E89: Our Top AI-Proof Stock for 2025 + Investing in Mosa Meat

This week, we're hunting for value in a world of stretched valuations and AI disruption:

📈 Luke reveals why he's shifting focus to small-cap tech stocks (under $20 billion) as the perfect setup for a world after Fed rate cuts. Find out which companies are primed to outperform the giants

🛡️ Why CTOs protecting their own jobs creates a powerful AI-resistant moat for investors in this critical software sector

🎾 Wimbledon Wager Consequences - Sinner defeats Alcaraz, and Krzysztof wins a $1,000 bet! Find out which stock he forces Luke to invest in

🤖 We unveil our latest cybersecurity stock, uniquely positioned to dominate in an age where non-human AI identities already outnumber humans 80-to-1

🤔 The META Dilemma: Patreon Steven asks the ultimate question: is it time to sell his outsized position in META? We break down the portfolio math and the key question you must ask yourself before buying or selling any stock $META

🥩 Steak of the Future: Luke shows off his Mosa Meat shareholder swag and explains his investment at a €200 million valuation. Why lab-grown beef with cultured fat could revolutionize both ethics and economics - from stem cells to Wagyu steaks at scale

Sources:

https://www.meritechcapital.com/public-comparables/enterprise#/public-comparables/enterprise/valuation-metrics

Segments:

00:00 Cold Open - LLMs, Stock Markets & Existential Risk

01:04 Welcome & Small Cap Tech Thesis

05:38 AI Disruption vs Cybersecurity Defense

16:48 The Blame Game & CTO Psychology

19:09 Wimbledon Bet Reveal & EOS Options

28:22 Patreon Question: Steven's Meta Holdings

36:45 Investment Philosophy & Personal Conviction

37:15 Mosa Meat & The Cultured Future

45:05 CyberArk Analysis & Non-Human Identities

57:10 King of the Jungle Preview

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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:

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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.

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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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