We Reviewed a Listener's 24-Stock Portfolio (And Found a Big Problem)

💀 Why two high-profile stocks get a thumbs down from Luke and Krzysztof. $ADBE faces an existential AI threat (Kodak analogy included), while $DUOL's chart looks like a "precipitous mountain drop." Both make Monkey's short candidate list. 📊 Markets don't care about your opinions, price action reveals truth 🎯 We dissect a Patreon's portfolio, is 24 stocks too many? 🌐 Could the Epstein scandal and political instability crash markets? 🚗 Luke's skiing gets roasted by an AI skiing assistant

Segments: 00:00 Cold Open: Trade What You See 00:38 Welcome & Skiing with AI 03:22 Beaver's X Debut & Security Test 06:08 Main Topic: Trade What You See vs What You Think 19:32 Patreon Portfolio Review 22:04 $AMZN Analysis - The Anchor Position 24:38 $MELI Analysis - Non-US Exposure Done Right 26:41 $ADBE Analysis - The Kodak Moment 35:34 $NVO Analysis - Badger vs Monkey 36:36 $JD dot com & The Low Conviction Trap 39:16 $TMDX Analysis - Best Chart, Wrong Weight 41:35 BitMine & Crypto Exposure 43:54 $SNOW Analysis - Below IPO Price 47:08 $DUOL Analysis - Skull and Crossbones 51:50 Portfolio Wrap-Up 55:40 Political Uncertainty & the Epstein Question 01:06:48 Options University Launch Update 01:09:05 Sponsor: Fiscal.AI & 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?

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