Chris Camillo
speaker
886 appearances
1 recordings
1 series
first heard Jun 2026
last heard 29 Jun
Chris Camillo’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
They were like a healthcare company in Japan.
And the Japanese are not as...
they're not as loud as us when it comes to oh dude we got something big we're an ai company now let's pump our valuation they're literally the opposite they're afraid to talk about it because they don't want to be like seen yeah as taking advantage of something so like my guy was literally one of my analysts was literally in japan and like it just found the company did a big report on them
Long story short, yeah, the company's up in like the last month and a half, like 60 or 70 percent, maybe 80 percent in the last couple.
Just because I found it first through my friend and you couldn't even invest in it in the U.S.
Like I had to get Schwab to add the ticker to the global Schwab account so that we could actually invest in it.
But I love these, that's how much opportunity there is here.
You know, like we're still early.
There's still companies like that that would benefit.
But, you know, even going back to AI, I'm trying to figure out where are the lower risk companies.
And I still think it's just data centers, compute.
Picks and jumbles.
Yeah, it's just compute.
You know, I'm really fortunate.
I've been speaking to a lot of like guys who run some of the biggest data centers on earth.
And I've just been like asking them, like, what am I missing?
Like, what should we be looking at?
I think what's been happening, they've been telling me, you know how everybody was starting up a data center?
Like every- You never know, Larry has one now.
Yeah, like everyone is like, oh, I got to do, every real estate guy, commercial real estate guy's data center.
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