🎙️ 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 on Optimus. Is this genius or desperation?

💊 PORTFOLIO DEEP DIVES • Why Monkey bought $ODD (Oddity Tech) — the AI-powered beauty play • Badger's Greggs dilemma: double down on sausage rolls or finally come to his senses? $GRG

📈 THE EXPONENTIAL MINDSET A mind-bending thread from Zach Rynes on why linear thinking will cost you everything.

🎯 SAFARI STOCK: $CLS (Celestica) The AI infrastructure pick the market forgot. While everyone chases $NVDA, Celestica quietly builds the networking hardware that makes AI data centers actually work. 141% gains in 12 months, but still undervalued?

Segments:

00:00 Cold open

06:49 The Exponential Mindset: Why most investors are unprepared

10:27 Monday earnings: Software vs AI $MNDY

21:07 Tesla robotaxi expansion & FSD subscription pivot $TSLA

28:02 Monkey's Oddity thesis $ODD

35:00 Badger's Greggs dilemma $GRG

45:54 Safari Stock: Celestica $CLS

53:47 Closing Thoughts

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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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