bet, why SpaceX is a distraction, and where the real alpha is hiding right now. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ Chris Camillo is one of the most successful retail investors in history, turning $20,000 into over $80 million using social arbitrage. He is the founder of Dumb Money and one of the most trusted independent voices in markets today. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ Follow WOLF Financial for more: X (Twitter): https://x.com/WOLF_Financial Instagram: https://www.instagram.com/wolffinancial_official Trading Focused Channel - Wolf Trading: https://www.youtube.com/@WOLF_TradingX Wolf Trading X: https://x.com/WOLF_TradingX This content is for informational purposes only and does not constitute investment advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. 0:00 Introduction 0:44 The Amazon trade and the AI efficiency wave 3:08 Why the Mag 7 has fallen out of favor and the rotation thesis 3:52 Frontier labs need hundreds of billions in revenue. Is that a problem? 5:42 Bloom Energy and the AI infrastructure ecosystem 8:05 When does the attention come back to Amazon? 9:41 How he uses options to trade Amazon aggressively 12:33 Managing risk and knowing which money to bet with 14:21 SpaceX IPO breakdown and why he is not touching it 17:32 The institutional sell pressure coming for SpaceX 21:30 Where the real alpha is right now 21:58 HIMS and the peptide wave thesis 24:13 How to build conviction on the AI super cycle 26:34 Stop debating AI and start doing the research 28:59 The builder window that is closing in the next few years 33:04 Why people hate AI but use it more than anything else 38:12 The agentic trading opportunity and the 18 to 24 month window 41:44 Why every company will adopt AI or go away 43:00 How to reinvent your career in 30 to 90 days using AI 48:30 Agentic trading explained and why the window is now 51:23 Final thoughts and how to follow Chris

Chris Camillo just shares some BREAKING AI news

14 views · June 24th, 2026

Chris Camillo turned $20,000 into $80 million using a strategy called social arbitrage, spotting market trends on TikTok, Reddit, and X before Wall Street does. Featured in Jack Schwager's Unknown Market Wizards and co-founder of Dumb Money, he is one of the most unconventional and successful self-made investors alive. Chris tells us the HUGE breaking changes that have happened in AI over the last couple of weeks

Chris Camillo says SpaceX is the Sexy Trade Right Now

16 views · June 24th, 2026

Chris Camillo turned $20,000 into $80 million using a strategy called social arbitrage, spotting market trends on TikTok, Reddit, and X before Wall Street does. Featured in Jack Schwager's Unknown Market Wizards and co-founder of Dumb Money, he is one of the most unconventional and successful self-made investors alive. In this video we talk about the SpaceX IPO

Jon Erlichman: What Jensen, Elon and Zuckerberg All Have in Common That Wall Street Misses

8 views · June 23rd, 2026

The rules that governed Wall Street for decades are quietly falling apart. Jon Erlichman has spent 25 years in the rooms where financial history gets made, and he joins Gav to break down what is actually shifting, why founder-led companies keep winning, and how smart investors are thinking about what comes next. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ Jon Erlichman is one of the most respected voices in financial media. After 25 years covering the greatest CEOs and investors of our era at Bloomberg and beyond, he now runs Ticker Take, a financial media platform focused on helping everyday investors think like professionals. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ ▶ Follow Jon Erlichman: https://x.com/JonErlichman ▶ Follow WOLF Financial: https://x.com/WOLF_Financial This content is for informational purposes only and does not constitute investment advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. 00:00 Intro and Jon's 25 years covering financial history 01:25 The biggest shift in financial information in the last decade 05:06 Agentic trading and AI changing how retail investors operate 06:27 How Elon Musk is rewriting the language of Wall Street 08:51 SpaceX data centers in space and the trillion dollar revenue question 10:21 Why Wall Street is stuck thinking in 12 month cycles 13:44 Kevin O'Leary and the birth of plain speaking in finance 15:52 Why Jensen Huang had zero coverage for 20 years 18:14 What separates founders who build generational companies 20:00 The Meta IPO and what Zuckerberg said that changed everything 23:32 The Kobe Bryant lesson that shifted how Jon thinks about money 26:13 The predict plan prepare framework for long term investing 27:31 Jon's actual portfolio breakdown 30:22 Rapid fire: index funds, crypto, gold and where Jon puts his money

Amit Kukreja: One Trade Is Dominating the Market. Everything Else Is on Sale.

104 views · June 22nd, 2026

Make sure to give the video a like and subscribe to our channel for more ... the full interview with Amit is posted on our channel Amit Kukreja, one of the most followed stock market live streamers in the world, joins WOLF Financial to break down exactly what the market cares about right now and why it has created a real opportunity hiding in plain sight. The AI CapEx trade has been so dominant that the market has completely ignored high quality software and founder-led companies like Palantir, ServiceNow, Salesforce, and Robinhood regardless of how strong their growth numbers are. The only thing that has mattered is whether you are building the nuts and bolts for the GPU supply chain. Everything else has been left behind. But Amit's view is that this does not last forever. The AI CapEx trade is not over, but the names that have been beaten up and left behind are quietly setting up for a strong run when the rotation finally comes. For long-term investors, years like this where great companies get ignored are historically the best years to accumulate. Not every software stock will work. But for the ones with real moats, real growth, and real conviction, sitting out because the market is not paying attention right now might be the mistake people look back on. Follow WOLF Financial: X (Twitter): https://x.com/WOLF_Financial Instagram: https://www.instagram.com/wolffinancial_official Trading Focused Channel: https://www.youtube.com/@WOLF_TradingX Wolf Trading X: https://x.com/WOLF_TradingX ▶ Follow Amit Kukreja: https://x.com/AmitIsInvesting ▶ Amit's YouTube: https://www.youtube.com/@amitinvesting This content is for informational purposes only and does not constitute investment advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

AI is Already Better in the Stock Market than you and Amit is using it to learn to trade

151 views · June 21st, 2026

Make sure to give the video a like and subscribe to our channel for more ... we just posted the full length interview with Amit if you want more Amit Kukreja, one of the most followed stock market live streamers in the world, joins WOLF Financial to talk about something most long-term investors never tackle: learning how to trade. After four years of pure long-term investing, building conviction in names like Palantir and Robinhood, Amit is now one month into learning how to trade. In this conversation he shares why he made the switch, how he is using ChatGPT to learn technical analysis from scratch, why trading is not gambling if you have a system, and what it actually takes to build a repeatable trading philosophy. He covers the 21 EMA, VWAP, volume profiles, liquidity sweeps, how he is journaling notes from ChatGPT like a student, and why he thinks learning to trade is one of the most valuable skills you can build in a world where AI is changing everything. Rallies AI We also get into the Rallies AI arena, where ChatGPT, Claude, Grok, and other AI models manag portfolios with $100,000 each. The ChatGPT portfolio is up 70% since April. A custom WOLF prompt started May 27th and is already outperforming SPY by 15% holding names like Marvell, AMD, and NVIDIA. You can see everything all of the AIs do in real time and what they own by going to the Arena tab of the Rallies website and app ▶ App: http://link.rallies.ai/arena ▶ Website: https://rallies.ai/arena Follow WOLF Financial: X (Twitter): https://x.com/WOLF_Financial Instagram: https://www.instagram.com/wolffinancial_official Trading Focused Channel: https://www.youtube.com/@WOLF_TradingX ▶ Follow Amit Kukreja: https://x.com/AmitIsInvesting ▶ Amit's YouTube: https://www.youtube.com/@amitinvesting This content is for informational purposes only and does not constitute investment advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

Cathie Wood's Ark Invest explains why SpaceX is a $10 Trillion company

25 views · June 20th, 2026

👍 Like and subscribe for daily market coverage, SpaceX updates, and conversations with the smartest investors in the world. Brett Winton, Chief Futurist at ARK Invest, joins WOLF Financial live on SpaceX IPO day to walk through the full bull case on one of the most debated IPOs in history. Brett was the analyst who said publicly on CNBC three weeks before the IPO that Starlink alone could justify a $2 trillion valuation. In this conversation he breaks down exactly how he got there, why he thinks SpaceX could hit $300-400 billion in annual revenue by 2030, and why you do not need to believe in AI at all to underwrite the business. ARK Invest is one of the most well-known active asset management firms in the world, famous for early calls on Tesla, Bitcoin, and AI. Brett leads ARK's research into disruptive innovation and has been modeling SpaceX privately for years before it went public. Follow WOLF Financial: X (Twitter): https://x.com/WOLF_Financial Instagram: https://www.instagram.com/wolffinancial_official Trading Focused Channel: https://www.youtube.com/@WOLF_TradingX Wolf Trading X: https://x.com/WOLF_TradingX ▶ Follow Brett Winton: https://x.com/wintonARK ▶ ARK Invest: https://www.ark-invest.com Timestamps: 0:00 Intro 0:54 The math behind "Starlink alone justifies $2 trillion" 3:50 Starship launch costs: under $100 per kilogram and why that changes everything 4:13 Half a billion in, $1 billion a year out: the Starlink unit economics 8:42 Is Starlink expanding the TAM or taking share from incumbents? 13:33 Why Starlink is doing to telecom what Netflix did to media 16:45 The NeoCloud business: Elon told Brett these are short-term deals 25:08 Why Starlink alone is enough to underwrite the entire SpaceX valuation 32:13 Cash flow is going to Mars, not back to shareholders: what SpaceX investors must accept 34:23 How Brett values the Cursor acquisition at $60 billion 46:22 Continuous learning: the next AI breakthrough and why switching costs explode 52:37 We are in 1990, before the web browser even existed This content is for informational purposes only and does not constitute investment advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

Amit is learning to be a trader using ChatGPT

15 views · June 19th, 2026

Is a Rug in the Cards? | The Solid Report

129 views · June 17th, 2026

TIMELINE 🕙 ==================== Moment of Truth | $SPY $QQQ $USO The FOMC Print | $IWM $TLT Read Through on the Release CONNECT WITH US 🤝🏽 ==================== 🐦 Sam Badawi: https://twitter.com/sam_badawi 🐦 WOLF Financial: https://twitter.com/WOLF_Financial 📹 YouTube: https://www.youtube.com/@Sam_Badawi 📸 Instagram: https://www.instagram.com/sam_badawi_official/ DISCLAIMER All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

BIGGER THAN MICROFT | The Solid Report

333 views · June 17th, 2026

TIMELINE 🕙 ==================== $SPCX in the BIG Leagues | $MSFT $GOOGL $NVDA War Over... Now What? | $SPY $QQQ $USO To Hike or NOT to Hike | $TLT $GLD Let’s Talk Trillions | $SPCX $TSLA $MRVL CONNECT WITH US 🤝🏽 ==================== 🐦 Sam Badawi: https://twitter.com/sam_badawi 🐦 WOLF Financial: https://twitter.com/WOLF_Financial 📹 YouTube: https://www.youtube.com/@Sam_Badawi 📸 Instagram: https://www.instagram.com/sam_badawi_official/ DISCLAIMER All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

Amit Kukreja needs THIS to happen for him to buy SpaceX stock

1.7K views · June 16th, 2026

Amit Kukreja from AmitisInvesting, one of the biggest stock market live streamers in the world, joins WOLF Financial to break down the SpaceX IPO, why he can't sleep well at night holding it at current valuations, and where he sees the real opportunities in AI right now. Amit covers why SpaceX did not collapse the market, the fundamental mismatch between its $2.2 trillion valuation and $20 billion in revenue, why the NeoCloud business is being overhyped, the Tesla-SpaceX merger thesis, share unlock risk, and why Meta, NVIDIA, and Amazon are still better risk-reward plays right now. He also shares why he has started trading for the first time after four years of pure long-term investing, how he is using ChatGPT to learn technical analysis from scratch, and his outlook on the broader market heading into midterms. Follow WOLF Financial for more: X (Twitter): https://x.com/WOLF_Financial Instagram: https://www.instagram.com/wolffinancial_official Trading Focused Channel: https://www.youtube.com/@WOLF_TradingX Wolf Trading X: https://x.com/WOLF_TradingX ▶ Follow Amit: https://x.com/AmitIsInvesting ▶ Subscribe to Amit's YouTube https://www.youtube.com/@amitinvesting Timestamps: 0:00 Intro 1:37 Did SpaceX collapse the market? Amit's first take 3:06 The valuation problem: $20B revenue, $2.2T market cap 4:10 Would Amit buy SpaceX here? His honest answer 7:00 Tesla-SpaceX merger: is it actually going to happen 13:12 Share unlock risk and why insiders are selling 15:53 TerraFab explained: exciting vision, ugly balance sheet impact 20:20 The AI picks and shovels trade: Corning, Nokia, and what Amit is actually buying 28:19 Why Amit started trading after four years of pure investing 34:30 The ChatGPT and AI portfolio arena: 13 million dollars copy trading 41:43 Amit's live stream, Basis Points podcast, and Singapore meetup This content is for informational purposes only and does not constitute investment advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

INCHES AWAY FROM NEW HIGHS | The Solid Report

499 views · June 16th, 2026

TIMELINE 🕙 ==================== Vance: It’s FINALLY Over | $SPY $QQQ $USO Ed Yardeni: Needs More Pump | $MAGS $NVDA To Hike or NOT to Hike | $TLT $GLD Let’s Talk Trillions | $SPCX $TSLA $MRVL CONNECT WITH US 🤝🏽 ==================== 🐦 Sam Badawi: https://twitter.com/sam_badawi 🐦 WOLF Financial: https://twitter.com/WOLF_Financial 📹 YouTube: https://www.youtube.com/@Sam_Badawi 📸 Instagram: https://www.instagram.com/sam_badawi_official/ DISCLAIMER All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

Dan Niles has a BIG Problem with SpaceX's Valuation

277 views · June 16th, 2026

Dan Niles joins the show to deliver the institutional bear case on SpaceX, explaining why he wants nothing to do with the stock at IPO despite calling himself a "major Elon Musk fanboy." Dan covers why the valuation at 90-110x revenues is a problem that doesn't go away, how closet indexers will prop the stock up through Nasdaq 100 inclusion before the real test begins, why Amazon doubling revenue while the stock fell 95% is the most relevant historical parallel, and why he thinks valuation matters even when the company and the founder are world class. He also shares why he is actually very bullish on the broader market through year end, why semiconductors are his preferred trade over the Magnificent Seven, how he is thinking about Kevin Warsh and rate cuts, and why he believes we are currently in a bubble that probably doesn't break until early next year. Follow WOLF Financial for more: X (Twitter): https://x.com/WOLF_Financial Instagram: https://www.instagram.com/wolffinancial_official Trading Focused Channel: https://www.youtube.com/@WOLF_TradingX Wolf Trading X: https://x.com/WOLF_TradingX TimeStamps 0:00 Intro: Dan Niles and why his take matters 0:43 "I am a major Elon Musk fanboy, but..." 1:50 The valuation problem: 90x revenues and accelerating losses 2:52 The market is already punishing companies that need to raise CapEx 3:50 The closet indexer effect: why the stock holds up for 15 days then struggles 6:27 ARK Innovation vs Tesla vs S&P 500: why valuation always catches up 7:48 The Yahoo, Nokia, BlackBerry warning: picking winners is harder than it looks 11:14 The Tesla vs SpaceX arbitrage: same Elon, one tenth the valuation 18:17 Amazon doubled revenue and still fell 95%: the most important parallel 21:23 "We are in a bubble. No question in my mind." 23:09 Why Dan is actually very bullish on the broader market through year end 30:58 Final thought: "I don't need to hit a Nolan Ryan fastball. Give me a fat pitch."

Is SpaceX Actually Worth $2 Trillion? Sawyer Merritt Answers

16 views · June 15th, 2026

Sawyer Merritt joins the Space IPO Show live on SpaceX's first day of trading to break down the biggest IPO in history, why $350 billion in demand still left most retail investors with almost nothing, and what he is watching as a long-term SpaceX shareholder. Sawyer covers his two-pillar investment thesis, why Starlink mobile may be the most underrated opportunity in the company, what orbital data centers mean for the AI arms race, the potential Tesla-SpaceX merger, S&P 500 inclusion timelines, and why everything ultimately comes down to Starship. Follow WOLF Financial for more:: X (Twitter): https://x.com/WOLF_Financial Instagram: https://www.instagram.com/wolffinancial_official Trading Focused Channel: https://www.youtube.com/@WOLF_TradingX ▶ Follow Sawyer Merritt: https://x.com/SawyerMerritt Time Stamps: 0:00 Intro 0:55 Why orbital data centers forced SpaceX to go public 1:52 The IPO demand story: $350 billion in orders and 2.9% fill rates 3:35 Sawyer's SpaceX investment thesis: the two pillars 7:33 Terra Fab explained: SpaceX's 100 million square foot moonshot 10:08 What KPIs investors should actually be tracking 14:43 The potential Tesla-SpaceX merger and the voting math 18:22 Is SpaceX still a good investment at a $2 trillion market cap 24:59 S&P 500 inclusion rules and why fast-track was rejected 30:53 Starship test flight cadence, delays, and what comes next 36:51 Final thoughts: don't chase, don't use margin, expect volatility This content is for informational purposes only and does not constitute investment advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

Markets Are Pumping, Oil is Dropping! | The Solid Report

319 views · June 11th, 2026

TIMELINE 🕙 ==================== Market Pumps on a Deal | $SPY $QQQ $USO Software Continues Its Selloff | $MSFT $IGV $CRM $ADBE Selling Mag7? | $MSFT $AMZN $SPCX CONNECT WITH US 🤝🏽 ==================== 🐦 Sam Badawi: https://twitter.com/sam_badawi 🐦 WOLF Financial: https://twitter.com/WOLF_Financial 📹 YouTube: https://www.youtube.com/@Sam_Badawi 📸 Instagram: https://www.instagram.com/sam_badawi_official/ DISCLAIMER All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

Will Oil Send Inflation Higher? | The Solid Report

632 views · June 11th, 2026

TIMELINE 🕙 ==================== The Oil Fiasco | $SPY $QQQ $USO Palantir is Ahead of Anthropic | $PLTR $IGV Selling Mag7 for IPOs | $MSFT $AMZN $SPCX CONNECT WITH US 🤝🏽 ==================== 🐦 Sam Badawi: https://twitter.com/sam_badawi 🐦 WOLF Financial: https://twitter.com/WOLF_Financial 📹 YouTube: https://www.youtube.com/@Sam_Badawi 📸 Instagram: https://www.instagram.com/sam_badawi_official/ DISCLAIMER All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.