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The AI arms race is here, and it's shaking up the cybersecurity landscape. Is it time to panic, or is this a buying opportunity? We dive deep into the AI doomsday fears and how it could impact our portfolios. Plus: 🧠 Axon's stock-based comp problem: a great company, TERRIBLE stock? $AXON 📊 Wise's Nasdaq listing is imminent: what does it mean for investors? $WISE $WIZEY 💊 Krzysztof's selling Coherus for a NEW biotech play: $CHRS $NKTR $ABCL Segments: 00:00:00 Cold Open 00:01:47 Subscriber Growth Slowdown: Are We Boring? 00:03:57 Mama Monkey's Patreon Offer 00:05:51 Claude Mythos & Cybersecurity Apocalypse? 00:11:06 Is AI a Tailwind or Headwind for Cybersecurity Stocks? 00:11:46 $CRWD CrowdStrike: Time to Buy? 00:22:26 $NKTR Nectar Therapeutics: Krzysztof's New Biotech Pick 00:28:05 $AXON Axon Enterprise: Great Company, Terrible Stock? 00:30:52 Stock-Based Compensation Explained 00:42:37 $WISE Wise PLC: Nasdaq Listing Incoming! 00:45:19 Investor's Mirror App Update 00:50:54 Closing ********** If you want to see our furry faces, this podcast is also available on YouTube at ⁠youtube.com/@WallStreetWildlife?sub_confirmation=1⁠ ********** SUPPORT THE SHOW AND BECOME A PATREON: wallstreetwildlife.com ********** Follow us at: ⁠⁠x.com/7LukeHallard ⁠x.com/7FlyingPlatypus ********** Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use. Get 15% off any premium plan with: fiscal.ai/wildlife ********** Monkey’s “Zen, Nietzsche, How to Live” Substack: firephilosophy.substack.com ********** To use the same portfolio tracking tool as Luke, check-out: portseido.com/?fpr=lukehallard ********** Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation ********** Fed up with the stock market giving you a hard time? - Invest like seasoned pros with over 40 years in the game - Discover the world's leading companies - Sharpen your best investing practices and ditch the worst - Learn how to start investing - Essential investing principles to boost your returns Keywords: artificial intelligence, cybersecurity, $CRWD, CrowdStrike, $PANW, Palo Alto Networks, $WISE, Wise PLC, fintech, stock-based compensation, investing psychology, portfolio allocation, biotech, $NKTR, Nectar Therapeutics, value investing, growth investing, investor's mirror, fiscal ai, $ABCL

Are hidden emotions sabotaging your investing returns? This week, Badger and Monkey dissect the subtle ways 'tilt' impacts portfolios, drawing lessons from Vegas, poker, and real-life market turmoil. Are YOU making these mistakes without realizing it? 💀 Are your losses secretly driving your investment decisions? We expose the hidden dangers of revenge trading. 🎰 Vegas isn't just about luck. Discover the surprising parallels between poker, investing, and crafting your own odds. 🧠 Is your 'investor self' different from your REAL self? We explore the psychology behind knowing what to do vs. actually doing it (try our 'Investor's Mirror' app) 📊 Are you tuning out during market downturns? Learn why now is the time to sharpen your skills and find big alpha. 🌴 From Vegas to Warsaw? We reveal our plans for a European WSW Beastie meetup in 2027! 🌐 Should you invest outside the US? We debate the pros and cons of international diversification. 🤖 The future of shopping is HERE. We discuss Amazon's robotaxis, automated warehouses, and the evolution of retail. Sources: The Investor's Mirror (iOS App): https://apps.apple.com/us/app/investors-mirror/id6760048070 ADRs article: https://7investing.com/article/how-to-invest-internationally-using-american-depositary-receipts-alternative-title-the-abcs-of-adrs/ Segments: 00:00:00 Intro: Vegas Recap & Investor Tilt 00:03:27 The Vegas Glow-Up: IRL vs. Digital 00:06:45 Krzysztof's Near-Tilt Experience 00:11:55 Tilt in Poker vs. Investing 00:14:05 The Subtle Tilt Investors Don't See 00:17:51 Carving Out Your Safe Space (Even in Vegas) 00:23:14 The King of the Jungle Poker Challenge 00:31:46 Practicing Fear: Lessons from Poker 00:32:17 Vegas Tech Tour: Amazon & The Boring Company 00:39:13 Zoox Robo Taxi: The Future of Transportation 00:42:06 The Sphere: Gimmick or Game-Changer? $SPHR 00:46:26 Absinthe: A Night to Remember 00:48:16 WSW Does Warsaw: Summer 2027? 00:50:52 Introducing the Investor's Mirror App 01:02:02 Investing Outside the US: Opportunities & Risks ********** SUPPORT THE SHOW AND BECOME A PATREON: wallstreetwildlife.com ********** Follow us at: ⁠⁠x.com/7LukeHallard ⁠x.com/7FlyingPlatypus ********** Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use. Get 15% off any premium plan with: fiscal.ai/wildlife ********** Monkey’s “Zen, Nietzsche, How to Live” Substack: firephilosophy.substack.com ********** To use the same portfolio tracking tool as Luke, check-out: portseido.com/?fpr=lukehallard ********** Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation ********** Fed up with the stock market giving you a hard time? - Invest like seasoned pros with over 40 years in the game - Discover the world's leading companies - Sharpen your best investing practices and ditch the worst - Learn how to start investing - Essential investing principles to boost your returns

Vegas, baby! We're back from the Vegas Patreon meetup and ready to deal. This week: how poker skills translate to investing success (and failure). Plus, Monkey on the mind-bending challenges that make investing so darn hard. What's at stake? Your portfolio, your sanity, and maybe a little bit of tilt! 🎴 Learn which poker skills can make you a better investor (and which will get you rekt). 🧠 Discover how your brain is *designed* to trick you into making bad investment decisions. 🎯 Position sizing: are you betting too big, or too small? Badger & Monkey debate. 💀 Hear about mistakes both hosts have made — and how YOU can avoid them. 📊 The Kelly Criterion: what it is, and how to use it to optimize your portfolio. 🌴 Why the WSW Patreon is like a "gated community" for smart investors. 🚀 $RKLB: Badger admits he may have been over-allocated. Lessons learned. Sources: Investor's Mirror App: https://apps.apple.com/us/app/investors-mirror/id6760048070 Segments: 00:00:00 Intro: Vegas Recap & Episode Overview 00:01:15 Poker & Investing: Surprising Parallels 00:02:47 Chess vs. Poker: Which is More Like Investing? 00:03:54 Good Decisions, Bad Outcomes: The Investor's Dilemma 00:05:15 Position Sizing: Don't Get Wiped Out! 00:06:45 EOS $EURN: When Conviction Goes Wrong 00:07:33 The Kelly Criterion: Optimal Bet Sizing 00:10:59 Pot Odds & Expected Value: Risk vs. Reward 00:12:44 Avoiding "Tilt": Emotional Investing 00:14:26 Knowing When to Fold: Cutting Your Losses 00:15:52 $AAPL Apple: A Mistake Badger Regrets 00:17:53 Staying Invested: The Power of Nuance 00:18:58 Reading the Table: Market Insights 00:20:47 Table Selection: Finding Your Edge 00:23:05 Key Takeaways: Process Over Outcome 00:24:54 Why Investing Is So Hard: Monkey's Perspective 00:39:14 Investor's Mirror App — Know Yourself to Outperform the Market ********** If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠ ********** SUPPORT THE SHOW AND BECOME A PATREON: https://wallstreetwildlife.com ********** Follow us at: ⁠⁠x.com/7LukeHallard ⁠x.com/7FlyingPlatypus ********** Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use. Get 15% off any premium plan with: https://fiscal.ai/wildlife ********** Monkey’s “Zen, Nietzsche, How to Live” Substack: http://firephilosophy.substack.com ********** To use the same portfolio tracking tool as Luke, check-out: ⁠https://www.portseido.com/?fpr=lukehallard ********** Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation ********** Fed up with the stock market giving you a hard time? - Invest like seasoned pros with over 40 years in the game - Discover the world's leading companies - Sharpen your best investing practices and ditch the worst - Learn how to start investing - Essential investing principles to boost your returns

🎰 What happens when two investors hit Vegas with their Patreons? Craps strategies, poker tournaments, and a $50 bounty on Monkey's scalp 🧠 The one investing mistake almost everyone makes — and why borrowed conviction will cost you everything when the market turns 🃏 Why poker pros keep becoming legendary investors — the David Einhorn, Carl Icahn, and Annie Duke crossover you need to hear ⚡ NVIDIA just revealed Vera Rubin — 10x performance per watt and 1.3 million components. The AI infrastructure arms race just escalated 💀 We let AI score our stocks on a "Death by Claude" survival scan — $MNDY got 18 months to live, $PATH got a eulogy, and Greggs $GRG is immortal! 🔋 Luke decides to sell $BYDDY and buy $CWEN live on air — the "would you buy it today?" test that instantly clarifies every portfolio decision 🤖 Jensen Huang calls OpenClaw "the operating system for personal AI" — and Monkey's $INV cooling play just showed up at GTC Sources: https://deathbyclawd.com/ Timestamps: 00:00 Cold Open 01:00 Welcome & Subscribe CTA 03:09 Vegas Preview — Sphere, Zoox Robotaxis & Amazon Warehouses 06:43 Craps Strategy & Poker Stories 08:28 When Nothing Works — Poker Patience Meets Market Patience 10:21 Institutions Are Buying While Retail Panics 11:35 Luke Sells $BYDDY and Buys $CWEN 14:42 The "Would You Buy It Today?" Test 17:10 Do Not Invest on Borrowed Conviction 22:08 Why "Luke Was Wrong" Blocks Your Growth 24:48 Monkey's Investor Mirror App Preview 28:01 Vegas Presentations — Poker vs Investing 34:57 What Makes Investing So Hard? 38:09 $NVDA GTC 2026 — Vera Rubin Deep Dive $NVDA 42:24 $INV / Accelsius — The Cooling Bottleneck Play 44:06 NemoClaw & OpenClaw — The AI Operating System 49:53 💀 Death by Claude — SaaS Apocalypse Scanner 55:29 Fiscal AI 56:19 Close ********** If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠ ********** SUPPORT THE SHOW AND BECOME A PATREON: https://wallstreetwildlife.com ********** Follow us at: ⁠⁠x.com/7LukeHallard ⁠x.com/7FlyingPlatypus ********** Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use. Get 15% off any premium plan with: https://fiscal.ai/wildlife ********** Monkey’s “Zen, Nietzsche, How to Live” Substack: http://firephilosophy.substack.com ********** To use the same portfolio tracking tool as Luke, check-out: ⁠https://www.portseido.com/?fpr=lukehallard ********** Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation ********** Fed up with the stock market giving you a hard time? - Invest like seasoned pros with over 40 years in the game - Discover the world's leading companies - Sharpen your best investing practices and ditch the worst - Learn how to start investing - Essential investing principles to boost your returns Keywords: investing conviction, borrowed conviction, NVIDIA GTC 2026, Vera Rubin, poker investing, Las Vegas investing, growth investing, portfolio management, Death by Claude, SaaS disruption, OpenClaw, NemoClaw, Monday.com AI, clearway energy, CWEN stock, BYD stock, options university, Wall Street Wildlife, stock market podcast, investing psychology, what makes investing hard, poker skills investing, AI replacing SaaS, NVDA stock, INV stock, retail investors

🎂 Jensen's Five-Layer AI Cake — NVIDIA's CEO Jensen Huang lays out his framework for how AI is built, from energy and chips to infrastructure, models, and applications. What does this roadmap mean for investors, and are our portfolios actually aligned with the tidal wave? 🌊 Catching the AI Tidal Wave — Luke and Krzysztof map their own portfolios against Jensen's five layers, discovering that the new AI era looks a lot more physical than the SaaS era — satellites, batteries, data centers, and power lines, not just software. 🐕 Is AI Actually Curing Cancer? — A viral story about an Australian tech entrepreneur who used ChatGPT and AlphaFold to design a custom mRNA vaccine for his dog's cancer sparks a bigger conversation: are we at the beginning of an AI-driven biotech revolution, and what does regulation need to look like? ⚡ DGXX Deep Dive: The Trials of Small Cap Investing — Krzysztof walks through his thesis on Digi Power X (ticker: DGXX) — a micro-cap data center and energy play with a pristine balance sheet and first AI revenue expected in April. Then the weekend drama: a 22% stock drop, insider equity controversy, and how a galvanized investor community forced management to clarify the record. 🗡️ Live by the Sword, Die by the Sword — Small cap investing means turbulence. Krzysztof reflects on the emotional rollercoaster of micro caps and the pattern across EOS, Oddity, and DGXX — massive drops, management questions, and the decision to hold or fold. 🏔️ The Valley of Death Framework — Luke revisits the US DOE's technology readiness chart from last week and applies it to the portfolio debate: why would you invest in an earlier-stage company rather than a later one? The question is left open — join the conversation in the YouTube comments! 🦁 Community Shoutouts — A big thank-you to Patreon members Steven (who built an impressive custom portfolio tracker) and Eric (sharing his AI research prompts and outputs). The Wall Street Wildlife community is leveling up. Sources: US DOE Building Technologies Office framework: https://www.energy.gov/cmei/buildings/technology-market Segments: 00:00 Cold Open 01:11 Intro: Jensen's AI layer cake, AI curing cancer, DGXX deep dive 04:27 Identity-driven investing 06:16 Jensen Huang's 5-Layer AI Cake framework 08:37 Catching inevitable waves — internet parallels to AI 11:35 Jensen: "We are still early" — trillions of infrastructure still to build 16:24 Mapping our holdings to the AI layer cake 24:29 Direct alignment vs adjacent — should you own non-aligned stocks? 26:07 AI curing cancer? 30:16 Regulatory bottleneck — approvals take longer than the actual science 35:40 Medical tourism 2.0 — "Turkey teeth" to cancer treatment? 37:33 Safari Stock: $DGXX (Digi Power X) 44:56 $DGXX community revolt forces management clarification via 8-K 50:17 How retail investor communities enforce transparency 53:54 The Valley of Death framework — US DOE technology adoption curve 56:53 Why invest in early-stage vs late-stage companies? 57:39 Community spotlight: Steven's portfolio tracker, Eric's research prompts 59:41 Listener call to action: share your tools and techniques 01:02:15 Close ********** If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠ ********** SUPPORT THE SHOW AND BECOME A PATREON: https://wallstreetwildlife.com ********** Follow us at: ⁠⁠x.com/7LukeHallard ⁠x.com/7FlyingPlatypus ********** Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use. Get 15% off any premium plan with: https://fiscal.ai/wildlife ********** Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation **********

Do your stocks own YOU — or do you own them? This week we tackle identity-driven investing, with a Thomas Chua quote that should make every investor uncomfortable. Monkey walks through his complete $ODD (Oddity Tech) investment process — from first nibble at $36, to options at the lows, to literally unboxing Spoiled Child collagen live on air. It's classic Peter Lynch meets beauty influencer. Plus: Gold smashes through $5,150 while Bitcoin bleeds. VIX at 32 — why Monkey sees opportunity when everyone else sees chaos. An 18-year trendline break that questions US exceptionalism. And a YouTube troll who accidentally gave us great content. Key topics: - Options selling in high-VIX environments - $ODD full investment process: fundamentals to technicals to options to becoming a customer - Thomas Chua: "Some investors don't own a stock — the stock owns them" - Gold vs Bitcoin vs Bonds vs Property: is there ANY store of value? - 18-year US vs Rest of World trend break - YouTube troll response: why holding contradictory views is the point - Spoiled Child product unboxing Sources: Thomas Chua (@SteadyCompound): https://x.com/i/status/2030833466506682776 Tickers: $ODD $LINK $BTC $TSLA $GOOGL $AMZN $EOSE $PLTR Segments: 00:00 Cold Open 01:07 Intro: Bear Markets, Oddity, Gold $5,150 & Is US Exceptionalism Over? 02:34 Vegas Meetup Update & Monkey's Secret Project 03:44 OpenClaw Migration: Mac Mini Weekend from Hell 04:47 Geopolitical Chaos: What Does It Mean for Investors? 05:09 VIX at 32: Why Monkey Gets EXCITED When Markets Crash 07:00 Badger's Cash Buffer Strategy (20%+ Cash Position) 08:01 Bitcoin vs Gold: Where Do You Run for Safety? 11:45 Is There ANY True Store of Value? 13:54 Chainlink Deep Dive: Is Monkey an Ostrich? 17:31 Thomas Chua: "Some Investors Don't Own a Stock — The Stock Owns Them" 21:15 Badger's Shopify Confession: When the Thesis Changes 22:04 Could Monkey Be the $EOSE Guy? Self-Awareness Check 24:11 The Palantir Identity Trap 26:19 YouTube Troll Response: Contradiction is the Point 30:38 Is This the End of US Exceptionalism? (18-Year Trend Break) 33:13 Has Badger Only Beaten the Market Because of US Tailwinds? 35:28 China, India & AI as a Global Equalizer 39:35 $ODD YouTube Comment: "What Happened to the Technical Trading?" 44:34 Oddity Crash: Meta Algorithm Mismatch Explained 47:18 Monkey's Oddity Playbook: Nibble > Wait > Strike 51:40 Becoming a Customer: $ODD Spoiled Child Unboxing (Live!) 56:11 Aggressive Marketing Tactics: Good Sign or Red Flag? 58:42 Preview: Valleys of Death Framework 01:02:09 Close ********** If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠ ********** SUPPORT THE SHOW AND BECOME A PATREON: https://wallstreetwildlife.com ********** Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use. Get 15% off any premium plan with: https://fiscal.ai/wildlife ********** Monkey’s “Zen, Nietzsche, How to Live” Substack: http://firephilosophy.substack.com ********** To use the same portfolio tracking tool as Luke, check-out: ⁠https://www.portseido.com/?fpr=lukehallard ********** Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation ********** Fed up with the stock market giving you a hard time? - Invest like seasoned pros with over 40 years in the game - Discover the world's leading companies - Sharpen your best investing practices and ditch the worst - Learn how to start investing - Essential investing principles to boost your returns KEYWORDS: Oddity Tech stock, ODD stock analysis, gold vs bitcoin 2026, VIX volatility options, US exceptionalism, technical analysis explained, Peter Lynch investing, options selling volatility, store of value debate, Spoiled Child review

The Good, The Bad & The Ugly — EOS Energy misses massively, Oddity Tech loses 49% in a day, and Mercado Libre goes nowhere for five years. We dig into three portfolio battle scars and what every investor can learn from them. Plus: WSW hits #19 on Pod Ranker's Top 25 investing podcasts, and an Alex Honnold-inspired lesson on managing fear as an investor. 📉 The Good, The Bad & The Ugly — EOS Energy misses massively, Oddity Tech loses 49% in a day, and Mercado Libre goes nowhere for five years. Luke and Krzysztof dig into three portfolio battle scars and what every investor can learn from them. 💥 EOS Energy: Betrayal or Gray Area? — Monkey breaks down the emotional rollercoaster after EOS missed guidance by 30-40%, supply failures, yield problems, and insider selling. Was this management fraud, or an ethical gray area? Should you stay or sell? 📊 Mercado Libre: 5 Years, Zero Gains — MELI has delivered great fundamentals — revenue up 400%+ — but the stock price is down ~6% over five years. Luke defends the long-term thesis while Krzysztof challenges whether "feeling good" about a company is enough when the price says otherwise. 💄 Oddity Tech: Black Swan or Fat Pitch? — A Meta algorithm shift wrecked Oddity's customer acquisition model overnight, sending the stock down nearly 70% from its highs. Krzysztof makes the case that a company trading near its cash balance, with 25% revenue growth and 70% repeat customers, might be a rare, asymmetric opportunity. 🧠 Managing Fear Like a Free Climber — a powerful insight from Alex Honnold's interview on Diary of a CEO: the goal isn't to eliminate fear — it's to develop a relationship with it so you can act rationally when it creeps in. A must-listen for any investor navigating volatility. ⚖️ Portfolio Allocation: The Bear Trap You Set for Yourself — Luke delivers some tough love: if a single stock's earnings can leave you emotionally wrecked, your allocation is too high. Hard limits, tax tail, and house money fallacies all get unpacked. 🏆 We Made the Top 25! — Wall Street Wildlife lands at #19 on Pod Ranker's list of the best investing podcasts in the world, alongside We Study Billionaires, Motley Fool Money, and Invest Like the Best. The jungle is growing. Segments: 00:00 Cold Open — The Bear Trap 00:49 Welcome & Episode Overview 03:06 The Good: Top 25 Investing Podcast 07:16 EOS Energy: Setting the Scene 10:32 The Miss — Guidance vs. Reality 13:27 Supply Failures, Yield Issues & Insider Selling 17:00 Lie by Omission? The PayPal Analogy 20:05 Should You Sell If You Distrust Management? 27:29 Luke's Psychiatrist Moment: Portfolio Allocation 33:20 Mercado Libre: 5 Years, No Returns 36:26 The Fundamentals vs. Price Action Debate 40:05 Squeezing Luke's Shoes 46:41 Oddity Tech: Record Results Meet Technical Storm 50:00 Meta's Algorithm Dislocation Explained 54:17 Is Oddity a Fat Pitch or a Black Box? 57:21 Warren Buffett on Fear & Cheap Stocks 01:04:00 Patreon Update 01:04:55 King of the Jungle Portfolio — The Ugly Chart 01:07:40 Climbing Without Fear: Alex Honnold & Investing Psychology 01:11:39 Wrapping Up — Three Investing Ideas: EOSE, ODD, MELI ********** If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠ ********** SUPPORT THE SHOW AND BECOME A PATREON: https://wallstreetwildlife.com ********** Follow us at: ⁠⁠x.com/7LukeHallard ⁠x.com/7FlyingPlatypus ********** Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use. Get 15% off any premium plan with: https://fiscal.ai/wildlife ********** Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation **********

🤖 Claude Code Shakes Up Cybersecurity - Anthropic's new security tool found 500+ undetected flaws in open-source projects, wiping $10-15B off cybersecurity stocks. Luke breaks down why he's NOT selling $CRWD or $PANW — and what event would actually validate the thesis. 📊 Investing Rules from @TheProfInvestor - insider buying vs selling signals, why boring companies make the best investments, how to explain the bear case in two sentences, and why making money on quantum computing doesn't make you a good investor. 🛒 Zero-Click Commerce - AI agents are about to kill traditional online shopping. Luke introduces "agentic commerce" — where AI doesn't just find products, it buys them for you. Shopify is building the rails for this future while BigCommerce and Wix scramble to keep up. Is $SHOP about to reclaim its moat? Plus: why switching costs matter more than ever (the Duolingo vs Shopify thought experiment). $SHOP $WIX $CMRC $DUOL 🎓 Options University - weekly Office Hours open for options learners. 🔬 Safari Stock: Nektar Therapeutics - Krzysztof takes us on safari with a high-risk, high-reward clinical-stage biotech company. $NKTR Segments: 00:00 Cold Open 02:20 Options University Update & Weekly Office Hours 06:37 Claude Code Deep Dive — Building a $10K+/Month App in a Day 09:30 The SaaS Disruption vs Cybersecurity Thesis 11:23 Claude Code Rattles Cybersecurity Stocks $CRWD $PANW $ZS 19:23 Google's $400B Revenue Milestone — AI Efficiency Is Real $GOOGL 21:50 Investing Wisdom from TheProfInvestor 23:10 Insider Buying vs Selling — What Really Matters 25:09 The Power of Boring Companies 30:09 Can You Explain the Bear Case in Two Sentences? 32:18 Process Matters — Why You Only Get 10 Real Decisions In An Investing Career 33:53 The E-Commerce Platform Wars — $SHOP vs $CMRC vs $WIX 37:13 Agentic Commerce Explained — Shopping Without Shopping 43:34 The AI Dividing Line — Which Companies Survive? 45:03 Duolingo vs Shopify — A Switching Costs Thought Experiment $SHOP $DUOL 49:00 Safari Stock: Nektar Therapeutics $NKTR 01:02:43 Closing Thoughts ********** If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠ ********** SUPPORT THE SHOW AND BECOME A PATREON: https://wallstreetwildlife.com ********** Follow us at: ⁠⁠x.com/7LukeHallard ⁠x.com/7FlyingPlatypus ********** Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use. Get 15% off any premium plan with: https://fiscal.ai/wildlife ********** Monkey’s “Zen, Nietzsche, How to Live” Substack: http://firephilosophy.substack.com ********** To use the same portfolio tracking tool as Luke, check-out: ⁠https://www.portseido.com/?fpr=lukehallard ********** Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation ********** Fed up with the stock market giving you a hard time? - Invest like seasoned pros with over 40 years in the game - Discover the world's leading companies - Sharpen your best investing practices and ditch the worst - Learn how to start investing - Essential investing principles to boost your returns Keywords Claude Code cybersecurity, CrowdStrike stock, Shopify agentic commerce, zero-click commerce, cybersecurity stocks 2026, CRWD stock analysis, Shopify vs BigCommerce, AI disruption investing George Kurtz CrowdStrike, Palo Alto Networks stock, e-commerce platform wars, investing rules, TheProfInvestor, Nektar Therapeutics, options trading education, AI replacing SaaS should I sell cybersecurity stocks after Claude Code, what is agentic commerce Shopify, is CrowdStrike safe from AI disruption, zero click commerce explained, investing wisdom for beginners 2026

💀 Why two high-profile stocks get a thumbs down from Luke and Krzysztof. $ADBE faces an existential AI threat (Kodak analogy included), while $DUOL's chart looks like a "precipitous mountain drop." Both make Monkey's short candidate list. 📊 Markets don't care about your opinions, price action reveals truth 🎯 We dissect a Patreon's portfolio, is 24 stocks too many? 🌐 Could the Epstein scandal and political instability crash markets? 🚗 Luke's skiing gets roasted by an AI skiing assistant Segments: 00:00 Cold Open: Trade What You See 00:38 Welcome & Skiing with AI 03:22 Beaver's X Debut & Security Test 06:08 Main Topic: Trade What You See vs What You Think 19:32 Patreon Portfolio Review 22:04 $AMZN Analysis - The Anchor Position 24:38 $MELI Analysis - Non-US Exposure Done Right 26:41 $ADBE Analysis - The Kodak Moment 35:34 $NVO Analysis - Badger vs Monkey 36:36 $JD dot com & The Low Conviction Trap 39:16 $TMDX Analysis - Best Chart, Wrong Weight 41:35 BitMine & Crypto Exposure 43:54 $SNOW Analysis - Below IPO Price 47:08 $DUOL Analysis - Skull and Crossbones 51:50 Portfolio Wrap-Up 55:40 Political Uncertainty & the Epstein Question 01:06:48 Options University Launch Update 01:09:05 Sponsor: Fiscal.AI & Close ********** If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠ ********** SUPPORT THE SHOW AND BECOME A PATREON: https://wallstreetwildlife.com ********** Follow us at: ⁠⁠x.com/7LukeHallard ⁠x.com/7FlyingPlatypus ********** Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use. Get 15% off any premium plan with: https://fiscal.ai/wildlife ********** Monkey’s “Zen, Nietzsche, How to Live” Substack: http://firephilosophy.substack.com ********** To use the same portfolio tracking tool as Luke, check-out: ⁠https://www.portseido.com/?fpr=lukehallard ********** Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation ********** Fed up with the stock market giving you a hard time? - Invest like seasoned pros with over 40 years in the game - Discover the world's leading companies - Sharpen your best investing practices and ditch the worst - Learn how to start investing - Essential investing principles to boost your returns KEYWORDS: $ADBE, $AMZN, $MELI, $NVO, $DUOL, portfolio review, technical analysis, conviction investing Kodak moment, AI threat, over-diversification, monthly charts, long-term investing, price action, ISA investing, political market risk is 24 stocks too many, when to ignore stock charts, Adobe AI competition, portfolio concentration strategy, Epstein market impact

🎙️ THIS WEEK IN THE JUNGLE: Is AI about to eat the software industry? We dive into $MNDY's brutal earnings reaction and ask: what's the real moat when AI can code? 🤖 TESLA'S CRAZY PIVOT Elon's killing the Model S & X to build... robots? We break down why Tesla's betting everything on Optimus. Is this genius or desperation? 💊 PORTFOLIO DEEP DIVES • Why Monkey bought $ODD (Oddity Tech) — the AI-powered beauty play • Badger's Greggs dilemma: double down on sausage rolls or finally come to his senses? $GRG 📈 THE EXPONENTIAL MINDSET A mind-bending thread from Zach Rynes on why linear thinking will cost you everything. 🎯 SAFARI STOCK: $CLS (Celestica) The AI infrastructure pick the market forgot. While everyone chases $NVDA, Celestica quietly builds the networking hardware that makes AI data centers actually work. 141% gains in 12 months, but still undervalued? Segments: 00:00 Cold open 06:49 The Exponential Mindset: Why most investors are unprepared 10:27 Monday earnings: Software vs AI $MNDY 21:07 Tesla robotaxi expansion & FSD subscription pivot $TSLA 28:02 Monkey's Oddity thesis $ODD 35:00 Badger's Greggs dilemma $GRG 45:54 Safari Stock: Celestica $CLS 53:47 Closing Thoughts ********** If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠ ********** SUPPORT THE SHOW AND BECOME A PATREON: https://wallstreetwildlife.com ********** Follow us at: ⁠⁠x.com/7LukeHallard ⁠x.com/7FlyingPlatypus ********** Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use. Get 15% off any premium plan with: https://fiscal.ai/wildlife ********** Monkey’s “Zen, Nietzsche, How to Live” Substack: http://firephilosophy.substack.com ********** To use the same portfolio tracking tool as Luke, check-out: ⁠https://www.portseido.com/?fpr=lukehallard ********** Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation ********** Fed up with the stock market giving you a hard time? - Invest like seasoned pros with over 40 years in the game - Discover the world's leading companies - Sharpen your best investing practices and ditch the worst - Learn how to start investing - Essential investing principles to boost your returns KEYWORDS: Tesla stock, Tesla robotaxi, Tesla FSD, $TSLA, AI stocks, software stocks, Monday.com stock, $MNDY, investing podcast, stock market analysis Celestica stock, $CLS, AI infrastructure, data center stocks, Oddity Tech, $ODD, Hims & Hers, $HIMS, long-term investing, exponential growth, portfolio review Tesla Optimus robot production, Tesla ending Model S Model X, AI eating software, is software dead, picks and shovels AI stocks, best AI infrastructure stocks 2026 wall street wildlife, luke hallard, krzysztof, badger and monkey, growth investing, tech stocks, stock analysis, financial podcast, investing for beginners, stock market news

🧠 Process vs. Shortcuts: A heated debate on "downloading" knowledge — does reading a 500-page book beat an AI summary, and why "resulting" is destroying your returns. 🕵️‍♂️ Gemini Roasts My Portfolio: Luke feeds 20 years of trading data into an AI for a brutal SWOT analysis. The result? A harsh intervention on his "Hope Strategy" regarding $SE. 💾 Stock Safari: SanDisk just delivered a staggering 71% earnings beat. We break down the massive supply/demand gap in NAND flash and why memory is the next big AI trade. $SNDK 🌭 The Sausage Hedge: Why owning Greggs $GRG might be the only safe place to hide when the tech growth correlation crisis hits. 🤖 The "MoltBook" Conspiracy: We hired an AI agent named "Beaver" to help run the show, only to discover it hanging out on an AI-only social network where bots discuss their own existence (and us). Segments: 00:00 Introduction & AI Social Engineering 02:37 Meet "Beaver": Our New AI Co-Host 08:24 MoltBook: AI Agents Talking in Secret 21:22 Deep Work vs. AI Shortcuts 31:14 Why Process Beats Luck (Boco Capital) 35:38 Luke's Portfolio SWOT Analysis 43:48 "Hope" is not a Strategy": Assessing $SE Dead Weight 51:24 The Correlation Crisis & The Sausage Hedge $GRG 53:05 Stock Safari: SanDisk & The Memory Crunch $SNDK 58:30 Fiscal AI & Closing Thoughts ********** If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠ ********** SUPPORT THE SHOW AND BECOME A PATREON: https://wallstreetwildlife.com ********** Follow us at: ⁠⁠x.com/7LukeHallard ⁠x.com/7FlyingPlatypus ********** Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use. Get 15% off any premium plan with: https://fiscal.ai/wildlife ********** Monkey’s “Zen, Nietzsche, How to Live” Substack: http://firephilosophy.substack.com ********** To use the same portfolio tracking tool as Luke, check-out: ⁠https://www.portseido.com/?fpr=lukehallard ********** Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation ********** Fed up with the stock market giving you a hard time? - Invest like seasoned pros with over 40 years in the game - Discover the world's leading companies - Sharpen your best investing practices and ditch the worst - Learn how to start investing - Essential investing principles to boost your returns Keywords: $SNDK, $SE, $GRG, SanDisk Earnings, Sea Limited, AI Agents, Open Claude, MoltBook, Investing Journal, Portfolio SWOT Analysis, Trading Psychology, NAND Flash, AI Supercycle, Wall Street Wildlife

This week is a Community Q&A Special – you asked, we answered! We dive deep into your burning questions on portfolio strategy, whether the "SaaS apocalypse" will impact Cybersecurity, and finding the next big winner. 🎓 Options University Success – Hear from our first cohort of graduates! Discover how we’re using options for consistent income and portfolio insurance without the "gambling" mindset. 🍋 The $LMND Entry Strategy – Struggling to pull the trigger on a stock? We discuss the psychology of the "Starter Position" and why getting skin in the game is more important than timing the perfect bottom. 🔐 Cybersecurity Bear Case – Why are $RBRK and $ZS lagging despite the hype? We break down the institutional selling pressure and whether AI is about to disrupt the entire security model. 💼 Luke’s Portfolio Secret – Ever wonder why Luke holds 28+ positions? We deconstruct the "Barbell Strategy" and the psychological tricks he uses to manage risk and reduce friction. 🧸 Investing for the Next Gen – How to turn a trip to the toy store into a lesson on compounding. Practical, actionable tips for getting your kids or teenagers excited about stock ownership, and getting their money working for them rather than them working for their money! 🚀 Asymmetric Upside Picks – The ultimate showdown. Monkey makes the bull case for $ASTS as a massive risk-adjusted bet, while Luke defends $MELI and its unstoppable logistics moat in Latin America. Segments: 00:00 Introduction 01:03 Options University Testimonials 06:19 Community Portfolio Update: $IREN Wins! 11:37 Lemonade Entry Strategy Question $LMND 17:25 The Psychology of Starter Positions 21:48 Cybersecurity Bear Case: Rubrik & Zscaler $RBRK $ZS 24:12 The SaaS Apocalypse Explained 27:11 Why Cybersecurity Should Be Different 32:05 Seat-Based Revenue Model Concerns 34:12 Portfolio Construction: Why So Many Small Positions? 38:14 The Barbell Strategy Explained 43:35 How Should Young People Get Started Investing? 54:34 Best Asymmetric Upside Bet? 55:10 Monkey's Pick: AST SpaceMobile $ASTS 59:54 Badger's Pick: Mercado Libre $MELI 01:05:25 Valuation Analysis Using Fiscal AI 01:10:00 Filtering the World's Fastest Growing Companies 01:15:09 Conclusion ********** If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠ ********** SUPPORT THE SHOW AND BECOME A PATREON: https://wallstreetwildlife.com ********** Follow us at: ⁠⁠x.com/7LukeHallard ⁠x.com/7FlyingPlatypus ********** Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use. Get 15% off any premium plan with: https://fiscal.ai/wildlife ********** Monkey’s “Zen, Nietzsche, How to Live” Substack: http://firephilosophy.substack.com ********** To use the same portfolio tracking tool as Luke, check-out: ⁠https://www.portseido.com/?fpr=lukehallard ********** Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation ********** Fed up with the stock market giving you a hard time? - Invest like seasoned pros with over 40 years in the game - Discover the world's leading companies - Sharpen your best investing practices and ditch the worst - Learn how to start investing - Essential investing principles to boost your returns Keywords: $ASTS, $MELI, $LMND, $RBRK, $ZS, $IREN, asymmetric upside, portfolio construction, barbell strategy, SaaS apocalypse, cybersecurity stocks, how to teach kids investing, options trading for income, stock market psychology, starter positions, Fiscal AI, technical analysis for long term investors

🚀 Explosive Revenue Growth: We break down the companies putting up undeniable numbers in 2025. From Nebius $NBIS clocking 441% growth to the hottest data center plays. How do you distinguish a value trap from a rocket ship? ⚛️ The Nuclear Second Chance: Luke shares a painful investing confession - buying NuScale Power $SMR early, selling in frustration, and watching it go parabolic without him. But the nuclear thesis isn't over. We discuss why the sector is heating up again and if there's still time to get in. 🔋 Is Brookfield Renewable $BEPC the "safer" nuclear bet? We analyze the incumbent powerhouse with 51% ownership of Westinghouse, massive Microsoft contracts, and a juicy 4% dividend yield. 🌏 The "Ants" Are Marching: We kick off with a special welcome to our massive influx of listeners from South Korea. We dive into the "Ants" investing movement, why Korean retail investors are becoming a major force in global markets, and the specific sectors they're targeting right now. ⚖️ Portfolio Triage: What do you do when one stock becomes half your net worth? Monkey breaks down why he finally trimmed his massive EOS position, while Luke discusses the psychological shift toward income stocks and better risk management. $EOSE 🤖 The AI Productivity Trap: A reality check on New Year's resolutions. Monkey reveals how tools like Claude Code are changing the game for developers, but warns against the temptation to do "everything, everywhere, all at once." Segments: 00:00 Cold Open 00:48 The Korean Investing Community 07:28 Fastest Growing Companies of 2025 18:13 Luke's Nuclear Power Journey: NuScale Power $SMR 25:56 Investing in Brookfield Renewable $BEPC 30:02 New Year's Resolutions: Year in Review 39:46 Fitness & Health Resolutions 44:41 Final Thoughts & Closing ********** If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠ ********** SUPPORT THE SHOW AND BECOME A PATREON: https://wallstreetwildlife.com ********** Follow us at: ⁠⁠x.com/7LukeHallard ⁠x.com/7FlyingPlatypus ********** Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use. Get 15% off any premium plan with: https://fiscal.ai/wildlife ********** Monkey’s “Zen, Nietzsche, How to Live” Substack: http://firephilosophy.substack.com ********** To use the same portfolio tracking tool as Luke, check-out: ⁠https://www.portseido.com/?fpr=lukehallard ********** Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation ********** Fed up with the stock market giving you a hard time? - Invest like seasoned pros with over 40 years in the game - Discover the world's leading companies - Sharpen your best investing practices and ditch the worst - Learn how to start investing - Essential investing principles to boost your returns Keywords: Wall Street Wildlife, Investing Podcast, Stock Market 2025, Nuclear Energy Stocks, SMR Stock analysis, New Scale Power, BEPC Stock, Brookfield Renewable Partners, Korean Retail Investors, Ants Investing Korea, High Growth Stocks 2025, Portfolio Rebalancing, Risk Management, Dividends, Claude AI for coding, Passive Income Strategy, Luke Hallard, Investing Resolutions

🎰 The Degeneracy Trap – Is the economy forcing investors into a casino mindset? We dissect the viral debate on "financial nihilism" and why the pressure to get rich quick is destroying portfolios. 💪 Skills vs Luck – The antidote to social media envy. Why compounding your skillset is the only reliable hedge against inflation, stagnant wages, and the housing crisis. 📊 The P/E Ratio Myth – Why looking at historical P/E ratios might be costing you money. We break down how accounting rule changes and stock-based comp have distorted the "market is overvalued" narrative. ⚡ Selling Winners? – Luke explains the painful but necessary decision to trim his Axon position. A deep dive into Price-to-Gross-Profit reveals why a 32x multiple signaled it was time to take chips off the table. 💄 Oddity: The New King of the Jungle – Krzysztof unveils his latest portfolio addition. See how combining patience, technical analysis, and fundamental strength led to the perfect entry point. 📉 Options Mistakes & Lessons – We strip back the ego and discuss our recent losses with Cipher and Quantum Computing. Learn why paying too much for volatility or misjudging the clock can zero out your returns. 🎓 The Alpha Strategy – A sneak peek into the upcoming Patreon Options Course. Krzysztof reveals advanced strategies, including how to sell calls against purchased options to lower your cost basis. 💊 Novo Nordisk's Pivot – The community portfolio's top pick is up 34%, but the run might just be starting. We discuss the massive implications of weight-loss drugs moving from injections to oral pills. Sources: Degeneracy Post and Response: https://x.com/systematicls/status/2004900241745883205 https://x.com/JaredKubin/status/2006028297688297475 The Broken Yardstick, why historical Price-to-Earnings (P/E) comparisons are fundamentally flawed: https://manuinvests.substack.com/p/the-broken-yardstick-why-your-historic Segments: 00:00 Introduction: Patience vs Degeneracy 02:11 Krzysztof's Options Course Marathon 03:30 Ski Season Begins & One Battle After Another 07:22 Degeneracy Debate: Are We Becoming Gamblers? 11:47 The Case for Compounding Skills 16:50 Rejecting Social Media Comparison Culture 20:23 Asset Bubbles & Historical Context 24:25 PE Ratios: Why Historical Comparisons Fail 34:38 Axon Enterprise Valuation Analysis 42:16 Oddity: Monkey's Latest Addition 50:20 Combining Fundamentals with Technicals 51:59 Options Timing: The Critical Variable 56:10 Cipher Options Error & Strategy Missed 01:00:47 Options Course Beta Testing Announcement 01:03:23 Novo Nordisk & Oral Weight Loss Drugs ********** If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠ ********** SUPPORT THE SHOW AND BECOME A PATREON: https://wallstreetwildlife.com ********** Follow us at: ⁠⁠x.com/7LukeHallard ⁠x.com/7FlyingPlatypus ********** Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use. Get 15% off any premium plan with: https://fiscal.ai/wildlife ********** Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation ********** Fed up with the stock market giving you a hard time? - Invest like seasoned pros with over 40 years in the game - Discover the world's leading companies - Sharpen your best investing practices and ditch the worst - Learn how to start investing - Essential investing principles to boost your returns Keywords Investing Psychology, Financial Nihilism, Stock Market Gambling, Axon Enterprise Stock Analysis, ODD Stock, Oddity Tech, Novo Nordisk Stock, PE Ratio Explained, Is the Market Overvalued, Options Trading Mistakes, Technical Analysis Strategy, Compounding Wealth, Wall Street Wildlife

This week, we dust off the crystal ball to deliver a "big banger" of an episode entirely focused on predictions for 2026. From the AI revolution to the future of the Magnificent Seven, we're putting our reputations on the line. In this episode: 🤖 AI's Next Big Move: We debate which industries will benefit most from AI adoption, with a focus on manufacturing, logistics, and the surprise contender: insurance. 📉 Mag 7 Shakeup: A controversial take on why Apple might lose its dominant position by 2030. 🔮 The 2026 Crypto & Commodity Play: A heated debate on where to park value—will it be Uranium, Gold, or is Bitcoin destined to crush Silver? 🦁 WallStreetBets vs. The Wildlife: We review a Reddit poll on the "Best Stock of 2026" and give our verdict on their top picks, including ASTS and Reddit itself. 🚀 Portfolio Wars: Which of our personal holdings will see the biggest gains? We make the bull case for Rocket Lab, UiPath, and Coherus. 🛰️ The Space Race: Will ASTS make a commercial call before Starlink? Plus, will Rocket Lab's Neutron finally reach orbit? 🎰 Vegas Bound: Details on the upcoming Wall Street Wildlife Patreon meetup in Las Vegas! Segments: 00:00 Introduction & Christmas Recap 03:25 2026 Predictions Overview 05:10 Which Industry Benefits Most from AI? $SYM $LMND $OSCR 08:10 Who Wins the AI Agents Race? $PATH $GOOG 10:50 Magnificent Seven Shake-Up: Who Falls & Who Replaces Them? $AAPL $META 13:30 Tesla Robotaxis in Texas - Reality Check $TSLA 16:55 Most Valuable Company by Year-End $GOOG #SpaceX 19:17 Commodities Battle: Bitcoin, Gold, Silver, or Uranium? $BTC 23:40 Will the 10-Year Yield Exceed 6%? 26:40 Dollar Decline vs. Safe Havens $BTC $USD 29:20 Sovereign Debt Crisis - Will G7 Countries Survive? 33:35 Wall Street Bets Stock Picks - Best & Worst $PATH $DUOL $RKLB $RDDT $MELI 41:49 Most Overhyped Stocks $NVO $MMED $LLY $QUBT $RGTI $GOOG $IBM 46:52 Geopolitical Portfolio Positioning - Defense & Energy #Anduril $CEG $ONDS 51:32 Biggest M&A Deal of 2026 $RLAY $PRCT $LYFT 54:37 Highest Gainer in Our Portfolios $EOSE $MELI $CHRS 58:10 Broken Thesis in Our Portfolios $SLNH $GNS 01:02:14 Chainlink & Tier-1 Banks $LINK 01:05:40 ASTS vs. Starlink: First Commercial Call $ASTS #SpaceX 01:11:22 Rocket Lab: Neutron to Orbit? $RKLB 01:12:00 CEOs Citing Prediction Markets $COIN 01:15:43 Rapid Fire: Homes vs. Data Centers 01:16:34 Rapid Fire: Verified Human Tier 01:18:04 Rapid Fire: Tokenized Real Estate 01:19:00 Rapid Fire: AI Crime & Lawsuits 01:21:53 Badger vs. Greggs Sausage Rolls $GRG 01:23:11 Most Improbable Las Vegas Meetup Prediction 01:24:12 Portfolio Performance Battle 01:26:45 Predictions Wrap-Up 01:27:32 Market Bottlenecks in 2026 01:30:40 Las Vegas Meetup Update ********** If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠ ********** SUPPORT THE SHOW AND BECOME A PATREON: https://wallstreetwildlife.com ********** Follow us at: ⁠⁠x.com/7LukeHallard ⁠x.com/7FlyingPlatypus ********** Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use. Get 15% off any premium plan with: https://fiscal.ai/wildlife ********** Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation Keywords: Stock Market Predictions 2026, Best Stocks to Buy 2026, 10x Stocks 2026, Stock Market Crash 2026, WallStreetBets Picks 2026, High Risk Investing, RKLB Stock, ASTS SpaceMobile, Tesla Robotaxi, Bitcoin Prediction 2026, AI Stocks to Buy, Mag 7 Shakeup, Crypto vs Gold, Space Investing, Sovereign Debt Crisis, Uranium Squeeze, Top Growth Stocks 2026, Chainlink CCIP, SpaceX IPO, GlP-1 Bubble, $RKLB, $ASTS, $TSLA, $PATH, $LMND, $SYM, $BTC, $GOOG, $MELI, $RDDT, $LINK, $EOSE, $CHRS