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
📊 Wise’s Nasdaq listing is imminent: what does it mean for investors? $WISE $WIZEY
💊 Krzysztof’s selling Coherus for a NEW biotech play: $CHRS $NKTR $ABCL
Segments:
00:00:00 Cold Open
00:01:47 Subscriber Growth Slowdown: Are We Boring?
00:03:57 Mama Monkey’s Patreon Offer
00:05:51 Claude Mythos & Cybersecurity Apocalypse?
00:11:06 Is AI a Tailwind or Headwind for Cybersecurity Stocks?
00:11:46 $CRWD CrowdStrike: Time to Buy?
00:22:26 $NKTR Nectar Therapeutics: Krzysztof’s New Biotech Pick
00:28:05 $AXON Axon Enterprise: Great Company, Terrible Stock?
00:30:52 Stock-Based Compensation Explained
00:42:37 $WISE Wise PLC: Nasdaq Listing Incoming!
00:45:19 Investor’s Mirror App Update
00:50:54 Closing
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firephilosophy.substack.com
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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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