Episodios

  • E93: This $60B Fund Picked 40 Stocks for 2030 (But They Missed The BIGGEST One)

    E93: This $60B Fund Picked 40 Stocks for 2030 (But They Missed The BIGGEST One)
    Aug 18 2025
    We dive deep into Coatue Management's newly published list of 40 companies they believe are best positioned to dominate the AI and tech-driven world by 2030. With $60 billion under management, these guys move markets!📊 Coatue's Investment Methodology - top 150 tech companies, compounding returns filter, and excluding multiple compression. Is this the right way to find tomorrow's winners?🏆 Spotting the Next Decade's Winners, from SpaceX ($870B projected) to Oracle's surprising comeback story.🚀 Can AI solve the national debt crisis? We dissect Coatue's bold theory that AI will trigger deflation, lower interest rates, and ignite GDP growth.⚡ Nuclear, solar, and energy storage companies positioned to power the AI boom. Plus Krzysztof's new Bloom Energy position and Luke's nuclear reactor timing lessons.💡 The AI boom needs a colossal amount of energy. Coatue reveals the nuclear, solar, and energy storage plays poised to power the future.📈 The market crashes about once a decade. We analyze historical cycles to give you a playbook for navigating the inevitable turbulence and coming out on top.🎯 Alphabet is excluded from Coatue's list. Is this a massive oversight or do they see something we don't? $GOOG $GOOGL🧠 Why being a small investor is a secret superpower, and how Luke used it to score a 15x return, crushing Coatue's 6x performance.Sources:Coatue's East Meets West conference 2025: https://www.coatue.com/blog/company-update/coatues-2025-emw-conferenceSegments:00:00 Cold Open - The Market is Rigged in Our Favor00:38 Introduction to Coatue Management02:44 Coatue vs. ARK Invest Comparison06:28 Retail Investor Advantages Over Big Institutions11:14 Coatue's Investment Methodology13:50 Tech is Driven by Major Waves of Innovation $IBM $MSFT $AMZN $NVDA17:35 Technology Wave Analysis: From Mainframes to AI20:40 The New Class of AI Winners $ORCL $GEV $BE $SMR24:52 How to Withstand Market Downturns31:34 The AI Economic Flywheel Theory $TSLA $NFLX37:15 Are Private Market Valuations Reaching Bubble Territory? #SpaceX #Revolut $WISE39:40 Today's Top 50 Tech Companies $BTC $ETH $ISRG41:14 The Fantastic 40 List for 203049:25 Why did Coatue Exclude Alphabet? $GOOG56:00 Investment Research To-Do List #Databricks**********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://patreon.com/wallstreetwildlife**********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/7LukeHallard⁠x.com/7FlyingPlatypusWall Street Wildlife is also on Instagram @wallstreetwildlife**********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**********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 YouTubehttps://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r**********To use the same portfolio tracking tool as Luke, check-out:⁠https://www.portseido.com/?fpr=lukehallard**********Monkey’s “Zen, Nietzsche, How to Live” Substack:http://firephilosophy.substack.com**********Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation**********Growth Investing, Coatue Management, Fantastic 40, Philippe Laffont, How to pick stocks, Growth Stocks 2030, Google Stock, Alphabet Stock, GOOGL, SpaceX Stock, Oracle Stock, Bloom Energy, Nuclear Energy Stocks, Market Cycles, Investing Strategy, Investing Podcast, How to beat the market, Snowflake vs Databricks
    Más Menos
    58 m
  • E92: EOS Energy Milestone Drama & What Does High Conviction Mean?

    E92: EOS Energy Milestone Drama & What Does High Conviction Mean?
    Aug 11 2025
    Here's what happens when a battery stock becomes 45% of your portfolio, Tesla's financials take a nosedive, and cybersecurity gets swept up in an M&A frenzy.Also in this episode:😬 High-Stakes Gamble: Monkey is facing a crucial milestone for EOS Energy, a stock that now makes up 45% of his portfolio. Will it soar on good news or is he facing massive dilution?🤝 Cybersecurity Gold Rush: An M&A free-for-all is hitting the tech world. We dive into the acquisition rumors sending CyberArk soaring and what it means for the entire sector.📉 A Painful Lesson: Novo Nordisk just crashed over 20%. We use it to explore technical analysis and why you MUST respect the charts, no matter how good the story is.🤖 Tesla's Teflon Stock: Revenues are down, and margins are collapsing, yet $TSLA stock barely moved. We debate whether Tesla has permanently become a "story stock" where fundamentals no longer matter.🎯 What Is "Conviction"? We pull back the curtain on our 1-10 conviction rating system. Learn how we score our investments, from risky moonshots to stable cash cows.🧠 Save Yourself from Yourself: Why you literally can't challenge your own investing beliefs and how finding your "Socrates" is essential to avoid catastrophic blind spots.🎸 Sausage Roll Economics: Luke’s last-minute Oasis adventure and why the price of a concert ticket (460 sausage rolls) explains everything you need to know about the economy.Sources:Dividend Talk podcast link: https://open.spotify.com/episode/0eYzOGMYyDLBIfTFN8hXaJ?si=bxHvoRoiSBivMtH8x-sFPw&nd=1&dlsi=863b756ac1b24c27Segments:00:00 Cold Open01:40 EOS Energy Milestone Drama & CEO Pay Raise Analysis 09:45 CyberArk Acquisition Rumors & M&A Deregulation 16:25 Novo Nordisk Technical Analysis Masterclass24:30 Tesla's Disconnect Between Story & Fundamentals 36:50 Investment Conviction Deep Dive 47:20 Reading Earnings Calls Like Poker Tells 49:40 Oasis Concert & Italian Convent Philosophy 54:10 The Socratic Method for Investors**********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://patreon.com/wallstreetwildlife**********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/7LukeHallard⁠x.com/7FlyingPlatypusWall Street Wildlife is also on Instagram @wallstreetwildlife**********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**********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 YouTubehttps://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r**********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 returnsEOS Energy, $EOS, Krys, investment conviction, battery technology, energy storage, cybersecurity stocks, M&A, mergers and acquisitions, Palo Alto Networks, CyberArk, $CYBR, Sentinel One, $S, technical analysis, Novo Nordisk, $NVO, Tesla, $TSLA, fundamental analysis, FSD Beta, story stock, investing podcast, stock market analysis, Wall Street Wildlife, Luke Hallard, portfolio management, Socratic method, investing strategy
    Más Menos
    1 h y 2 m
  • E91: King of the Jungle Portfolio Review (Part 2)

    E91: King of the Jungle Portfolio Review (Part 2)
    Aug 4 2025

    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


    **********

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

    **********

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

    **********


    ---

    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
    Más Menos
    2 h y 10 m
  • E90: King of the Jungle Portfolio Review (Part 1)

    E90: King of the Jungle Portfolio Review (Part 1)
    Jul 27 2025
    🏆 Portfolio Deep Dive - Part 1 - After 90 episodes and 18 months of investing, Luke and Krzysztof review EVERY stock in their King of the Jungle Portfolio Challenge. Eight picks are now over 100% returns (doubles!), and there's one standout 12-bagger hiding in the mix 👀🔒 CyberArk's Identity Fortress - Luke explores the cybersecurity leader protecting enterprises from identity-based threats as non-human identities now outnumber humans 80-to-1. Is this the recession-proof cyber play investors have been waiting for?🥐 Greggs: Britain's Unlikely Investment - From vegan sausage rolls to dividend yields, Luke makes the case for this 100-year-old British bakery chain. Sometimes the best investments hide in plain sight (even if the food isn't Luke's favorite)⛓️ Chainlink's Blockchain Revolution - Krzysztof's highest conviction play gets the deep dive treatment. With the Genius Act now law, is Chainlink positioned to become the "Visa of blockchain" as global finance goes digital?📱 India's Trillion-Dollar Opportunity - Luke's ETF play on the world's largest population and fastest-growing major economy. From iPhone manufacturing to demographic advantages, why India could be the next global superpower💊 Biotech Battleground - Harmony Biosciences vs Novo Nordisk vs Relay Therapeutics vs Coherus Oncology - Four very different approaches to pharmaceutical investing, from narcolepsy breakthroughs to weight-loss revolutions🏛️ The Magnificent Seven Face-Off - Amazon gets Luke's perfect 10/10 rating while Alphabet trades at bargain valuations. Why AI might be Google's biggest opportunity, not its biggest threat🎮 Nintendo's Entertainment Empire - Krzysztof's surprise addition channels Disney-like IP expansion potential. Can the Switch 2 transform Nintendo from cyclical hardware to sticky software platform?💰 Bitcoin & The Future of Money - why Krzysztof thinks we're still early in the adoption curveSegments: 00:00 Cold Open - Portfolio Performance Teasers 01:36 King of the Jungle Competition Overview08:40 CyberArk12:38 Greggs: The British Bakery Controversy 21:15 Chainlink: Blockchain Infrastructure Thesis 29:22 India ETF: Superpower Economics 34:10 Harmony Biosciences: Narcolepsy Play 41:06 Novo Nordisk: GLP-1 Giants 48:46 Relay Therapeutics: Cancer Platform 57:42 Adyen: Payment Processing King 1:06:06 AMD: The Inference Opportunity 1:16:12 ASML: Lithography Under Pressure 1:23:26 Coherus Oncology: Biotech Comeback 1:30:02 Amazon: Luke's Perfect 101:39:13 Nintendo: Gaming Empire Builder 1:47:04 Alphabet: The Ultimate AI Play 1:55:25 Bitcoin: Digital Gold Thesis 1:58:31 The Story So Far & Part 2 Preview🚨 NEXT WEEK: The remaining 15 stocks including EOS Energy, AST SpaceMobile, and the legendary 12-bagger Rocket Lab reveal! Plus final conviction rankings from worst to best.**********SUPPORT THE SHOW AND BECOME A PATREON:https://patreon.com/wallstreetwildlife**********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/7LukeHallard⁠x.com/7FlyingPlatypusWall Street Wildlife is also on Instagram @wallstreetwildlife**********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**********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 YouTubehttps://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r**********Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation**********
    Más Menos
    2 h
  • E89: Our Top AI-Proof Stock for 2025 + Investing in Mosa Meat

    E89: Our Top AI-Proof Stock for 2025 + Investing in Mosa Meat
    Jul 21 2025
    This week, we're hunting for value in a world of stretched valuations and AI disruption:📈 Luke reveals why he's shifting focus to small-cap tech stocks (under $20 billion) as the perfect setup for a world after Fed rate cuts. Find out which companies are primed to outperform the giants🛡️ Why CTOs protecting their own jobs creates a powerful AI-resistant moat for investors in this critical software sector🎾 Wimbledon Wager Consequences - Sinner defeats Alcaraz, and Krzysztof wins a $1,000 bet! Find out which stock he forces Luke to invest in🤖 We unveil our latest cybersecurity stock, uniquely positioned to dominate in an age where non-human AI identities already outnumber humans 80-to-1🤔 The META Dilemma: Patreon Steven asks the ultimate question: is it time to sell his outsized position in META? We break down the portfolio math and the key question you must ask yourself before buying or selling any stock $META🥩 Steak of the Future: Luke shows off his Mosa Meat shareholder swag and explains his investment at a €200 million valuation. Why lab-grown beef with cultured fat could revolutionize both ethics and economics - from stem cells to Wagyu steaks at scaleSources:https://www.meritechcapital.com/public-comparables/enterprise#/public-comparables/enterprise/valuation-metricsSegments: 00:00 Cold Open - LLMs, Stock Markets & Existential Risk 01:04 Welcome & Small Cap Tech Thesis 05:38 AI Disruption vs Cybersecurity Defense 16:48 The Blame Game & CTO Psychology19:09 Wimbledon Bet Reveal & EOS Options 28:22 Patreon Question: Steven's Meta Holdings 36:45 Investment Philosophy & Personal Conviction 37:15 Mosa Meat & The Cultured Future 45:05 CyberArk Analysis & Non-Human Identities 57:10 King of the Jungle Preview**********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://patreon.com/wallstreetwildlife**********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/7LukeHallard⁠x.com/7FlyingPlatypusWall Street Wildlife is also on Instagram @wallstreetwildlife**********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**********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 YouTubehttps://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r**********To use the same portfolio tracking tool as Luke, check-out:⁠https://www.portseido.com/?fpr=lukehallard**********Monkey’s “Zen, Nietzsche, How to Live” Substack:http://firephilosophy.substack.com**********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
    Más Menos
    1 h y 1 m
  • E88: Can YOU Buy SpaceX NOW?! The Tokenization TRAP & Elon's America Party Fallout!

    E88: Can YOU Buy SpaceX NOW?! The Tokenization TRAP & Elon's America Party Fallout!
    Jul 14 2025
    💣 Elon's America Party Bombshell - After claiming he was done with politics to focus on being a "wartime CEO", Elon announces plans to form the America Party to dismantle the current political system. With Trump and Musk back at each other's throats, Tesla faces potential vindictive policies and loss of EV incentives. Is it time to reassess your $TSLA position, or should long-term investors hold steady?🚀 SpaceX Caught in the Crossfire - The political fallout could benefit competitors like Rocket Lab and AST SpaceMobile while creating uncertainty for SpaceX's government contracts and NASA relationships $RKLB $ASTS💰 Robinhood's Risky Tokenization Play - Why Robinhood's plan to tokenize private equity (SpaceX, OpenAI) on blockchain could create massive arbitrage opportunities and potentially fleece retail investors $HOOD📊 Big Bear AI: Not the Next Palantir - Luke exposes the garbage financial journalism pumping inferior AI stocks and explains why most investment "analysis" is just subscription-selling nonsense $BBAI $PLTR💼 Big Beautiful Bill Breakdown - How recent legislation creates major tailwinds for EOS Energy and AST SpaceMobile through tax credit protections, domestic manufacturing incentives, and spectrum deregulation $EOSE $ASTS🎯 King of the Jungle Trades - Krzysztof adds AMD to his AI basket based on attractive PEG ratios, while Luke bets on British institution Greggs despite their terrible coffee $AMD $GRG🎢 Monkey's Sicily Adventure - How a simple parking maneuver turned into a life-threatening 45-degree car tilt situation (spoiler: everyone survived)Segments:00:00 Cold Open - Kids Don't Try This at Home00:48 Elon's America Party Announcement07:33 Trump vs Musk: Financial Incentives vs Ego15:17 Tesla Investment Thesis Under Pressure $TSLA19:46 Big Beautiful Bill Impact on Holdings26:58 Krys's Near-Death Parking Experience35:52 Big Bear AI Financial Journalism Breakdown $BBAI46:58 Robinhood Tokenization Problems Explained01:03:12 King of the Jungle: AMD and Greggs Purchases $AMD $GRG**********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://patreon.com/wallstreetwildlife**********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/7LukeHallard⁠x.com/7FlyingPlatypusWall Street Wildlife is also on Instagram @wallstreetwildlife**********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**********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 YouTubehttps://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r**********To use the same portfolio tracking tool as Luke, check-out:⁠https://www.portseido.com/?fpr=lukehallard**********Monkey’s “Zen, Nietzsche, How to Live” Substack:http://firephilosophy.substack.com**********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
    Más Menos
    1 h y 14 m
  • E87: Networking, "The Big Beautiful Bill," and two 100%+ Stock Wins in two months!

    E87: Networking, "The Big Beautiful Bill," and two 100%+ Stock Wins in two months!
    Jul 7 2025
    ⚡ Is the market facing an energy crisis? A controversial new bill threatens to decimate the renewable sector, and we're unpacking what it means for your portfolio. Does chaos create opportunity this time around?🔋 Krzysztof's 100%+ Winner - how Krzysztof navigated the psychological challenges of buying the dip at $6.26, turning doubt into a double in two months. Hear about this AI / Bitcoin / Energy bottleneck play that's now his third-largest King of the Jungle portfolio holding📡 Luke's 100% Winner - investor enthusiasm for this space tech company propels it to a $16 billion valuation. Is this ambitious bet on satellite-to-phone connectivity the next rocket ship, or just a black hole for cash?📊 The Damodaran Framework: Story vs Numbers - Using the "Three Ps Test" (Possible, Plausible, Probable) to evaluate pre-revenue companies. How to invest in stories without falling into hopium traps🧮 Quantum Computing Reality Check - Luke buys more quantum computing puts. These "companies" trade at $3 billion+ market caps, but do they have a plausible business model?🎯 Risk Management Masterclass - Different approaches for different life stages: Luke's disciplined 2% allocation to AST vs Krzysztof's conviction-sized positions in pre-revenue plays🌐 The Power of Investor Networking, and why teaching family and friends to invest can improve your own resultsSegments: 00:00 Introduction08:03 Networking with Investors15:24 Teaching Family to Invest 17:12 The Big Beautiful Bill Energy Crisis 29:53 Krzysztof's 100% winner: Psychology of Buying the Dip 38:13 Luke's 100% winner: Is this Pre-Revenue Company Growing too Fast?52:17 Portfolio Philosophy: Risk vs Reward 54:05 More Quantum Computing Shorts59:56 Damodaran's Three Ps Framework 01:07:00 Clear-Eyed Investing vs Hopium**********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://patreon.com/wallstreetwildlife**********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/7LukeHallard⁠x.com/7FlyingPlatypusWall Street Wildlife is also on Instagram @wallstreetwildlife**********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**********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 YouTubehttps://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r**********To use the same portfolio tracking tool as Luke, check-out:⁠https://www.portseido.com/?fpr=lukehallard**********Monkey’s “Zen, Nietzsche, How to Live” Substack:http://firephilosophy.substack.com**********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
    Más Menos
    1 h y 10 m
  • E86: Robotaxi Wreck? Stablecoin Revolution

    E86: Robotaxi Wreck? Stablecoin Revolution
    Jun 30 2025

    🌍 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

    **********

    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://patreon.com/wallstreetwildlife

    **********

    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

    **********

    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

    **********

    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

    **********

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

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

    **********

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

    http://firephilosophy.substack.com

    **********

    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
    Más Menos
    1 h y 2 m