Updated October 8, 2026

Dumb Money Live stock picks and portfolio charts

Follow the stocks tied to recent Chris Camillo portfolio evidence and broader Dumb Money Live community discussion. The charts compare valuation, operating strength, price momentum, evidence quality, and community sentiment without treating every discussed ticker as Chris's holding.

Check source evidence Read the portfolio method

Chris Camillo portfolio signals

Direct Chris-specific evidence. Percentages are estimates unless Chris disclosed only a rank or size label.

Stock	Current signal	Confidence	Evidence
AMZNAmazon.com, Inc.	73.2% estimated	High	Source
HOODRobinhood Markets, Inc.	8.2% estimated	High	Source
BEBloom Energy Corporation	4.1% estimated	Medium	Source
TACTransAlta Corporation	4.1% estimated	Medium	Source
SKMSK Telecom Co., Ltd.	3.6% estimated	Medium	Source
AMDAdvanced Micro Devices, Inc.	3.1% estimated	Medium	Source
MUMicron Technology, Inc.	2.7% estimated	Low	Source
ASAmer Sports, Inc.	1.0% estimated	Low	Source
TTWOTake-Two Interactive Software, Inc.	About #5; weight undisclosed		Source
RDDTReddit, Inc.	Moderate · outside top five; weight undisclosed	High	Source
UUnity Software Inc.	Moderate; weight undisclosed	High	Source

Dumb Money Live community picks

Broader community signals remain separate from Chris's estimated portfolio. Missing discussion stays neutral.

Stock	Current signal	Confidence	Evidence
ASAmer Sports	#1 · Very bullish · score 97	Medium	Source
TACTransAlta	#2 · Very bullish · score 94	Medium	Source
SGSweetgreen	#3 · Very bullish · score 86	Medium	Source
VITLVital Farms	#4 · Bullish · score 75	Medium	Source
AFRMAffirm	#5 · Very bullish · score 70	Medium	Source
SNDKSanDisk Corporation	#6 · Bullish · score 69	Medium	Source
SIVESivers Semiconductors	#7 · Bullish · score 68	Medium	Source
LIONLionsgate	#8 · Very bullish · score 62	Medium	Source
SATSEchoStar	#9 · Mixed · score 58	Low	Source
BRBRBellRing Brands	#10 · Bullish · score 56	Low	Source
TTWOTake-Two Interactive	#11 · Bullish · score 50	Low	Source
DKNGDraftKings	#12 · Bullish · score 48	Low	Source
DNUTKrispy Kreme	#13 · Very bullish · score 46	Low	Source

Overall Stock Ratings

One combined ranking across every tracked stock: valuation, underlying business strength, price momentum, tracker conviction/evidence, and community sentiment.

28 stocks rated

RankStockCombined signalScoreRatingValueStrengthMomentumEvidenceCommunity

SNDKSanDisk CorporationWatchlist

Best support: business strength. Main drag: valuation.

62Positive4286565769

UUnity Software Inc.Watchlist

Best support: business strength. Main drag: valuation.

59Mixed3172707050

RDDTReddit, Inc.Watchlist

Best support: business strength. Main drag: valuation.

57Mixed3680467050

SPCXSpace Exploration Technologies Corp.Watchlist

Best support: business strength. Main drag: valuation.

54Mixed782775750

TACTransAlta CorporationHolding

Best support: community sentiment. Main drag: business strength.

54Mixed5642574399

SPHRSphere Entertainment Co.Watchlist

Best support: business strength. Main drag: price momentum.

53Mixed5861335750

LIONLionsgateCommunity

Best support: community sentiment. Main drag: valuation.

52Mixed3363545067

BRBRBellRing BrandsCommunity

Best support: valuation. Main drag: price momentum.

50Mixed6056354156

NVDANVIDIA CorporationWatchlist

Best support: price momentum. Main drag: valuation.

50Mixed2958615750

AFRMAffirmCommunity

Best support: community sentiment. Main drag: valuation.

49Mixed3844555275

MUMicron Technology, Inc.Holding

Best support: price momentum. Main drag: tracker evidence.

48Mixed4460612650

BEBloom Energy CorporationHolding

Best support: price momentum. Main drag: valuation.

46Mixed2057615050

CRSRCorsair Gaming, Inc.Watchlist

Best support: price momentum. Main drag: business strength.

46Mixed4734594350

SKMSK Telecom Co., Ltd.Holding

Best support: valuation. Main drag: business strength.

45Mixed5339424250

INTCIntel CorporationWatchlist

Best support: tracker evidence. Main drag: valuation.

44Weak1848535750

AMDAdvanced Micro Devices, Inc.Holding

Best support: price momentum. Main drag: valuation.

43Weak2434754250

HOODRobinhood Markets, Inc.Holding

Best support: tracker evidence. Main drag: valuation.

43Weak1358356450

TTWOTake-Two Interactive Software, Inc.Watchlist

Best support: business strength. Main drag: valuation.

43Weak2261434350

DNUTKrispy KremeCommunity

Best support: valuation. Main drag: price momentum.

42Weak5137373951

AMZNAmazon.com, Inc.Holding

Best support: tracker evidence. Main drag: business strength.

41Weak1195410050

DKNGDraftKingsCommunity

Best support: valuation. Main drag: business strength.

41Weak4935364048

TSLATesla, Inc.Watchlist

Best support: tracker evidence. Main drag: valuation.

41Weak1645465750

SGSweetgreen, Inc.Watchlist

Best support: community sentiment. Main drag: valuation.

40Weak229734391

ASAmer Sports, Inc.Holding

Best support: community sentiment. Main drag: tracker evidence.

38Weak40283224100

HIMSHims & Hers Health, Inc.Watchlist

Best support: community sentiment. Main drag: price momentum.

35Weak2737264350

SATSEchoStarCommunity

Best support: price momentum. Main drag: valuation.

34Weak435574248

SIVESivers SemiconductorsCommunity

Best support: community sentiment. Main drag: valuation.

34Weak920475168

VITLVital FarmsCommunity

Best support: community sentiment. Main drag: valuation.

28Weak013315375

Weighting: valuation 25%, underlying strength 25%, market momentum 20%, tracker conviction/evidence 20%, and community sentiment 10%. Momentum averages the available 1-day through 1-year returns. A missing community signal receives a neutral score, not a bearish score. Ratings are a comparative research screen, not investment advice.

Valuation buy-signal ranking

Scores combine higher trailing free-cash-flow yield (60%) with lower positive trailing P/E (40%). Negative free-cash-flow yield and unavailable or non-meaningful P/E reduce the score.

Data checked Oct 8, 2026

RankStockWhy it ranks hereScoreFCF yieldP/E

1.BRBRBellRing BrandsCommunity

High cash yield supports the signal, but trailing P/E is N/M.

Score60

FCF yield+24.90%

P/EN/M

2.SPHRSphere Entertainment Co.Watchlist

High cash yield supports the signal, but trailing P/E is N/M.

Score58

FCF yield+9.41%

P/EN/M

3.TACTransAlta CorporationHolding

High cash yield supports the signal, but trailing P/E is N/M.

Score56

FCF yield+7.76%

P/EN/M

4.SKMSK Telecom Co., Ltd.Holding

High cash yield supports the signal, but trailing P/E is N/M.

Score53

FCF yield+7.56%

P/EN/M

5.DNUTKrispy KremeCommunity

High cash yield supports the signal, but trailing P/E is N/M.

Score51

FCF yield+7.37%

P/EN/M

6.DKNGDraftKingsCommunity

High cash yield supports the signal, but trailing P/E is N/M.

Score49

FCF yield+6.85%

P/EN/M

7.CRSRCorsair Gaming, Inc.Watchlist

High cash yield supports the signal, but trailing P/E is N/M.

Score47

FCF yield+6.10%

P/EN/M

8.MUMicron Technology, Inc.Holding

Positive cash yield helps, but trailing P/E is elevated or N/M.

Score44

FCF yield+4.80%

P/EN/M

9.SNDKSanDisk CorporationWatchlist

Positive cash yield helps, but trailing P/E is elevated or N/M.

Score42

FCF yield+4.64%

P/EN/M

10.ASAmer Sports, Inc.Holding

Positive cash yield helps, but trailing P/E is elevated or N/M.

Score40

FCF yield+4.40%

P/EN/M

11.AFRMAffirmCommunity

Positive cash yield helps, but trailing P/E is elevated or N/M.

Score38

FCF yield+3.91%

P/EN/M

12.RDDTReddit, Inc.Watchlist

Positive cash yield helps, but trailing P/E is elevated or N/M.

Score36

FCF yield+3.47%

P/EN/M

13.LIONLionsgateCommunity

Positive cash yield helps, but trailing P/E is elevated or N/M.

Score33

FCF yield+2.89%

P/EN/M

14.UUnity Software Inc.Watchlist

Positive cash yield helps, but trailing P/E is elevated or N/M.

Score31

FCF yield+2.69%

P/EN/M

15.NVDANVIDIA CorporationWatchlist

Positive cash yield helps, but trailing P/E is elevated or N/M.

Score29

FCF yield+2.21%

P/EN/M

16.HIMSHims & Hers Health, Inc.Watchlist

Positive cash flow provides limited valuation support.

Score27

FCF yield+1.20%

P/EN/M

17.AMDAdvanced Micro Devices, Inc.Holding

Positive cash flow provides limited valuation support.

Score24

FCF yield+0.80%

P/EN/M

18.TTWOTake-Two Interactive Software, Inc.Watchlist

Positive cash flow provides limited valuation support.

Score22

FCF yield+0.78%

P/EN/M

19.BEBloom Energy CorporationHolding

Positive cash flow provides limited valuation support.

Score20

FCF yield+0.75%

P/EN/M

20.INTCIntel CorporationWatchlist

Positive cash flow provides limited valuation support.

Score18

FCF yield+0.49%

P/EN/M

21.TSLATesla, Inc.Watchlist

Positive cash flow provides limited valuation support.

Score16

FCF yield+0.39%

P/EN/M

22.HOODRobinhood Markets, Inc.Holding

Positive cash flow provides limited valuation support.

Score13

FCF yield+0.23%

P/EN/M

23.AMZNAmazon.com, Inc.Holding

Negative trailing free-cash-flow yield weakens the valuation signal.

Score11

FCF yield-0.42%

P/EN/M

24.SIVESivers SemiconductorsCommunity

Negative trailing free-cash-flow yield weakens the valuation signal.

Score9

FCF yield-1.12%

P/EN/M

25.SPCXSpace Exploration Technologies Corp.Watchlist

Negative trailing free-cash-flow yield weakens the valuation signal.

Score7

FCF yield-1.43%

P/EN/M

26.SATSEchoStarCommunity

Negative trailing free-cash-flow yield weakens the valuation signal.

Score4

FCF yield-2.55%

P/EN/M

27.SGSweetgreen, Inc.Watchlist

Negative trailing free-cash-flow yield weakens the valuation signal.

Score2

FCF yield-10.67%

P/EN/M

28.VITLVital FarmsCommunity

Negative trailing free-cash-flow yield weakens the valuation signal.

Score0

FCF yield-31.79%

P/EN/M

This is a mechanical valuation screen, not a recommendation or complete investment analysis. It does not score growth, balance-sheet risk, earnings quality, catalysts, or the strength of the tracker evidence.

Underlying Strength

A combined operating-strength screen using sequential revenue growth, free-cash-flow margin, CapEx efficiency, RPO growth, and NRR. Each disclosed factor is equally weighted; the score includes a modest adjustment for data coverage.

Data checked Oct 8, 2026

RankStockStrength signalScoreRev. QoQFCF marginCapEx / rev.RPO QoQNRRData

SNDKSanDisk CorporationWatchlist

Strong revenue momentum and cash generation lead the score.

86+96.69%+50.30%0.76%N/DN/D

3/5

SPCXSpace Exploration Technologies Corp.Watchlist

Strong revenue momentum and cash generation lead the score.

82+66.47%+30.79%0.17%N/DN/D

3/5

RDDTReddit, Inc.Watchlist

Strong revenue momentum and cash generation lead the score.

80+21.33%+32.39%0.14%N/DN/D

3/5

UUnity Software Inc.Watchlist

Strong cash generation and capital efficiency lead the score.

72+7.52%+36.96%0.67%N/DN/D

3/5

LIONLionsgateCommunity

Strong revenue momentum and cash generation lead the score.

63+25.16%+29.23%0.41%-11.59%N/D

4/5

TTWOTake-Two Interactive Software, Inc.Watchlist

Strong capital efficiency and RPO growth lead the score.

61-1.12%+11.82%2.19%+1.31%N/D

4/5

SPHRSphere Entertainment Co.Watchlist

Strong cash generation and capital efficiency lead the score.

61-2.00%+33.99%1.27%-4.40%N/D

4/5

MUMicron Technology, Inc.Holding

Strong revenue momentum and cash generation lead the score.

60+73.75%+42.36%18.88%N/DN/D

3/5

NVDANVIDIA CorporationWatchlist

Strong revenue momentum and cash generation lead the score.

58+17.90%+22.24%2.78%N/DN/D

3/5

HOODRobinhood Markets, Inc.Holding

Strong cash generation and capital efficiency lead the score.

58-16.84%+190.16%0.84%N/DN/D

3/5

BEBloom Energy CorporationHolding

Strong revenue momentum and cash generation lead the score.

57+41.80%+16.41%4.85%N/DN/D

3/5

BRBRBellRing BrandsCommunity

Capital efficiency is the clearest operating strength.

56-4.73%+13.53%0.37%N/DN/D

3/5

INTCIntel CorporationWatchlist

Strong revenue momentum and cash generation lead the score.

48+18.79%+27.59%15.85%N/DN/D

3/5

TSLATesla, Inc.Watchlist

Revenue momentum is the clearest operating strength.

45+26.13%-3.87%20.50%-0.99%N/D

4/5

AFRMAffirmCommunity

Cash generation is the clearest operating strength.

44-8.04%+43.50%8.22%N/DN/D

3/5

TACTransAlta CorporationHolding

Cash generation is the clearest operating strength.

42-5.68%+16.99%4.78%N/DN/D

3/5

SKMSK Telecom Co., Ltd.Holding

Cash generation is the clearest operating strength.

39+1.47%+16.00%8.23%N/DN/D

3/5

HIMSHims & Hers Health, Inc.Watchlist

Mixed quarterly trends produce a middle-to-lower strength signal.

37-1.57%+9.79%4.91%N/DN/D

3/5

DNUTKrispy KremeCommunity

Capital efficiency is the clearest operating strength.

37-6.46%+3.10%2.39%-6.43%N/D

4/5

SATSEchoStarCommunity

Mixed quarterly trends produce a middle-to-lower strength signal.

35-3.40%+2.86%3.64%N/DN/D

3/5

DKNGDraftKingsCommunity

Capital efficiency is the clearest operating strength.

35-17.24%-3.37%0.43%N/DN/D

3/5

AMDAdvanced Micro Devices, Inc.Holding

Revenue momentum is the clearest operating strength.

34+12.51%+13.51%7.00%-16.19%N/D

4/5

CRSRCorsair Gaming, Inc.Watchlist

Capital efficiency is the clearest operating strength.

34-18.85%+7.35%1.04%N/DN/D

3/5

SGSweetgreen, Inc.Watchlist

Negative FCF margin weighs on the operating signal.

29+4.08%-18.30%7.68%N/DN/D

3/5

ASAmer Sports, Inc.Holding

Mixed quarterly trends produce a middle-to-lower strength signal.

28-16.08%+6.48%3.75%N/DN/D

3/5

SIVESivers SemiconductorsCommunity

Capital efficiency is the clearest operating strength.

20-23.30%-80.94%1.45%N/DN/D

3/5

VITLVital FarmsCommunity

Negative FCF margin weighs on the operating signal.

13-12.36%-21.00%11.09%N/DN/D

3/5

AMZNAmazon.com, Inc.Holding

Negative FCF margin weighs on the operating signal.

9-14.93%-10.01%24.35%N/DN/D

3/5

Higher is better for revenue growth, FCF margin, RPO growth, and NRR. Lower CapEx/revenue is better. RPO uses current SEC filing disclosures where a comparable prior quarter exists.

“N/D” means the company does not disclose a current, comparable figure; it is not scored as zero. No tracked company currently reports a clean, comparable NRR figure, so alternative engagement metrics were not substituted. This mechanical screen is not investment advice.

Site ranking performance over time

Tracks how the site's combined stock rankings perform as market data refreshes. The history updates with the same market-data job that refreshes prices and return windows.

70 snapshotsUpdated Oct 9

Rank	Stock	Score	Price	Rank chg.	Since first	Since last	30D	360D	Rating context
1	SNDK SanDisk Corporation	62	$1,638	+4	+61.3%	0.0%	+9.3%	+4662.2%	Positive rating from the current combined ranking model.
2	U Unity Software Inc.	59	$46.30	n/a	n/a	0.0%	+4.3%	+116.0%	Mixed rating from the current combined ranking model.
3	RDDT Reddit, Inc.	57	$154.00	+8	n/a	0.0%	-0.9%	+35.3%	Mixed rating from the current combined ranking model.
4	SPCX Space Exploration Technologies Corp.	54	$165.64	n/a	+47.2%	0.0%	+18.6%	n/a	Mixed rating from the current combined ranking model.
5	TAC TransAlta Corporation	54	$12.91	+1	+3.9%	0.0%	+2.1%	+39.3%	Mixed rating from the current combined ranking model.
6	SPHR Sphere Entertainment Co.	53	$104.66	+14	-25.3%	0.0%	-33.5%	+273.0%	Mixed rating from the current combined ranking model.
7	LION Lionsgate	52	$11.38	+3	-12.9%	0.0%	-1.2%	+59.8%	Mixed rating from the current combined ranking model.
8	BRBR BellRing Brands	50	$7.87	+17	-40.8%	0.0%	-27.1%	-90.0%	Mixed rating from the current combined ranking model.
9	NVDA NVIDIA Corporation	50	$234.93	-1	+23.6%	0.0%	+12.1%	+105.2%	Mixed rating from the current combined ranking model.
10	AFRM Affirm	49	$74.96	-3	+6.9%	0.0%	-2.0%	+43.2%	Mixed rating from the current combined ranking model.
11	MU Micron Technology, Inc.	48	$1,062	+10	+43.7%	0.0%	+13.1%	+1215.2%	Mixed rating from the current combined ranking model.
12	BE Bloom Energy Corporation	46	$278.19	n/a	+69.9%	0.0%	+27.5%	+1592.1%	Mixed rating from the current combined ranking model.

“Since first” compares the latest tracked price with the first stored ranking snapshot for that ticker. A baseline row shows “n/a” until a later refresh creates a comparison point. This is performance attribution for the tracker ranking, not investment advice.

How to read Dumb Money Live stock picks

Portfolio evidence: Direct comments about buying, selling, trimming, holding, rank, or size carry the most weight.

Community signals: Discord discussion can surface ideas, but it does not prove Chris owns the stock.

Financial charts: Rankings are research screens, not predictions or personalized investment advice.

All tracked stocks ranked by P/E

Includes estimated holdings, bullish/watchlist names, and community signals. Lowest positive trailing P/E ranks first. Forward P/E is shown for comparison.

Data checked Oct 8, 2026

RankHoldingRelative trailing P/ETrailingForward

No meaningful trailing P/E

These stocks remain in the tracker. A trailing P/E is unavailable or not meaningful, usually because trailing earnings are negative or the data provider has no usable figure.

RDDTWatchlist

Reddit, Inc.

Fwd 25.52

BRBRCommunity

BellRing Brands

Fwd 6.44

VITLCommunity

Vital Farms

Fwd N/M

MUHolding

Micron Technology, Inc.

Fwd 6.18

AMZNHolding

Amazon.com, Inc.

Fwd 27.64

NVDAWatchlist

NVIDIA Corporation

Fwd 19.63

SNDKWatchlist

SanDisk Corporation

Fwd 7.64

ASHolding

Amer Sports, Inc.

Fwd 18.70

SGWatchlist

Sweetgreen, Inc.

Fwd N/M

HOODHolding

Robinhood Markets, Inc.

Fwd 42.37

SKMHolding

SK Telecom Co., Ltd.

Fwd 13.34

SPHRWatchlist

Sphere Entertainment Co.

Fwd N/M

AFRMCommunity

Affirm

Fwd 37.81

CRSRWatchlist

Corsair Gaming, Inc.

Fwd 17.22

AMDHolding

Advanced Micro Devices, Inc.

Fwd 58.16

BEHolding

Bloom Energy Corporation

Fwd 78.30

DKNGCommunity

DraftKings

Fwd 36.84

TSLAWatchlist

Tesla, Inc.

Fwd 202.20

DNUTCommunity

Krispy Kreme

Fwd 42.17

HIMSWatchlist

Hims & Hers Health, Inc.

Fwd 83.18

INTCWatchlist

Intel Corporation

Fwd 67.00

LIONCommunity

Lionsgate

Fwd 30.55

SATSCommunity

EchoStar

Fwd 16.33

SIVECommunity

Sivers Semiconductors

Fwd N/M

SPCXWatchlist

Space Exploration Technologies Corp.

Fwd 107.46

TACHolding

TransAlta Corporation

Fwd 39.86

TTWOWatchlist

Take-Two Interactive Software, Inc.

Fwd 24.87

UWatchlist

Unity Software Inc.

Fwd 30.49

P/E is one valuation measure. It does not account for growth, debt, earnings quality, risk, or the strength of the evidence behind a tracker signal.