Milk Road AI
Milk Road
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Milk Road AI is a podcast that explores the transformative impact of artificial intelligence on investment opportunities. Hosted by the Milk Road team, it features three episodes per week with investors, analysts, and builders who are shaping the next great financial market. The show aims to help listeners identify the biggest investment opportunities of the decade, with a focus on AI-driven companies. It also promotes a premium service that provides stock picks and analysis.
Episodes
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What If You Could Own Your AI Compute - And Get Paid for It? 02.10.2026 39mIn 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:👉 Twitter: https://x.com/MilkRoadAI👉 YouTube: https://www.youtube.com/@MilkRoadAI👉 Spotify: https://link.milkroad.com/spotify-mr-ai👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai~~~~~🎙 GUEST INFO 🎙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? 01.10.2026 40mMicron 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:👉 Twitter: https://x.com/MilkRoadAI👉 YouTube: https://www.youtube.com/@MilkRoadAI👉 Spotify: https://link.milkroad.com/spotify-mr-ai👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai~~~~~🎙 GUEST INFO 🎙Melvin: https://x.com/MelvinInvests📃 Disclaimer 📃The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
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AI Is Exploding… So Why Are Stocks Starting to Look Weak? 30.09.2026 47mAI 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.~~~~🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1~~~~~🚀 Trade, earn, and borrow in one place with Nexo, a trusted digital asset platform managing over $7B in assets:~~~~~✊ Follow Milk Road on Social Media:👉 Twitter: https://x.com/MilkRoadAI👉 YouTube: https://www.youtube.com/@MilkRoadAI👉 Spotify: https://link.milkroad.com/spotify-mr-ai👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai~~~~~🎙 GUEST INFO 🎙Melvin: https://x.com/MelvinInvestsm0xt: https://x.com/m0xt_Kyle Reidhead: https://x.com/KyleReidheadVincent: 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.
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Is This the Best AI Play of 2026? 29.09.2026 41mIn 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.~~~~🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1~~~~~🚀 Trade, earn, and borrow in one place with Nexo, a trusted digital asset platform managing over $7B in assets:~~~~~✊ Follow Milk Road on Social Media:👉 Twitter: https://x.com/MilkRoadAI👉 YouTube: https://www.youtube.com/@MilkRoadAI👉 Spotify: https://link.milkroad.com/spotify-mr-ai👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai~~~~~🎙 GUEST INFO 🎙m0xt: https://x.com/m0xt_📃 Disclaimer 📃The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
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ARK Invest: The AI Revolution in Biology Is Bigger Than the Internet 28.09.2026 46mIn 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.~~~~🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1~~~~~🚀 Trade, earn, and borrow in one place with Nexo, a trusted digital asset platform managing over $7B in assets:~~~~~✊ Follow Milk Road on Social Media:👉 Twitter: https://x.com/MilkRoadAI👉 YouTube: https://www.youtube.com/@MilkRoadStocks👉 Spotify: https://link.milkroad.com/spotify-mr-ai👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai~~~~~🎙 GUEST INFO 🎙Ovid Amadi: https://x.com/Ovid_ARKBrett 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.
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The AI Compute Trade Is at Risk - Here’s What Could Win Next 25.09.2026 36mOpenAI 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.~~~~🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1~~~~~🚀 Trade, earn, and borrow in one place with Nexo, a trusted digital asset platform managing over $7B in assets:~~~~~✊ Follow Milk Road on Social Media:👉 Twitter: https://x.com/MilkRoadAI👉 YouTube: https://www.youtube.com/@MilkRoadStocks👉 Spotify: https://link.milkroad.com/spotify-mr-ai👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai~~~~~🎙 GUEST INFO 🎙Vincent: https://x.com/WhiteCollarExit📃 Disclaimer 📃The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
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Meta Muse Is Exploding - These Stocks Could Be Next 24.09.2026 45mMeta’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:👉 Twitter: https://x.com/MilkRoadAI👉 YouTube: https://www.youtube.com/@MilkRoadAI👉 Spotify: https://link.milkroad.com/spotify-mr-ai👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai~~~~~🎙 GUEST INFO 🎙Melvin: https://x.com/MelvinInvests📃 Disclaimer 📃The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
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“We’re Raising Cash”: Why This Rally Could Be a Bull Trap 23.09.2026 48mIn 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?~~~~🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1~~~~~🚀 Trade, earn, and borrow in one place with Nexo, a trusted digital asset platform managing over $7B in assets:~~~~~✊ Follow Milk Road on Social Media:👉 Twitter: https://x.com/MilkRoadAI👉 YouTube: https://www.youtube.com/@MilkRoadAI👉 Spotify: https://link.milkroad.com/spotify-mr-ai👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai~~~~~🎙 GUEST INFO 🎙Melvin: https://x.com/MelvinInvestsm0xt: https://x.com/m0xt_Kyle Reidhead: https://x.com/KyleReidheadVincent: 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.
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The AI Bottleneck Trade Has a $180 Billion Problem 22.09.2026 36mIn 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.~~~~🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1~~~~~🚀 Trade, earn, and borrow in one place with Nexo, a trusted digital asset platform managing over $7B in assets:~~~~~✊ Follow Milk Road on Social Media:👉 Twitter: https://x.com/MilkRoadAI👉 YouTube: https://www.youtube.com/@MilkRoadAI👉 Spotify: https://link.milkroad.com/spotify-mr-ai👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai~~~~~🎙 GUEST INFO 🎙m0xt: https://x.com/m0xt_📃 Disclaimer 📃The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
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Richard Socher: The Biggest AI Breakthroughs Haven’t Happened Yet 21.09.2026 36mIn 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.~~~~🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1~~~~~🚀 Trade, earn, and borrow in one place with Nexo, a trusted digital asset platform managing over $7B in assets:~~~~~✊ Follow Milk Road on Social Media:👉 Twitter: https://x.com/MilkRoadAI👉 YouTube: https://www.youtube.com/@MilkRoadAI👉 Spotify: https://link.milkroad.com/spotify-mr-ai👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai~~~~~🎙 GUEST INFO 🎙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.
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The Hidden AI Stock Turning Broken SaaS Companies Into Cash Machines 18.09.2026 45mIn this episode, Vincent breaks down how Bending Spoons is building what he describes as an AI-enabled version of Berkshire Hathaway, acquiring established SaaS companies, transforming their operations, cutting costs, improving monetization, and using AI to make the entire portfolio more efficient. Rather than competing directly in AI infrastructure, Bending Spoons is betting on AI adoption. The company has acquired businesses including Evernote, StreamYard, and other major software platforms, then applies its internal technology, talent, and AI systems to improve their economics.~~~~🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1~~~~~🚀 Trade, earn, and borrow in one place with Nexo, a trusted digital asset platform managing over $7B in assets:~~~~~✊ Follow Milk Road on Social Media:👉 Twitter: https://x.com/MilkRoadAI👉 YouTube: https://www.youtube.com/@MilkRoadAI👉 Spotify: https://link.milkroad.com/spotify-mr-ai👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai~~~~~🎙 GUEST INFO 🎙Vincent: https://x.com/WhiteCollarExit📃 Disclaimer 📃The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
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The Neocloud Trade Is Breaking - Except for One Stock 17.09.2026 38mIn today’s episode, we break down why IREN could be one of the most misunderstood AI stocks in the market, how rising rates could impact the neocloud business model, and why access to electricity may become even more important than access to GPUs as the AI data center boom accelerates. We compare IREN, CoreWeave, and Nebius to understand what actually separates these AI infrastructure companies. CoreWeave has built a powerful software and GPU orchestration layer, Nebius is moving toward a broader and more asset-light AI cloud model, while IREN controls something increasingly scarce: land, data center infrastructure, grid connections, and significant power capacity.~~~~🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1~~~~~🚀 Trade, earn, and borrow in one place with Nexo, a trusted digital asset platform managing over $7B in assets:~~~~~✊ Follow Milk Road on Social Media:👉 Twitter: https://x.com/MilkRoadAI👉 YouTube: https://www.youtube.com/@MilkRoadAI👉 Spotify: https://link.milkroad.com/spotify-mr-ai👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai~~~~~🎙 GUEST INFO 🎙m0xt: https://x.com/m0xt_📃 Disclaimer 📃The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
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The Market Is Missing the Biggest AI Catalyst Yet 16.09.2026 44mIn today’s episode, we break down why agentic AI could become the next major catalyst for AI stocks, semiconductor demand, data centers, memory, and the broader AI infrastructure buildout. As AI moves beyond chatbots and starts completing real-world tasks across email, calendars, finance, software, and business workflows, inference demand could rise dramatically.~~~~🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1~~~~~🚀 Trade, earn, and borrow in one place with Nexo, a trusted digital asset platform managing over $7B in assets:~~~~~✊ Follow Milk Road on Social Media:👉 Twitter: https://x.com/MilkRoadAI👉 YouTube: https://www.youtube.com/@MilkRoadAI👉 Spotify: https://link.milkroad.com/spotify-mr-ai👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai~~~~~🎙 GUEST INFO 🎙Melvin: https://x.com/MelvinInvestsm0xt: https://x.com/m0xt_Kyle Reidhead: https://x.com/KyleReidheadVincent: 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.
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Dario Amodei Suddenly Wants to Slow Down - What Did He See? 15.09.2026 46mIn this episode, Melvin breaks down the growing push from Anthropic, OpenAI researchers, Sam Altman, Elon Musk, Dario Amodei, and others to introduce stronger AI safety rules and potentially slow the development of frontier AI models. We look at the real risks behind increasingly autonomous AI agents, recursive self-improvement, cybersecurity threats, and why some researchers believe current AI systems are becoming harder to understand and control.~~~~🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1~~~~~🚀 Trade, earn, and borrow in one place with Nexo, a trusted digital asset platform managing over $7B in assets:~~~~~✊ Follow Milk Road on Social Media:👉 Twitter: https://x.com/MilkRoadAI👉 YouTube: https://www.youtube.com/@MilkRoadAI👉 Spotify: https://link.milkroad.com/spotify-mr-ai👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai~~~~~🎙 GUEST INFO 🎙Melvin: https://x.com/MelvinInvests📃 Disclaimer 📃The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
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AI Earnings Look Incredible - That Might Be the Problem 14.09.2026 40mIn this episode, financial educator and longtime investor Brian Feroldi breaks down why the AI boom may not be a traditional valuation bubble, but something potentially harder to spot: an earnings bubble. If massive investment in GPUs, data centers, memory, energy, and AI infrastructure eventually creates excess capacity, today’s extraordinary profits could prove much less sustainable than investors expect. Brian also shares the investing framework he has developed over more than 20 years in the market, including the five-stage business growth cycle he uses to determine how a stock should be analyzed.~~~~🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1~~~~~🚀 Trade, earn, and borrow in one place with Nexo, a trusted digital asset platform managing over $7B in assets:~~~~~✊ Follow Milk Road on Social Media:👉 Twitter: https://x.com/MilkRoadAI👉 YouTube: https://www.youtube.com/@MilkRoadAI👉 Spotify: https://link.milkroad.com/spotify-mr-ai👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai~~~~~🎙 GUEST INFO 🎙Brian Feroldi: https://x.com/BrianFeroldi📃 Disclaimer 📃The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
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OpenAI Can’t Keep Up With Demand - These 4 Stocks Could Win 12.09.2026 40mIn this episode, Melvin breaks down why OpenAI’s rapidly increasing compute requirements could create major opportunities across AI infrastructure. We look at the growth of AI token usage, the rise of coding agents like Codex, OpenAI’s expanding revenue opportunities, and why compute could become one of the biggest bottlenecks in the next phase of artificial intelligence. Then, we break down four companies positioned to benefit from OpenAI’s expansion: Oracle, Broadcom, AMD, and Cerebras. From Oracle’s massive cloud infrastructure buildout and Broadcom’s custom AI chips to AMD’s challenge to NVIDIA and Cerebras’ wafer-scale approach to AI inference, we explain how each company fits into the OpenAI ecosystem.~~~~🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1~~~~~🌐 Scale your payment business across Asia with Saber.money:~~~~~✊ Follow Milk Road on Social Media:👉 Twitter: https://x.com/MilkRoadAI👉 YouTube: https://www.youtube.com/@MilkRoadAI👉 Spotify: https://link.milkroad.com/spotify-mr-ai👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai~~~~~🎙 GUEST INFO 🎙Melvin: https://x.com/MelvinInvests📃 Disclaimer 📃The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
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The Robotaxi Trade Everyone Is Getting Wrong 11.09.2026 48mIn this episode, we break down the rapidly evolving robotaxi market and explain why Tesla and Uber could both emerge as major winners. Tesla has powerful advantages in autonomous driving, Full Self-Driving, manufacturing, real-world driving data, and vertical integration. But building the best autonomous vehicle is only one piece of the puzzle. Scaling robotaxis also requires regulation, fleet operations, charging, maintenance, airport access, customer demand, and enough vehicles to handle massive swings in ride volume.~~~~🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1~~~~~🌐 Scale your payment business across Asia with Saber.money:~~~~~✊ Follow Milk Road on Social Media:👉 Twitter: https://x.com/MilkRoadAI👉 YouTube: https://www.youtube.com/@MilkRoadAI👉 Spotify: https://link.milkroad.com/spotify-mr-ai👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai~~~~~🎙 GUEST INFO 🎙m0xt: https://x.com/m0xt_📃 Disclaimer 📃The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
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Jordi Visser: The AI Trade Is Back - But the Biggest Opportunity May Be Somewhere Else 10.09.2026 37mIn this episode, Jordi Visser breaks down why he believes the AI trade is back, how the latest generation of AI agents is changing investing, and why tools like Grokbot, ChatGPT, and Codex could radically change how individual investors research markets, build trading systems, and analyze opportunities. Jordi also explains why the recent correction in AI stocks may have been healthy, why he still sees upside in semiconductors and AI infrastructure, and why the risk/reward may now be becoming more attractive in crypto and digital assets.~~~~🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1🥛 Missed Part 1? Watch Jordi Visser’s crypto thesis here! ~~~~~🌐 Scale your payment business across Asia with Saber.money:~~~~~✊ Follow Milk Road on Social Media:👉 Twitter: https://x.com/MilkRoadAI👉 YouTube: https://www.youtube.com/@MilkRoadAI👉 Spotify: https://link.milkroad.com/spotify-mr-ai👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai~~~~~🎙 GUEST INFO 🎙Jordi VisserX: https://x.com/jvisserlabsYouTube: https://www.youtube.com/@JordiVisserlabsSubstack: 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.
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Power & Memory Could Be the Best AI Trades Into 2027 09.09.2026 38mIn this episode, Vincent breaks down why fears of AI overcapacity may be missing what’s happening beneath the surface. Data center capacity is being absorbed rapidly, hyperscalers are facing enormous cloud backlogs, and demand for AI compute continues to run into constraints across power, memory, and infrastructure. We explore why NVIDIA could remain supply-constrained despite massive investment in AI chips, how the rise of AI agents, autonomous vehicles, and humanoid robotics could create another wave of compute demand, and why OpenAI and Anthropic’s growth could be critical to sustaining the AI infrastructure buildout.~~~~🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1~~~~~🌐 Scale your payment business across Asia with Saber.money:~~~~~✊ Follow Milk Road on Social Media:👉 Twitter: https://x.com/MilkRoadAI👉 YouTube: https://www.youtube.com/@MilkRoadAI👉 Spotify: https://link.milkroad.com/spotify-mr-ai👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai~~~~~🎙 GUEST INFO 🎙Vincent: https://x.com/WhiteCollarExit📃 Disclaimer 📃The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
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We’re About to Need Way More AI Compute Than Anyone Realizes 08.09.2026 51mIn this episode, we break down why the rapid adoption of AI agents could drive significantly more demand for compute, inference, memory, data centers, and the broader AI infrastructure stack. As models get faster, cheaper, and more capable, AI isn’t just becoming easier to use; it’s increasingly capable of performing actual work. We discuss the rise of “labor as a service,” why agent token usage is accelerating, and how increasingly powerful AI models could create another wave of infrastructure demand. We also examine why cheaper AI could actually increase compute consumption rather than reduce it.~~~~🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1~~~~~🌐 Scale your payment business across Asia with Saber.money:~~~~~✊ Follow Milk Road on Social Media:👉 Twitter: https://x.com/MilkRoadAI👉 YouTube: https://www.youtube.com/@MilkRoadAI👉 Spotify: https://link.milkroad.com/spotify-mr-ai👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai~~~~~🎙 GUEST INFO 🎙Melvin: https://x.com/MelvinInvestsm0xt: 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.
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