One of our stocks is up 1,200%... so why are we thinking of selling? In Part 2 of our King of the Jungle portfolio review, the gains are bigger, the valuations are scarier, and the debate gets heated. We break down the massive winners, the surprising losers, and the tough decisions that come with managing a high-growth portfolio. These are our highest conviction plays and biggest winners of the last 18 months!

Here's what we cover:

🚀 12-Bagger Alert - Luke reveals his massive winner that's delivered a 1,200% return since the portfolio started. Is this performance sustainable, or is it time to trim at these valuations?

💰 The Great Conviction Debate - Why Krzysztof's worst performer (Chainlink) gets one of his highest conviction ratings, and why Luke's best performers are getting conviction downgrades due to "egregious valuations" $LINK

🌍 FinTech Global Domination - Deep dives into Wise (preparing for US dual listing), Nubank (conquering Latin America), and MercadoLibre (Luke's 9-badger conviction play that's becoming the Amazon of South America) $WISE $WIZEY $NU $MELI

⚡ The AI Infrastructure Play - Krzysztof breaks down Astera Labs' explosive growth in AI data center connectivity, plus his controversial thesis on IRIS Energy's Bitcoin-to-AI pivot strategy $ALAB $IREN

🛡️ Cybersecurity Reality Check - Luke's honest assessment of CrowdStrike and Palantir at today's astronomical valuations. Great companies, but are they investable at 28x and 100x sales respectively? $CRWD $PLTR

🚀 Space Race Showdown - The ultimate growth story showdown between AST SpaceMobile (building cellular networks in space) and Rocket Lab (Luke's 12-bagger that's literally going to the moon) $ASTS $RKLB

🔋 The Battery Bet Results - Krzysztof's obsession with EOS Energy pays off with a 344% return in their head-to-head bet, crushing Luke's 155% Axon gains. Is this the future of American energy independence? $EOSE $AXON

⚖️ Valuation vs. Conviction - How to manage exposure when your best companies become your most expensive stocks. Luke's trimming strategy for managing winners vs. Krzysztof's "never sell" philosophy

📊 The Scorecard Revealed - After starting $500 behind, Krzysztof has delivered 112% returns in just 7 months to nearly catch up with Luke's steady 65% year-to-date gain. The competition is heating up!

Segments:

00:00 Cold Open & Portfolio Philosophy

12:40 Wise

21:12 Nubank

25:35 Tesla

34:40 BYD

41:20 Astera Labs

48:06 Zscaler

55:33 IREN Energy

01:05:20 MercadoLibre

01:13:04 Nebius Group

01:16:50 CrowdStrike

01:24:59 AXON Enterprise

01:29:37 AST SpaceMobile

01:36:39 Palantir

01:44:10 EOS Energy

01:51:53 Rocket Lab

02:00:02 The AXON vs EOSE Bet & Final Scorecard

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If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠

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Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation

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stock portfolio review, growth investing, 12-bagger stock, stock market, investing podcast, high growth stocks, when to sell stocks, Rocket Lab stock, Wise stock, Nubank stock, MercadoLibre stock, Arista Networks stock, CrowdStrike stock, Palantir stock, AST SpaceMobile stock, EOS Energy stock, fintech investing, AI stocks, cybersecurity stocks, space stocks, stock valuation, high conviction stocks, Wall Street Wildlife, investing in spacetech, investing in fintech, investing in AI infrastructure, investing in cybersecurity, investing in battery technology, latin american fintech stocks, space economy investing, AI data center stocks, picks and shovels AI plays, grid-scale energy storage, satellite communication stocks, US energy independence stocks, emerging markets e-commerce

🌍 Geopolitical Chaos & Market Stability - Markets remain surprisingly calm despite escalating tensions with Iran. We explore why volatility stayed low and discuss the investment wisdom of avoiding market timing during uncertain times

🏥 HIMS Gets Blindsided - Down 27% after Novo Nordisk pulls the plug on their Ozempic collaboration. A stark reminder of why healthcare stocks can be dangerous when you're not in control of your own destiny $NOVO $HIMS

🎾 The Federer Philosophy - Roger Federer only won 54% of his points yet dominated tennis for decades. What this teaches us about successful investing and why being only mostly right can still make you a champion

🚗 Tesla Robotaxi: Vision vs Reality - Austin's Robotaxi launch sparks debate: Is Tesla's vision-only approach brilliant or reckless? We break down LIDAR vs cameras and whether Elon should swallow his pride for safety $TSLA

💰 Stablecoins: The Trojan Horse of Finance - The GENIUS Act passes, legitimizing digital dollars. Could this be the beginning of the end for Visa and Mastercard? We explore how Amazon coins and programmable money might reshape finance forever $V $MA $USDC

💻 AMD's AI Inference Play - Why the "second best" semiconductor company might dominate the next phase of AI. Training models is NVIDIA's game, but using them? That's where AMD could shine $AMD

Segments:

00:43 Geopolitical Tensions and Market Reactions

06:19 HIMSS Stock Crash Analysis

12:24 The Roger Federer Investment Philosophy

18:24 Tesla Robotaxi Launch Deep Dive

33:59 Stablecoins and the Future of Finance

52:43 AMD Safari Pick - AI Inference Opportunity

56:28 Closing Thoughts

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If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠

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SUPPORT THE SHOW AND BECOME A PATREON:

https://patreon.com/wallstreetwildlife

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Find more episodes of the podcast at ⁠⁠⁠wallstreetwildlife.com⁠⁠⁠ where you can also get our "10 Laws of the Investing Jungle" free PDF download, and you can follow us at:

⁠⁠x.com/7LukeHallard

⁠x.com/7FlyingPlatypus

Wall Street Wildlife is also on Instagram @wallstreetwildlife

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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:

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Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube

https://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r

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To use the same portfolio tracking tool as Luke, check-out:

⁠https://www.portseido.com/?fpr=lukehallard

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Monkey’s “Zen, Nietzsche, How to Live” Substack:

http://firephilosophy.substack.com

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Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation

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