Episodes

  • Do Your Stocks Own YOU? + Oddity Deep Dive, Gold vs Bitcoin & The End of US Exceptionalism | $ODD $BTC

    Do Your Stocks Own YOU? + Oddity Deep Dive, Gold vs Bitcoin & The End of US Exceptionalism | $ODD $BTC
    Mar 15 2026
    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 unboxingSources:Thomas Chua (@SteadyCompound): https://x.com/i/status/2030833466506682776Tickers: $ODD $LINK $BTC $TSLA $GOOGL $AMZN $EOSE $PLTRSegments:00:00 Cold Open01:07 Intro: Bear Markets, Oddity, Gold $5,150 & Is US Exceptionalism Over?02:34 Vegas Meetup Update & Monkey's Secret Project03:44 OpenClaw Migration: Mac Mini Weekend from Hell04:47 Geopolitical Chaos: What Does It Mean for Investors?05:09 VIX at 32: Why Monkey Gets EXCITED When Markets Crash07:00 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 Changes22:04 Could Monkey Be the $EOSE Guy? Self-Awareness Check24:11 The Palantir Identity Trap26:19 YouTube Troll Response: Contradiction is the Point30:38 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 Equalizer39:35 $ODD YouTube Comment: "What Happened to the Technical Trading?"44:34 Oddity Crash: Meta Algorithm Mismatch Explained47:18 Monkey's Oddity Playbook: Nibble > Wait > Strike51:40 Becoming a Customer: $ODD Spoiled Child Unboxing (Live!)56:11 Aggressive Marketing Tactics: Good Sign or Red Flag?58:42 Preview: Valleys of Death Framework01:02:09 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 returnsKEYWORDS: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
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    1 hr and 3 mins
  • We Got Lied To By $EOSE Here's What We're Doing About It. +$ODD + $MELI

    We Got Lied To By $EOSE Here's What We're Doing About It. +$ODD + $MELI
    Mar 8 2026
    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 Trap00:49 Welcome & Episode Overview03:06 The Good: Top 25 Investing Podcast07:16 EOS Energy: Setting the Scene10:32 The Miss — Guidance vs. Reality13:27 Supply Failures, Yield Issues & Insider Selling17:00 Lie by Omission? The PayPal Analogy20:05 Should You Sell If You Distrust Management?27:29 Luke's Psychiatrist Moment: Portfolio Allocation33:20 Mercado Libre: 5 Years, No Returns36:26 The Fundamentals vs. Price Action Debate40:05 Squeezing Luke's Shoes46:41 Oddity Tech: Record Results Meet Technical Storm50:00 Meta's Algorithm Dislocation Explained54:17 Is Oddity a Fat Pitch or a Black Box?57:21 Warren Buffett on Fear & Cheap Stocks01:04:00 Patreon Update01:04:55 King of the Jungle Portfolio — The Ugly Chart01:07:40 Climbing Without Fear: Alex Honnold & Investing Psychology01:11:39 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/7LukeHallard⁠x.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**********
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    1 hr and 15 mins
  • Claude Code Just Wiped $15 Billion Off Cybersecurity - Here's Why We're NOT Selling

    Claude Code Just Wiped $15 Billion Off Cybersecurity - Here's Why We're NOT Selling
    Mar 1 2026
    🤖 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. $NKTRSegments:00:00 Cold Open02:20 Options University Update & Weekly Office Hours06:37 Claude Code Deep Dive — Building a $10K+/Month App in a Day09:30 The SaaS Disruption vs Cybersecurity Thesis11:23 Claude Code Rattles Cybersecurity Stocks $CRWD $PANW $ZS19:23 Google's $400B Revenue Milestone — AI Efficiency Is Real $GOOGL21:50 Investing Wisdom from TheProfInvestor23:10 Insider Buying vs Selling — What Really Matters25:09 The Power of Boring Companies30:09 Can You Explain the Bear Case in Two Sentences?32:18 Process Matters — Why You Only Get 10 Real Decisions In An Investing Career33:53 The E-Commerce Platform Wars — $SHOP vs $CMRC vs $WIX37:13 Agentic Commerce Explained — Shopping Without Shopping43:34 The AI Dividing Line — Which Companies Survive?45:03 Duolingo vs Shopify — A Switching Costs Thought Experiment $SHOP $DUOL49:00 Safari Stock: Nektar Therapeutics $NKTR01:02:43 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/7LukeHallard⁠x.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 returnsKeywordsClaude Code cybersecurity, CrowdStrike stock, Shopify agentic commerce, zero-click commerce, cybersecurity stocks 2026, CRWD stock analysis, Shopify vs BigCommerce, AI disruption investingGeorge Kurtz CrowdStrike, Palo Alto Networks stock, e-commerce platform wars, investing rules, TheProfInvestor, Nektar Therapeutics, options trading education, AI replacing SaaSshould 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
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    1 hr and 5 mins
  • E120: Is 24 Stocks Too Many? + Scalping vs Investing

    E120: Is 24 Stocks Too Many? + Scalping vs Investing
    Feb 22 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
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    1 hr and 10 mins
  • E119: Is AI About to Destroy Software Stocks? + $TSLA’s Pivot from Cars To Robots

    E119: Is AI About to Destroy Software Stocks? + $TSLA’s Pivot from Cars To Robots
    Feb 15 2026

    🎙️ 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
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    55 mins
  • E118: AI Audited My 20-Year Portfolio: Here’s What It Found + Should You Invest In Sandisk?

    E118: AI Audited My 20-Year Portfolio: Here’s What It Found + Should You Invest In Sandisk?
    Feb 8 2026

    🧠 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
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    1 hr and 3 mins
  • E117: SaaS Apocalypse or Buying Opportunity? + The "Starter Position" Secret to Better Gains

    E117: SaaS Apocalypse or Buying Opportunity? + The "Starter Position" Secret to Better Gains
    Feb 1 2026
    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 Introduction01:03 Options University Testimonials06:19 Community Portfolio Update: $IREN Wins!11:37 Lemonade Entry Strategy Question $LMND17:25 The Psychology of Starter Positions21:48 Cybersecurity Bear Case: Rubrik & Zscaler $RBRK $ZS24:12 The SaaS Apocalypse Explained27:11 Why Cybersecurity Should Be Different32:05 Seat-Based Revenue Model Concerns34:12 Portfolio Construction: Why So Many Small Positions?38:14 The Barbell Strategy Explained43:35 How Should Young People Get Started Investing?54:34 Best Asymmetric Upside Bet?55:10 Monkey's Pick: AST SpaceMobile $ASTS59:54 Badger's Pick: Mercado Libre $MELI01:05:25 Valuation Analysis Using Fiscal AI01:10:00 Filtering the World's Fastest Growing Companies01:15:09 Conclusion**********If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠**********SUPPORT THE SHOW AND BECOME A PATREON:https://wallstreetwildlife.com**********Follow us at:⁠⁠x.com/7LukeHallard⁠x.com/7FlyingPlatypus**********Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use.Get 15% off any premium plan with:https://fiscal.ai/wildlife**********Monkey’s “Zen, Nietzsche, How to Live” Substack:http://firephilosophy.substack.com**********To use the same portfolio tracking tool as Luke, check-out:⁠https://www.portseido.com/?fpr=lukehallard**********Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation**********Fed up with the stock market giving you a hard time?- Invest like seasoned pros with over 40 years in the game- Discover the world's leading companies- Sharpen your best investing practices and ditch the worst- Learn how to start investing- Essential investing principles to boost your returnsKeywords:$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
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    1 hr and 17 mins
  • E116: The Fastest Growing Companies of 2025, Investing in Nuclear & The Rise of the "Ants" 개미

    E116: The Fastest Growing Companies of 2025, Investing in Nuclear & The Rise of the "Ants" 개미
    Jan 25 2026

    🚀 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
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    46 mins