Explorez tous les épisodes du podcast Milk Road Stocks
| Titre | Date | Durée | |
|---|---|---|---|
| What If You Could Own Your AI Compute - And Get Paid for It? | 02 oct. 2026 | 00:39:20 | |
In this episode, LG sits down with Viktoriya Hying, co-founder of B3 Labs, to explore a very different model for AI infrastructure: instead of simply renting GPUs from providers like CoreWeave, what if individuals and smaller AI companies could actually own the hardware themselves? B3IQ helps customers acquire, host, and monetize dedicated NVIDIA GPU systems. Owners can use the machines for their own private AI workloads, then make idle capacity available to other AI labs through B3IQ’s marketplace. ~~~~ 📈 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: ~~~~~ 🎙 GUEST INFO 🎙 Viktoriya Hying: https://x.com/viktoriya0x 📃 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. | |||
| Micron’s Earnings Were INSANE - So Why Isn’t the Stock Exploding? | 01 oct. 2026 | 00:40:14 | |
Micron just delivered one of the strongest earnings reports of the AI boom - explosive revenue growth, soaring margins, booming HBM demand, and customers locking in memory supply years in advance. So why isn’t Micron stock exploding? In this episode, Melvin breaks down Micron’s latest earnings, what the numbers reveal about the AI memory boom, and why Wall Street is still hesitant to fully embrace the bull case. We dive into the biggest question facing Micron investors: is this simply another peak in the traditional memory cycle, or is AI fundamentally changing the economics of DRAM, HBM, NAND, and data center memory? ~~~~ 📈 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: ~~~~~ 🎙 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. | |||
| AI Is Exploding… So Why Are Stocks Starting to Look Weak? | 30 sept. 2026 | 00:47:08 | |
AI demand is accelerating at an extraordinary pace. OpenAI has reportedly reached roughly $70 billion in annual recurring revenue, enterprise AI adoption is surging, and demand for memory and AI infrastructure remains extremely strong. So why are investors still nervous? In this episode, we break down the growing disconnect between booming AI fundamentals and a difficult macro environment. We discuss OpenAI’s explosive revenue growth, the rise of AI agents, whether frontier AI companies can actually turn massive revenue into sustainable profits, and why higher rates and inflation could still pressure the broader stock market. ~~~~ ~~~~~ 🚀 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: ~~~~~ 🎙 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. | |||
| Is This the Best AI Play of 2026? | 29 sept. 2026 | 00:41:30 | |
In this episode, Martin breaks down the full Bending Spoons investment thesis, including why he believes the stock could be worth around $48 per share, roughly 45% above the price discussed in the episode. We explore how Bending Spoons is approaching acquisitions like Airtable and Miro, why its 500M+ monthly active users could become a major competitive advantage, and how its AI-driven operating model could potentially turn underperforming software companies into high-margin cash machines. ~~~~ ~~~~~ 🚀 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: ~~~~~ 🎙 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. | |||
| ARK Invest: The AI Revolution in Biology Is Bigger Than the Internet | 28 sept. 2026 | 00:46:18 | |
In this episode of Milk Road Stocks, ARK Invest Chief Futurist Brett Winton and Multi-Omics Portfolio Manager Ovid Amadi explain why the convergence of artificial intelligence, genomics, gene editing, cancer diagnostics, and drug discovery could create one of the biggest investment opportunities of the AI era. The core idea: biology is generating enormous amounts of proprietary data, and AI is becoming powerful enough to turn that data into better drugs, earlier diagnoses, personalized cancer treatments, and potentially one-time genetic therapies. ~~~~ ~~~~~ 🚀 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: 👉 YouTube: https://www.youtube.com/@MilkRoadStocks ~~~~~ 🎙 GUEST INFO 🎙 Ovid Amadi: https://x.com/Ovid_ARK Brett Winton: https://x.com/wintonARK 📃 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 Compute Trade Is at Risk - Here’s What Could Win Next | 25 sept. 2026 | 00:36:25 | |
OpenAI and Anthropic are losing token share to cheaper open-weight and specialized AI models, raising a major question for investors: if frontier AI companies account for such a large share of future compute demand, what happens to NVIDIA, semiconductors, data centers, and the broader AI infrastructure trade if their growth slows? In this episode, Vincent breaks down why open-weight AI models are gaining adoption, why falling inference costs could pressure the current compute thesis, and why AI agents may ultimately create an even bigger explosion in compute demand. ~~~~ ~~~~~ 🚀 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: 👉 YouTube: https://www.youtube.com/@MilkRoadStocks ~~~~~ 🎙 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. | |||
| Meta Muse Is Exploding - These Stocks Could Be Next | 24 sept. 2026 | 00:45:02 | |
Meta’s new AI agent, Muse, is quickly becoming one of the biggest stories in the AI market, and it could have major implications for Meta stock, AI infrastructure, semiconductors, SaaS, e-commerce, and the future of the internet. In this episode, Melvin breaks down why Meta Muse could become a major consumer AI platform, how Meta’s massive distribution through Facebook, Instagram, and WhatsApp gives it an advantage, and why agentic AI could create an entirely new wave of compute demand. ~~~~ 📈 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: ~~~~~ 🚀 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: ~~~~~ 🎙 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. | |||
| “We’re Raising Cash”: Why This Rally Could Be a Bull Trap | 23 sept. 2026 | 00:48:40 | |
In this episode, the team breaks down why they’re staying bullish on AI and crypto long term while preparing for a potential short-term pullback. We discuss current portfolio positioning, the risk of a bull trap, where we’re taking profits, and which AI stocks could offer the biggest opportunities if the market sells off. We also debate one of the most interesting AI investment stories right now: Bending Spoons. Can its AI-powered operating model successfully scale across dozens of software companies, or is it buying businesses whose moats are disappearing as AI makes software cheaper and easier to build? ~~~~ ~~~~~ 🚀 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: ~~~~~ 🎙 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. | |||
| The AI Bottleneck Trade Has a $180 Billion Problem | 22 sept. 2026 | 00:36:37 | |
In this episode, Martin breaks down the bear case for the AI bottleneck trade and why the next phase of the AI boom could look very different from the last one. OpenAI and Anthropic are expected to control a massive share of global AI data center compute, while hyperscalers and infrastructure companies continue pouring hundreds of billions into AI CapEx. The question is whether the revenue will actually be there to support it. ~~~~ ~~~~~ 🚀 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: ~~~~~ 🎙 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. | |||
| Richard Socher: The Biggest AI Breakthroughs Haven’t Happened Yet | 21 sept. 2026 | 00:36:54 | |
In this episode, Richard Socher, CEO of Recursive, founder of You.com, AIX Ventures investor, and author of The Eureka Machine, joins LG Doucet to explain why some of AI’s most important breakthroughs may still be ahead of us. Richard breaks down his vision for the “Eureka Machine”: a system of AI agents capable of generating ideas, implementing them, testing the results, and continuously improving. He explains how Recursive is applying this concept to AI research today, and why similar systems could eventually accelerate scientific discovery across entirely different industries. ~~~~ ~~~~~ 🚀 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: ~~~~~ 🎙 GUEST INFO 🎙 Richard Socher: https://x.com/RichardSocher 📃 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 Hidden AI Stock Turning Broken SaaS Companies Into Cash Machines | 18 sept. 2026 | 00:45:45 | |
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. ~~~~ ~~~~~ 🚀 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: ~~~~~ 🎙 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. | |||
| The Neocloud Trade Is Breaking - Except for One Stock | 17 sept. 2026 | 00:38:12 | |
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. ~~~~ ~~~~~ 🚀 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: ~~~~~ 🎙 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. | |||
| The Market Is Missing the Biggest AI Catalyst Yet | 16 sept. 2026 | 00:44:17 | |
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. ~~~~ ~~~~~ 🚀 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: ~~~~~ 🎙 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. | |||
| Dario Amodei Suddenly Wants to Slow Down - What Did He See? | 15 sept. 2026 | 00:46:07 | |
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. ~~~~ ~~~~~ 🚀 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: ~~~~~ 🎙 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. | |||
| AI Earnings Look Incredible - That Might Be the Problem | 14 sept. 2026 | 00:40:24 | |
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. ~~~~ ~~~~~ ~~~~~ ✊ Follow Milk Road on Social Media: ~~~~~ 🎙 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. | |||
| OpenAI Can’t Keep Up With Demand - These 4 Stocks Could Win | 12 sept. 2026 | 00:40:19 | |
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. ~~~~ ~~~~~ 🌐 Scale your payment business across Asia with Saber.money: ~~~~~ ✊ Follow Milk Road on Social Media: ~~~~~ 🎙 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. | |||
| The Robotaxi Trade Everyone Is Getting Wrong | 11 sept. 2026 | 00:48:18 | |
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. ~~~~ ~~~~~ 🌐 Scale your payment business across Asia with Saber.money: ~~~~~ ✊ Follow Milk Road on Social Media: ~~~~~ 🎙 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. | |||
| Jordi Visser: The AI Trade Is Back - But the Biggest Opportunity May Be Somewhere Else | 10 sept. 2026 | 00:37:39 | |
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. ~~~~ 🥛 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: ~~~~~ 🎙 GUEST INFO 🎙 Jordi Visser 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. | |||
| Power & Memory Could Be the Best AI Trades Into 2027 | 09 sept. 2026 | 00:38:48 | |
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. ~~~~ ~~~~~ 🌐 Scale your payment business across Asia with Saber.money: ~~~~~ ✊ Follow Milk Road on Social Media: ~~~~~ 🎙 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. | |||
| We’re About to Need Way More AI Compute Than Anyone Realizes | 08 sept. 2026 | 00:51:31 | |
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. ~~~~ ~~~~~ 🌐 Scale your payment business across Asia with Saber.money: ~~~~~ ✊ Follow Milk Road on Social Media: ~~~~~ 🎙 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. | |||
| Robotics Could Be the Next AI Infrastructure Trade - Here’s How We’re Playing It | 07 sept. 2026 | 00:48:56 | |
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. ~~~~ ~~~~~ 🌐 Scale your payment business across Asia with Saber.money: ~~~~~ ✊ Follow Milk Road on Social Media: ~~~~~ 🎙 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. | |||
| AI Agents Could Turn Robinhood Into a $1 Trillion Company | 04 sept. 2026 | 00:35:32 | |
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. ~~~~ ~~~~~ 🌐 Scale your payment business across Asia with Saber.money: ~~~~~ ✊ Follow Milk Road on Social Media: ~~~~~ 🎙 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. | |||
| NVIDIA, Micron, Nebius & Tesla: A Pro Trader Reveals What Happens Next | 03 sept. 2026 | 00:48:12 | |
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. ~~~~ ~~~~~ 🌐 Scale your payment business across Asia with Saber.money: ~~~~~ ✊ Follow Milk Road on Social Media: ~~~~~ 🎙 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 Case Just Got Stronger… But We’re Changing What We Buy | 02 sept. 2026 | 00:37:51 | |
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. ~~~~ ~~~~~ 🌐 Scale your payment business across Asia with Saber.money: ~~~~~ ✊ Follow Milk Road on Social Media: ~~~~~ 🎙 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. | |||
| This 400-Person Company Makes $10M Per Employee… And It's an AI Monster | 01 sept. 2026 | 00:33:23 | |
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. ~~~~ ~~~~~ 🌐 Scale your payment business across Asia with Saber.money: ~~~~~ ✊ Follow Milk Road on Social Media: ~~~~~ 🎙 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. | |||
| The $40 Trillion Robotics Boom Has One Massive Bottleneck | 31 août 2026 | 00:58:25 | |
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. ~~~~ ~~~~~ 🌐 Scale your payment business across Asia with Saber.money: ~~~~~ ✊ Follow Milk Road on Social Media: ~~~~~ 🎙 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. | |||
| “We're Running Out of AI Memory”: Melvin's Top 4 Stocks to Buy | 27 août 2026 | 00:34:42 | |
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. ~~~~ ~~~~~ 🌐 Scale your payment business across Asia with Saber.money: ~~~~~ ✊ Follow Milk Road on Social Media: ~~~~~ 🎙 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. | |||
| Beyond NVIDIA: The AI Boom Is Splitting Into 5 Bull Markets At Once | 26 août 2026 | 00:46:58 | |
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? ~~~~~ 🌐 Scale your payment business across Asia with Saber.money ~~~~~ ✊ Follow Milk Road on Social Media: ~~~~~ 🎙 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. | |||
| The Biggest NVIDIA Opportunity Has Nothing to Do With GPUs | 25 août 2026 | 00:36:52 | |
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: ~~~~~ 🎙 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. | |||
| “Power Is the #1 Bottleneck” - The Next Big AI Trade Starts in 2027 | 21 août 2026 | 00:40:32 | |
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. ~~~~ ~~~~~ 🌐 Scale your payment business across Asia with Saber.money ~~~~~ ✊ Follow Milk Road on Social Media: ~~~~~ 🎙 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. | |||
| These AI Companies Could Become the Next Cloud Giants | 20 août 2026 | 00:41:49 | |
In this episode, Melvin breaks down the investment case for AI neoclouds, including Nebius (NBIS), CoreWeave (CRWV), IREN and Applied Digital (APLD), and explains why the market may still be underestimating the scale of future AI compute demand. The world’s largest technology companies are spending aggressively on AI infrastructure, while companies like OpenAI and Anthropic continue driving demand for training and inference. Melvin argues that this creates a massive opportunity for specialized GPU cloud providers as demand continues to outpace available compute capacity. ~~~~ ~~~~~ 🌐 Scale your payment business across Asia with Saber.money ~~~~~ ✊ Follow Milk Road on Social Media: ~~~~~ 🎙 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. | |||
| The Biggest AI Bull Market Is Still Ahead of Us | 19 août 2026 | 00:45:15 | |
Is the AI boom becoming a bubble or are investors underestimating just how much further this market could run? In this episode, Kyle breaks down his “Everything Bull Market” thesis and explains why the combination of accelerating AI adoption, massive infrastructure investment, improving corporate productivity, and a surprisingly favorable macro environment could fuel the next major leg higher for AI stocks. ~~~~ ~~~~~ 🌐 Scale your payment business across Asia with Saber.money ~~~~~ ✊ Follow Milk Road on Social Media: ~~~~~ 🎙 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's Next Big Crisis Is Already Here | 18 août 2026 | 00:57:40 | |
In today's episode, we break down how macro sell-offs and rising bond yields are impacting the markets, why power shortages and grid constraints are becoming the ultimate bottleneck for the AI infrastructure trade, and how companies like Bloom Energy, SpaceX, and Meta are positioning themselves to capitalize on energy demand, compute scale, and memory efficiency. ~~~~ ~~~~~ 🌐 Scale your payment business across Asia with Saber.money ~~~~~ ✊ Follow Milk Road on Social Media: ~~~~~ 🎙 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. | |||
| The AI Job Apocalypse Could Start in 2027 - Here's How to Invest | 17 août 2026 | 00:41:54 | |
AI agents are getting cheaper than human labor, and Martin believes the real impact on the job market could start showing up as soon as 2027. In this episode, we break down the latest AI and labor market data, why weakening U.S. employment could be an early warning sign, and what happens as companies realize AI agents can perform certain tasks for less than offshore workers. But this isn’t just a story about job losses. It’s also about where the next major AI investment opportunities could emerge. ~~~~ ~~~~~ 🌐 Scale your payment business across Asia with Saber.money ~~~~~ ✊ Follow Milk Road on Social Media: ~~~~~ 🎙 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. | |||
| How to Invest in the AI Compute Boom: NeoClouds vs. Hyperscalers | 14 août 2026 | 00:41:51 | |
The AI compute boom is entering a critical new phase. Demand for GPUs and data center capacity remains so strong that even older Nvidia chips are holding their value, but the companies winning the AI infrastructure race today may not be the ones that dominate tomorrow. In this episode, Vincent breaks down the AI compute investment landscape, including Nebius, CoreWeave, hyperscalers, Nvidia, SpaceX, and the broader AI infrastructure trade. We explore why compute remains supply-constrained, how agentic AI could drive another wave of demand, and why getting GPUs isn’t necessarily the biggest bottleneck anymore; bringing powered data centers and usable compute online quickly is. ~~~~~ ~~~~~ 🌐 Scale your payment business across Asia with Saber.money ~~~~~ 🔧 Tools & Channels ~~~~~ ✊ Follow Milk Road on Social Media: ~~~~~ 🎙 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. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. | |||
| SpaceX Is Coming for CoreWeave, Nebius… and the Hyperscalers | 13 août 2026 | 00:44:57 | |
In today’s episode, Kyle breaks down his full SpaceX investment thesis following the company’s latest earnings and explains why AI compute could eventually become a much bigger business than rockets or even Starlink. SpaceX is aggressively expanding its AI compute capacity, with plans discussed in the episode to grow from roughly 1.4 gigawatts today toward 2GW by the end of 2026 and potentially much higher in 2027. If SpaceX can execute, Kyle believes the company could build one of the largest AI compute businesses in the world. ~~~~ ~~~~~ 🌐 Scale your payment business across Asia with Saber.money ~~~~~ ✊ Follow Milk Road on Social Media: ~~~~~ 🎙 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. | |||
| The AI Trade That Could Explode After Nvidia's $500B Bet | 12 août 2026 | 00:43:35 | |
CoreWeave and Nebius are two of the biggest pure-play bets on the AI infrastructure boom, but which NeoCloud stock actually offers the better investment opportunity? In today’s episode, we break down the bull case for AI NeoClouds and put CoreWeave and Nebius head-to-head using three different valuation frameworks. Despite CoreWeave’s massive debt load and aggressive spending, the numbers may tell a very different story from the narrative currently dominating the market. ~~~~ ~~~~~ 🌐 Scale your payment business across Asia with Saber.money ~~~~~ ✊ Follow Milk Road on Social Media: ~~~~~ 🎙 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. | |||
| This Could Trigger the Next Leg of the AI Bull Market | 11 août 2026 | 00:48:25 | |
In this episode, we break down Nvidia’s massive $500 billion AI infrastructure financing initiative and why it could unlock another wave of spending across GPUs, data centers, power, memory, networking, and the broader AI infrastructure ecosystem. Could Nvidia effectively be creating a new asset class around AI factories and GPUs? And if access to capital is becoming easier, what does that mean for companies like CoreWeave and Nebius, and second-order AI winners like Micron, SK Hynix, Bloom Energy, and the hyperscalers? ~~~~ ~~~~~ 🌐 Scale your payment business across Asia with Saber.money ~~~~~ ✊ Follow Milk Road on Social Media: ~~~~~ 🎙 GUEST INFO 🎙 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. | |||
| America’s Biggest Robotics Opportunity Is Here | 10 août 2026 | 00:33:12 | |
In this episode of Milk Road AI, robotics researcher Alysha Maria Lobo explains why the future of robotics isn’t about building robots that look like humans. Instead, she argues that industrial automation, AI-powered manufacturing, robot components, and task-specific machines will create the biggest winners of the next decade. ~~~~~ ~~~~~ ~~~~~ 🔧 Tools & Channels ~~~~~ ✊ Follow Milk Road on Social Media: ~~~~~ 🎙 GUEST INFO 🎙 Alysha Lobo: https://x.com/alysha_lobo 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. | |||
| Could Palantir Become the Next $1 Trillion Company? | 07 août 2026 | 00:39:11 | |
In this episode, we break down why Palantir may be far more than just another AI software company. Instead, it could become the operating layer that powers enterprise AI adoption across industries. We explain why businesses are struggling to generate real ROI from AI, how Palantir’s platform solves the biggest challenges around security, cost, and deployment, and why its business model may be uniquely positioned to benefit as AI models become cheaper and more powerful. ~~~~~ ~~~~~ ~~~~~ 🔧 Tools & Channels ~~~~~ ✊ Follow Milk Road on Social Media: ~~~~~ 🎙 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. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. | |||
| The Bull Case for Micron, SK Hynix & Samsung | 06 août 2026 | 00:50:47 | |
While everyone is focused on NVIDIA, a massive opportunity may be emerging behind the scenes. In this episode, we break down why AI memory is becoming one of the biggest bottlenecks in artificial intelligence and why companies like Micron, Samsung, and SK Hynix could be among the biggest winners of the next AI supercycle. ~~~~ ~~~~~ ~~~~~ ✊ Follow Milk Road on Social Media: ~~~~~ 🎙 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. | |||
| This Could Become the Biggest Bull Market in Years | 05 août 2026 | 00:49:35 | |
In this episode, we break down why last week’s AI sell-off may have been one of the best buying opportunities of the cycle. We analyze the latest earnings from Palantir, discuss why Wall Street continues to underestimate AI infrastructure spending, and explain why hyperscalers like Microsoft, Google, Amazon, and Meta are still accelerating AI investment. ~~~~ ~~~~~ ~~~~~ ✊ Follow Milk Road on Social Media: ~~~~~ 🎙 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. | |||
| SK Hynix: The Most Undervalued AI Stock in the Market? | 04 août 2026 | 00:35:26 | |
In this episode, Martin breaks down why AI memory demand may still be in its early stages, why companies like SK Hynix continue to benefit from unprecedented demand, and why the market may be dramatically underestimating the long-term opportunity. We dive into the structural shift happening inside the memory industry, explain why High Bandwidth Memory (HBM) has become one of the most critical components powering AI infrastructure, and discuss why supply remains constrained despite billions of dollars of investment. ~~~~ ~~~~~ ~~~~~ ✊ Follow Milk Road on Social Media: ~~~~~ 🎙 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. | |||
| The $230B Investor Who Says Everyone Is Missing the Biggest AI Opportunity | 03 août 2026 | 00:46:44 | |
We sit down with VanEck CEO Jan van Eck to analyze whether the recent market sell-off signals the end of the AI bull run or just a temporary pause. Jan breaks down why vertical integration across customers, compute, models, and chips gives mega-cap tech giants like Google and Amazon an unshakeable economic moat, why Nvidia remains the "IBM mainframe of the AI era" at compelling forward valuations, and why single-model frontier labs and memory chip companies face structural competitive risks. ~~~~~ ~~~~~ ~~~~~ 🔧 Tools & Channels ~~~~~ ✊ Follow Milk Road on Social Media: ~~~~~ 🎙 GUEST INFO 🎙 Jan van Eck: https://x.com/JanvanEck3 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. | |||
| Why He's Bullish on Google After Earnings | 31 juil. 2026 | 00:37:13 | |
In this episode, we break down why Wall Street may be mispricing Alphabet (GOOGL) and explain why its massive AI spending could actually create one of the biggest long-term investment opportunities in the market. We dive into Google’s AI infrastructure strategy, exploding cloud demand, the economics behind hyperscaler capex, and why investors may be focusing on the wrong metrics. Is Google sacrificing short-term free cash flow to build the next trillion-dollar business? ~~~~~ ~~~~~ ~~~~~ 🔧 Tools & Channels ~~~~~ ✊ Follow Milk Road on Social Media: ~~~~~ 🎙 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. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. | |||
| The Truth Behind the AI Selloff | 30 juil. 2026 | 00:38:07 | |
In this episode, Kyle Reidhead breaks down what actually caused the AI infrastructure crash, why some of the biggest AI stocks fell as much as 50%, and why the market may have completely misunderstood what was happening behind the scenes. From Fed rate hike fears and leverage unwinds to margin calls, Korean ETFs, and hedge fund liquidations, we explain the real drivers behind the selloff, and why AI fundamentals may be stronger than ever. ~~~~~ ~~~~~ ~~~~~ 🔧 Tools & Channels ~~~~~ ✊ Follow Milk Road on Social Media: ~~~~~ 🎙 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. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. | |||
| Our AI Market Outlook After the Selloff | 29 juil. 2026 | 00:47:22 | |
In today’s episode, we break down the recent AI stock selloff and explain why we believe the long-term investment thesis remains stronger than ever. We discuss whether Wall Street is mispricing AI infrastructure, why hyperscalers are being punished for increasing CapEx, and how the next phase of the AI bull market could play out. ~~~~ ~~~~~ ~~~~~ ✊ Follow Milk Road on Social Media: ~~~~~ 🎙 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. | |||
| The NeoCloud Trade Could Be Much Worse Than You Think | 28 juil. 2026 | 00:31:23 | |
In this episode, Martin breaks down the hidden economics behind the NeoCloud business model and explains why investors may be overlooking one of the biggest risks in the AI infrastructure trade. From soaring CapEx and negative free cash flow to GPU depreciation and shareholder returns, we examine whether today’s AI winners can actually generate long-term value. ~~~~ ~~~~~ 🌐 Ready for the next wave of tokenization? See how Securitize is leading it! ~~~~~ ✊ Follow Milk Road on Social Media: ~~~~~ 🎙 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. | |||
| There’s a 50% Chance AI Kills Us by 2050 | 27 juil. 2026 | 00:40:46 | |
In this episode of Milk Road AI, LG sits down with Liron Shapira, founder of Doom Debates, to explore one of the most controversial questions in artificial intelligence: Could AI wipe out humanity? Liron argues there’s a 50% chance AI leads to human extinction by 2050, explaining why he believes superintelligence could eventually surpass human control. But here’s the twist: despite his doomsday outlook, he’s still incredibly bullish on AI stocks and believes we’re only at the beginning of the biggest wealth creation event in history. ~~~~ ~~~~~ 🌐 Ready for the next wave of tokenization? See how Securitize is leading it! ~~~~~ ✊ Follow Milk Road on Social Media: ~~~~~ 🎙 GUEST INFO 🎙 Liron Shapira: https://x.com/liron 📃 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 Power Crisis Is Creating a Huge Opportunity | 24 juil. 2026 | 00:37:07 | |
In today's episode, we break down why energy availability has become the ultimate bottleneck for the AI data center build-out and why Bloom Energy is positioned to become a core power platform for AI infrastructure. Vincent explains why traditional power grid connections - which can take up to seven years - are driving data center operators toward "behind-the-meter" fuel cell solutions that can deploy on-site power in just 60 to 90 days. We dive into Bloom's native compatibility with Nvidia's 800V DC rack architecture, its major deals with hyperscalers like Oracle and Nebius, how the company plans to scale its manufacturing capacity, and why the stock's recent pullback offers a prime buying opportunity for long-term investors. ~~~~ ~~~~~ 🌐 Ready for the next wave of tokenization? See how Securitize is leading it! ~~~~~ ✊ Follow Milk Road on Social Media: ~~~~~ 🎙 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. | |||