Two years ago, Badger called EOS Energy garbage. Monkey wouldn't shut up about it. Today, the stock is up 1,000% and the story is just getting stronger. This week on Wall Street Wildlife, we settle the $EOSE vs $AXON bet, dissect a rights offering that could make or break $EOSE shareholders, and go live on SpaceX IPO day to watch history happen in real time.
🚀 SpaceX opens at $160+ on IPO day — Badger and Monkey called it live, almost to the dollar, and neither can quite believe it
📊 $EOSE is up 1,000% since the bet was made — but was it 3,000% at the peak, did Monkey leave serious money on the table?
💀 The rights offering explained: dilution is coming for $EOSE shareholders — but is it actually a gift in disguise, or a warning sign?
🎯 Badger bought back into $AXON after cutting it — what changed, what still bothers him, and why Motorola just became a threat worth watching
🧠 Why can't two investors who trust each other actually pull the trigger on each other's best ideas? The psychology of the "stock tip problem"
🦫 Monkey's Samantha Rabbit vs. Monkey daily stock-picking experiment: week three update, early surprises, and a new options data module for Patreons
🌴 The show identity question: are WSW just two animals shooting the sh*t, or is there a responsibility to say more when a stock goes up 450%?
Segments:
00:00:00 Introduction & SpaceX IPO Day Live
00:02:05 SpaceX Price Bet: Badger vs. Monkey (Live)
00:05:30 What Is Wall Street Wildlife Actually For?
00:11:35 Samantha Rabbit vs. Monkey: Week 3 Update
00:19:26 How to Start Investing (Badger's On-Ramp Principles)
00:21:00 The EOS Energy vs. Axon Bet: Two-Year Results Revealed
00:27:01 $EOSE Deep Dive: Rights Offering, Cerberus & Frontier Power USA
00:49:31 $AXON Deep Dive: Why Badger Sold, And Why He Bought Back
01:01:38 Motorola vs. Axon: The Counter-Drone War Begins
01:03:25 SpaceX IPO Price Confirmed Live — $2 Trillion Valuation $SPCX
01:05:07 SpaceX: Top 5 Company in 8 Years? Badger vs. Monkey
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If you want to see our furry faces, this podcast is also available on YouTube at youtube.com/@WallStreetWildlife?sub_confirmation=1
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Monkey’s “Zen, Nietzsche, How to Live” Substack:
firephilosophy.substack.com
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portseido.com/?fpr=lukehallard
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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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Keywords:
$EOSE, $AXON, SpaceX IPO, rights offering, long-duration energy storage, zinc batteries, Cerberus Capital, Frontier Power USA, counter-drone investing, Dedrone, Motorola Solutions, reverse DCF, stock-based compensation, position sizing, dilution explained, investing psychology, stock tip problem, $ASTS, Kelly Criterion, retail investor on-ramp, options strategy, King of the Jungle portfolio, Wall Street Wildlife, WSW, growth investing, contrarian investing, $SPCX
