{"id":598641,"date":"2025-11-28T05:59:37","date_gmt":"2025-11-28T05:59:37","guid":{"rendered":"https:\/\/www.europesays.com\/uk\/598641\/"},"modified":"2025-11-28T05:59:37","modified_gmt":"2025-11-28T05:59:37","slug":"this-veteran-trader-who-predicted-brexit-says-ai-is-the-biggest-thing-well-ever-see-and-hes-betting-millions-on-it","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/uk\/598641\/","title":{"rendered":"This Veteran Trader Who Predicted Brexit Says AI Is ‘The Biggest Thing We’ll Ever See’\u2014And He’s Betting Millions on It"},"content":{"rendered":"\n

The artificial intelligence revolution isn\u2019t just another tech cycle\u2014it\u2019s the defining economic event of our lifetime, according to investor Chris Camillo<\/strong>, who says the current moment presents an asymmetric risk-reward opportunity that dwarfs concerns about short-term market volatility.<\/p>\n

Camillo, founder and CEO of TickerTags and a trader featured in Jack Schwager’s<\/strong> Unknown Market Wizards\u2014a book profiling top-performing, under-the-radar traders\u2014shared his high-conviction AI thesis on the “Iced Coffee Hour” podcast<\/a> with hosts Graham Stephan<\/strong> and Jack Selby<\/strong>. He warned that AI is advancing “100 times faster than the internet” and will reshape entire industries over the next two to four decades.<\/p>\n<\/p>\n

\u201cThis is the biggest thing that we will likely ever see in our lives,\u201d Camillo said on the podcast. \u201cThe biggest technological cycle that we\u2019ve ever seen in the history of the world.\u201d<\/p>\n

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What makes this cycle different from past tech bubbles, according to Camillo, is the geopolitical dimension. The race for AI supremacy<\/a> with China effectively requires the U.S. government to \u201cbackstop\u201d American AI ambitions due to national security risks. This competition adds confidence that the infrastructure is \u201ctoo big to fail,\u201d Camillo said on the podcast.<\/p>\n

The economic implications are staggering. Camillo told the podcast hosts that AI advancement will make \u201call of industry meaningfully more productive, meaningfully more efficient\u201d over the next 20 to 40 years, generally making companies more profitable and helping humanity climb out of a cycle of scarcity.<\/p>\n

Examples like OpenAI\u2019s Sora video generation tool demonstrate how quickly AI is evolving, Camillo said, suggesting entire industries like Hollywood and movie production companies could be fundamentally restructured or eliminated.<\/p>\n

Camillo dismissed concerns from investors like Michael Burry<\/strong> about AI infrastructure companies being overleveraged or computer chips having short useful lifespans during the podcast. He said that even if these short-term concerns prove accurate, they \u201cdon\u2019t matter\u201d because they don\u2019t change the larger long-term story.<\/p>\n

Trending: Bill Gates Invests Billions in Green Tech \u2014 This Tree-Free Material Could Be the Next Big Breakthrough<\/strong><\/a><\/strong><\/p>\n

His investment philosophy centers on focusing on the much larger, long-term AI story rather than \u201clittle mini cycles\u201d or short-term bumps. Market corrections or drops are opportunities unless they disrupt the core AI thesis, Camillo said. If the reason for a drop is based on \u201csentiment and fear,\u201d it\u2019s exciting rather than concerning.<\/p>\n

Story Continues <\/p>\n

\u201cLogic will always win\u201d over short-term market emotions, which typically last only days, weeks, or maybe months, he told the podcast hosts.<\/p>\n

Camillo identified several specific companies he believes are positioned to capitalize on the AI revolution:<\/p>\n

Amazon<\/a> (NASDAQ:<\/a>AMZN<\/a>) stands out as one of the biggest long-term winners due to its massive infrastructure investment over two decades, Camillo said. The thesis relies on the company\u2019s ability to \u201ctweak the efficiencies\u201d in its consumer-side, low-margin business through automation and robotics.<\/p>\n

Robinhood Markets<\/a> (NASDAQ:<\/a>HOOD<\/a>) is Camillo\u2019s largest holding. His conviction stems from the approximately $100 trillion wealth transfer expected over the next 30 to 35 years to the younger generation, much of which will flow to Robinhood, he said on the podcast. CEO Vlad Tenev manages the company \u201clike a startup\u201d and takes big risks, Camillo said.<\/p>\n

Bloom Energy<\/a> (NYSE:<\/a>BE<\/a>) is a high-conviction, shorter-term trade focused on data center energy needs. The company is \u201cperfectly suited\u201d for Nvidia\u2019s new energy-efficient 800-volt DC platform, positioning it to be a primary power supplier for data centers globally over the next five to eight years, according to Camillo.<\/p>\n

See Also: Missed Tesla? EnergyX<\/strong><\/a> Is Tackling the Next $200 Billion Opportunity \u2014 Lithium<\/strong><\/p>\n

Nvidia<\/a> (NASDAQ:<\/a>NVDA<\/a>) remains a strong conviction holding, though Camillo said he has reduced the aggressive weekly leveraged options positions he previously held.<\/p>\n

OpenAI<\/a> will eventually go public and will likely be the \u201cbiggest IPO of all,\u201d potentially trading closer to $2 trillion than $1 trillion on IPO day, Camillo said on the podcast.<\/p>\n

Camillo also shared on the podcast a counterintuitive perspective on extreme wealth. There is a \u201csweet spot for wealth,\u201d he said, suggesting that getting from non-financial independence to financial independence is the \u201cbiggest high in the world,\u201d but going \u201cabove it\u201d leads to a life that is often \u201cworse\u201d and more miserable due to increased logistical problems and depression.<\/p>\n

To manage excess wealth, Camillo said on the podcast that he started a tax-free foundation instead of a trust, providing a new mission while relieving stress and allowing his children to serve as administrators.<\/p>\n

His approach to investing involves \u201cbucketing\u201d money into categories: the \u201csafe bucket,\u201d the \u201cgrowth bucket,\u201d and the \u201cget-rich quick bucket,\u201d which is essential for taking aggressive risks. Every dollar saved, especially when young, should be viewed as \u201ca hundred times more valuable\u201d because aggressive investing can yield a 100-times return over a lifetime, he said on the podcast.<\/p>\n

Read Next: Buffett’s Secret to Wealth? Private Real Estate\u2014Get Institutional Access Yourself<\/strong><\/a><\/strong><\/p>\n

Image: Shutterstock<\/strong><\/p>\n

Up Next: Transform your trading with Benzinga Edge’s one-of-a-kind market trade ideas and tools. Click now to access unique insights<\/strong><\/a> that can set you ahead in today’s competitive market.<\/p>\n

Get the latest stock analysis from Benzinga:<\/p>\n

This article This Veteran Trader Who Predicted Brexit Says AI Is ‘The Biggest Thing We’ll Ever See’\u2014And He’s Betting Millions on It<\/a> originally appeared on Benzinga.com<\/a><\/p>\n

\u00a9 2025 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.<\/p>\n","protected":false},"excerpt":{"rendered":"The artificial intelligence revolution isn\u2019t just another tech cycle\u2014it\u2019s the defining economic event of our lifetime, according to…\n","protected":false},"author":2,"featured_media":598642,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5226],"tags":[53970,802,748,188034,2000,299,5187,1699,4884,188035,6201,16,15],"class_list":{"0":"post-598641","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-brexit","8":"tag-ai-revolution","9":"tag-brexit","10":"tag-britain","11":"tag-chris-camillo","12":"tag-eu","13":"tag-europe","14":"tag-european","15":"tag-european-union","16":"tag-great-britain","17":"tag-jack-schwager","18":"tag-market-volatility","19":"tag-uk","20":"tag-united-kingdom"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@uk\/115625798140761559","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/598641","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/comments?post=598641"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/598641\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media\/598642"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media?parent=598641"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/categories?post=598641"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/tags?post=598641"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}