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Wall Street Wildlife Investing Podcast

E88: Can YOU Buy SpaceX NOW?! The Tokenization TRAP & Elon's America Party Fallout!

74 min • 14 juli 2025

💣 Elon's America Party Bombshell - After claiming he was done with politics to focus on being a "wartime CEO", Elon announces plans to form the America Party to dismantle the current political system. With Trump and Musk back at each other's throats, Tesla faces potential vindictive policies and loss of EV incentives. Is it time to reassess your $TSLA position, or should long-term investors hold steady?

🚀 SpaceX Caught in the Crossfire - The political fallout could benefit competitors like Rocket Lab and AST SpaceMobile while creating uncertainty for SpaceX's government contracts and NASA relationships $RKLB $ASTS

💰 Robinhood's Risky Tokenization Play - Why Robinhood's plan to tokenize private equity (SpaceX, OpenAI) on blockchain could create massive arbitrage opportunities and potentially fleece retail investors $HOOD

📊 Big Bear AI: Not the Next Palantir - Luke exposes the garbage financial journalism pumping inferior AI stocks and explains why most investment "analysis" is just subscription-selling nonsense $BBAI $PLTR

💼 Big Beautiful Bill Breakdown - How recent legislation creates major tailwinds for EOS Energy and AST SpaceMobile through tax credit protections, domestic manufacturing incentives, and spectrum deregulation $EOSE $ASTS

🎯 King of the Jungle Trades - Krzysztof adds AMD to his AI basket based on attractive PEG ratios, while Luke bets on British institution Greggs despite their terrible coffee $AMD $GRG

🎢 Monkey's Sicily Adventure - How a simple parking maneuver turned into a life-threatening 45-degree car tilt situation (spoiler: everyone survived)


Segments:

00:00 Cold Open - Kids Don't Try This at Home

00:48 Elon's America Party Announcement

07:33 Trump vs Musk: Financial Incentives vs Ego

15:17 Tesla Investment Thesis Under Pressure $TSLA

19:46 Big Beautiful Bill Impact on Holdings

26:58 Krys's Near-Death Parking Experience

35:52 Big Bear AI Financial Journalism Breakdown $BBAI

46:58 Robinhood Tokenization Problems Explained

01:03:12 King of the Jungle: AMD and Greggs Purchases $AMD $GRG

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If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠

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SUPPORT THE SHOW AND BECOME A PATREON:

https://patreon.com/wallstreetwildlife

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Find more episodes of the podcast at ⁠⁠⁠wallstreetwildlife.com⁠⁠⁠ where you can also get our "10 Laws of the Investing Jungle" free PDF download, and you can follow us at:

⁠⁠x.com/7LukeHallard

x.com/7FlyingPlatypus

Wall Street Wildlife is also on Instagram @wallstreetwildlife

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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:

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Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube

https://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r

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To use the same portfolio tracking tool as Luke, check-out:

https://www.portseido.com/?fpr=lukehallard

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Monkey’s “Zen, Nietzsche, How to Live” Substack:

http://firephilosophy.substack.com

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Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation

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