Is $WISE About to Explode on the NASDAQ? (E131)
The largest UK fintech is abandoning the London Stock Exchange for the NASDAQ — and Luke thinks it could be an inflection point. This solo deep-dive makes the bull AND bear case on one of his highest-conviction holdings, right before the dual listing goes live. Here’s what every investor needs
The AI Math Is Brutal – Is Half Your Portfolio Already Dead? + $POET’s Wild Week (E130)
Luke sold two stocks this week. Not because earnings disappointed or guidance missed — but because he ran the numbers on what AI actually does to software valuations, and the math got uncomfortable fast. Meanwhile, Krzysztof turned a 70% options loss into a breakeven exit… then watched the stock moon
Is $NKTR the Most Undervalued Biotech Nobody’s Talking About? (E129)
200 million eczema sufferers. A leading drug that fails more than half of them. A cancer-causing alternative that still projects $5 billion in sales. And a tiny 60-person San Francisco biotech that may have cracked the code — with a Nobel Prize-validated mechanism the market is somehow pricing at near-zero.
Is AI Crushing Cybersecurity? $CRWD $PANW Face the Music (E128)
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📊
We’re Taking Our Investors to Vegas — Here’s What We’re Betting On $NVDA $INV $CWEN (E125)
🎰 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 —
Are You Investing in the Right Layer of AI? Jensen’s Blueprint for the Next Decade
🎂 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
Do Your Stocks Own YOU? + Oddity Deep Dive, Gold vs Bitcoin & The End of US Exceptionalism?
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
We Got Lied To By $EOSE, Here’s What We’re Doing About It +$ODD + $MELI
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
Claude Code Just Wiped $15 Billion Off Cybersecurity – Here’s Why We’re NOT Selling
🤖 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
E120: Is 24 Stocks Too Many? + Scalping vs Investing
💀 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