E119: Is AI About to Destroy Software Stocks? + $TSLA’s Pivot from Cars To Robots

🎙️ 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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