Mato just raised pre-seed Read more
Podcast charts
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://link.milkroad.com/pod_stocks
On the charts
Every published chart this podcast appears in, in the snapshot behind this page. Each one links to the chart it came off.
From the feed
The latest episodes published to this podcast’s own RSS feed. Titles and descriptions are the publisher’s.
Is the AI stock market sell-off about to get even worse? With Google, Meta, CoreWeave, Nebius, and IREN under pressure, technical analyst Dougie Fresh Picks joins Milk Road to explain why another major correction could be coming, and which two overlooked AI stocks could be the next big winners. As the market braces for the US midterm elections, Dougie breaks down the warning signs flashing across the Nasdaq, Big Tech, and AI infrastructure stocks. He believes the market could face another wave of selling before setting up a powerful year-end rally. ~~~~ 🎯 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 ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadStocks 👉 YouTube: https://www.youtube.com/@MilkRoadStocks 👉 Spotify: https://link.milkroad.com/spotify-mr-stocks 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-stocks ~~~~~ 🎙 GUEST INFO 🎙 Dougie Fresh Picks X: 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.
In today's episode of Milk Road Stocks, LG sits down with Steve Hou, Head of Research at Silicon Data, to uncover what the real-world data says about AI compute demand, GPU pricing, and whether the massive investments in artificial intelligence will ever pay off Steve reveals why Nvidia's newest Blackwell GPUs are seeing explosive rental price increases, why even six-year-old chips are becoming more expensive, and what he calls one of the most important charts in the entire AI market: the growing disconnect between soaring GPU rental costs and falling AI token prices. ~~~~ 🎯 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 ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadStocks 👉 YouTube: https://www.youtube.com/@MilkRoadStocks 👉 Spotify: https://link.milkroad.com/spotify-mr-stocks 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-stocks ~~~~~ 🎙 GUEST INFO 🎙 Steve Hou: https://x.com/stevehou 📃 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.
🚨Your driver's license may be one of the 153M just put up for sale on the dark web. 🚨 Know the second someone uses yours. 14 days free from my sponsor Aura Vincent breaks down the massive disconnect between hyperscaler CEOs ramping up AI capital expenditures and investors selling off AI infrastructure stocks due to cash flow fears. He explains why the current dip in memory players like Micron and SK Hynix presents a major buying opportunity driven by five-year contracts and reduced market cyclicality. He also highlights Corning's essential role in optical scale-out for data center GPUs and details a massive long-term growth thesis for Robinhood. Fueled by 24/7 AI trading agents, global asset tokenization, and expanding prediction markets, Vincent outlines why Robinhood is on the path to becoming a $1 trillion company. Finally, he reveals why Eli Lilly serves as a strategic AI adoption play to successfully diversify portfolios amid current infrastructure market turbulence. ~~~~ 🎯 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 ~~~~~ 🛡️ Protect what matters most with Suriance! Visit Suriance.com to compare term life insurance options and get a free, no-obligation quote, all online: ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadStocks 👉 YouTube: https://www.youtube.com/@MilkRoadStocks 👉 Spotify: https://link.milkroad.com/spotify-mr-stocks 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-stocks ~~~~~ 🎙 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.
🚨Your driver's license may be one of the 153M just put up for sale on the dark web. 🚨 Know the second someone uses yours. 14 days free from our sponsor Aura: ~~~~~~ 🐋 Want to see what Buffett, Pelosi and Vitalik own? Track their holdings for free with our Insider Portfolios ~~~~~ In today's episode, Melvin breaks down the massive sell-off in AI and semiconductor stocks, why hedge funds are being forced to cut exposure, and the three AI stocks he's buying aggressively: Samsung (SSNLF), Nebius (NBIS), and Credo Technology (CRDO). Despite the market correction, the AI infrastructure boom shows little sign of slowing. Anthropic's explosive revenue growth is challenging assumptions about AI profitability, memory shortages could extend toward 2030, and demand for AI computing and high-speed networking continues to accelerate. ~~~~ 🎯 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 ~~~~~ 🛡️ Protect what matters most with Suriance! Visit Suriance.com to compare term life insurance options and get a free, no-obligation quote, all online: ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadStocks 👉 YouTube: https://www.youtube.com/@MilkRoadStocks 👉 Spotify: https://link.milkroad.com/spotify-mr-stocks 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-stocks ~~~~~ 🎙 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.
🚨Your driver's license may be one of the 153M just put up for sale on the dark web. 🚨 Know the second someone uses yours. 14 days free from our sponsor Aura: ~~~~~~ 🐋 Want to see what Buffett, Pelosi and Vitalik own? Track their holdings for free with our Insider Portfolios ~~~~~ In today's episode of Milk Road, we break down the AI stock sell-off, Anthropic's surprising financial disclosures, and why the demand for AI compute could be much stronger than investors realize. Anthropic's reported economics suggest it can generate roughly $11 in revenue for every $5 spent on compute. Meanwhile, companies like NVIDIA, SpaceX, CoreWeave, and Nebius are racing to expand AI infrastructure capacity as demand continues to accelerate. But there's a problem: financing for neocloud companies is tightening. Could an approaching "Neocloud Winter" wipe out weaker players while creating enormous opportunities for the strongest AI infrastructure stocks? ~~~~ 🎯 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 ~~~~~ 🛡️ Protect what matters most with Suriance! Visit Suriance.com to compare term life insurance options and get a free, no-obligation quote, all online: ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadStocks 👉 YouTube: https://www.youtube.com/@MilkRoadStocks 👉 Spotify: https://link.milkroad.com/spotify-mr-stocks 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-stocks ~~~~~ 🎙 GUEST INFO 🎙 Martin: https://x.com/m0xt_ Melvin: https://x.com/MelvinInvests 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.
🚨Your driver's license may be one of the 153M just put up for sale on the dark web. 🚨 Know the second someone uses yours. 14 days free from our sponsor Aura: With Galaxy stock trading around $16–17 at the time of recording, Martin believes it could reach $48, representing nearly 3X upside. And the most surprising part? Galaxy hasn't even signed a tenant for its next massive AI data center project. In this episode, we break down Galaxy Digital's Q3 earnings, its Helios AI data center expansion, its relationship with CoreWeave, and why Wall Street might be completely mispricing this AI infrastructure stock. ~~~~ 🎯 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 ~~~~~ 🛡️ Protect what matters most with Suriance! Visit Suriance.com to compare term life insurance options and get a free, no-obligation quote, all online: ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadStocks 👉 YouTube: https://www.youtube.com/@MilkRoadStocks 👉 Spotify: https://link.milkroad.com/spotify-mr-stocks 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-stocks ~~~~~ 🎙 GUEST INFO 🎙 Martin: 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.
🚨Your driver's license may be one of the 153M just put up for sale on the dark web. 🚨 Know the second someone uses yours. 14 days free from my sponsor Aura In today's episode, LG and Vincent break down the latest earnings reports and explain why market volatility is creating massive disconnects across the AI trade. While Wall Street panics over soaring CapEx and near-term price dips, hyperscalers and tech leaders are doubling down on compute and energy infrastructure. Vincent walks through SpaceX’s transition into an AI compute powerhouse, why Tesla’s growth hinges on autonomy rather than legacy auto, Meta’s aggressive burn on agentic AI, and why a post-earnings drop in Bloom Energy could open up a major buying opportunity. ~~~~ 🎯 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 ~~~~~ 🛡️ Protect what matters most with Suriance! Visit Suriance.com to compare term life insurance options and get a free, no-obligation quote, all online: ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadStocks 👉 YouTube: https://www.youtube.com/@MilkRoadStocks 👉 Spotify: https://link.milkroad.com/spotify-mr-stocks 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-stocks ~~~~~ 🎙 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, Kyle joins LG to break down why SpaceX is transforming from a rocket company into a potential AI infrastructure powerhouse. Following SpaceX and Tesla's latest earnings, Kyle reveals why he believes SpaceX stock could climb from $145 to as much as $600, driven by explosive growth in AI computing, data centers, and Elon Musk's ambitious plan to dominate physical AI. ~~~~ 🎯 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 ~~~~~ 🛡️ Protect what matters most with Suriance! Visit Suriance.com to compare term life insurance options and get a free, no-obligation quote, all online: ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadStocks 👉 YouTube: https://www.youtube.com/@MilkRoadStocks 👉 Spotify: https://link.milkroad.com/spotify-mr-stocks 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-stocks ~~~~~ 🎙 GUEST INFO 🎙 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.
AI infrastructure stocks are facing major market headwinds, but is Wall Street completely missing the bigger picture? Despite recent sell-offs, the global shortage of AI compute is only accelerating. SpaceX just shocked the market by revealing its AI segment generated a staggering $7.56 billion in a single quarter, officially transforming it into a compute company. Meanwhile, NVIDIA's Jensen Huang warned at GTC Berlin that a 1-gigawatt AI factory now costs $50 billion, and Nebius is repricing its GPUs every 12 minutes as demand skyrockets. Even Meta, despite spending up to $145 billion in CapEx this year, admits it cannot roll out its Muse AI agent globally simply because it lacks the necessary compute power. With crippling bottlenecks across power grids, memory, and chip manufacturing, are investors too focused on short-term financing issues to see the massive buying opportunity in top neoclouds? ~~~~ 🎯 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 ~~~~~ 🛡️ Protect what matters most with Suriance! Visit Suriance.com to compare term life insurance options and get a free, no-obligation quote, all online: ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadStocks 👉 YouTube: https://www.youtube.com/@MilkRoadStocks 👉 Spotify: https://link.milkroad.com/spotify-mr-stocks 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-stocks ~~~~~ 🎙 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 today's AI Rollup, we break down the latest AI market volatility, rising concerns about neocloud debt, and why SpaceX could have a massive advantage in the race for AI compute. Could a potential Tesla–SpaceX merger change the entire AI investment landscape? We also explore a surprising prediction: the world could have too many data centers by 2028 while still facing a major GPU shortage. What would that mean for Nvidia, CoreWeave, Nebius, and the broader AI infrastructure trade? ~~~~ 🎯 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 ~~~~~ 🛡️ Protect what matters most with Suriance! Visit Suriance.com to compare term life insurance options and get a free, no-obligation quote, all online: ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadStocks 👉 YouTube: https://www.youtube.com/@MilkRoadStocks 👉 Spotify: https://link.milkroad.com/spotify-mr-stocks 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-stocks ~~~~~ 🎙 GUEST INFO 🎙 Melvin: https://x.com/MelvinInvests Kyle Reidhead: https://x.com/KyleReidhead Martin: 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.
Galaxy Digital (GLXY) has crashed nearly 30% in just two weeks as fears surrounding CoreWeave (CRWV) and the AI infrastructure market intensify. But what if Wall Street is overlooking a massive opportunity? In today's episode, Martin breaks down why Galaxy Digital could be one of the most undervalued AI stocks on the market. With a market capitalization of approximately $6.1 billion, Martin argues that Galaxy's Helios One data center alone could eventually be worth more than $17 billion. And that's before accounting for its cryptocurrency business, institutional trading operations, and additional AI data center projects. ~~~~ 🎯 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 ~~~~~ 🛡️ Protect what matters most with Suriance! Visit Suriance.com to compare term life insurance options and get a free, no-obligation quote, all online: ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadStocks 👉 YouTube: https://www.youtube.com/@MilkRoadStocks 👉 Spotify: https://link.milkroad.com/spotify-mr-stocks 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-stocks ~~~~~ 🎙 GUEST INFO 🎙 Martin: 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 of Milk Road Stocks, LG sits down with Ryan Zurrer, Founder and CEO of Dialectic, to explain why SpaceX could become the most valuable company in the AI economy. Ryan breaks down SpaceX's rapidly expanding AI data center business, why its infrastructure economics could outperform competitors like CoreWeave and Nebius, and how orbital data centers could eventually transform the cost of AI computing. ~~~~ 🎯 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 ~~~~~ 🛡️ Protect what matters most with Suriance! Visit Suriance.com to compare term life insurance options and get a free, no-obligation quote, all online: ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadStocks 👉 YouTube: https://www.youtube.com/@MilkRoadStocks 👉 Spotify: https://link.milkroad.com/spotify-mr-stocks 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-stocks ~~~~~ 🎙 GUEST INFO 🎙 Ryan Zurrer: https://x.com/kukulabanze 📃 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.
🚨Your driver's license may be one of the 153M just put up for sale on the dark web. 🚨 Know the second someone uses yours. 14 days free from my sponsor Aura In today's episode, LG and Vincent break down why traditional neocloud companies are struggling despite booming demand for AI computing power, and why SpaceX could have a massive competitive advantage. As rising interest rates and enormous capital expenditures put pressure on CoreWeave and Nebius, SpaceX's diversified businesses, stronger balance sheet, and ability to monetize compute internally could make it a fundamentally different investment opportunity. But there's a catch: Elon Musk's ambitious AI expansion could require up to $400 billion in additional infrastructure investment. Can SpaceX secure enough capital, Nvidia GPUs, and data center capacity to deliver? ~~~~ 🎯 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 ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadStocks 👉 YouTube: https://www.youtube.com/@MilkRoadStocks 👉 Spotify: https://link.milkroad.com/spotify-mr-stocks 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-stocks ~~~~~ 🎙 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.
🚨Your driver's license may be one of the 153M just put up for sale on the dark web. 🚨 Know the second someone uses yours. 14 days free from my sponsor Aura AI infrastructure stocks are getting crushed, and Wall Street is starting to panic. CoreWeave (CRWV) is at the center of the sell-off after its bond yields briefly surged to 15%, sparking fears of a potential bankruptcy. But with over $104 billion in contracted backlog and AI computing demand continuing to explode, is the market overlooking a massive buying opportunity? The sell-off is spreading across the AI infrastructure sector, hitting stocks like Nebius (NBIS), Applied Digital (APLD), and NVIDIA (NVDA). Investors are increasingly concerned about rising debt, higher interest rates, and the enormous costs of building AI data centers. But here's the big question: Is the AI infrastructure boom actually slowing down, or is Wall Street confusing financing risks with weakening AI demand? ~~~~ 🎯 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 ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadStocks 👉 YouTube: https://www.youtube.com/@MilkRoadStocks 👉 Spotify: https://link.milkroad.com/spotify-mr-stocks 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-stocks ~~~~~ 🎙 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.
🚨Your driver's license may be one of the 153M just put up for sale on the dark web. 🚨 Know the second someone uses yours. 14 days free from my sponsor Aura In today's Milk Road Stocks episode, Kyle, Vincent, and Melvin break down the disconnect between AI stock prices and the fundamentals driving the AI infrastructure boom. They examine why Micron, Samsung, and SK Hynix are selling off following China's latest DRAM breakthrough, including Melvin's debate with Elon Musk over China's ability to compete in advanced memory manufacturing. The team also explores the next wave of AI investment opportunities, from high-bandwidth memory (HBM) and optical networking to the explosive growth of AI agents. With OpenAI and Anthropic potentially reaching a combined $600–700 billion in annualized revenue by the end of 2027, could AI adoption accelerate far beyond Wall Street's expectations? ~~~~ 🎯 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 ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadStocks 👉 YouTube: https://www.youtube.com/@MilkRoadStocks 👉 Spotify: https://link.milkroad.com/spotify-mr-stocks 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-stocks ~~~~~ 🎙 GUEST INFO 🎙 Melvin: https://x.com/MelvinInvests 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.
🚨Your driver's license may be one of the 153M just put up for sale on the dark web. 🚨 Know the second someone uses yours. 14 days free from my sponsor Aura In today's episode of Milk Road Stocks, John Gillen sits down with Milk Road's lead researcher, Martin, to break down all six layers of the AI investment landscape and reveal where he sees the most attractive opportunities. From Nvidia (NVDA), Micron (MU), and SK Hynix to Galaxy Digital (GLXY), CoreWeave (CRWV), and Salesforce (CRM), we examine which companies could capture the most value from the AI boom and which investments might carry more risk than investors realize. ~~~~ 🎯 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 ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadStocks 👉 YouTube: https://www.youtube.com/@MilkRoadStocks 👉 Spotify: https://link.milkroad.com/spotify-mr-stocks 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-stocks ~~~~~ 🎙 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.
🚨Your driver's license may be one of the 153M just put up for sale on the dark web. 🚨 Know the second someone uses yours. 14 days free from my sponsor Aura ~~~~~ In today's episode of Milk Road Stocks, LG Doucet sits down with Alvin Wang Graylin, AI strategist, researcher, and author of Our Next Reality, to discuss why he believes the artificial intelligence industry is heading toward a massive financial reckoning - and why the aftermath could be even more transformative than the AI boom itself. With over 35 years of experience in AI, semiconductors, and data center infrastructure, Graylin warns that NVIDIA, OpenAI, Anthropic, and the world's biggest tech companies could be facing a serious problem: AI is becoming cheaper and more efficient faster than investors realize. ~~~~ 📈 MU +128%. BE +89%. HOOD +79%. CRDO +42%.Those are some of the biggest winners in one of our PRO portfolios right now. But the only call that really matters is the next one.See what our analysts are buying and watching for just $1 ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadStocks 👉 YouTube: https://www.youtube.com/@MilkRoadStocks 👉 Spotify: https://link.milkroad.com/spotify-mr-stocks 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-stocks ~~~~~ 🎙 GUEST INFO 🎙 Alvin Wang Graylin: https://x.com/AGraylin 📃 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 explore how removing humans from the loop is drastically accelerating the adoption of AI agents and reshaping value across the economy. We analyze why seat-based SaaS platforms and legacy payment intermediaries like Visa and Mastercard face severe disruption from high-frequency agentic transactions. Plus, we cover why enterprise data orchestrators like Palantir, AI roll-up companies like Bending Spoons, and tokenized financial rails are set to thrive as 24/7 personal “Chief of Staff” agents take over trading, commerce, and advertising. ~~~~ 📈 MU +128%. BE +89%. HOOD +79%. CRDO +42%.Those are some of the biggest winners in one of our PRO portfolios right now. But the only call that really matters is the next one.See what our analysts are buying and watching for just $1 ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadStocks 👉 YouTube: https://www.youtube.com/@MilkRoadStocks 👉 Spotify: https://link.milkroad.com/spotify-mr-stocks 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-stocks ~~~~~ 🎙 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, Melvin breaks down four AI stocks positioned around the next phase of the infrastructure boom: Marvell, Credo, Samsung and Cerebras. We explore why AI networking and connectivity could become one of the most important parts of the entire AI buildout, as thousands of GPUs need faster switches, optical links, cables and interconnects to communicate efficiently. Melvin explains why Marvell is his highest-conviction pick and why he believes the company could eventually have a path toward a trillion-dollar valuation. ~~~~ 📈 MU +128%. BE +89%. HOOD +79%. CRDO +42%.Those are some of the biggest winners in one of our PRO portfolios right now. But the only call that really matters is the next one.See what our analysts are buying and watching for just $1: ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadStocks 👉 YouTube: https://www.youtube.com/@MilkRoadStocks 👉 Spotify: https://link.milkroad.com/spotify-mr-stocks 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-stocks ~~~~~ 🎙 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 why AI infrastructure, compute, memory, CPUs, networking, and companies generating real AI revenue today may still have significant upside, even as other parts of the AI market struggle to keep up. We discuss why Nvidia continues to outperform, what Micron’s latest results say about the memory cycle, why AI agents could create a major new wave of CPU demand, and how companies like Marvell could benefit from the next phase of the AI data center 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 ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadStocks 👉 YouTube: https://www.youtube.com/@MilkRoadStocks 👉 Spotify: https://link.milkroad.com/spotify-mr-stocks 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-stocks ~~~~~ 🎙 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.
Ranking source
Apple Podcasts rankings via the Mato Topic Intelligence Platform.
Observed November 4, 2026.
Apple and Apple Podcasts are trademarks of Apple Inc., registered in the U.S. and other countries.
Pairs with
Bring this source into Mato to read its transferable patterns, then turn them into an original show for your own audience.