🎂 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 — we map our own portfolios against Jensen’s five layers, discovering that the new AI era looks a lot more physical than the SaaS era — satellites, batteries, data centers, and power lines, not just software.
🐕 Is AI Actually Curing Cancer? — A viral story about an Australian tech entrepreneur who used ChatGPT and AlphaFold to design a custom mRNA vaccine for his dog’s cancer sparks a bigger conversation: are we at the beginning of an AI-driven biotech revolution, and what does regulation need to look like in the future?
⚡ DGXX Deep Dive: The Trials of Small Cap Investing — Krzysztof walks through his thesis on Digi Power X (ticker: DGXX) — a micro-cap data center and energy play with a pristine balance sheet and first AI revenue expected in April. Then the weekend drama: a 22% stock drop, insider equity controversy, and how a galvanized investor community forced management to clarify the record.
🗡️ Live by the Sword, Die by the Sword — Small cap investing means turbulence. Krzysztof reflects on the emotional rollercoaster of micro caps and the pattern across EOS, Oddity, and DGXX — massive drops, management questions, and the decision to hold or fold.
🏔️ The Valley of Death Framework — Luke revisits the US DOE’s technology readiness chart from last week and applies it to the portfolio debate: why would you invest in an earlier-stage company rather than a later one?
🦁 Community Shoutouts — A big thank-you to Patreon members Steven (who built an impressive custom portfolio tracker) and Eric (sharing his AI research prompts and outputs). The Wall Street Wildlife community is leveling up!
Sources:
US DOE Building Technologies Office framework: https://www.energy.gov/cmei/buildings/technology-market
Segments:
00:00 Cold Open
01:11 Intro: Jensen’s AI layer cake, AI curing cancer, DGXX deep dive
04:27 Identity-driven investing
06:16 Jensen Huang’s 5-Layer AI Cake framework
08:37 Catching inevitable waves — internet parallels to AI
11:35 Jensen: “We are still early” — trillions of infrastructure still to build
16:24 Mapping our holdings to the AI layer cake
24:29 Direct alignment vs adjacent — should you own non-aligned stocks?
26:07 AI curing cancer?
30:16 Regulatory bottleneck — approvals take longer than the actual cience
35:40 Medical tourism 2.0 — “Turkey teeth” to cancer treatment?
37:33 Safari Stock: $DGXX (Digi Power X)
44:56 $DGXX community revolt forces management clarification via 8-K
50:17 How retail investor communities enforce transparency
53:54 The Valley of Death framework — US DOE technology adoption curve
56:53 Why invest in early-stage vs late-stage companies?
57:39 Community spotlight: Steven’s portfolio tracker, Eric’s research prompts
59:41 Listener call to action: share your tools and techniques
01:02:15 Close
WSW – EP 124 – Video –
[00:00:00] Kryzstof: When you’re involved in small mic micro caps like this on Friday as I was processing all this information. I felt helpless as a lot of other investors did, because you have this feeling like, oh, these suits could do whatever they want
[00:00:15] Luke: Yeah, it’s like a different world, right?
[00:00:16] Luke: Because like a bit like the Jensen thing, like
[00:00:19] Luke: AI is making, it’s enabling us to do things we couldn’t do
[00:00:22] Luke: before. And it’s also enabling us to do things like an individual, putting power in the
[00:00:27] Luke: hands of
[00:00:27] Luke: an individual to do things that it may have taken like a huge army or organization
[00:00:32] Luke: to do before.
[00:00:32] Kryzstof: this to me is another one of these proof points that, my God, this, this AI stuff that’s in the water is now almost literally showing us that it might
[00:00:43] Kryzstof: actually start curing cancer at a rate way faster than it’s ever taken us before.
[00:00:48] Luke: technologies And this kind of expedited pathway for, let’s say, for cancer securing, but could be all sorts of issues.
[00:00:54] Luke: It’s gonna be slow in these countries because you know, you’ve got this like massive boulder of regulations.
[00:01:00]
[00:01:00]
[00:01:11] Kryzstof: welcome to the Deep Investing Jungle with your hosts Luke the Badger Hallard and Christophe the Monkey Piekarski. This week we’re gonna talk about CEO of Nvidia, Jenssen’s description of AI as a five layer cake, and what it means for our folios is AI actually starting to cure cancer. There’s a fascinating story making the Rounds and Monkey has a dive on DG XX and the trials and tribulations of investing in small cap companies where Wild Info makes the rounds and people don’t know what to do with it. Badge. You’re looking, uh, you’re first of all, first of all, what is this? With handing over the, the intro duties to me, you, you trying to retire from your other gig and just make monkey do all the work, all of a
[00:02:14] Luke: Hey, let me, you did such a good job last week and this is your docket this week. Like you’re leading me through. Uh, this Jensen Surprise and your DGXX. So, yeah, you know, you intro it, you close it. You’re so good at the fiscal AI stuff now.
[00:02:29] Kryzstof: Oh, I gotta start. I gotta start underperforming before you start, before you start making me overwork myself. Uh.
[00:02:39] Luke: I’m too smart for that strategy. If you do shitty washing up, I’m just gonna eat off dirty plates. I’m not gonna do the washing up for you.
[00:02:45] Kryzstof: if, our viewers are watching this on the YouTubes, we have quite the appearance this morning. You’re looking very, almost like you’ve been suntanning, like laying in a tanning bed. Uh, not very British of you.
[00:03:03] Luke: Yeah. I burned myself to buggery where, we did. Like a half day on the mountains in swimwear last week, so and it was like hilarious fun being in the train park in a pair of like swim shorts with my buddy in a bikini. But I burnt myself to crap, so I’m like bright red on the back.
[00:03:24] Luke: What kind monkey would that be? Like a howl, a monkey or something? The red with one. The red ass. Anyway. Yeah.
[00:03:29] Kryzstof: no, your face looks like the, the back of the, the baboon’s ass, the red one where, you know, they get, they show their, their state of emotion by the color of their, their ass cheeks.
[00:03:40] Luke: And if you’re not, if you’re not on the YouTubes, like get on the YouTubes. ’cause for the first episode ever, Christophe is not wearing a hat. And I think it might be because of his mango collagen shots, like infusing his hair with beautiful oddity like, I don’t know, stuff.
[00:03:59] Kryzstof: Yeah, that’s right. Badge. So what’s the verdict after four days of the collagen? Is my hair looking, stronger? Uh, is it glistening? Is it.
[00:04:07] Luke: I don’t see any mangoes growing out of it. You sure it’s working?
[00:04:10] Kryzstof: That’s right. You gotta show off the goods, you know, you gotta show off the goods. So, uh, right on. So, enough about our aesthetics. Okay. We’re, we’re, uh, let’s talk about this, uh, Jensen quote, and let me take our viewers what exactly he said and, and why he said,
[00:04:27] Luke: Yeah, so before you take us into your Jensen conversation, I just saw like a glorious tweet in response to our last week’s episode. I just really like this quote, so I wanted to surface it from Zachary Nelson on X.
[00:04:40] Luke: This is us chatting about like, do your stocks own you rather than you owning your stocks. And I, I just love this term, marry your bags. Um, yeah, I think it, it kind, it, it epitomizes, uh, like the emotions that go with. You know, you’re in a loss. You like your bag holding. This is like the, I guess it came out of crypto or something like the term for someone who’s like sitting on a losing position and then you like marry your bags.
[00:05:06] Luke: IE you’ve, uh, like there’s no getting away from these. It’s gonna be a painful divorce and you’re trying to put off the inevitable. So anyway, just wanted to surface that little tweak ’cause I thought it was quite cool.
[00:05:16] Kryzstof: Yeah, and it, it says, uh, I. Identity driven investing equals marrying your bags. The market doesn’t do annulments either cut losses or watch them compound into your identity. So this cuts both ways because some in the short term world, when you don’t, uh, in the short term trading world, if you don’t exit a losing position position, soon enough you become a.
[00:05:43] Kryzstof: Community member by by default because you didn’t get out in time. And then flip side on the long term is because you’ve married your bags, you can’t take the action that you ought to based on
[00:06:01] Kryzstof: your thesis.
[00:06:02] Luke: So if you, if you have a stock in your portfolio, dear listeners, and you feel like you’ve married your bags, go listen to last week’s episode, um, and then fix that. ’cause that is no bueno.
[00:06:16] Kryzstof: Yes, absolutely. Okay. Moving on to CEO Jensen of Nvidia, releasing a blog post, talking about what he calls the five layers. Of AI badge. I thought this was so directionally correct and important that I wanted to spend a, a, a decent amount of time just talking through this and its implications for investors. I don’t think there’s anything new under the sun here. We haven’t talked about now for months, however,
[00:06:58] Kryzstof: I do wanna say that anytime the CEO of of Nvidia talks and you know, there’s that adage that Nvidia itself is holding up the market because in this moment that we’re in this transition moment to ai. You have to pay attention to what the guy’s saying. He’s not going out there to just chitchat about, about fluffy things, right? And this particular message, he’s now repeating several times. So.
[00:07:29] Kryzstof: what is it that this image shows? it actually shows the metaphor of a, of a cake, meaning five layers of how AI is built. The bottom layer being energy on top of that is chips. On top of that is infrastructure. On top of that is models, and on top of that is applications. On the right side of the graphic, what we see is that those first three layers combined, he’s calling AI factories, and then on top of that are the language or the LLMs.
[00:08:05] Kryzstof: And then on top of that is what we as consumers might eventually actually see or, or use, such as robotaxis, taking advantage of the layers underneath. That’s what the graphic shows. Uh, why is this important? Well, because I think as an investor, if we zoom way back, badge ca, uh, I think of it as catching a ride on a, on an inevitable wave.
[00:08:37] Kryzstof: And sometimes that those waves last not just for, uh, year, not just for months or years, but decades. So if we actually think back to the advent of the internet, if you saw what the, the potential there was, you would have had more confidence investing in the Google or in Amazon, right? Even the Netflix once say, streaming became more of a thing right from, from.
[00:09:07] Kryzstof: Physically go into a store to being able to use the internet to watch your movies. If you understood that, that paradigm, regardless of what Blockbuster was trying to do, and monkey lived through this as an investor, it just gives you a tremendous leg up. That’s what you did in to, to, uh, in many ways successfully with something like Shopify, as the e-commerce was being built out.
[00:09:32] Kryzstof: Right. Uh, another example. Uh, early 2000. When was it? When was, uh, SaaS as a business model when that came on board?
[00:09:45] Luke: Like it was, investors were really talking about it hard in 20. Like mid 20 teens, I guess like the last, you know, seven or eight years. But, um, but that model existed for a long time. Like I was buying SaaS software for my bank in, you know, like the 2008, 2009.
[00:10:06] Kryzstof: Yeah, exactly. Um, and you know, with that came cybersecurity. Once you understood that model and you understood the internet and what was happening there, you identified cybersecurity as a theme and you could ride that. You still are riding that hard for years. You know, you’re just directly correct, aligned with all these tailwinds. So, uh, I’m gonna, I’m gonna talk about each of, uh, these layers a little bit more specifically, but maybe let me get to the punchline at the end and I’ll, I’ll revisit the specifics. This is what Jensen also said in this blog. He said, quote, we are still early. Much of the infrastructure does not yet exist. Much of the workforce has not yet been trained. Much of the opportunity has not yet been realized, and he says we are a few hundred billion dollars into it. Trillions of dollars of in infrastructure still need to be built. So he’s, he’s unequivocally trying to add perspective for us. Somebody that probably knows better than anybody, that even though we are looking at these numbers and are seeing like what huge, huge hundreds of billions, we’re thinking, oh my God, this is like the biggest build out in history.
[00:11:35] Kryzstof: He’s he coming back and saying, we haven’t just, we’ve just barely started. Like this is nothing yet. So stop thinking in terms of like this year, next year, start thinking in terms of decades. So to me that’s a huge signal, like that there couldn’t be a more, uh, buller signal.
[00:11:56] Luke: All, albeit like, I mean I, I, I totally agree with the framework. It’s fairly simple and I agree with, uh, like his statements. But let’s not forget, he is like talking his own book because he’s building like the AI factories that everything else sits on top of. Obviously, you know, it’s in his interests to be selling this position, but I think it’s right.
[00:12:18] Luke: I agree with you.
[00:12:20] Kryzstof: Yes. Self-serving, but, but, but seems like it’s also true.
[00:12:25] Kryzstof: as I was, uh, as I was reading this myself, I had this sense that, and he said this himself, that up to now. We had, or during the internet, uh, computer era, it was algorithmic and database built. And so the intelligence, computing intelligence was in a sense, pre-programmed versus what AI now is doing is that everything is unstructured and in real time. And that, in, in essence, he’s saying because of that major shift. Everything has to be rebuilt. He’s saying that that’s, that’s basically his thesis statement is the, the way compute now needs to happen has to be rebuilt to this new way of doing things, which is, we call for short ai that the, that the. Algorithmic database way now has to be replaced by these AI factories. So that’s the main thesis that this revolution is basically, it is affecting everything. So it’s not just the top software layer, and hence his analogy of the cake. Everything has to be rebuilt and rethought. So let’s go back and talk about these five layers.
[00:13:50] Kryzstof: The first one is the energy layer, which is, he says the base layer, it’s the electrons. Every token or output require requires ongoing energy input. Unlike traditional software, so hard physical cap, no electrons, no ai, second. Layer is the chips themselves. That’s NVIDIA’s business obviously. It’s the specialized hardware that basically convert those electrons into the massive scale computation for ai. Still, everything makes sense, right? Electrons are, unstructured chips make them go in very, very discernible pathways. Third layer is the infrastructure, which is the data centers. The cloud systems, the networking, the cooling required because of the heat generated power delivery, the orchestration of thousands of these GPUs and CPUs into unified AI factories that produce intelligence.
[00:15:01] Kryzstof: You take those three layers and you have, again, that AI factory, uh, I call it the physical infrastructure necessary. On top of that, you then stack, I guess much of what now, um, the, the regular populace sees or thinks about, which is the chat, GPTs and anthropics, right? This is the, this is the layer at which retail gets their hands onto.
[00:15:31] Kryzstof: It dominates most of the conversation, right? Which model is the best one for what? And then of course, the output. Is the end products and services, the rob, the robots that are being made, the scientific discoveries, which will come back to something like Tesla’s, Rob taxis and Waymo Robax.
[00:15:54] Luke: Yeah, well, well, I mean, based on the comment you gave earlier, like everything, if you’re saying software, like everything needs to be rebuilt. Well, everything else is at the application layer. So it is like the physical ai, the robots, the cars, the manufacturing, like things in the factory, but it’s also like whatever replaces the SaaS software and it’s.
[00:16:15] Luke: You know, whatever we do use in like science and drug discovery and uh, you know, everywhere. Games, entertainment, like,
[00:16:24] Kryzstof: Okay. So in general, this is my, am I aligned with the Tidal Wave or not? Top holding right now is A STS, and I see this as fitting, uh, relatively smoothly in the infrastructure layer A STS is making. Physical things that are very hard to make and to shoot up, you know, hundreds of miles into space.
[00:16:49] Kryzstof: What, what will that enable? It will enable basically all AI enabled machines to talk to each other in ways that were previously impossible. So I feel I’m in, in alignment with that, though, not like
[00:17:05] Kryzstof: uh, almost like second, second degree, but still very much in alignment to.
[00:17:11] Luke: yeah, yeah. And I’d, I’d, I’d argue I’d put, so I’d, I’d put Rocket Lab in that same category for exactly the
[00:17:16] Luke: same reasons.
[00:17:18] Kryzstof: Okay, cool. Yeah. Uh, my second holding iron energy, which is it’s both layer one and layer three. The making, the turning of electrons
[00:17:32] Kryzstof: into data centers. Best at the world, best in the world at doing that,
[00:17:37] Kryzstof: so I feel fully aligned.
[00:17:39] Kryzstof: Third is eos, which is the storage of energy in order to enable the data centers to be powered more efficiently.
[00:17:49] Kryzstof: So full alignment there. My fourth holding is chain link, which this one I had to really stretch to make the case. But, but the way I was able to do that is saying Chainlink Labs is trying to move global finance onto blockchain, and if Global Chain Global Finance is on blockchain, it will eventually be run by ai.
[00:18:20] Kryzstof: Cutting out the middlemen trust decisions, that is the current state of the world. So Chainlink, I would say, is an indirect beneficiary, uh, like the number five application layer, but still connected directly to the, to AI being the future. Number five, a company I will talk about later in the show. DGXX.
[00:18:46] Kryzstof: Its same idea as I. The data center itself connected to energy, to power as the limiting factor. My sixth holding
[00:18:58] Kryzstof: oddity has nothing to do with any of that. That’s a pure valuation bet.
[00:19:02] Luke: Didn’t you, but didn’t you say just last week, like oddity was using AI to you know, in its makeup like design process or.
[00:19:10] Kryzstof: Oh, sure. But I, I don’t those kinds of claims badge at this point, like that’s the fluff. That’s the marketing. I mean, it’s not that they’re not doing that, but most companies will be doing a little something like that. I’m talking about like central co, you know, central. Core premise, and you could see that iron, eos, DGXX, right?
[00:19:31] Kryzstof: They’re central to what Jenssen’s talking about. Oddity is just one of these
[00:19:35] Luke: Fun. Agree.
[00:19:36] Kryzstof: way down the stream kind of things. Uh, seventh holding is onus, which is the drone company. Um, I’m not including that as, as, uh, catching the tidal wave. That’s defense sector. Uh, AI adjacent, kind of like oddity in a way. And then my new purchase, I haven’t talked about it at all yet, on our pod in Venture, which is a holding company inside of which is a SIUs, a Celsius, I’m sorry, which is a cooling company.
[00:20:08] Kryzstof: It’s going to cool help cool the next generation of GPUs. And so that’s directly in alignment with what Jensen is talking about on the layer three cake for the infrastructure. my ninth holding path UI path is on layer five, the ag agentic stuff, the software itself, I’m sorry, layer four, the models or, uh, coordinating the models using agents, so that’s in alignment.
[00:20:40] Kryzstof: And then number 10 is back again to. Cipher to the infrastructure itself, which helps organize the energy. So in my Top 10 badge, I feel like that’s a pretty good hit rate. clearly seven out of 10 are direct benef, directly catching the wave. One of them is very closely adjacent and the other two are downstream. So that gave me, um, let me say this. Let me say one more thing. I was actually a
[00:21:16] Kryzstof: little bit surprised at this, uh, exercise. It’s not like, I don’t know what I hold, but the amount of my positions that are now tied up directly to making something physical, Jensen is talking about this in his post, like picks and shovels.
[00:21:33] Kryzstof: It’s like the plumbers, it’s not the, it’s not the software stuff, it’s the, we need people to go to literal physical places, land and erect power lines, and with the power lines where I build data centers and then inside the data centers actually connect things using. Circuits and, and wiring, right? These are physical things, batteries and satellites. I was like, oh wow, this portfolio looks very different from what I used to hold during the SaaS era. Uh, and I was like, wow, okay.
[00:22:10] Kryzstof: This is, this is a new paradigm, but I feel confident given what Jensen saying, so I’ll end it there.
[00:22:16] Luke: Well, I mean, I’m Maybe, I’m surprised that you’re surprised because you know you’ve been, we
[00:22:20] Luke: didn’t
[00:22:20] Luke: need to see this blog post from Jensen that we’ve all known
[00:22:24] Luke: this. You know, layering really.
[00:22:26] Luke: But he’s, and he’s written down something that I’m sure like hundreds of other people have
[00:22:30] Luke: written down before as well. Um, but you’ve been like the energy and the
[00:22:35] Luke: semiconductors guy for quite a long time and the infrastructure guy
[00:22:38] Luke: for quite a long time. So, and you know, and you and
[00:22:41] Luke: I talk about AI all the time, even though we’re not trying to be an
[00:22:45] Luke: AI podcast, like it’s hard to be an investor and not be an
[00:22:48] Luke: AI investor.
[00:22:49] Luke: So. It seems natural to me and if, if I look at my own portfolio, like again, I haven’t prepped this segment, but, um, like the large majority of my own retirement portfolio
[00:22:59] Luke: positions are well aligned. Things like
[00:23:02] Luke: you know, Google and Amazon,
[00:23:04] Luke: um, being like hyperscalers. That’s like a pretty big chunk of my portfolio there.
[00:23:09] Luke: Maybe. Okay. Maybe arguably Mercado Libre is not um, things like CrowdStrike and Palo Alto
[00:23:16] Luke: Networks as being. In that application layer and like legitimately, I think, um, Palantir is, you know, I think it’s like in the models
[00:23:25] Luke: layer, even though, you know, it might be possible to not think about it in that way, but it kind of is like a coordinator of models.
[00:23:31] Luke: Um, Tesla obviously,
[00:23:33] Luke: you know, with the Terra Fab, that announcement, um, you know, they’re, they’re in like many different layers. Probably almost all
[00:23:41] Luke: of them actually Tesla, like Tesla
[00:23:43] Luke: Energy with Terra Fab, that’ll be building chips. They’re, you
[00:23:47] Luke: know, they’ve got like the Gigafactories and you know, that’s like an xai, that’s like your, your infrastructure.
[00:23:53] Luke: They’ve got grok, it’s like somewhere, not in Tesla, but in, you know, Musk’s empire plus SpaceX with starlink and applications. ’cause they got like, you know, robots coming and robo taxis here. So, um, yeah, I feel like I’m pretty well aligned, but again, I’m not surprised that I’m quite aligned. And the stocks that are not aligned are the obvious ones that you.
[00:24:13] Luke: You know, pull my shoes over, whatever that term is, like Greg’s right.
[00:24:16] Kryzstof: Right. Maybe let me rephrase it this way. This exercise helped me come up with two distinct categories directly in alignment or adjacent,
[00:24:29] Kryzstof: and I think what I’m saying is. Most companies will be adjacent somehow, unless they’re Gregg’s, right? And by the way, in this case, I am saying that, and when I looked at my number six holding oddity, I was like, that’s, I’m not calling that AI at all.
[00:24:46] Kryzstof: So I’m calling it like, you know, adjacent. So I have to have a very good reason to myself to own that rather than one of these other companies that are directly in alignment. Is my reason for holding Oddity good enough? And I think it is because of the massively undervalued special situation it find itself. But I have that reason right two, and this is fresh news. Uh, for, for anybody listening to this, I suppose a couple days from now, just this morning before recording, I actually sold off seven shares. And my King of the jungle portfolio from onus the drone company and added more to G-D-G-X-X. The small cap I’m going to talk about at the end of this show, in part because of this, because the drones are, call it adjacent, whereas DGXX is direct and for valuation reasons and other kinds of special situation reasons. I don’t feel I’m taking much of a risk to realign as much capital as I could stand to the ones that are in direct alignment.
[00:26:04] Luke: Yeah. Fair.
[00:26:07] Kryzstof: Yeah. Um, so next segment badge I think is, is a natural, uh, uh, follow up to this because over the weekend, I think it was on Friday or maybe Saturday. There was a, a story that made the rounds about a tech entrepreneur in Australia who basically on his own, had a beloved dog of his that was dying of cancer, and he paid $3,000 to sequence the tumor from his dog.
[00:26:52] Kryzstof: Fed it to chat GPT in the alpha fold, which identified the proteins. And then he, this is a little bit where the ellipses show up. He designed a custom mRNA cancer vaccine from scratch. Uh, working in tandem with a professor, aligned with, I think one of the, the bio laboratories kind of skipping a lot of the.
[00:27:21] Kryzstof: Big farm, you know, FDA, approval steps fed it, had the vaccine
[00:27:29] Kryzstof: made, waited a month or so. And lo and behold, according to the story, a large majority of the cancer went into remission enough so that these, you know, he started making the rounds of the TV news networks. so this ran as a really feel good story. My own commentary badge is, I, I, I know there are holes in this in terms of this isn’t like how things are gonna be done going forward. 100%. This is a little bit maybe anecdotal at now, for now, but even if like 70% of of this is true and even like 50% is replicable. Then this to me is another one of these proof points that, my God, this, this AI stuff that’s in the water is now almost literally showing us that it might
[00:28:27] Kryzstof: actually start curing cancer at a rate way faster than it’s ever taken us before.
[00:28:33] Luke: Yeah, it’s like a different world, right?
[00:28:35] Luke: Because like a bit like the Jensen thing, like
[00:28:38] Luke: AI is making, it’s enabling us to do things we couldn’t do
[00:28:41] Luke: before. And it’s also enabling us to do things like an individual, putting power in the
[00:28:47] Luke: hands of
[00:28:47] Luke: an individual to do things that it may have taken like a huge army or organization
[00:28:51] Luke: to do before. And so that does have profound implications for the world and. You know, for, for very
[00:28:58] Luke: good reasons, like big regulatory agencies, like, you know,
[00:29:03] Luke: perhaps like financial regulators and medical
[00:29:07] Luke: regulators like
[00:29:09] Luke: this, they’re, they’re slow by design to adopt like new stuff and new ways of
[00:29:15] Luke: working because, you know, this human like lives are at stake.
[00:29:19] Luke: Um, and there is, there’s like an interesting, like, line to be walked here,
[00:29:23] Luke: right? Because, um. You know, you could, okay, if we take the story at face
[00:29:28] Luke: value, you’d have like everybody rushing out to try and cure their own cancer or you know, like their mom’s
[00:29:33] Luke: cancer or something following a similar kind of
[00:29:35] Luke: pathway. And, you know, it is a bit of a feel good story. There is like a bit of, like it’s taken on a bit of a life of its own as a story like this tech, these
[00:29:43] Luke: techniques won’t work for everything. They probably won’t
[00:29:47] Luke: work for the majority of types of cancer. And you know, this, this tech entrepreneur, he.
[00:29:53] Luke: There’s a bit of like hype in this. Like he
[00:29:56] Luke: did have to partner with experts and, you know, like huge laboratories to execute this pipeline. He, he managed to like navigate it and that’s not something that anyone can do. It’s not like you can sit down with Gemini and like cure your own cancer, but, um. But at the same time, you know, if somebody’s like, the regulations are slow.
[00:30:16] Luke: And I think one of, one part of the story, which probably is interesting, like the bureaucracy, it took like more months to get the approvals than it took to actually develop the mRNA, uh, like vaccine for the dog’s cancer. Like if someone is literally, like, if human is literally going to die and they’ve got, you know, like months to live, well, kind of, it could, should be kind of their choice to take some kind of, you know, n of one treatment that’s specific to them.
[00:30:44] Luke: And if it screws up and it kills them, well, you know, did, what did they lose anyway? Right? They took a, they took a, like they rolled the dice at the craps table and it didn’t work out, but they were gonna die anyway. So, you know, there is, and there is this kind of compassionate use, um. Uh, sort of idea that someone in that situation can kind of expedite and like fast track, um, a solution for themselves, if that makes sense.
[00:31:11] Luke: But I think that is still administratively like very, very slow to navigate. And so the world does need to adapt to, um, or the medical regulators do need to adapt to this, you know, new paradigm because. AI is making this stuff much faster and more accessible.
[00:31:29] Kryzstof: That’s such an important point. Badge, you know, as the residents sort of biotech, uh, quasi expert. Um, just like Jensen is saying, the whole infrastructure now has to be rebuilt. I think it’s the same point about biotech. Before ai, it would take 10 years from beginning to end and 17 phases, three technically, but like endless sub phases of testing and millions and millions of dollars and waiting versus now we’re, it’s a new reality.
[00:32:04] Kryzstof: If it’s probabilistically more likely that the whole process could be sped up by five x, 10 x, 20 x and life is on the line than than. I bet you are gonna be seeing many more deregulatory moves and why biotech as an industry will have huge winners
[00:32:27] Kryzstof: if you begin also studying that space and the companies that are willing to realign the way they do things.
[00:32:34] Kryzstof: Um, so that’s 1.2. And the second badge. As you were talking, I thought this is the worst that AI will be. So where wherever we are now in early 2026 with the models we have now, this is as bad as it’s ever gonna get. when we do our predictions podcast and we look so silly from where we were just three months ago, a year from now, two years from now, With zero confidence. Can I say the world’s gonna be, you know what I’m saying? it’s as you and I are both optimists, I think there’s a tremendous amount of optimism I think around this. And as long as, like you were saying, we temper our. Enthusiasm with the actual lived reality. I’m, I’m, I’m nonetheless excited about, about the black box that is AI actually gonna amount
[00:33:41] Kryzstof: to anything I’m starting to say, like, my God. And it’s probably gonna happen faster than we think.
[00:33:46] Luke: And like staying on this specific thing, like the mRNA vaccine for the
[00:33:51] Luke: dog, like this is very different to. It’s like you’ve got one regulatory process. I’m not an expert, but I think you’ve got like one regulatory process and pathway to
[00:34:00] Luke: get like drugs approved. And obviously there are like shortcuts and things, but they’re still complex to
[00:34:04] Luke: navigate. And if you’re rolling out like, you know, a pic or something and it’s gonna go, you know, it’s gonna be like a jab that goes into
[00:34:11] Luke: like hundreds of millions of people’s arms, then yeah, of course
[00:34:15] Luke: you have to have like trials and like like a lot of controls and tests
[00:34:19] Luke: and it, it’s correct that it takes years ’cause you don’t wanna like murder.
[00:34:23] Luke: Like hundreds of millions of people. But if you’re developing like mRNA, and this is like sequencing that specific cancer in that
[00:34:31] Luke: specific, in this case dog, but could be a
[00:34:34] Luke: human, and then creating like, you know a targeted drug for that specific thing. It’s not that that injection’s not gonna go in anybody else.
[00:34:44] Luke: It’s just gonna go in that one patient. And if that
[00:34:47] Luke: patient is cured, you know, you’re gonna like trash whatever’s left over. So. Common sense says that shouldn’t have to follow like the same bureaucratic regulatory
[00:34:59] Luke: pathway as like a mass market drug.
[00:35:02] Kryzstof: Yeah. And there’s the, you know, it’s the tension in reg regulatory systems. I mean, that’s kind of what a lot of politicians fight over.
[00:35:10] Luke: Right?
[00:35:11] Kryzstof: One side says you need to keep everybody safe. Lots of regulations. The other side says, let the markets decide and let people decide. And kind of more of the wild west approach. And of course the truth is always somewhere in the middle. Uh, but this stuff is making me think.
[00:35:27] Kryzstof: I know how I would feel if my life is on the line. Screw the re. You know, if we have the
[00:35:34] Kryzstof: tech, it’d be immoral to say you can’t have it, even though it could save your
[00:35:40] Luke: It’s probably gonna happen anyway. Had you, are you familiar with the term Turkey teeth? Is that an Americanism as well?
[00:35:46] Luke: Might, yeah. It might just be a European thing, but, or British thing. So like, you know, Brits who wanna fix their teeth ’cause we have like, you know, traditionally terrible teeth compared to you, like perfect mo.
[00:35:57] Luke: Americans, um, like if you wanna, you, you can spend a fortune in the UK or you go to Turkey, you know, the country in Europe and, uh, you get, you know, a whole new set of teeth and a bunch of dental work at like, cut, cut price costs and, you know, for the same reason, you know, people travel for cosmetic surgery ’cause it’s cheaper.
[00:36:15] Luke: And unfortunately you hear about like horror stories of things going very badly wrong. Um. Maybe a bit speculative, but we’re probably gonna have, you know, we might have like countries like the US and the UK where it’s actually just gonna be incredibly slow and it’s gonna take years, if not decades, for these sort of
[00:36:34] Luke: technologies And this kind of expedited pathway for, let’s say, for cancer securing, but could be all sorts of issues.
[00:36:42] Luke: It’s gonna be slow in these countries because you know, you’ve got this like massive boulder of regulations.
[00:36:47] Luke: But maybe some other countries or you know, some island state or something, they’re gonna set themselves up as like the, you know, mRNA come and come and get sequenced and get cured in like a weekend and go home with like, you know, like a briefcase with a couple of syringes.
[00:37:02] Luke: And that’s your
[00:37:03] Luke: answer. You know who, who knows where this stuff is gonna go, but
[00:37:07] Luke: life will find a way. That’s probably like a Michael Kreon quote from
[00:37:10] Luke: Jurassic Park. Yeah. Yeah.
[00:37:12] Kryzstof: Oh, at first when you said Turkey teeth, I was thinking of actual the animal, the tur. Tur. Turkeys like gobble, gobble, like, okay. All right. So, uh, badge. I feel like that’s a wrap. Can I talk to you about one of my most recent investments?
[00:37:31] Luke: Yeah, let’s hear it.
[00:37:33] Kryzstof: So this is a little bit of a stock safari segment and a little bit of a commentary about investing in small caps. I am talking about Digi Power X, ticker symbol, DGXX. This is actually not that complicated to understand. Badge. Uh, you’re an iron energy shareholder. This is like in theory a, a baby, baby mini iron. They are directly, they directly own land.
[00:38:04] Kryzstof: That land is powered. They basically, this is the level one problem, you know, like you need electrons and you need the electrons to, in layer three, be be available. So they own megawatts. The way they did this is they took kind of crappy old sites and they retrofitted them. So smart two. What makes this company more interesting than others is they’re working with semi macro and they basically patented, you could think of it as systems like cubes into which you stuff GPUs, but they did it in a way that is cost effective and faster.
[00:38:45] Kryzstof: They’re calling these the arms, 200 modular pods, think Lego blocks. You, you build your, your GPUs into these things. Then you stuff them inside the actual land and data center center and you’re gonna be online empowered, way quicker for cheaper. That’s kind of the thesis for this company. And then we got news a couple weeks ago that their first AI revenue u will come on board in, I believe, early April through their Neo Clouds platform.
[00:39:23] Kryzstof: So this is like neas. But a smaller version of it. In other words, this is the end state. There’s gonna be tenants moving into their Alabama, uh, site. That site has 10 megawatts available. They’re gonna use these. Yeah. Everything’s gonna be powered on, and now the revenue’s gonna flow. That’s the basic story.
[00:39:46] Kryzstof: It’s not that complicated. There’s a lot to like about this company, however. The, that requires a little detail, The basic, the basic of financials badge to me are, uh, it’s another one of these, these, how could I not invest in, in this company’s situations?
[00:40:07] Kryzstof: Their current market cap is approximately, it’s swinging ly.
[00:40:14] Kryzstof: Between 150 million and $200 million. So it’s a micro cap. It’s a baby.
[00:40:19] Luke: Yep.
[00:40:21] Kryzstof: Their Alabama site badge has 10 megawatts available. The going rate is $15 million per megawatt. So they’re expected to turn on annual recurring revenue of about $150 million just from that one site. Again, that matches their market cap. At the moment. So the market is basically not believing something, right? I mean, um, they’re, they’re discounting all the other
[00:40:55] Kryzstof: sites and megawatts and so forth. Their balance sheet, by the way, is pristine, zero debt, 80
[00:41:03] Kryzstof: million already, uh, in cash. And they recently acquired the rights to,
[00:41:11] Kryzstof: um. Uh, what’s it called? A, um, power factory. So kind of like Solu Sauna Holdings, they j they will help generate their own power. So this is again, back to what Nvidia,
[00:41:25] Kryzstof: what Jensen is talking about. Like the companies that could actually have the permits, have the power, have it all running. The,
[00:41:33] Kryzstof: the, uh, boys at IRA
[00:41:35] Kryzstof: talk about this all the time. The lead time to get all these things working are two to seven years. So this is one of those timely, timely situations. So that’s kind of in, in, in short, why I started adding, uh, why I bought calls some weeks ago and why I started building my position. It seems massively undervalued at the moment that revenue is about to start coming in from all these pieces working together.
[00:42:07] Kryzstof: But there’s a part two to this, and this is, uh, there’s, there’s a nasty bit of financial, uh, funny business that happened over the weekend. I
[00:42:21] Kryzstof: want want to walk you through this very quickly, Okay. so here’s what happened on Friday. Stock drops 22%. Why? Because up to Friday. Part of the story that made it even more enticing to me was that get this badge, the former CEO of Verizon, A two, what was it?
[00:42:47] Kryzstof: What was Verizon’s market cap? Like 200 something billion dollars. So we’re talking about one of the world’s largest companies, uh, came on board to work with Dig gx. It’s like, you know, and people are looking at this like, how in the world is the, you know, something, you know, you don’t, world class CEOs don’t usually hang around with tiny micro caps.
[00:43:09] Kryzstof: So, uh, what was revealed over the weekend on Friday was that they were going to actually spin off this arms unit into a subsidiary. Then at first the market reaction was positive, but then it ended up being down 22% because when you read the fine print insiders basically got 49% of the company ostensibly for free.
[00:43:37] Luke: Okay.
[00:43:37] Kryzstof: And at that kind of moment, you know, all the long-term DG XX shareholders were up in arms saying, wait, you’re telling me we funded? This platform and now you, you know, you suits are gonna get all this equity and then where’s the revenue gonna flow through? Right? What makes it, makes it very possible for you to dilute us further.
[00:44:01] Kryzstof: And then it basically becomes, uh, management screwed over shareholders and what can we do about it? The details are actually complicated. I, I suggest anybody interested in this company go and do your research, but we got news this, this morning before recording that DGXX clarified that this subsidiary that’s been spun off, uh.
[00:44:31] Kryzstof: All margins in the, all future revenue from employing the arms modules will flow a hundred percent back to DGXX. So every, basically, other than these suits getting too much for free, that argument has not been settled. But the actual structure and di future dilution of the company itself was clarified to be intact.
[00:44:56] Kryzstof: So today the shares are up about 10%. And I bought, I bought more. That’s why I sold on this. To add to DGXX, it’s complicated badge. There’s a lot of moving parts, but in the end, here’s what I want to comment in the big picture for this segment, I call it live by the sword, die by the sword. When you’re involved in small mic micro caps like this on Friday as I was processing all this information.
[00:45:27] Kryzstof: I felt helpless as a lot of other investors did, because you have this feeling like, oh, these suits could do whatever they want, and the shareholders get totally screwed and who’s gonna do anything about it, right? It’s a bad feeling. It’s nasty. It’s really, nasty. You know what the flip side is? I I don’t know if, I could prove there’s a one to one correlation. But as soon as this news dropped, a bunch of the investors in the DGXX community rallied together. One of them specifically, uh, I forgot what his, uh, handle is. China, China Ableman or something like that. A few type in DGXX. He’s one of the top posters and he actually, he’s a sophisticated, um, analyst, equity analyst.
[00:46:19] Kryzstof: He actually put together one of these. He, he used AI to do it, but he, he put together like one of these, you know, um, civil lawsuit sites that says like, enter your information. This is like fiduciary, a borderline fiduciary, um, cri, not crime, I don’t know what you call it, right? But, but there’s a loss and he basically galvanized a lot of investors.
[00:46:45] Kryzstof: I think now there’s close to a hundred. That said, you can’t just do this kind of thing, you know, on a Friday eight K and expect shareholders to be like fine with it. And lo and behold, before market open, we get a clarification eight K filed by the company that totally clarifies things are actually mostly above board and I think. This is, this is another one of these.
[00:47:12] Kryzstof: reasons why investing now is a whole new world before the kind of communal stuff, maybe they get away with it if they’re kind of criminals. Maybe they actually try to pull a fast one. It’s hard to say, right? But the error here was they should have communicated the information more clearly upfront.
[00:47:31] Kryzstof: Then it took. People saying, no, you don’t get to do that. And then we get the clarification three days later, like it’s kind of nasty, shady stuff, but with a kind of happy outcome in this case, I think. What do you, you, I see you smirking a
[00:47:49] Kryzstof: little bit. What? What’s your
[00:47:50] Luke: Good spot. Good spot. I mean, I’m only smirking because like at the top of the episode.
[00:47:55] Luke: We talked about, you know, like, don’t marry your bags. And you’re like, if, you know, if you’re a bag holder, you’re in a, suddenly you’re a community member. So you’ve got this community of DG ex bag holders, and then they’re, you know, doing what they can to like, fight
[00:48:08] Luke: for. Um, like the non smirky bit is
[00:48:13] Luke: like, what? Okay, so what is it? Could this be a bit like the EOS thing from last week? Right? So. Did management actually try to pull the wool over the eyes or, you know, to sneak something through
[00:48:25] Luke: and hoping it got, you know, lost in the, the noise and get away with something quite
[00:48:30] Luke: material and then they got called out and
[00:48:33] Luke: they reversed it?
[00:48:34] Luke: Or was it, you know, it was just basically like very badly explained and they’ve, the clarification
[00:48:41] Luke: was truly a clarification. You know, you’d hope the latter, but if it’s the former. You’ve got that whole question about the ethics of management and whether you should
[00:48:49] Luke: even be anything to do with this company.
[00:48:51] Kryzstof: right? absolutely. Uh, having thought about this all weekend badge, I’m 98% sure it physically could not have been, uh, malison of the structural kind because it takes more than two days to rer all the legality And all the contracts. They could not have just simply said, oh, you know, like if they were corrupt, they couldn’t have fixed it all in two days.
[00:49:18] Kryzstof: And so I’m confident that this was mostly a very, very awful job of communicating by management. But What? the call of community back holders
[00:49:29] Kryzstof: did was it forced them to issue a clear statement three days later.
[00:49:34] Luke: Right. So what this, what this, what’s actually happened then is, you like the community or you know, the, the immediate accessibility of information. And now you know, the rise of retail investors getting involved with much smaller companies than ever before because information is, is, you know, we’re overwhelmed with information about companies rather than the, you know, the opposite problem 50 years ago.
[00:49:57] Luke: Whereas, you know, all you could figure out was like a couple of paragraphs in the Financial Times or something. What that’s driving is much more transparency. ’cause that’s what this problem was like. It was a lack of transparency and like some, you know, misleading words. Nothing really changed contractually, it’s just they clarified what they meant.
[00:50:17] Luke: So that’s good. You know, that’s good for like capital markets and good for
[00:50:21] Luke: investors because we’re getting better quality information and it’s a bit like community notes on X, right? You know,
[00:50:28] Luke: people are fact checking stuff they’re seeing and we need much more of that because, you know, as AI slop and as you know, misinformation becomes rife, we do need checks and balances and mechanisms to make sure.
[00:50:42] Luke: What we’re, you know, consuming is factual.
[00:50:45] Kryzstof: Hey, badge. Wanna point out something else that’s too obvious a pattern to not talk about a little bit at this moment in our current portfolio strategies. You’re the guy who invests in the world class businesses that are way past these early stage shenanigans. And there’s a very, uh,
[00:51:10] Kryzstof: good reason You do it that
[00:51:11] Kryzstof: way. And, um.
[00:51:15] Kryzstof: Investing almost in the other end where
[00:51:18] Kryzstof: I’m looking, when I think about eos, when I think about Oddity and I
[00:51:23] Kryzstof: think about this case in DGXX, all three of
[00:51:26] Kryzstof: these had drops, massive share drops of 40% to 60% overnight. And then the question becomes, is management trustworthy or not? If in fact, management is trustworthy or you know, there is nothing corrupt.
[00:51:42] Kryzstof: Then you’re looking at 10 x and more potential. If there’s shady dealings, then it’s a very, very bad situation, and usually the right thing to do would be to sell. And in all three cases right now with eos, I did not sell, I, I’m holding oddity. I actually enter the significant position with a bot call and D-G-X-X-I added after the drop, but.
[00:52:11] Kryzstof: That, that kind of, what’s it called? Um, yeah, live by the sword, died by the sword. Turbulence involved and expect the unexpected stuff
[00:52:25] Kryzstof: is pretty challenging to, to deal with. I’m not sure I could have handled it on my own as an isolated investor if I
[00:52:36] Kryzstof: wasn’t connected to enough people. All investigating together.
[00:52:42] Luke: You said there’s a pattern, like is the pattern inside you? It’s that you are being too forgiving and accepting of like sloppy management. Let’s, let, if we are just in the kindest possible way, like sloppy management, not like unethical lying management, should you really be standing for that in your portfolio holding.
[00:53:02] Kryzstof: It’s a good, open question. Every investor Yeah. Has to, has to have that line in the sand. And um, I talked about it at length with eos that, in that situation I thought it was, they were caught in a impossible situation. So they took like, a hard, in a rock place kind of choice oddity. I don’t think there’s anything really to blame them for. Uh, and then in this case, there’s another interview by the way, coming out with D-J-X-X-C-E-O tomorrow. So it’s one day after we record. But we, I can’t expect further clarification about some of the insider dealing, but you are absolutely right that the difference here in these baby companies are you just don’t know what you’re gonna get sometimes.
[00:53:48] Kryzstof: Whereas with the world class ones that the
[00:53:52] Kryzstof: management team just won’t be an issue.
[00:53:54] Luke: Let’s, um, like, I know, I know we were gonna probably push this out of the docket, but let, let me just
[00:54:00] Luke: like go back to something we said we were gonna talk about this
[00:54:02] Luke: week. And let’s just give it one minute because I think it’s got some relevance here.
[00:54:05] Luke: Here’s a graphic you showed in episode 1 23 last week. Um, but I think it’s got some relevance and it’s, so this is, it’s the US Department of Energies Building Technologies Office. And essentially it’s like their own like framework for how like really nascent technologies and like ideas. And this was specifically like energy.
[00:54:28] Luke: Can get to like big commercial scale and really change the
[00:54:32] Luke: market. Um, and there’s a lot of things to criticize about this, but I think we can take one aspect of this and we can apply it to like this debate we’re having right now. Because if you’re not on the YouTubes, it’s quite a pretty picture. We’ll put a link to it in the show notes.
[00:54:46] Luke: Um.
[00:54:47] Luke: You’ve got companies at the very early end, like the left hand side of this
[00:54:51] Luke: picture, where they’re almost just like a concept, an idea, you know, like it’s like sort of stuff that isn’t public market, you know, it’s venture capitalists mostly, and you’ve got this technological value of death. Like a lot of ideas
[00:55:07] Luke: don’t solve it.
[00:55:07] Luke: You know, you could almost say like, Theranos,
[00:55:09] Luke: like the, you know, the, the blood. What’s it company? And then that lady went to jail and I think she’s getting out soon. You know, they didn’t cross the technological valley of death because fundamentally that thing just didn’t work and they tried to black it as opposed to just kind of, you know, dying a graceful death as most companies should, if they have like flawed technology.
[00:55:30] Luke: Um, and if you can get through that technological valley of death. Then you’ve, then you’ve gotta commercialize your thing. Like can you actually find prod, find product market fit, and sell the thing and start generating revenues? And they, and if you can
[00:55:45] Kryzstof: And finance and, and the capitalization, the
[00:55:50] Luke: Yeah,
[00:55:51] Kryzstof: equity And debt raises and,
[00:55:53] Kryzstof: right.
[00:55:53] Luke: yeah, exactly. Yeah. Precisely, precisely. Like you need to raise money on the back of this, you know, you’ve maybe proven your technology, then you’ve gotta raise money for investors. Maybe you are a public company at that point. Maybe you’re not. Um, or you get like government grants and if you can get through that commercialization.
[00:56:11] Luke: You’ve got a real thing, but maybe you don’t have a real business model, like you can’t cross the profitability value of death. And it’s a bit like, you know, some of these like perpetually unprofitable SaaS companies or tech companies that, you know, revenue at all costs, but the business model is flawed and they just don’t have the ability to turn on like real earnings.
[00:56:34] Luke: And you know, eventually those businesses will eventually die, um, even though some have lasted much longer than they should have.
[00:56:40] Kryzstof: so I think that’s a good place to stop because there’s a lot more to say about this chart. But let’s leave our listeners with an open question. Why would you invest in an earlier stage rather than a later stage?
[00:56:53] Luke: Hm.
[00:56:54] Kryzstof: You know, there obviously people do it both
[00:56:56] Kryzstof: ways and there must be a good reason for it, and so we’ll return to that graph next week.
[00:57:02] Luke: Okay. Yeah. And, and let’s actually ask that question. You know, get, get in the YouTube comments, get on the Patreon, and maybe have a look at stuff in your own portfolio and have a think about where it maps to that framework. You know, are you invested in stuff that’s still wrangling, you
[00:57:19] Luke: know, perhaps in the technological valley of death and maybe not gonna claw its way
[00:57:23] Luke: out?
[00:57:24] Luke: Or do you own companies that are struggling to commercialize. Or that are failing to get to profitability. You know, tell us, tell us about your, the bags you are holding and we can have a bit of a community chat around that. So yeah, getting the YouTube comments, we’d like to hear from you.
[00:57:39] Kryzstof: And speaking of community, there’s a new recent, uh, surge in what our community members over on patreon@atpatreon.com slash Wall Street Wildlife are doing, which is they’re sharing their own research tools and prompts and spreadsheets. And it’s kind of the best case scenario of what we were hoping to encourage people to do is take responsibility for their own investment growth and then start
[00:58:09] Kryzstof: sharing the goods because we’re gonna win more together.
[00:58:12] Kryzstof: And so it’s just really lovely to see it
[00:58:14] Luke: let’s, let’s let’s specifically call out Steven in our Patreon community, which is
[00:58:19] Luke: also@wallstreetwildlife.com. Don’t forget, um, uh. Like Steven’s built his own portfolio tracker and he’s got like a huge number of data points, I guess. He’s scraping from a bunch of different financial websites and he’s got, he’s built quite a nice dashboard, which is helping him like identify his highest conviction holdings.
[00:58:39] Luke: And, you know, I, I love that there’s like, I can see some stuff he’s plagiarized from me, some stuff he’s plagiarized from you and a whole bunch of stuff that he’s come up with himself that I might plagiarize. Um, so yeah, like good job Steven. And we should all have some way of tracking what we own. What you’ve built is very sophisticated.
[00:58:58] Luke: What my buddy Jason has, if you, a member from like 10 episodes ago is fricking nothing, doesn’t even know what he owns. Like, try and be somewhere in the middle of Steven and Jason if you’re a, if you’re managing your portfolio
[00:59:10] Kryzstof: I try to be somewhere very close to Steven and nowhere near Jason. Uh, also by the way, badge Eric, another one of our Patreons, shared a terrific series of prompts he used and the output, uh, I think it was around 10 companies. And so even just seeing his prompts and the output for what came back is extremely useful.
[00:59:33] Kryzstof: So good job. Eric, so it’s just, yeah, it’s
[00:59:36] Kryzstof: just the power of a good community working together, so I couldn’t be more thrilled.
[00:59:41] Luke: And lemme just ask again on the YouTubes like if you’ve got tools or techniques or ways of analyzing companies or sectors or the world in general, like let us know how you, do it ’cause we’re interested to hear about that. And if you’ve got something particularly innovative or fun, then we’ll definitely showcase it on a future episode.
[00:59:57] Kryzstof: Hey, badge before closing. I forgot to mention one very silly fact. So this is
[01:00:02] Kryzstof: almost in comedy portion of the show ’cause it’s, you’re gonna smirk and, and, and laugh, but, uh, it has some investing.
[01:00:10] Kryzstof: Relevancy. This morning when I was
[01:00:13] Kryzstof: making the trade to add more to DGXX, I sold off s to do it because I think, uh, s is overvalued,
[01:00:23] Kryzstof: potentially.
[01:00:24] Kryzstof: D-G-G-X-X is undervalued, blah, blah, blah. I got by selling seven shares
[01:00:29] Kryzstof: of ons. I got
[01:00:31] Kryzstof: to, uh, within, I got.
[01:00:37] Kryzstof: That allowed me to buy however many shares it was of DGXX, which got me to 99 shares and I was off by 20 cents to get the hundredth. And that might just be, uh, you know, frivolous gimmick until you realize that when you get to a hundred shares of something, a lot of options plays open up.
[01:00:59] Kryzstof: So. Because we were about to record and I would needed to have sold another position to get the stupid 20 cents. I’m now stuck at 99 shares and I’m just gonna wait to get the hundredth share. But sometimes you’re owe this close.
[01:01:18] Kryzstof: So anyway, uh, funny monkey business.
[01:01:21] Luke: Very good. And if
[01:01:22] Luke: you, if you’re listening and you’re wondering what Christophe’s talking about with
[01:01:25] Luke: why a hundred shares is relevant in any way to options, go check out the Options university@wallstreetwildlife.com. Um, and, uh, I.
[01:01:37] Luke: think you can get a free trial, can you, and you can sign up and you can learn all about what options are, how to trade them, how you can use them to be a total degenerate if you want, but really how you can use them to generate income in your portfolio.
[01:01:52] Luke: Create insurance around your portfolio profit from volatility. Make money when stocks are going up, going sideways or going down. Like there’s a whole range of tools that Christophe explains in great detail with a whole bunch of tools and simulators. So like it’s a legit tool. It’s not just learning and it’s well worth checking up.
[01:02:15] Kryzstof: Awesome. Thanks, badge. That’s Wall Street wildlife options.com. Sweet. Before we close, we wanna thank fiscal ai, our essential stock research platform. We’ve been using it every day. It’s where we go to start our research. It offers up to 20 years of financial data. It’s got all the KPIs you could ever want.
[01:02:35] Kryzstof: Uh, so use fiscal.ai/wildlife for two weeks of fiscal pro. You don’t need a credit card, you get a 15% discount. That’s fiscal.ai/wildlife badge. You ready to become a beast of an investor buddy?
[01:02:52] Luke: Your journey starts here.
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