Is IREN Becoming a Serious AI Cloud Contender? + Buying SpaceX Pre-IPO + $WISE (E135)

The AI infrastructure land grab is accelerating — and this week, Krzysztof drops a deep dive into his #1 portfolio holding that rewrites the bull case entirely. Meanwhile, Luke's longtime fintech darling just got hit with a half-billion-euro money laundering investigation on the same week it relisted on NASDAQ. Timing couldn't be worse. Here's what's really at stake:

🤖 $IREN just went from Bitcoin miner to potential hyperscaler — and NVIDIA's $3.4B bet on their Sweetwater site might be the most important data center deal you haven't heard about

🎯 Krzysztof holds $IREN at 21% of his King of the Jungle portfolio — and after this earnings call, he's not trimming. Here's why that conviction is earned, not reckless

📊 The revenue miss that spooked the algos vs. the thesis that actually matters — why Krzysztof calls it a "nothing burger" and what would change his mind

🌐 $IREN vs. CoreWeave vs. Nebius: the neo-cloud battle nobody's framing correctly — and the one financial metric that makes CoreWeave a no-touch for Monkey

💰 $WISE drops 18% on AML bombshell — Luke worked in global anti-money laundering for a major bank, and his read is genuinely alarming. This isn't a dip-buy moment

🎴 SpaceX IPO ticker confusion is already making people rich — the meme crew is running a pump on Virgin Galactic $SPCE and it's equal parts hilarious and predatory

🧠 What would Rafa Nadal's grit look like in a retail investor? The question that reframes every market downturn you'll ever face

Segments: 00:00:56 Welcome + Episode Overview 00:02:25 Rafa Nadal Documentary: The Grit Investors Are Missing 00:09:53 Monkey vs. Samantha the Rabbit: AI Stock Picker Experiment Update 00:14:31 Daily Investment Decisions — Good Habit or Bad Habit? 00:23:02 SpaceX IPO Ticker Trap: The $SPCE Meme Pump Explained 00:30:29 $IREN Deep Dive: From Bitcoin Miner to NVIDIA's Chosen Partner 00:43:00 $IREN vs. CoreWeave vs. Nebius: Why Krzysztof Chose the Land 00:59:31 $IREN Position Sizing: Is 21% of a Portfolio Ever Justified? 01:01:26 $WISE AML Scandal: Luke's Inside Take from His Banking Past 01:13:09 Would Luke Buy or Sell $WISE Today? Live Portfolio Decision

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