Shooting the Bull With Drowsy and Bear

On this November 2026 episode, Bear and Drowsy talk about the Nvidia fall out. Drowsy finally trims. Bear and Drowsy talk investing in this treacherous market and review earnings from big tech and hyper growth companies.Stocks mentioned: NVDA, CRWD, AXON, FIGR, SIMO, ALAB, LIFE, TOST, LITE, MRVL, and More

On this October 2026 episode, Bear and Drowsy welcome back Long-Term Mindset's Brian Stoffel to discuss the craziness of the current market conditions, how his antifragile framework has held up, and portfolio strategies for an increasingly chaotic world. Bear, Drowsy, and Brian chat about many of the key stocks reaching new heights like Crowdstrike, Nvidia, Cloudflare, and Micron. This is a must listen episode for all investors.Stocks Mentioned: NVDA, NOW, CRWD, NET, MELI, SE, MU, ALAB, PLTR, SHOP, and More

On this September 2026 episode, Bear and Drowsy talk about their stances on the AI trade, how high fliers can "land the plane" with decelerating growth, and an update on their portfolio battles. The two also revisit bold 2026 predictions from Episode 11 by StockNovice, Brian Stoffel, and WPR. Stocks mentioned: NVDA, AXON, CRWD, SNOW, TMDX, TOST, FOUR, NBIS, FIGR, SIMO, and More

On this August 2026, Bear and Drowsy welcome back Axon Enterprise's President Josh Isner to discuss Axon's recent quarter and answer listener questions. Josh describes how Axon is "firing on all cylinders" and discusses some of Axon's fastest growing business segments. Drowsy continues to fan boy a bit and Bear rapid fires listener questions.You won't want to miss this one. A special thanks again to Josh and the Axon team.

On this July 2026 episode, Bear and Drowsy welcome back Growth Investing Mastery's WPR to learn how he finds opportunities in the market before everyone else sees them. Bear, Drowsy, and WPR discuss growth portfolio management and what an ideal growth portfolio could look. WPR then talks about his strategy for identifying and building conviction, as well as, some of his mega winners. Bear and Drowsy ask about all the major AI investing trends: memory, optics, and neoclouds. And to end the episode the three talk.... poker.A must listen episode for growth investors.Stocks Mentioned: ALAB, NVDA, CRDO, MU, FIGR, HNGE, SIMO, and More

On this June 2026 episode, Bear and Drowsy talk about investing psychology, portfolio management, and investing in winners. Bear discusses portfolio concentration and talks about his recent buy. Drowsy talks about the investing psychology of holding big winners. Bear also may have finally gotten through to Drowsy. They wrap up with the ever long portfolio battle update.Stocks mentioned: NVDA, AXON, ALAB, TOST, FOUR, CRDO, HNGE, FIGR, NBIS, SIMO, and More

On this May 2026 episode, Bear and Drowsy joined Krzysztof and Luke for a crossover Shooting the Bull Pod and Wall Street Wildlife Investing episode. In this wide ranging episode, Bear and Drowsy talk origin story, how to value fast growing companies, and some major winners we are all watching. All four investors talk style and risk tolerance. Finally, Bear, Drowsy, Krzysztof, and Luke give some stocks on their radar!Stocks mentioned: AXON, NVDA, IREN, RKLB, ASTS, MELI, and More!A big thanks to the WSW crew and check out their Pod and Youtube.Spotify: https://open.spotify.com/show/27AqyYq2a8KOwse0KyO8izYoutube:https://www.youtube.com/@WallStreetWildlife

On this May 2026 episode, Bear and Drowsy welcome Axon Enterprise's President Josh Isner to discuss why Axon has passed an inflection point. Josh describes how Axon's various fast growing segments are hitting their stride. Drowsy fan boys and asks about drones and counter-drones, international expansion, and enterprise growth. Bear and Josh talk investing numbers and how that intersects Axon's dominating position. The guys finish up talking about Axon as an investment and prevalent investing narratives.A special thanks to Josh and the Axon team.

On this April 2026 episode, Bear and Drowsy check back in on the AI build out with John Rotonti of Bastion Fiduciary. John talks pix and shovels of the AI build out and answers questions on if "we are too late, valuation wise" on the AI trade. We discuss how we are still maybe not even on the field yet to use a baseball analogy of what AI, and investing in AI, may become. And as always, Bear and Drowsy share portfolio updates in their ever long investing battle.Stocks mentioned: NVDA, GOOG, AMZN, VRT, ETN, GEVN, PWH, RBRK, CRWD, and More

On this April 2026 episode, Bear and Drowsy talk about investing trench warfare and how they are managing a brutal market. Bear talks about the disconnect between fast growing companies and their valuation. Drowsy and Bear talk about ecommerce plays and how to manage in a treacherous market. Finally, they talk portfolios and update the scoreboard in the ever long portfolio battle.Stock Mentioned: NVDA, CRWD, CRDO, ALAB, PLTR, TEAM, MELI, SE, AXON, and More