Is IREN Becoming a Serious AI Cloud Contender? + Buying SpaceX Pre-IPO + $WISE (E135)

The AI infrastructure land grab is accelerating — and this week, Krzysztof drops a deep dive into his #1 portfolio holding that rewrites the bull case entirely. Meanwhile, Luke's longtime fintech darling just got hit with a half-billion-euro money laundering investigation on the same week it relisted on NASDAQ. Timing couldn't be worse. Here's what's really at stake:🤖 $IREN just went from Bitcoin miner to potential hyperscaler — and NVIDIA's $3.4B bet on their Sweetwater site might be the most important data center deal you haven't heard about🎯 Krzysztof holds $IREN at 21% of his King of the Jungle portfolio — and after this earnings call, he's not trimming. Here's why that conviction is earned, not reckless📊 The revenue miss that spooked the algos vs. the thesis that actually matters — why Krzysztof calls it a "nothing burger" and what would change his mind🌐 $IREN vs. CoreWeave vs. Nebius: the neo-cloud battle nobody's framing correctly — and the one financial metric that makes CoreWeave a no-touch for Monkey💰 $WISE drops 18% on AML bombshell — Luke worked in global anti-money laundering for a major bank, and his read is genuinely alarming. This isn't a dip-buy moment🎴 SpaceX IPO ticker confusion is already making people rich — the meme crew is running a pump on Virgin Galactic $SPCE and it's equal parts hilarious and predatory🧠 What would Rafa Nadal's grit look like in a retail investor? The question that reframes every market downturn you'll ever faceSegments:00:00:56 Welcome + Episode Overview00:02:25 Rafa Nadal Documentary: The Grit Investors Are Missing00:09:53 Monkey vs. Samantha the Rabbit: AI Stock Picker Experiment Update00:14:31 Daily Investment Decisions — Good Habit or Bad Habit?00:23:02 SpaceX IPO Ticker Trap: The $SPCE Meme Pump Explained00:30:29 $IREN Deep Dive: From Bitcoin Miner to NVIDIA's Chosen Partner00:43:00 $IREN vs. CoreWeave vs. Nebius: Why Krzysztof Chose the Land00:59:31 $IREN Position Sizing: Is 21% of a Portfolio Ever Justified?01:01:26 $WISE AML Scandal: Luke's Inside Take from His Banking Past01:13:09 Would Luke Buy or Sell $WISE Today? Live Portfolio Decision**********If you want to see our furry faces, this podcast is also available on YouTube at ⁠youtube.com/@WallStreetWildlife?sub_confirmation=1⁠**********SUPPORT THE SHOW AND BECOME A PATREON:wallstreetwildlife.com**********Follow us at:⁠⁠x.com/7LukeHallard⁠x.com/7FlyingPlatypus**********Fiscal.AI is the Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, Fiscal AI is incredibly powerful and easy to use.Get 15% off any premium plan with:fiscal.ai/wildlife**********Monkey’s “Zen, Nietzsche, How to Live” Substack:firephilosophy.substack.com**********To use the same portfolio tracking tool as Luke, check-out:portseido.com/?fpr=lukehallard**********Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation**********Fed up with the stock market giving you a hard time?- Invest like seasoned pros with over 40 years in the game- Discover the world's leading companies- Sharpen your best investing practices and ditch the worst- Learn how to start investing- Essential investing principles to boost your returnsKeywords:$IREN, $WISE, $SPCE, SpaceX IPO, NVIDIA data center, AI infrastructure investing, anti-money laundering, AML compliance, neo-cloud stocks, CoreWeave vs IREN, Nebius vs IREN, Sweetwater data center, position sizing, conviction investing, retail investor psychology, investing grit, Rafa Nadal investing mindset, AI stock picker experiment, King of the Jungle portfolio, pre-IPO meme pump, Mirantis acquisition, data center power moat, Wise PLC investigation, fintech regulation risk, Wall Street Wildlife