Milk Road Stocks

Is This the Best AI Play of 2026?

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

ARK Invest: The AI Revolution in Biology Is Bigger Than the Internet

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 intelli

The AI Compute Trade Is at Risk - Here’s What Could Win Next

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

Meta Muse Is Exploding - These Stocks Could Be Next

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, semico

“We’re Raising Cash”: Why This Rally Could Be a Bull Trap

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 portf

The AI Bottleneck Trade Has a $180 Billion Problem

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 an

Richard Socher: The Biggest AI Breakthroughs Haven’t Happened Yet

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’

The Hidden AI Stock Turning Broken SaaS Companies Into Cash Machines

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

The Neocloud Trade Is Breaking - Except for One Stock

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

The Market Is Missing the Biggest AI Catalyst Yet

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 infras

Dario Amodei Suddenly Wants to Slow Down - What Did He See?

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 r

AI Earnings Look Incredible - That Might Be the Problem

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 h

OpenAI Can’t Keep Up With Demand - These 4 Stocks Could Win

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

The Robotaxi Trade Everyone Is Getting Wrong

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 au

Jordi Visser: The AI Trade Is Back - But the Biggest Opportunity May Be Somewhere Else

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,

Power & Memory Could Be the Best AI Trades Into 2027

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, hyp

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)