We're Taking Our Investors to Vegas — Here's What We're Betting On $NVDA $INV $CWEN (E125)

🎰 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

********** SUPPORT THE SHOW AND BECOME A PATREON: https://wallstreetwildlife.com ********** Follow us at: ⁠⁠x.com/7LukeHallard ⁠x.com/7FlyingPlatypus ********** 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: https://fiscal.ai/wildlife ********** Monkey’s “Zen, Nietzsche, How to Live” Substack: http://firephilosophy.substack.com ********** To use the same portfolio tracking tool as Luke, check-out: ⁠https://www.portseido.com/?fpr=lukehallard ********** Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation ********** Fed up with the stock market giving you a hard time?

- Invest like seasoned pros with over 40 years in the game - Discover the world's leading companies - Sharpen your best investing practices and ditch the worst - Learn how to start investing - Essential investing principles to boost your returns