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Published by Milk Road
The world is about to change and the biggest investment opportunities of the decade are here. Our job is to find them. 5 episodes a week with the investors, analysts, and builders shaping the next great financial market, and what it all means for your portfolio. 🎯We called Micron (217%), Bloom (130%), Hyperliquid (55%), and Galaxy (37%) before their big runs. Want to see what we’re buying next? Join Milk Road PRO for just $1: https://milkroad.com/pro/?utm_medium=audio&utm_source=podcast_stocks&utm_campaign=biolink
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In this episode, Vincent breaks down how Bending Spoons is building what he describes as an AI-enabled version of Berkshire Hathaway, acquiring established SaaS companies, transforming their operations, cutting costs, improving monetization, and using AI to make the entire portfolio more efficient. Rather than competing directly in AI infrastructure, Bending Spoons is betting on AI adoption. The company has acquired businesses including Evernote, StreamYard, and other major software platforms, then applies its internal technology, talent, and AI systems to improve their economics. ~~~~ 🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1 ~~~~~ 🚀 Trade, earn, and borrow in one place with Nexo, a trusted digital asset platform managing over $7B in assets: ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 YouTube: https://www.youtube.com/@MilkRoadAI 👉 Spotify: https://link.milkroad.com/spotify-mr-ai 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 Vincent: https://x.com/WhiteCollarExit 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
In today’s episode, we break down why IREN could be one of the most misunderstood AI stocks in the market, how rising rates could impact the neocloud business model, and why access to electricity may become even more important than access to GPUs as the AI data center boom accelerates. We compare IREN, CoreWeave, and Nebius to understand what actually separates these AI infrastructure companies. CoreWeave has built a powerful software and GPU orchestration layer, Nebius is moving toward a broader and more asset-light AI cloud model, while IREN controls something increasingly scarce: land, data center infrastructure, grid connections, and significant power capacity. ~~~~ 🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1 ~~~~~ 🚀 Trade, earn, and borrow in one place with Nexo, a trusted digital asset platform managing over $7B in assets: ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 YouTube: https://www.youtube.com/@MilkRoadAI 👉 Spotify: https://link.milkroad.com/spotify-mr-ai 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 m0xt: https://x.com/m0xt_ 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
In today’s episode, we break down why agentic AI could become the next major catalyst for AI stocks, semiconductor demand, data centers, memory, and the broader AI infrastructure buildout. As AI moves beyond chatbots and starts completing real-world tasks across email, calendars, finance, software, and business workflows, inference demand could rise dramatically. ~~~~ 🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1 ~~~~~ 🚀 Trade, earn, and borrow in one place with Nexo, a trusted digital asset platform managing over $7B in assets: ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 YouTube: https://www.youtube.com/@MilkRoadAI 👉 Spotify: https://link.milkroad.com/spotify-mr-ai 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 Melvin: https://x.com/MelvinInvests m0xt: https://x.com/m0xt_ Kyle Reidhead: https://x.com/KyleReidhead Vincent: https://x.com/WhiteCollarExit 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
In this episode, Melvin breaks down the growing push from Anthropic, OpenAI researchers, Sam Altman, Elon Musk, Dario Amodei, and others to introduce stronger AI safety rules and potentially slow the development of frontier AI models. We look at the real risks behind increasingly autonomous AI agents, recursive self-improvement, cybersecurity threats, and why some researchers believe current AI systems are becoming harder to understand and control. ~~~~ 🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1 ~~~~~ 🚀 Trade, earn, and borrow in one place with Nexo, a trusted digital asset platform managing over $7B in assets: ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 YouTube: https://www.youtube.com/@MilkRoadAI 👉 Spotify: https://link.milkroad.com/spotify-mr-ai 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 Melvin: https://x.com/MelvinInvests 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
In this episode, financial educator and longtime investor Brian Feroldi breaks down why the AI boom may not be a traditional valuation bubble, but something potentially harder to spot: an earnings bubble. If massive investment in GPUs, data centers, memory, energy, and AI infrastructure eventually creates excess capacity, today’s extraordinary profits could prove much less sustainable than investors expect. Brian also shares the investing framework he has developed over more than 20 years in the market, including the five-stage business growth cycle he uses to determine how a stock should be analyzed. ~~~~ 🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1 ~~~~~ 🚀 Trade, earn, and borrow in one place with Nexo, a trusted digital asset platform managing over $7B in assets: ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 YouTube: https://www.youtube.com/@MilkRoadAI 👉 Spotify: https://link.milkroad.com/spotify-mr-ai 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 Brian Feroldi: https://x.com/BrianFeroldi 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
In this episode, Melvin breaks down why OpenAI’s rapidly increasing compute requirements could create major opportunities across AI infrastructure. We look at the growth of AI token usage, the rise of coding agents like Codex, OpenAI’s expanding revenue opportunities, and why compute could become one of the biggest bottlenecks in the next phase of artificial intelligence. Then, we break down four companies positioned to benefit from OpenAI’s expansion: Oracle, Broadcom, AMD, and Cerebras. From Oracle’s massive cloud infrastructure buildout and Broadcom’s custom AI chips to AMD’s challenge to NVIDIA and Cerebras’ wafer-scale approach to AI inference, we explain how each company fits into the OpenAI ecosystem. ~~~~ 🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1 ~~~~~ 🌐 Scale your payment business across Asia with Saber.money: ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 YouTube: https://www.youtube.com/@MilkRoadAI 👉 Spotify: https://link.milkroad.com/spotify-mr-ai 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 Melvin: https://x.com/MelvinInvests 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
In this episode, we break down the rapidly evolving robotaxi market and explain why Tesla and Uber could both emerge as major winners. Tesla has powerful advantages in autonomous driving, Full Self-Driving, manufacturing, real-world driving data, and vertical integration. But building the best autonomous vehicle is only one piece of the puzzle. Scaling robotaxis also requires regulation, fleet operations, charging, maintenance, airport access, customer demand, and enough vehicles to handle massive swings in ride volume. ~~~~ 🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1 ~~~~~ 🌐 Scale your payment business across Asia with Saber.money: ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 YouTube: https://www.youtube.com/@MilkRoadAI 👉 Spotify: https://link.milkroad.com/spotify-mr-ai 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 m0xt: https://x.com/m0xt_ 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
In this episode, Jordi Visser breaks down why he believes the AI trade is back, how the latest generation of AI agents is changing investing, and why tools like Grokbot, ChatGPT, and Codex could radically change how individual investors research markets, build trading systems, and analyze opportunities. Jordi also explains why the recent correction in AI stocks may have been healthy, why he still sees upside in semiconductors and AI infrastructure, and why the risk/reward may now be becoming more attractive in crypto and digital assets. ~~~~ 🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1 🥛 Missed Part 1? Watch Jordi Visser’s crypto thesis here! ~~~~~ 🌐 Scale your payment business across Asia with Saber.money: ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 YouTube: https://www.youtube.com/@MilkRoadAI 👉 Spotify: https://link.milkroad.com/spotify-mr-ai 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 Jordi Visser X: https://x.com/jvisserlabs YouTube: https://www.youtube.com/@JordiVisserlabs Substack: https://substack.com/@visserlabs 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
In this episode, Vincent breaks down why fears of AI overcapacity may be missing what’s happening beneath the surface. Data center capacity is being absorbed rapidly, hyperscalers are facing enormous cloud backlogs, and demand for AI compute continues to run into constraints across power, memory, and infrastructure. We explore why NVIDIA could remain supply-constrained despite massive investment in AI chips, how the rise of AI agents, autonomous vehicles, and humanoid robotics could create another wave of compute demand, and why OpenAI and Anthropic’s growth could be critical to sustaining the AI infrastructure buildout. ~~~~ 🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1 ~~~~~ 🌐 Scale your payment business across Asia with Saber.money: ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 YouTube: https://www.youtube.com/@MilkRoadAI 👉 Spotify: https://link.milkroad.com/spotify-mr-ai 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 Vincent: https://x.com/WhiteCollarExit 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
In this episode, we break down why the rapid adoption of AI agents could drive significantly more demand for compute, inference, memory, data centers, and the broader AI infrastructure stack. As models get faster, cheaper, and more capable, AI isn’t just becoming easier to use; it’s increasingly capable of performing actual work. We discuss the rise of “labor as a service,” why agent token usage is accelerating, and how increasingly powerful AI models could create another wave of infrastructure demand. We also examine why cheaper AI could actually increase compute consumption rather than reduce it. ~~~~ 🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1 ~~~~~ 🌐 Scale your payment business across Asia with Saber.money: ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 YouTube: https://www.youtube.com/@MilkRoadAI 👉 Spotify: https://link.milkroad.com/spotify-mr-ai 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 Melvin: https://x.com/MelvinInvests m0xt: https://x.com/m0xt_ Kyle Reidhead: https://x.com/KyleReidhead 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
In this episode, Melvin breaks down the emerging robotics investment thesis and why the opportunity could extend far beyond companies like Tesla and Figure AI. We explore NVIDIA’s role in physical AI and robotics training, the growing demand for semiconductors and memory, and the less obvious opportunities in actuators, motors, bearings, sensors, and other critical components. We also look at real-world robotics deployments at BMW and Amazon, the falling cost of humanoid robots, and why Robotics-as-a-Service could eventually become an important business model. Plus, Melvin explains why Micron, NVIDIA, Tesla, Schaeffler, Harmonic Drive, Regal Rexnord, and other companies across the robotics supply chain are worth watching as this market develops. ~~~~ 🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1 ~~~~~ 🌐 Scale your payment business across Asia with Saber.money: ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 YouTube: https://www.youtube.com/@MilkRoadAI 👉 Spotify: https://link.milkroad.com/spotify-mr-ai 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 Melvin: https://x.com/MelvinInvests 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
In this episode, Vincent explains why the intersection of AI agents, digital assets, and financial infrastructure could become one of the biggest investment themes of the next phase of the AI boom. As AI agents become capable of investing, trading, making payments, managing portfolios, and handling corporate finances autonomously, they’ll need financial infrastructure built for machines, not humans. Today’s banking system relies on KYC, intermediaries, slow settlement, and human authorization. Vincent argues that stablecoins, tokenization, blockchain rails, and programmable financial infrastructure could provide the alternative. ~~~~ 🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1 ~~~~~ 🌐 Scale your payment business across Asia with Saber.money: ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 YouTube: https://www.youtube.com/@MilkRoadAI 👉 Spotify: https://link.milkroad.com/spotify-mr-ai 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 Vincent: https://x.com/WhiteCollarExit 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
In today’s episode, professional trader Dougie Fresh Picks joins us to break down the charts behind some of the market’s biggest AI and tech stocks, including Micron (MU), NVIDIA (NVDA), Nebius (NBIS), Robinhood (HOOD), Tesla (TSLA), and Galaxy Digital (GLXY). After weeks of market chop, Dougie believes several of these stocks are approaching important technical inflection points. He explains why Micron could be setting up for another run toward new highs, what NVIDIA’s momentum indicators are signaling, where he sees potential support for Nebius, and why Robinhood could be building toward a breakout later this year. ~~~~ 🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1 ~~~~~ 🌐 Scale your payment business across Asia with Saber.money: ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 YouTube: https://www.youtube.com/@MilkRoadAI 👉 Spotify: https://link.milkroad.com/spotify-mr-ai 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 Dougie Fresh Picks: https://x.com/DougieFreshPick 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
The AI bull market isn’t over, but the easy “buy anything tied to AI infrastructure” trade may be. In this episode, we break down why the AI investment thesis continues to strengthen even as semiconductor and AI infrastructure stocks struggle to move higher. Demand for compute is exploding, memory capacity is being locked up years in advance, and the economics behind frontier AI models like OpenAI and Anthropic could be improving dramatically. ~~~~ 🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1 ~~~~~ 🌐 Scale your payment business across Asia with Saber.money: ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 YouTube: https://www.youtube.com/@MilkRoadAI 👉 Spotify: https://link.milkroad.com/spotify-mr-ai 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 Melvin: https://x.com/MelvinInvests Vincent: https://x.com/WhiteCollarExit Kyle Reidhead: https://x.com/KyleReidhead 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
Is AppLovin one of the most overlooked AI stocks in the market? In this episode, Martin breaks down his bull case for AppLovin (NASDAQ: APP), the AI-powered advertising company that has grown into a $100B+ business with just a few hundred employees. After APP stock fell sharply following its latest earnings, Martin explains why he believes the market may be mispricing the company, and why he’s extremely bullish at current levels. ~~~~ 🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1 ~~~~~ 🌐 Scale your payment business across Asia with Saber.money: ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 YouTube: https://www.youtube.com/@MilkRoadAI 👉 Spotify: https://link.milkroad.com/spotify-mr-ai 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 m0xt: https://x.com/m0xt_ 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
In this episode of Milk Road Stocks, LG sits down with robotics expert Scott Walter, Robotics Research Diligence Director at RoboStrategy, to break down the rapidly evolving robotics industry, the race to build useful humanoid robots, and the hidden supply chain bottlenecks that could emerge as production scales from thousands to millions of units. ~~~~ 🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1 ~~~~~ 🌐 Scale your payment business across Asia with Saber.money: ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 YouTube: https://www.youtube.com/@MilkRoadAI 👉 Spotify: https://link.milkroad.com/spotify-mr-ai 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 Scott Walter: https://x.com/GoingBallistic5 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
The AI boom is creating massive bottlenecks across compute, memory, networking, and power, and Melvin believes the companies solving these shortages could be some of the biggest winners of the next decade. In this episode, Melvin breaks down his AI investment portfolio and reveals four of his highest-conviction stocks: Nebius (NBIS), Micron (MU), NVIDIA (NVDA), and Oracle (ORCL). He explains why Nebius remains his largest position, why the global AI memory shortage could continue benefiting Micron, and why NVIDIA’s opportunity is expanding far beyond GPUs as AI inference and agents drive explosive demand for compute. ~~~~ 🎯 Our analysts called Micron (+217%), Nebius (+146%), and Bloom Energy (+130%). See what they’re buying next with Milk Road PRO - now 33% OFF! ~~~~~ 🌐 Scale your payment business across Asia with Saber.money: ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 YouTube: https://www.youtube.com/@MilkRoadAI 👉 Spotify: https://link.milkroad.com/spotify-mr-ai 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 Melvin: https://x.com/MelvinInvests 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
In this episode, Kyle, Vincent, and Melvin break down why the next phase of the AI boom could spread across multiple markets at once, from AI infrastructure and enterprise software to biotech, autonomous agents, and digital finance. While AI infrastructure stocks like NVIDIA, Nebius, CoreWeave, and Bloom Energy have faced pressure, the fundamental demand for compute, power, and AI capacity remains strong. The team discusses whether the recent pullback is actually a buying opportunity, and why NVIDIA’s upcoming earnings and guidance could once again set the tone for the entire AI market. ~~~~ 🎯 Melvin’s portfolio is up 45% since February. Want to see what he’s buying next? You asked, so we’re giving you one more day. We’ve extended the PRO deadline until tonight.This is the final chance to lock in $25/month for life before the price jumps to $39/month at midnight: ~~~~~ 🌐 Scale your payment business across Asia with Saber.money ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 YouTube: https://www.youtube.com/@MilkRoadAI 👉 Spotify: https://link.milkroad.com/spotify-mr-ai 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 Vincent: https://x.com/WhiteCollarExit Melvin: https://x.com/MelvinInvests Kyle Reidhead: https://x.com/KyleReidhead 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
NVIDIA’s earnings have roughly tripled while its stock has spent much of the past two years going sideways. So is Wall Street underestimating NVIDIA’s next phase of growth? In this episode, Vincent breaks down the bull and bear case for NVIDIA ahead of earnings, including why NVDA’s valuation has compressed despite explosive EPS growth, the threat from custom AI chips and ASICs, and whether NVIDIA can defend its massive 75% gross margins. But the biggest opportunity may be beyond GPUs. ~~~~ 🎯 Melvin’s portfolio is up 45% since February. Want to see what he’s buying next? Today is your last chance to lock in PRO at $25/month for life. At midnight, the price jumps to $39/month ~~~~~ 🌐 Scale your payment business across Asia with Saber.money ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 YouTube: https://www.youtube.com/@MilkRoadAI 👉 Spotify: https://link.milkroad.com/spotify-mr-ai 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 Vincent: https://x.com/WhiteCollarExit 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
As NVIDIA moves toward increasingly powerful and compute-dense AI racks, electricity is becoming one of the biggest constraints on scaling AI. The upcoming Vera Rubin generation requires significantly more power, forcing NVIDIA and its suppliers to rethink how electricity moves from the grid all the way to the GPU. The solution: 800V DC power architecture. In this episode, Vincent explains why NVIDIA’s transition to 800V DC could reshape the AI data center power stack, why power semiconductors could see a major increase in value per rack, and why this opportunity may not yet be fully priced into the market. ~~~~ 🎯 Melvin’s portfolio is up 45% since February. Want to see what he’s buying next? Join PRO before August 26 and lock in $25/month for life before the price jumps to $39 ~~~~~ 🌐 Scale your payment business across Asia with Saber.money ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 YouTube: https://www.youtube.com/@MilkRoadAI 👉 Spotify: https://link.milkroad.com/spotify-mr-ai 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 Vincent: https://x.com/WhiteCollarExit 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
Ranking source
Apple Podcasts rankings via the Mato Topic Intelligence Platform.
Observed September 20, 2026.
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