Is the SpaceX IPO a Trap for Retail Investors? + $NU + $MRLN (E136)
SpaceX is finally going public and it might be the most hyped IPO in a generation. But does that make it a buy, a trade, or a trap? Luke and Krzysztof have completely different plans, and neither one is obvious. This week also covers a tiny autonomous aviation startup that jumped 30% on a massive red day, why Luke dumped $WISE and owns $NU instead, and why the easy money on big IPOs is almost never made by the people watching from home.
🚀 Luke owns SpaceX *already* — but he’s locked out, taxed, and has zero control over what happens next. His plan is more complicated than you’d think. $SPCX
🎴 Krzysztof refuses to be a long-term SpaceX holder — and instead wants to swing trade the IPO hype with options. Is he right to ignore the Rocket Lab lesson?
🎯 The musical chairs problem: why retail investors almost always arrive after the easy money is gone — and what to do about it.
🤖 A tiny pre-revenue company called $MRLN (Merlin) jumped 30% on one of the worst market days in months after a US Special Operations milestone. Krzysztof bought it impulsively. Was it genius or madness?
🎓 Is autonomous flying actually *easier* to solve than self-driving cars? Krzysztof makes the contrarian case and braces for pushback from a pilot in the Patreon community.
💰 Luke sold every share of $WISE after the AML scandal deepened and explains exactly why a 2-3 year regulatory headache makes it uninvestable right now, even if the business model is sound.
📊 $NU (Nubank) serves over 135 million customers, more than half of all adults in Brazil. Luke breaks down why it’s trading at just 13x forward earnings despite 40% loan book growth, and what the real bear case actually is.
🌴 Krzysztof offers to document his live SpaceX options trades in real time for Patreon Dolphins. Tune in if you want to watch a philosopher-investor try to outsmart the hype machine.
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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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Monkey’s “Zen, Nietzsche, How to Live” Substack:
firephilosophy.substack.com
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To use the same portfolio tracking tool as Luke, check-out:
portseido.com/?fpr=lukehallard
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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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– Invest like seasoned pros with over 40 years in the game
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Is IREN Becoming a Serious AI Cloud Contender? + Buying SpaceX Pre-IPO + $WISE (E135)
The AI infrastructure land grab is accelerating — and this week, Krzysztof drops a deep dive into his #1 portfolio holding that rewrites the bull case entirely. Meanwhile, Luke’s longtime fintech darling just got hit with a half-billion-euro money laundering investigation on the same week it relisted on NASDAQ. Timing couldn’t be worse. Here’s what’s really at stake:
🤖 $IREN just went from Bitcoin miner to potential hyperscaler — and NVIDIA’s $3.4B bet on their Sweetwater site might be the most important data center deal you haven’t heard about
🎯 Krzysztof holds $IREN at 21% of his King of the Jungle portfolio — and after this earnings call, he’s not trimming. Here’s why that conviction is earned, not reckless
📊 The revenue miss that spooked the algos vs. the thesis that actually matters — why Krzysztof calls it a “nothing burger” and what would change his mind
🌐 $IREN vs. CoreWeave vs. Nebius: the neo-cloud battle nobody’s framing correctly — and the one financial metric that makes CoreWeave a no-touch for Monkey
💰 $WISE drops 18% on AML bombshell — Luke worked in global anti-money laundering for a major bank, and his read is genuinely alarming. This isn’t a dip-buy moment
🎴 SpaceX IPO ticker confusion is already making people rich — the meme crew is running a pump on Virgin Galactic $SPCE and it’s equal parts hilarious and predatory
🧠 What would Rafa Nadal’s grit look like in a retail investor? The question that reframes every market downturn you’ll ever face
Segments:
00:00:56 Welcome + Episode Overview
00:02:25 Rafa Nadal Documentary: The Grit Investors Are Missing
00:09:53 Monkey vs. Samantha the Rabbit: AI Stock Picker Experiment Update
00:14:31 Daily Investment Decisions — Good Habit or Bad Habit?
00:23:02 SpaceX IPO Ticker Trap: The $SPCE Meme Pump Explained
00:30:29 $IREN Deep Dive: From Bitcoin Miner to NVIDIA’s Chosen Partner
00:43:00 $IREN vs. CoreWeave vs. Nebius: Why Krzysztof Chose the Land
00:59:31 $IREN Position Sizing: Is 21% of a Portfolio Ever Justified?
01:01:26 $WISE AML Scandal: Luke’s Inside Take from His Banking Past
01:13:09 Would Luke Buy or Sell $WISE Today? Live Portfolio Decision
**********
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
What Four Expert Investors Own Right Now $NVDA $AXON $CRWD $ASTS $RKLB $VOO (E134)
Four investors. Four wildly different portfolios. One crossover episode that gets uncomfortably honest about conviction, concentration, and whether the rules of investing have actually changed. Wall Street Wildlife’s Luke and Krzysztof team up with Bear and Drowsy from Shooting the Bull Pod — and the result is one of the
Is This $2.4B Biotech About to Explode? + $MELI & $ISRG (E133)
Three stocks, three debates, one ticking clock. This week on Wall Street Wildlife, Krzysztof drops a live biotech catalyst with a 24-hour window, Luke defends his 20-year ‘sugar daddy’ holding, and a Latin American e-commerce giant is quietly being stress-tested. Plus: Krzysztof reveals a wild AI experiment he’s launching in
Four Stocks, Two Hosts, Zero Sugarcoating — Bull vs. Bear (E132)
Four companies. Two hosts. One brutal question: which stocks deserve your conviction right now, and which ones are just good stories hiding ugly fundamentals? This week, Luke and Krzysztof go bull-vs-bear on four names — and the conclusions might surprise you. The “too hard pile” is getting bigger, and maybe
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 —