On this December 2025 episode, Bear and Drowsy provide their portfolio updates, talk through key new holdings and the AI trade, and discuss potential investing strategy changes. Bear discusses his big five holdings, while Drowsy discusses his worst month in a while and what he's watching for in NVDA, Axon, and more.

Stocks Mentioned: NVDA, AXON, AMZN, MELI, SE, IREN, NBIS, ALAB, GOOG, and More

On this special November 2025 episode, Bear and Drowsy check in again with John Rotonti of Bastion Fiduciary on his AI infrastructure playbook, how to understand the many facets of investing in companies powering the AI revolution, and what the next generation of investors are asking. We discuss several key infrastructure plays that are powering the AI data center buildout and how we are still in the early innings.

Stocks mentioned: NVDA, GOOG, MSFT, AMZN, VRT, ETN, ANET, URI, and More

On this October 2025 episode, Bear and Drowsy talk about lessons learned from investing in 2021 and what it means for 2025's crazy markets. The duo then talks about portfolio management strategies and Bear attempts an intervention for Drowsy due to his outsized NVDA position.

Stocks mentioned: NVDA, PLTR, AXON, MSFT, RBRK, FOUR, MELI, AMZN, ALAB and More

On this special October 2025 episode, Bear and Drowsy put on their lab coats and talk with Insight Molecular Diagnostics' (IMDX) Chief Financial Officer Andrea James on IMDX's strategy to build a moat in the race to democratize molecular diagnostics. Drowsy has one of his proudest investing moments. Bear, Drowsy, and AJ then discuss disrupting incumbents, what asymmetric investing opportunities and risks are emerging for IMDX, and a bit on broader investing strategies.

Stocks mentioned: IMDX, AXON, NVDA, and TSLA

On this special October 2025 episode, Bear and Drowsy talk with Brad Freeman of the StockMarketNerd newsletter on his investing style, how to ride out euphoria waves, cyber security investing, and his thinking on what's next for major market winners. We also discuss filtering out the noise and hit Brad with rapid fire questions on some of the most trending stocks in the investing world.

Stocks Mentioned: PLTR, AMZN, RBRK, UBER, DOUL, TSLA, MELI, HOOD, and More

On this August 2025 episode, Bear and Drowsy talk hyper growth plays, answer a successful listener question, and go over their monthly portfolio updates . Bear takes aim at neo clouds, like Nebius and Coreweave. Drowsy is inundated with awkward situations and holding his breath ahead of NVDA earnings.

Stocks mentioned: NBIS, CRWV, NVDA, ALAB, AXON, RBRK, AMZN, MSFT, APP, and More

On this special August 2025 episode, Bear and Drowsy talk with John Rotonti of Bastion Fiduciary on his investing toolkit, how to invest in high valuation markets, and a deep dive on his thinking of the next generation of AI infrastructure. We discuss how to filter through the noise, differing approaches towards valuing companies, and much discussion on AI, energy, and the needs of the future.

On this July 2025 episode, Bear and Drowsy talk the markets at the tippiest of tippy heights and how they are navigating some extreme valuations. Bear brings up names from past bull markets and talks his investing strategy. Drowsy talks recent buys and shelling out bets on the first $10 trillion dollar company.

Also, be on the look out for some additional Shooting the Bull episodes.

Stocks Mentioned: PLTR, AMZN, ALAB, AXON, TSLA, VEEV, PTON, META, RBRK, and More