🎰 What happens when two investors hit Vegas with their Patreons? Craps strategies, poker tournaments, and a $50 bounty on Monkey's scalp

🧠 The one investing mistake almost everyone makes — and why borrowed conviction will cost you everything when the market turns

🃏 Why poker pros keep becoming legendary investors — the David Einhorn, Carl Icahn, and Annie Duke crossover you need to hear

⚡ NVIDIA just revealed Vera Rubin — 10x performance per watt and 1.3 million components. The AI infrastructure arms race just escalated

💀 We let AI score our stocks on a "Death by Claude" survival scan — $MNDY got 18 months to live, $PATH got a eulogy, and Greggs $GRG is immortal!

🔋 Luke decides to sell $BYDDY and buy $CWEN live on air — the "would you buy it today?" test that instantly clarifies every portfolio decision

🤖 Jensen Huang calls OpenClaw "the operating system for personal AI" — and Monkey's $INV cooling play just showed up at GTC

Sources:

https://deathbyclawd.com/

Timestamps:

00:00 Cold Open

01:00 Welcome & Subscribe CTA

03:09 Vegas Preview — Sphere, Zoox Robotaxis & Amazon Warehouses

06:43 Craps Strategy & Poker Stories

08:28 When Nothing Works — Poker Patience Meets Market Patience

10:21 Institutions Are Buying While Retail Panics

11:35 Luke Sells $BYDDY and Buys $CWEN

14:42 The "Would You Buy It Today?" Test

17:10 Do Not Invest on Borrowed Conviction

22:08 Why "Luke Was Wrong" Blocks Your Growth

24:48 Monkey's Investor Mirror App Preview

28:01 Vegas Presentations — Poker vs Investing

34:57 What Makes Investing So Hard?

38:09 $NVDA GTC 2026 — Vera Rubin Deep Dive $NVDA

42:24 $INV / Accelsius — The Cooling Bottleneck Play

44:06 NemoClaw & OpenClaw — The AI Operating System

49:53 💀 Death by Claude — SaaS Apocalypse Scanner

55:29 Fiscal AI

56:19 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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Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use.

Get 15% off any premium plan with:

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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:

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