Podcasts · Wall Street Wildlife Investing Podcast

Is $EOSE an 11-Bagger That's Just Getting Started? (E137)

21 Jun 2026 · 1 h 11 min · Episode 137

Two years ago, Badger called EOS Energy garbage. Monkey wouldn't shut up about it. Today, the stock is up 1,000% and the story is just getting stronger. This week on Wall Street Wildlife, we settle the $EOSE vs $AXON bet, dissect a rights offering that could make or break $EOSE shareholders, and go live on SpaceX IPO day to watch history happen in real time.

🚀 SpaceX opens at $160+ on IPO day — Badger and Monkey called it live, almost to the dollar, and neither can quite believe it

📊 $EOSE is up 1,000% since the bet was made — but was it 3,000% at the peak, did Monkey leave serious money on the table?

💀 The rights offering explained: dilution is coming for $EOSE shareholders — but is it actually a gift in disguise, or a warning sign?

🎯 Badger bought back into $AXON after cutting it — what changed, what still bothers him, and why Motorola just became a threat worth watching

🧠 Why can't two investors who trust each other actually pull the trigger on each other's best ideas? The psychology of the "stock tip problem"

🦫 Monkey's Samantha Rabbit vs. Monkey daily stock-picking experiment: week three update, early surprises, and a new options data module for Patreons

🌴 The show identity question: are WSW just two animals shooting the sh*t, or is there a responsibility to say more when a stock goes up 450%?

Segments:

00:00:00 Introduction & SpaceX IPO Day Live

00:02:05 SpaceX Price Bet: Badger vs. Monkey (Live)

00:05:30 What Is Wall Street Wildlife Actually For?

00:11:35 Samantha Rabbit vs. Monkey: Week 3 Update

00:19:26 How to Start Investing (Badger's On-Ramp Principles)

00:21:00 The EOS Energy vs. Axon Bet: Two-Year Results Revealed

00:27:01 $EOSE Deep Dive: Rights Offering, Cerberus & Frontier Power USA

00:49:31 $AXON Deep Dive: Why Badger Sold, And Why He Bought Back

01:01:38 Motorola vs. Axon: The Counter-Drone War Begins

01:03:25 SpaceX IPO Price Confirmed Live — $2 Trillion Valuation $SPCX

01:05:07 SpaceX: Top 5 Company in 8 Years? Badger vs. Monkey

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

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

firephilosophy.substack.com

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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:

$EOSE, $AXON, SpaceX IPO, rights offering, long-duration energy storage, zinc batteries, Cerberus Capital, Frontier Power USA, counter-drone investing, Dedrone, Motorola Solutions, reverse DCF, stock-based compensation, position sizing, dilution explained, investing psychology, stock tip problem, $ASTS, Kelly Criterion, retail investor on-ramp, options strategy, King of the Jungle portfolio, Wall Street Wildlife, WSW, growth investing, contrarian investing, $SPCX

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