Milk Road Stocks

We’re About to Need Way More AI Compute Than Anyone Realizes

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

Robotics Could Be the Next AI Infrastructure Trade - Here’s How We’re Playing It

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

AI Agents Could Turn Robinhood Into a $1 Trillion Company

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

NVIDIA, Micron, Nebius & Tesla: A Pro Trader Reveals What Happens Next

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)

The AI Bull Case Just Got Stronger… But We’re Changing What We Buy

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 t

This 400-Person Company Makes $10M Per Employee… And It's an AI Monster

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 c

The $40 Trillion Robotics Boom Has One Massive Bottleneck

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 evolv

“We're Running Out of AI Memory”: Melvin's Top 4 Stocks to Buy

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

Beyond NVIDIA: The AI Boom Is Splitting Into 5 Bull Markets At Once

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 enterpris

The Biggest NVIDIA Opportunity Has Nothing to Do With GPUs

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 growt

“Power Is the #1 Bottleneck” - The Next Big AI Trade Starts in 2027

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 gen

These AI Companies Could Become the Next Cloud Giants

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

The Biggest AI Bull Market Is Still Ahead of Us

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 Mark

AI's Next Big Crisis Is Already Here

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

The AI Job Apocalypse Could Start in 2027 - Here's How to Invest

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 do

How to Invest in the AI Compute Boom: NeoClouds vs. Hyperscalers

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

SpaceX Is Coming for CoreWeave, Nebius… and the Hyperscalers

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

The AI Trade That Could Explode After Nvidia's $500B Bet

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 t

This Could Trigger the Next Leg of the AI Bull Market

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 cen

America’s Biggest Robotics Opportunity Is Here

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