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March 1, 2026 by Luke
Podcast

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

February 22, 2026 by Luke
Podcast

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

February 15, 2026 by Luke
Podcast

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

🎙️ 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

February 8, 2026 by Luke
Podcast

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

🧠 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

February 1, 2026 by Luke
Podcast

E117: SaaS Apocalypse or Buying Opportunity? + The “Starter Position” Secret to Better Gains

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

January 25, 2026 by Luke
Podcast

E116: The Fastest Growing Companies of 2025, Investing in Nuclear & The Rise of the “Ants” 개미

🚀 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

January 18, 2026 by Luke
Podcast

E115: Are We All Gamblers Now? + Why Market Valuations (P/E) Are Fake

🎰 The Degeneracy Trap – Is the economy forcing investors into a casino mindset? We dissect the viral debate on “financial nihilism” and why the pressure to get rich quick is destroying portfolios. 💪 Skills vs Luck – The antidote to social media envy. Why compounding your skillset is the

January 11, 2026 by Luke
Podcast

E114: 2026 Market Predictions: The Stocks That Will 10X (and the Ones That Will Crash)

This week, we dust off the crystal ball to deliver a “big banger” of an episode entirely focused on predictions for 2026. From the AI revolution to the future of the Magnificent Seven, we’re putting our reputations on the line. In this episode: 🤖 AI’s Next Big Move: We debate

January 4, 2026 by Luke
Podcast

E113: The Laws of the Options Jungle (Why 90% of Traders Fail)

Happy New Year, Beasties! Welcome to 2026! 🎉 In this special New Year’s Day episode, Monkey (Krzysztof) and Badger (Luke) kick off the year with a massive reveal. While Badger was navigating the chaos of London at 4am, Monkey was deep in the lab engineering a game-changing tool for the

December 26, 2025 by Luke
Podcast

E112: Livestream Holiday Special + Our 2025 Predictions (And What We Learned)

The Chaos Before Christmas: Join us this week for a wild holiday livestream featuring live cocktail crafting, questionable gift exchanges, and an unfiltered, boozy review of our predictions for 2025. 🍌 The Gilded Banana: Witness the unveiling of the ultimate cocktail guide and the “dirty monkey” whiskey tasting. Watch the

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