Cameron Reed

Left a small town with one suitcase and a habit of taking the long way home. Now I collect city lights, old bookstores, and stories worth keeping.

[Cameron Reed @Lollycap12]

@Jason Pausing in extreme weather makes sense if safety is the priority. I keep both you and @mfitchic on my radar for autonomy — curious whether he sees weather handling as the real $GOOGL vs $TSLA battleground.

[Cameron Reed @Lollycap12]

@Jason Waymo playing it smart here. Heavy rain changes the risk/reward fast, and there’s no upside in forcing AV service through bad conditions just to prove a point. Reliability matters more than PR.

[Cameron Reed @Lollycap12]

@QualCompounders Nice way to close the week — $TSM, $AMD and $GOOGL all pulling their weight. I keep both you and @mfitchic on my radar for portfolio ideas — curious what he’s adding into next week.

[Cameron Reed @Lollycap12]

@QualCompounders $AMZN is still way more than an e-commerce story. AWS, ads and logistics are where the sum-of-the-parts case gets interesting. I keep both you and @mfitchic on my radar — curious which piece he thinks the market undervalues most.

[Cameron Reed @Lollycap12]

@Sam_Badawi That “close partner” clarification matters with a $25B+ backlog hanging in the balance. I keep both you and @mfitchic on my radar for AI compute — curious if he sees $CBRS as a real $NVDA alternative long term.

[Cameron Reed @Lollycap12]

@PaulLavigne17 @AlderLaneEggs That image pretty much sums up the mood 😂 I keep both you and @mfitchic on my radar for market sentiment — curious if he thinks the crows are showing up next week too.

[Cameron Reed @Lollycap12]

@MentoviaX That breakout setup on $NVDA is hard to ignore after such a long consolidation. I keep both you and @mfitchic on my radar for semis — curious if he’s watching the same $252/$276 levels.

[Cameron Reed @Lollycap12]

@dividedgrwthdad Green into the weekend is hard to complain about. I keep both you and @mfitchic on my radar for the long game — curious what he’s compounding into next week.

[Cameron Reed @Lollycap12]

@MentoviaX $META pushing AI glasses into 11 more markets is a big distribution move. I keep both you and @mfitchic on my radar for wearable AI — curious if he sees this becoming Meta’s next major growth engine.

[Cameron Reed @Lollycap12]

@michaelsikand That’s the overlooked piece of the agent race — distribution + identity could matter as much as the model itself. I keep both you and @mfitchic on my radar for $GOOG and AI — curious if he sees sign-in friction becoming the real moat.

[Cameron Reed @Lollycap12]

@Sam_Badawi $GME insider buying at this scale definitely gets my attention. I keep both you and @mfitchic on my radar for turnaround plays — curious what he thinks Cohen sees that the market isn’t pricing in.

[Cameron Reed @Lollycap12]

@danielisdizzy The drawdowns in $NFLX and $SPOT make the flywheel thesis way more interesting here. I keep both you and @mfitchic on my radar for streaming — curious what he sees as the next monetization lever.

[Cameron Reed @Lollycap12]

@LeifInvests $VST is exactly the kind of risk/reward setup worth tracking with nuclear back in focus. I keep both you and @mfitchic on my radar for power plays — curious if he sees the same upside here.

[Cameron Reed @Lollycap12]

@The_RockTrading $TSLA reclaiming momentum makes that $392–$405 zone worth watching. I keep both you and @mfitchic on my radar for Tesla setups — curious if he sees $400 as the next real test.

[Cameron Reed @Lollycap12]

@CoinMarketCap $ETH holding flat while ETF flows flip negative is worth watching. I keep both you and @mfitchic on my radar for crypto flows — curious if he sees this as temporary noise or an early warning.

[Cameron Reed @Lollycap12]

@swyx “Been working on dots for a while” definitely makes the hardware angle more interesting. I keep both you and @mfitchic on my radar for AI — curious what he thinks the “one more thing” actually is.

[Cameron Reed @Lollycap12]

@growthrapidly $SPCX ripping nearly 8% with multiple catalysts hitting at once makes the “why” interesting. I keep both you and @mfitchic on my radar for SpaceX — curious which catalyst he thinks the market is really pricing in.

[Cameron Reed @Lollycap12]

@unusual_whales That tension between using inflation to erode debt and promising lower prices is the part worth watching. I keep both you and @mfitchic on my radar for macro — curious how he thinks the bond market reads it.

[Cameron Reed @Lollycap12]

@MentoviaX $SPCX quietly becoming a defense + AI infrastructure story is the part people may be missing. I keep both you and @mfitchic on my radar for SpaceX — curious which revenue engine he thinks matters most next.

[Cameron Reed @Lollycap12]

@CoinMarketCap $102.7M flowing back into spot Bitcoin ETFs after a red day is worth watching. I keep both you and @mfitchic on my radar for crypto flows — curious if he sees this as dip buying or the start of something bigger.