We just invested in a sociopath

**Dave Hanson** (0:02)
We're about to make a big investment in a company run by a complete sociopath. In a way though, you kind of have to be right. It's not the 90s when founders just needed a great idea in an office in their garage. That's so mag seven. Today, there's a new breed of founders and leaders. We're calling them sociopath CEOs, and sociopath might be a little bit of a strong word, but a bunch of the traits fit. They're impulsive, egocentric, risk-taking, maybe a little antisocial and manipulative. They're sensation seeking and fearless. And today on Dumb Money, we're going to tell you how we see sociopath CEOs winning, and what we're investing in, and how you can use it to help build your own portfolio.

**Chris Camillo** (0:38)
This is Dumb Money Live.

**Dave Hanson** (0:43)
Hey there, Dave here, along with Chris and Jordan. We are Dumb Money. Welcome to Dumb Money Live. Quick reminder to smash the like button for the almighty algorithm. Since we are on a special day in time, go ahead. It just takes a second. And once you've done that, we can get on with the show. Chris, Jordan, while we're waiting for all those likes to come in, we need to congratulate our community that invested in NVIDIA last week. That was a perfectly timed trade, perfectly timed Dumb Money show. The stock has bounced back about 15% since the show. Chris, I'm sure your options are, I don't know, a multimillion dollar capital gain for you this tax year.

**Chris Camillo** (1:15)
You know, I always say that it only takes one great investment a year to be in like the top 0.001% of investors globally. And this is the perfect example. In what, like less than a week? An Nvidia trade that I've now rolled over three times and looks like I might get to roll over one more time. We'll explain what that is. Basically, with less than 5% of my portfolio value added 30% to my total portfolio, maybe more.

**Dave Hanson** (1:45)
But we also need to factor in that all of our stocks are just on fire. Tesla is up 24% in the last week. Apple 6%, Palantir 18%, even Amazon 13%, and the one that we just also keep harping on, Robinhood, 25% in the last week. So it's actually, you know, NVIDIA has underperformed Robinhood and Tesla in the past week.

**Chris Camillo** (2:08)
Dave, I don't mean my NVIDIA positions up 30%. The trade I made in NVIDIA this week increased the size of my total portfolio by 30%.
But like, if you can do that once a year, everything else is gravy. Like, I don't think people respond to this one chart.

**Dave Hanson** (2:33)
All right, so let's talk about the sociopath CEO. Before we went on, Chris, you were just saying that you realized that of all of the faces, the obscured faces on our thumbnail, you're invested in all of them already.

**Chris Camillo** (2:47)
Um, yeah, so that's what I want to talk about. I have been the biggest skeptic on this company. I had an opportunity to invest in this company a year ago at, like, a third of the current evaluation, and it was like, there's zero chance that I could, would ever even consider doing that. I thought it was completely ridiculous.

**Dave Hanson** (3:08)
And by the way, everyone knows this is a private company. And Chris, you brought this to me, and my initial thought was also, this is definitely a pass. The spin leader, it has an insane evaluation. There's an insane corporate structure. We can talk about all of that. Do you want to talk about what the company is?

**Chris Camillo** (3:27)
Well, first, I want to talk about the founder, okay? Because all four of these guys are rumored, you know, people call them sociopaths sometimes. We're not clinically calling them a sociopath. I don't know what-

**Dave Hanson** (3:38)
No, some other traits. I rattled off some of the traits that define sociopath. We're going to take out the ones that are like criminal and that sort of thing, and just lean on the ones that have a positive attribute, like, you know, their ingenuity and their willingness to take risks.

**Chris Camillo** (3:55)
Yeah, can we call them positive sociopaths? I don't know. I don't know what they are. But I will tell you this.
It takes a certain type of CEO in 2025 to break through walls and make things happen. We've learned this with big tech. These large incumbent companies just are not capable of moving and innovating and just doing the things that need to be done. Everyone outside of maybe... Listen, other public company CEOs, Elon is an exception.