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The Iced Coffee Hour

The AI Super-Cycle Has Begun — You Have 1 Year To Get UNFATHOMABLY RICH! | Chris Camillo

The Iced Coffee Hour

Graham Stephan/Jack Selby

Business, Entrepreneurship

4.4790 Ratings

🗓️ 22 February 2026

⏱️ 130 minutes

🧾️ Download transcript

Summary

Cook Unity: To get 50% off your first order of CookUnity meals, go to http://www.cookunity.com/ich50 Cozy Earth: Luxury bedding & loungewear - use code ICH for up to 40% off at https://cozyearth.com Upwork: Post your job free at http://upwork.com and connect with top talent to grow your business. Relay: Open Your Relay Account Today: http://join.relayfi.com/partner/?referralcode=icedcoffee&utm_source=youtube&utm_medium=influencer. Relay is a financial technology company and is not an FDIC-insured bank. Banking services provided by Thread Bank, Member FDIC. @bankwithrelay #RelayPartner Follow Chris Camillo at  @DumbMoneyLive  Bloom Energy Investment Thesis: https://www.linkedin.com/posts/jianshu-dong-1191b9129_rigaku-investment-thesis-feb-13-2026-ugcPost-7428842630257598464-WEBP?utm_source=social_share_send&utm_medium=ios_app&rcm=ACoAAAACjyMBF5ovsUu9FrrEWPclx6tGlzpnTgo&utm_campaign=copy_link Add us on Instagram: https://www.instagram.com/jlsselby https://www.instagram.com/gpstephan Apply for The Index Membership: https://entertheindex.com/ Official Clips Channel: https://www.youtube.com/channel/UCeBQ24VfikOriqSdKtomh0w For sponsorships or business inquiries reach out to: tmatsradio@gmail.com For Podcast Inquiries, please DM @icedcoffeehour on Instagram! Timestamps: 00:00:00 - Intro 00:01:16 - Stock prediction track record 00:04:06 - Why he’s bullish on AI 00:07:49 - AI and wealth inequality 00:17:54 - Sponsor - CookUnity 00:19:45 - Best paid AI tools 00:28:25 - Learning AI tools 00:32:26 - Investing in agentic AI 00:39:24 - Sponsor - Cozy Earth 00:41:23 - AI’s impact on his investing 00:45:53 - Why he takes big risks 00:59:44 - China as a threat 01:06:23 - Sponsor - Upwork 01:07:36 - Sponsor - Relay 01:09:03 - Main investments & Bloom Energy 01:13:16 - Mispriced assets 01:16:15 - What would change his strategy? 01:24:57 - Is college still worth it? 01:31:25 - AI in politics 01:37:04 - Most bullish AI stock 01:40:37 - Best founder today 01:42:45 - Prediction markets 01:49:57 - Company likely to fail 01:59:24 - Non-AI investments 02:00:31 - Rapid-fire questions *Some of the links and other products that appear on this video are from companies which Graham Stephan will earn an affiliate commission or referral bonus. Graham Stephan is part of an affiliate network and receives compensation for sending traffic to partner sites. The content in this video is accurate as of the posting date. Some of the offers mentioned may no longer be available. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

Birthday coming up?

0:02.0

On Etsy, you can find your favourite person a gift as special as they are.

0:07.0

Celebrate Stylish Julia with a cute vintage jewelry box.

0:11.0

Or photography mad pool with a customized leather camera strap.

0:15.0

Or your caffeine-loving dad with a handmade pour-over coffee maker.

0:19.0

Don't just celebrate birthdays. Celebrate one of a kind people

0:23.5

with gifts that say I get you on Etsy. Click or tap the banner to shop now. The $20,000 that I initially

0:32.2

invested has generated roughly $80 million of returns over the past 17, 18 years.

0:39.2

If you're not willing to take real risk, you're simply never going to get rich quick.

0:45.6

What do you know that others don't about AI?

0:49.3

So many people misunderstand what AI actually is.

0:58.1

But I've never felt more confident about the AI trade than I do today.

1:03.3

I think the next billion dollar company can be built by a single person without any employees.

1:12.7

This is the first time where the future is not necessarily owned by those with the most money or the best education.

1:18.9

It's owned by anyone that's willing to adopt quickly and create.

1:21.2

I'm calling it like the Great Reset.

1:25.5

So then what advice would you give our viewers so they can capitalize on this information?

1:28.4

This is a very different gold rush for this generation. The window is very small. So if you're young and you've been complaining because you did not

1:35.2

have any opportunity, you just got it. Chris Camillo, thank you so much for coming on the Ice Coffee Hour.

1:43.9

Yeah, happy to be back, guys.

1:45.7

In mid-November, we had you on the podcast, and that specific day, one of your all-time

1:50.2

favorite stocks was tanking. And you walked in and you coolly said, I just bought another

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