💀 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 Patreon's portfolio, is 24 stocks too many?

🌐 Could the Epstein scandal and political instability crash markets?

🚗 Luke's skiing gets roasted by an AI skiing assistant

Segments:

00:00 Cold Open: Trade What You See

00:38 Welcome & Skiing with AI

03:22 Beaver's X Debut & Security Test

06:08 Main Topic: Trade What You See vs What You Think

19:32 Patreon Portfolio Review

22:04 $AMZN Analysis - The Anchor Position

24:38 $MELI Analysis - Non-US Exposure Done Right

26:41 $ADBE Analysis - The Kodak Moment

35:34 $NVO Analysis - Badger vs Monkey

36:36 $JD dot com & The Low Conviction Trap

39:16 $TMDX Analysis - Best Chart, Wrong Weight

41:35 BitMine & Crypto Exposure

43:54 $SNOW Analysis - Below IPO Price

47:08 $DUOL Analysis - Skull and Crossbones

51:50 Portfolio Wrap-Up

55:40 Political Uncertainty & the Epstein Question

01:06:48 Options University Launch Update

01:09:05 Sponsor: Fiscal.AI & Close

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If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠

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Monkey’s “Zen, Nietzsche, How to Live” Substack:

http://firephilosophy.substack.com

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To use the same portfolio tracking tool as Luke, check-out:

⁠https://www.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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KEYWORDS:

$ADBE, $AMZN, $MELI, $NVO, $DUOL, portfolio review, technical analysis, conviction investing

Kodak moment, AI threat, over-diversification, monthly charts, long-term investing, price action, ISA investing, political market risk

is 24 stocks too many, when to ignore stock charts, Adobe AI competition, portfolio concentration strategy, Epstein market impact