E65: DeepSeek vs NVIDIA and the $TRUMP $MELANIA Crypto Circus 🎪 + $NVDA $RELY $RBRK, $GRG Gregg’s

🔥 DeepSeek & the AI Disruption - is NVIDIA’s dominance under threat? We break down the shocking efficiency gains of DeepSeek R1 and what it means for the AI arms race💰 $NVDA’s 15% Drop – Market Overreaction or the Beginning of the End? How DeepSeek’s breakthrough forced a market reckoning for AI stocks, and whether NVIDIA’s margins are in serious danger🛡 Cybersecurity’s Next Frontier - Why Rubrik's data recovery solutions might be the missing piece in your cybersecurity portfolio $RBRK🥐 This UK High Street King Is Under Pressure - does Gregg's deserve a spot in your portfolio, or is Badger just craving sausage rolls? $GRG🤡 $TRUMP & $MELANIA Coins – Political Crypto Chaos - a presidential meme coin clownshow: what happened, who got burned, and why it’s already peak 2025 madness🌍 Fintech Deep Dive – Badger adds Remitly to his portfolio — here’s why international money transfers are a compelling long-term play $RELYSegments:00:00 AI Models and Reasoning Capabilities02:25 DeepSeek's Impact on US Tech Stocks05:30 Market Reactions and NVIDIA's Decline08:03 Understanding AI and Language Models12:37 NVIDIA's Market Position and Challenges25:48 DeepSeek R1: A Game Changer in AI35:33 DeepSeek's Breakthrough and NVIDIA's Future37:18 NVIDIA's Valuation and Investment Dilemma41:45 The Impact of Efficiency on Hardware Demand45:51 $TRUMP & $MELANIA Coin Madness53:19 Fintech Play: Why Badger Bought This Remittance Expert $RELY58:53 Stock Safari: cybersecurity and sausage rolls $RBRK $GRG01:10:00 Patreon Shoutouts*************************************************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*************************************************Sign-up for a bond account at ⁠⁠Public.com/wildlife⁠A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our ⁠Fee Schedule⁠. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. Learn more at:⁠⁠https://public.com/disclosures/bond-account⁠*************************************************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*************************************************