Milk Road Stocks

SpaceX Could Overtake Nvidia, Microsoft & Google in the AI Race

In today's episode of Milk Road Stocks, LG sits down with Ryan Zurrer, Founder and CEO of Dialectic, to explain why SpaceX could become the most valuable company in the A

SpaceX Could EXPLODE 200%... If Elon Pulls This Off

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AI Infrastructure Stocks Are Getting DESTROYED - Should You Sell?

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AI Stocks Are Crashing… So Why Is Demand SOLD OUT Until 2029?

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We Analyzed 6 AI Sectors - Only 3 Look Like HUGE Opportunities

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The AI Crash Is Inevitable - But What Comes Next Could Be HUGE

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AI Agents Are About to Reshape the Economy - Here's Who Wins

In this episode, we explore how removing humans from the loop is drastically accelerating the adoption of AI agents and reshaping value across the economy. We analyze why

4 AI Stocks That Could Explode in the Next Infrastructure Boom

In this episode, Melvin breaks down four AI stocks positioned around the next phase of the infrastructure boom: Marvell, Credo, Samsung and Cerebras. We explore why AI ne

The AI Boom Is Splitting in Two - SpaceX, Micron and the New Winners

In this episode, we break down why AI infrastructure, compute, memory, CPUs, networking, and companies generating real AI revenue today may still have significant upside,

AI Is Driving the Market Higher - But the Economy Is Sending Warning Signs

In this episode, Martin breaks down the growing disconnect between the stock market and the broader U.S. economy. While mega-cap tech and semiconductor stocks continue to

AI Agents Are Coming - But That’s Not the Trade

In this episode, we break down the emerging AI agent economy and where value could actually accrue as personal “Chief of Staff” agents begin interacting with software, fi

What If You Could Own Your AI Compute - And Get Paid for It?

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 pr

Micron’s Earnings Were INSANE - So Why Isn’t the Stock Exploding?

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 memor

AI Is Exploding… So Why Are Stocks Starting to Look Weak?

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

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