Should You Buy $ADYEN? Plus: When to Sell a Fraud vs. Hold a Mistake $INV $AMPG (E146)

Two companies crater 48% and 33% in a single day. One gets sold immediately. One gets held. The difference? It comes down to whether management made a mistake, or committed fraud. This week, Krzysztof walks through three small-cap bloodbaths in real time, Luke dissects whether Adyen is a sleeping giant or a value trap, and someone on X accuses Luke of faking his 23% CAGR. It's a full episode of war stories, blood on the floor, and genuine investing decisions made under pressure.

💀 Krzysztof's "Not Entirely Bad, the Bad, and the Ugly" — three holdings got slaughtered in one week. Hear exactly what he did and why. 🎯 Inventure vs. AmpliTech: same headline (guidance pulled, stock collapses), completely different decisions — and the reasoning is more nuanced than you'd expect. $INV $AMPG 🧠 The covered call trap: how selling one option accidentally prevented Krzysztof from locking in a 160% gain in six weeks — and what he'd do differently. 📊 Should you buy $ADYEN? Luke owns it, barely believes in it, and still can't give you a clean answer — which might be the most honest take you'll hear. 🤖 A 7-year-old built a video game using Claude in two hours. What does that mean for education, creativity, and the next generation of builders? 🌐 Luke vs. X: someone publicly questioned his 23% CAGR over 22 years. He addresses it head-on, live, on the pod. 🎓 Short reports, shareholder lawsuits, and fake counterparties — a masterclass in knowing which red flags to ignore and which ones to run from.

Segments: 00:00:00 Cold Open: War Stories & Blood on the Floor 00:01:11 Intro: Small-Cap Carnage & Should You Buy Adyen? 00:04:34 AI Vibe Coding Contest: A 7-Year-Old Builds a Video Game 00:11:31 Luke & Krzysztof Are Both Building Apps — And Racing Each Other 00:15:34 The Not Entirely Bad, The Bad & The Ugly: Three Holdings Collapse 00:16:30 Inventure ($INV): Fake Orders, Shady Management, Immediate Sell 00:19:00 How to Tell Legitimate Short Reports from Market Manipulation 00:30:04 AmpliTech ($AMPG): Same Headline, Very Different Decision 00:37:00 The Covered Call Trap: How Options Prevented a 160% Win 00:43:50 EOS: The One He's Still Holding — Bias or Conviction? 00:48:46 Should You Buy $ADYEN? Luke's Honest (Ambivalent) Take 01:04:15 Luke's 23% CAGR Under Fire: Addressing the Twitter Accusation

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