🏆 Portfolio Deep Dive - Part 1 - After 90 episodes and 18 months of investing, Luke and Krzysztof review EVERY stock in their King of the Jungle Portfolio Challenge. Eight picks are now over 100% returns (doubles!), and there's one standout 12-bagger hiding in the mix 👀

🔒 CyberArk's Identity Fortress - Luke explores the cybersecurity leader protecting enterprises from identity-based threats as non-human identities now outnumber humans 80-to-1. Is this the recession-proof cyber play investors have been waiting for?

🥐 Greggs: Britain's Unlikely Investment - From vegan sausage rolls to dividend yields, Luke makes the case for this 100-year-old British bakery chain. Sometimes the best investments hide in plain sight (even if the food isn't Luke's favorite)

⛓️ Chainlink's Blockchain Revolution - Krzysztof's highest conviction play gets the deep dive treatment. With the Genius Act now law, is Chainlink positioned to become the "Visa of blockchain" as global finance goes digital?

📱 India's Trillion-Dollar Opportunity - Luke's ETF play on the world's largest population and fastest-growing major economy. From iPhone manufacturing to demographic advantages, why India could be the next global superpower

💊 Biotech Battleground - Harmony Biosciences vs Novo Nordisk vs Relay Therapeutics vs Coherus Oncology - Four very different approaches to pharmaceutical investing, from narcolepsy breakthroughs to weight-loss revolutions

🏛️ The Magnificent Seven Face-Off - Amazon gets Luke's perfect 10/10 rating while Alphabet trades at bargain valuations. Why AI might be Google's biggest opportunity, not its biggest threat

🎮 Nintendo's Entertainment Empire - Krzysztof's surprise addition channels Disney-like IP expansion potential. Can the Switch 2 transform Nintendo from cyclical hardware to sticky software platform?

💰 Bitcoin & The Future of Money - why Krzysztof thinks we're still early in the adoption curve

Segments:

00:00 Cold Open - Portfolio Performance Teasers

01:36 King of the Jungle Competition Overview

08:40 CyberArk

12:38 Greggs: The British Bakery Controversy

21:15 Chainlink: Blockchain Infrastructure Thesis

29:22 India ETF: Superpower Economics

34:10 Harmony Biosciences: Narcolepsy Play

41:06 Novo Nordisk: GLP-1 Giants

48:46 Relay Therapeutics: Cancer Platform

57:42 Adyen: Payment Processing King

1:06:06 AMD: The Inference Opportunity

1:16:12 ASML: Lithography Under Pressure

1:23:26 Coherus Oncology: Biotech Comeback

1:30:02 Amazon: Luke's Perfect 10

1:39:13 Nintendo: Gaming Empire Builder

1:47:04 Alphabet: The Ultimate AI Play

1:55:25 Bitcoin: Digital Gold Thesis

1:58:31 The Story So Far & Part 2 Preview

🚨 NEXT WEEK: The remaining 15 stocks including EOS Energy, AST SpaceMobile, and the legendary 12-bagger Rocket Lab reveal! Plus final conviction rankings from worst to best.

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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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