E55: Drunken Wisdom AMZN LINK PLTR Cash

🥂 Drunk Wisdom: Reflecting on market highs and lows over a sea of booze. Key lessons about taking a long-term view, and having a process to improve your process (the machine that builds the machine?) 💼 $AMZN Amazon’s Strategy Reboot: Deep dive into Amazon’s current moves in e-commerce and cloud services 🪙 $LINK Chainlink’s Future Potential: Exploring why Chainlink ($LINK) is a foundational player in Web3 and the crypto economy 📈 Palantir’s Playbook for the Future: How $PLTR is positioning itself in AI and data analytics, with potential as a long-term investment. Is there a case for a short position? 🔄 Compounding: The Real Magic of Wealth Creation and stories of how compounding works in practice and why it’s critical for every portfolio 🤔 When to Double Down on Risky Bets: Debating position sizes: When is it okay to exceed the “10% rule” for a single investment? 🚗 $TSLA Tesla’s trajectory for 2035 analyzed — bullish or blind optimism? 🛑 Bear Market Strategies: Coping mechanisms for surviving downturns and preparing for the next bull run 🏦 AI in Investing Platforms: The role of AI-driven insights in Robinhood $HOOD vs. SoFi $SOFI—who is leading the charge? 🏖️ Early Retirement in Your 40s: Is it a myth or achievable goal? Breaking down the math and mindset 🤝 Building Community Through Patreon: Growing the podcast community, Patreon updates, and how listeners can get involved www.patreon.com/wallstreetwildlife ❓ Listener Questions: • How do you deal with disinformation and misinformation as an investor? • How should you manage a cash allocation in an investment portfolio? 🔔 Key Takeaways: • Why patience matters more than timing in investments • How drunk wisdom sometimes reveals bold truths about market strategies • The risks of chasing “moonshot” stocks versus steady compounders Segments: 00:00 Cold open 03:25 Investing Insights at the Bottom of a Glass 11:23 Dealing with Disinformation and Media Bias 17:37 Controversy Around Tesla and Elon Musk 23:30 Amazon: The Stock to Watch in 2025 35:12 Small Cap Companies and Portfolio Updates 43:37 The Case for Chainlink 51:11 Shorting Palantir and Market Strategies 58:07 Managing Cash Allocation 01:03:23 Stock Safari: Chainlink $LINK 01:04:14 Stock Safari: Groq (private company) ---
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