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 scaleSources:https://www.meritechcapital.com/public-comparables/enterprise#/public-comparables/enterprise/valuation-metricsSegments: 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 Psychology19:09 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**********If you want to see our furry faces, this podcast is also available on YouTube at ⁠https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1⁠**********SUPPORT THE SHOW AND BECOME A PATREON:https://patreon.com/wallstreetwildlife**********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/7LukeHallard⁠x.com/7FlyingPlatypusWall Street Wildlife is also on Instagram @wallstreetwildlife**********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**********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 YouTubehttps://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r**********To use the same portfolio tracking tool as Luke, check-out:⁠https://www.portseido.com/?fpr=lukehallard**********Monkey’s “Zen, Nietzsche, How to Live” Substack:http://firephilosophy.substack.com**********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?- Invest like seasoned pros with over 40 years in the game- Discover the world's leading companies- Sharpen your best investing practices and ditch the worst- Learn how to start investing- Essential investing principles to boost your returns