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The world is about to change and the biggest investment opportunities of the decade are here. Our job is to find them.
5 episodes a week with the investors, analysts, and builders shaping the next great financial market, and what it all means for your portfolio.
🎯We called Micron (217%), Bloom (130%), Hyperliquid (55%), and Galaxy (37%) before their big runs.
Want to see what we’re buying next? Join Milk Road PRO for just $1:
https://milkroad.com/pro/?utm_medium=audio&utm_source=podcast_stocks&utm_campaign=biolink
5 episodes a week with the investors, analysts, and builders shaping the next great financial market, and what it all means for your portfolio.
🎯We called Micron (217%), Bloom (130%), Hyperliquid (55%), and Galaxy (37%) before their big runs.
Want to see what we’re buying next? Join Milk Road PRO for just $1:
https://milkroad.com/pro/?utm_medium=audio&utm_source=podcast_stocks&utm_campaign=biolink
139 Episodes
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🚨Your driver's license may be one of the 153M just put up for sale on the dark web. 🚨 Know the second someone uses yours. 14 days free from my sponsor AuraIn today's Milk Road Stocks episode, Kyle, Vincent, and Melvin break down the disconnect between AI stock prices and the fundamentals driving the AI infrastructure boom. They examine why Micron, Samsung, and SK Hynix are selling off following China's latest DRAM breakthrough, including Melvin's debate with Elon Musk over China's ability to compete in advanced memory manufacturing. The team also explores the next wave of AI investment opportunities, from high-bandwidth memory (HBM) and optical networking to the explosive growth of AI agents. With OpenAI and Anthropic potentially reaching a combined $600–700 billion in annualized revenue by the end of 2027, could AI adoption accelerate far beyond Wall Street's expectations?~~~~🎯 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~~~~~✊ Follow Milk Road on Social Media:👉 Twitter: https://x.com/MilkRoadStocks👉 YouTube: https://www.youtube.com/@MilkRoadStocks👉 Spotify: https://link.milkroad.com/spotify-mr-stocks👉 Apple Podcast: https://link.milkroad.com/applepod-mr-stocks~~~~~🎙 GUEST INFO 🎙Melvin: https://x.com/MelvinInvestsKyle 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.
🚨Your driver's license may be one of the 153M just put up for sale on the dark web. 🚨 Know the second someone uses yours. 14 days free from my sponsor AuraIn today's episode of Milk Road Stocks, John Gillen sits down with Milk Road's lead researcher, Martin, to break down all six layers of the AI investment landscape and reveal where he sees the most attractive opportunities. From Nvidia (NVDA), Micron (MU), and SK Hynix to Galaxy Digital (GLXY), CoreWeave (CRWV), and Salesforce (CRM), we examine which companies could capture the most value from the AI boom and which investments might carry more risk than investors realize.~~~~🎯 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~~~~~✊ Follow Milk Road on Social Media:👉 Twitter: https://x.com/MilkRoadStocks👉 YouTube: https://www.youtube.com/@MilkRoadStocks👉 Spotify: https://link.milkroad.com/spotify-mr-stocks👉 Apple Podcast: https://link.milkroad.com/applepod-mr-stocks~~~~~🎙 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.
🚨Your driver's license may be one of the 153M just put up for sale on the dark web. 🚨 Know the second someone uses yours. 14 days free from my sponsor Aura~~~~~In today's episode of Milk Road Stocks, LG Doucet sits down with Alvin Wang Graylin, AI strategist, researcher, and author of Our Next Reality, to discuss why he believes the artificial intelligence industry is heading toward a massive financial reckoning - and why the aftermath could be even more transformative than the AI boom itself. With over 35 years of experience in AI, semiconductors, and data center infrastructure, Graylin warns that NVIDIA, OpenAI, Anthropic, and the world's biggest tech companies could be facing a serious problem: AI is becoming cheaper and more efficient faster than investors realize.~~~~📈 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/MilkRoadStocks👉 YouTube: https://www.youtube.com/@MilkRoadStocks👉 Spotify: https://link.milkroad.com/spotify-mr-stocks👉 Apple Podcast: https://link.milkroad.com/applepod-mr-stocks~~~~~🎙 GUEST INFO 🎙Alvin Wang Graylin: https://x.com/AGraylin📃 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.
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 seat-based SaaS platforms and legacy payment intermediaries like Visa and Mastercard face severe disruption from high-frequency agentic transactions. Plus, we cover why enterprise data orchestrators like Palantir, AI roll-up companies like Bending Spoons, and tokenized financial rails are set to thrive as 24/7 personal “Chief of Staff” agents take over trading, commerce, and advertising. ~~~~📈 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/MilkRoadStocks👉 YouTube: https://www.youtube.com/@MilkRoadStocks👉 Spotify: https://link.milkroad.com/spotify-mr-stocks👉 Apple Podcast: https://link.milkroad.com/applepod-mr-stocks~~~~~🎙 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.
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 networking and connectivity could become one of the most important parts of the entire AI buildout, as thousands of GPUs need faster switches, optical links, cables and interconnects to communicate efficiently. Melvin explains why Marvell is his highest-conviction pick and why he believes the company could eventually have a path toward a trillion-dollar valuation.~~~~📈 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/MilkRoadStocks👉 YouTube: https://www.youtube.com/@MilkRoadStocks👉 Spotify: https://link.milkroad.com/spotify-mr-stocks👉 Apple Podcast: https://link.milkroad.com/applepod-mr-stocks~~~~~🎙 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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