Chris Camillo

speaker

774 appearances 1 recordings 1 series first heard Jul 2026 last heard 29 Jul

Chris Camillo’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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My First Million · This guy made $80M in profit. Here's his next 3 stock picks · 29 Jul 2026 podcast

I had 100 percent of my portfolio, I think for a full year in Nintendo until Wall Street finally realized how big of a deal that was.

But Amazon, I just think it's the company that is best positioned in the world to benefit from the upcoming AI efficiency wave, which is once we actually start to see meaningful productivity jumps from the AI age,

There's no company in the world that's going to benefit more from that than Amazon.

I also think they are the nucleus of AI infrastructure.

No, this is a kind of a global cultural shift, and it's a big observation I've had for three years, which is...

Based in part, I don't know if you guys ever read Nassim Taleb's book, Black Swan.

But Black Swan theory essentially says that our minds are not capable of fully recognizing and appreciating anomalies in the market or the world that haven't happened before.

I had this thesis in early days AI that AI wouldn't just be the next internet.

It's not just going to be the next mobile phone or smartphone, but that it would be meaningfully larger than anything we've experienced in our lifetime.

As a result of that, we would see the biggest trades of our life happen as a direct result of AI.

Even when the information was right in front of us, the market would not believe it until it actually shows up in the numbers because there's no precedent for what we're seeing in AI.

There's nothing that has ever happened in our lifetime before AI that we can compare to AI.

Now, I might regret saying this in 10 years, but I don't think so.

I think the concept of intelligence becoming infinite and free to the world is going to be the biggest change we've ever seen in humanity.

The reason why Amazon went down and has not really gone up as a company meaningfully recently is because they have made such an aggressive investment in AI, $200 billion.

Now, it's more than 200 billion this last year.

CapEx investment in AI in a sector that nobody knows if it's going to pay off for them or not.

I would say the biggest example is this.

It's this simple.

Amazon is betting the entire company on AI.

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