Chris Camillo
speaker
3,317 appearances
5 recordings
2 series
first heard May 2025
last heard 13 Sep
Chris Camillo’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 4 in all, peaking in Sep 2026 with 2.
Appearances
And I don't want anyone telling me what to do with my account or or what I should be writing on X.
I think the best example of this is the CapEx story.
Like it's been driving me nuts all year.
So this is wild to me that we're even having this conversation.
Cause it it like at no other time in my life would you have companies coming out and saying,
We are so blown away by the demand that we are signing, contractually signing, multi-year demand for this product, that we are going to go out and leverage the entirety of our balance sheet.
And then on top of that, we're going to borrow debt because this is the biggest opportunity we've ever seen in the history of our company to compare.
Pound returns on our money over the next few years.
And then the and by the way, these aren't just random startups.
These are like the biggest, most well-run companies in the world by teams that have historically been highly conservative when it comes to CapEx.
And they're telling you this.
And then you have these
numb schools who work at sell side banks and like rando retail investors freaking out because the company is reducing their cash flow.
Like
That's not what these companies are supposed to be doing, like.
The entire purpose of capital markets is to invest your money into entities that can take your money and do something bigger and better with it.
Right.
That's why we're investing in these companies, right?
Because they have an edge.
They have access to resources and distribution and knowledge and and like that other companies don't have.
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