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E37: From Blue Screens to Ballot Boxes - Disruption in Tech and Politics
Manage episode 431488394 series 3589623
Το περιεχόμενο παρέχεται από το Krzysztof and Luke. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Krzysztof and Luke ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
This week, we’re swinging through the vines of US politics, wrestling with the CrowdStrike $CRWD chaos, and dishing updates on Luke’s NuScale Power $SMR position. Strap in — it’s a wild ride!
Political Safari:
Joe Biden exits the presidential race, shaking up the political landscape. Luke's prediction pays off handsomely, while Krzysztof welcomes the fresh air this brings to the democratic process.
CrowdStrike Struck Out:
CrowdStrike’s software update causes Windows PCs worldwide to crash, creating tech mayhem in critical sectors. Luke explains the fix: patch was swiftly issued, but in many cases required hands-on intervention to deploy. We ponder the implications: is this a short-lived hiccup or a harbinger of challenges to come? How much of a problem is it for shareholders, and what are we doing about it in our own investment portfolios?
Drawing parallels with Chipotle Mexican Grill’s $CMG e-coli debacle, we explore the perilous art of dodging investment disasters -- is it okay this time to catch a falling knife?
Power Plays with NuScale Power:
As though that’s not enough, Luke also breaks down a decision with his $SMR NuScale Power stock position, after reflecting on last week's analysis. Revenue is years away and the stock has been on an absolute tear, time to buckle down and HODL, or did he run for the hills?
If you enjoy our banter, please leave us a review!
Segments:
[00:00:00] Introduction
[00:01:08] Biden Steps Down
[00:08:44] CrowdStrike Struck-Out
[00:24:11] NuScale Power
[00:27:07] CrowdStrike - What Are We Doing?
[00:46:30] Why Is Wall Street Wildlife Different?
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A humble request to all our listeners: please leave us a review on Apple or Spotify if our Wall Street Wildlife episodes have helped you become a better investor.
You can find more episodes of the podcast at wallstreetwildlife.com, and you can follow us at:
X.com/7LukeHallard
X.com/7FlyingPlatypus
Wall Street Wildlife is also on Instagram @wallstreetwildlife.
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