There's a whopping 22% chance unemployment hits as high as 5% this year according to Polymarket.
Are we going to see this more & more as AI really starts to take its grip? ๐ฆพ๐ค
CHRIS CAMILLO SAYS THE BIGGEST OPPORTUNITY IN THIS MARKET IS THE ONE NOBODY IS LOOKING AT
"There are less eyeballs than ever really focused on singular names that sit outside of the top 10 or 15 that consume most of the news flow." - @ChrisCamillo
While everyone debates SpaceX valuation and Fed policy, Camillo is hunting in the opposite direction.
He is currently deep in research on:
Hims $HIMS: Studying the big peptide wave that is coming and how much of that TAM Hims can capture. A full show dedicated to this thesis is coming soon.
Traditional retail names: Companies that make physical products, doing exceptionally well right now, but nobody wants to talk about them because they are not AI companies.
"I have never seen less people care about them or even talk about them."
His broader point: this is not unique to today. There will always be companies releasing products, coming on trend, going off trend, getting hit by factors that make them suddenly great or bad. The difference right now is that the attention vacuum created by SpaceX, AI, and macro noise is larger than it has ever been.
"I think there is a massive opportunity right now to just find gold out there because no one is looking for it."
The alpha is not in the most talked about stocks. It is in the ones nobody is mentioning at all.
The insane precision when it comes to AI data. The gap between โdata teams with powerful AI toolsโ and โdata teams withoutโ is about to become the gap between companies that win and companies that wonder what happened.