Podcasts · Wall Street Wildlife Investing Podcast

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

29 Mar 2026 · 57 min · Episode 124

🎰 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

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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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x.com/7FlyingPlatypus

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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:

https://fiscal.ai/wildlife

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

http://firephilosophy.substack.com

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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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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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Keywords:

investing conviction, borrowed conviction, NVIDIA GTC 2026, Vera Rubin, poker investing, Las Vegas investing, growth investing, portfolio management, Death by Claude, SaaS disruption, OpenClaw, NemoClaw, Monday.com AI, clearway energy, CWEN stock, BYD stock, options university, Wall Street Wildlife, stock market podcast, investing psychology, what makes investing hard, poker skills investing, AI replacing SaaS, NVDA stock, INV stock, retail investors

Links in the notes 5

• https://deathbyclawd.com/
• https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1%E2%81%A0
• https://wallstreetwildlife.com/
• https://fiscal.ai/wildlife
• https://www.portseido.com/?fpr=lukehallard

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