E97: Our 10X Portfolio EXPOSED + Musk's comp + ASTS vs Starlink

📊 The Monkey's 10X Portfolio: It's time for a brutally honest review of Krzysztof's high-conviction picks. We celebrate the massive wins ($EOSE up 160%!) and analyze the laggards. Find out why he's doubling down on some surprising choices. $CHRS $TMDX

🚀 Elon's Trillion-Dollar Dare: We dissect Musk's colossal new Tesla compensation package. Is he aligning with shareholders for an unprecedented win, or is this a disaster waiting to happen? We break down the milestones and what it really means for the future of Tesla. $TSLA

🃏 Poker Plays for Your Portfolio: When the market gets chaotic, the smart investors think like poker pros. Learn how to distinguish between calculated adaptation and reckless variance to not just survive, but thrive in the mayhem.

🎯 The Art of the Trim: Wrestling with a huge 36% position in a winning stock is a good problem to have, but a problem nonetheless. We're talking real-time portfolio decisions and the psychology of when to let your winners ride versus reallocating capital.

🛰️ The Battle for a Space Duopoly: Fresh off the press – SpaceX just made an $18 billion move that could shake up the space broadband battle. Is this a death blow to AST SpaceMobile's dominance, or does it confirm the sheer scale of the opportunity? $ASTS

💡 Are You Lying to Yourself?: Inspired by a Netflix thriller, we take a deep dive into the dangerous world of confirmation bias and reality distortion. Learn how to stay objective when you're deeply invested in your own ideas.

Segments: 00:00 Introduction & Market Outlook 01:46 Elon Musk's Trillion-Dollar Tesla Compensation 07:28 Political Alignment & Board Dynamics 14:32 Poker Strategy for Chaotic Markets 21:30 10X Portfolio Performance Review 35:29 Tesla's 10-Year Vision 42:26 EOS Energy vs AST SpaceMobile Decision 51:55 SpaceX Spectrum News Analysis 56:57 TransMedics Growth Trajectory $TMDX 58:55 Chainlink's Regulatory Breakthrough $LINK 01:02:18 AMD's AI Inference Play $AMD 01:05:01 Portfolio Concentration Risk 01:14:18 Intuitive Surgical & Axon Updates $ISRG $AXON 01:17:16 Netflix's "Unknown Number" Investment Lessons

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