Anthony Cafarelli

[Chris Camillo @ChrisCamillo]

Nobody wants to hear it.

This correction is needed. And healthy.

[Chris Camillo @ChrisCamillo]

Real $AMZN conviction loves this.

[Anthony Cafarelli @cafarel3]

@ChrisCamillo

[Anthony Cafarelli @cafarel3]

Amazon!!!

[Chris Camillo @ChrisCamillo]

Been distracted by other opps so haven’t had time to dig in, but @DumbMoneyTV social arb peeps telling me squishy dumplings could light up $FIVE earnings tonight. No rec from me, just watching and playing a little for fun

[Anthony Cafarelli @cafarel3]

@ChrisCamillo Got my delicious wrap in Capitol Hill, WA. The tortilla wrap is the show stopper, people are afraid of processed foods so simple food that tastes good is huge!

MNG said wraps are by far the most popular since opening.

@ChrisCamillo sorry, stole your look with the shades, lol

[Chris Camillo @ChrisCamillo]

You guys have been crushing Sweetgreen wrap launch channel checks. Keep it up.

My turn.

North Texas suburban channel check. Clerk sees lift in foot traffic since launch. Wraps are ~15% of orders. Repeat wrap orders confirmed. 50% of wraps are pickup.

Best new alpha: wrap ticket sizes are higher than salads/bowls because customers are adding chips/drinks more often.

That last part matters most.

Still way too soon to have conviction in this highly speculative trade. Wall Street looks to be trading $SG down today as transaction data isn’t yet showing meaningful improvement. Early channel checks suggest possible upside, but the jury is still very much out.

Restricting carbs, so went bowl today.

[Chris Camillo @ChrisCamillo]

Having tracked public companies for decades, I’ve realized how few CEOs bring real color to an otherwise buttoned-up role. Jensen is one of them.

Jobs. Branson. Wynn. Kelleher. Turner. Hsieh.

Wish we had more. When one shows up, young investors should know they’re watching something rare.

[The Iced Coffee Hour @TheICHpodcast]

Chris Camillo explains why he does NOT use price to trade stocks

"I don't trade price and I don't have price targets. I exit my positions when the market at large uh agrees with me.”

[Chris Camillo @ChrisCamillo]

Reminder for anyone monitoring or trading $SG on the recent wrap launch:

Too early to call this a durable success or failure. Likely need weeks of additional data before making any high-conviction read.

When you trade on incomplete data, even promising data, you’re underwriting asymmetric probabilities and outcomes.

Stay diligent. Stay objective. Keep adjusting as new data surfaces.

[Anthony Cafarelli @cafarel3]

@ChrisCamillo I got a GH, SG CSZ Wrap and they FORGOT THE CHICKEN….honestly the wrap and dressing was so good and simple ingredients, I want another one…w/chick next time, lol…will repost findings from WA

[Anthony Cafarelli @cafarel3]

@ChrisCamillo Thanks Chris!!!

Any thoughts on ALAB and U? (Gavin Bakers two biggest holdings)

Thanks for all the great content and letting us make our own big boy choices!

[Anthony Cafarelli @cafarel3]

@ChrisCamillo @ChrisCamillo INSANE DAY!! Thoughts?

[Anthony Cafarelli @cafarel3]

@ChrisCamillo Someone read this post, big day for Intel 💥💥🚀💥💥

[Anthony Cafarelli @cafarel3]

@ChrisCamillo @ChrisCamillo thoughts?

[Anthony Cafarelli @cafarel3]

@ChrisCamillo Thoughts on Apples earnings?
Love your stuff!!

[Anthony Cafarelli @cafarel3]

@ChrisCamillo BE!!!!!! 💥💥💥

[Anthony Cafarelli @cafarel3]

@DumbMoneyTV https://t.co/J6LGj1zSTo

Thoughts anyone?

[Anthony Cafarelli @cafarel3]

@DumbMoneyTV Let’s go!!

[Chris Camillo @ChrisCamillo]

$AMZN