This guy made $80M in profit. Here's his next 3 stock picks

**Chris Camillo** (0:00)
The world is still unsure about how this is gonna play out. I'm not unsure. I'm willing to bet it all.

**Shaan Puri** (0:17)
Chris, good to see you again.

**Chris Camillo** (0:18)
Hey, Shaan, how you doing, man?

**Shaan Puri** (0:20)
I'm good.
So we should start with a little intro. Sam, you weren't here last time Chris was on. Christine, you do like the simplest explanation of who you are, number one, and then number two is your kind of unique philosophy and unique strategy that you've used to buy and sell stocks to invest.

**Chris Camillo** (0:40)
Yeah. I mean, I'm a regular person for most of my career. I've had a regular job.
I'm not a financial analyst. I'm not a technical trader. I hate all that stuff. I hate technicals. I hate fundamentals. I'm like most regular people, right? I'm like a normal guy with a normal job that was trying to break out, try to find a future for myself because I realized that my job was capped, like 99.9 percent of people in this world. And I started investing something I call observational investing or social investing, which is really all it is, is trying to detect change in the world, whether it's change in technological development or change in culture, change in consumer behavior. But you're trying to detect change and you're trying to connect that change, connect the dots to companies that would either benefit or be harmed by that change. So you're, and then you're investing in those companies. It's that simple.

**Sam Parr** (1:37)
One of many ways that you personally observe is through social media comments.

**Chris Camillo** (1:41)
Yeah. I mean, like, think about it. Like, how do you observe change in the world the quickest? What do people do before they change their life? They talk about it, right? Before you can see the evidence of it, they talk about it. If you're a developer and you're changing the way that you develop software and you're adopting AI in your company, you're probably in Reddit forums with other developers speaking about it.

**Shaan Puri** (2:06)
And it's not always tech. A lot of it is just consumer behavior, right? Because I remember you had one that was around the Sphere, which most people don't even realize. That's the big dome in Vegas, the Sphere.
It's a publicly traded stock. And I think you noticed, what was it, the Wizard of Oz? You were like, dude, this Wizard of Oz show.

**Chris Camillo** (2:25)
Yeah, game changer, right? They didn't quite nail product market fit at the Sphere until that Wizard of Oz came out. And they're like, oh, take an old movie, use AI to make it more interesting in terms of visuals, to put it on this insane projection screen, and then add some 4D effects like a tornado and the winds blowing and all this stuff. And all of a sudden, you created a unique human experience that would go viral on TikTok, which is exactly what happened. And now people from around the world, from Europe, are like, we're going to Vegas to go to the Sphere place to see this Wizard of Oz that we saw went viral on TikTok, right? And so, man, what a game changer.

**Sam Parr** (3:06)
Did you buy it?

**Chris Camillo** (3:07)
Dude, yeah.

**Shaan Puri** (3:08)
So I heard him talking about it. So I started tracking it. It's up 220 percent.

**Chris Camillo** (3:12)
I mean, from the time we got in, which is like a 20-something bucks, it's up like 6X or something.

**Shaan Puri** (3:18)
Chris, I got to give you a little credit, because anytime somebody comes on the pod and talks about investing, the goal is first to get context on. Okay, before we listen and really drink the Kool-Aid on all your philosophy or your strategy, we like to understand, does it work?
What are the results? So you can talk a little bit about that, but I'll give one little point, which was last time you were on the pod, I asked you to make three picks, three predictions, three stocks to look at. You said Palantir, Bloom Energy, it was at $92, it's now at $240, so it's up 165% since the last podcast. And then NVIDIA, which is up a smaller amount, but those were your three picks. So I got to give you a little bit of credit.

**Chris Camillo** (3:57)
So here's the thing, I actually aggressively disagree with that type of performance analyses because the world's changing every minute of every day. So the day after the show, I could have found new information that would have put me on the opposite side of all three of those trades. And so the only way you could ever analyze any investor ever is through long-term audits. Over a long period of time, total portfolio. I don't care if an investor comes on, gives you five stocks and all of them rock it. It could have been based on beta, could have been based on the money, completely luck.