Milk Road AI

In today's Milk Road AI episode, Kyle is joined by Vincent, Martin, and Melvin to break down the brutal AI stock market sell-off, why they're buying the dip, and what investors are missing about the future of artificial intelligence. Despite collapsing valuations across Nvidia, AI data centers, semiconductors, and hyperscalers, demand for AI compute continues to grow. Could restrictions on...

In this episode of Milk Road Stocks, Martin breaks down Uber's Q3 2026 earnings, its surprisingly attractive valuation, and why the rise of Tesla and Waymo robotaxis might actually strengthen Uber's business rather than destroy it. With approximately 250 million monthly active users, a booming Uber Eats business, and growing partnerships in autonomous driving, Uber is positioning itself fo...

In today's episode of Milk Road Stocks, LG sits down with Kai Wu, founder of Sparkline Capital, who warned about the risks of the AI infrastructure boom back in October 2025. Now, as Wall Street questions the sustainability of Big Tech's AI spending, Kai explains why the companies building AI infrastructure might not be the ones that ultimately profit the most from the AI revolution. ~~~~...

In today's episode, Vincent breaks down why the market may be overreacting to potential restrictions on AI data centers, what the new political landscape means for the AI infrastructure boom, and why he's aggressively buying the dip. With AI infrastructure stocks plunging 10–15%, hedge funds liquidating positions, and retail investors rushing to sell, Vincent argues that the fundamental AI...

In today's episode, Melvin breaks down how the Democratic sweep and proposed Texas data center restrictions could reshape the AI investment landscape. With Texas accounting for a significant portion of planned US data center capacity, investors are questioning whether new regulations could threaten the AI infrastructure boom. But here's the contradiction: hyperscalers are continuing to pou...

In today's episode, Kyle, Vincent, and Melvin break down the latest AI stock market sell-off, why they believe a major rebound could be approaching, and which companies could emerge as the biggest winners. Big Tech is borrowing billions to fund the AI infrastructure boom, raising questions about the sustainability of spending by Microsoft, Google, Amazon, and other hyperscalers. But new financ...

Is the AI stock market sell-off about to get even worse? With Google, Meta, CoreWeave, Nebius, and IREN under pressure, technical analyst Dougie Fresh Picks joins Milk Road to explain why another major correction could be coming, and which two overlooked AI stocks could be the next big winners. As the market braces for the US midterm elections, Dougie breaks down the warning signs flashing across...

In today's episode of Milk Road Stocks, LG sits down with Steve Hou, Head of Research at Silicon Data, to uncover what the real-world data says about AI compute demand, GPU pricing, and whether the massive investments in artificial intelligence will ever pay off Steve reveals why Nvidia's newest Blackwell GPUs are seeing explosive rental price increases, why even six-year-old chips are bec...

⁠🚨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 Vincent breaks down the massive disconnect between hyperscaler CEOs ramping up AI capital expenditures and investors selling off AI infrastructure stocks due to cash flow fears. He explains why the current dip in memory players like M...

⁠🚨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 our sponsor Aura: ⁠⁠ ~~~~~~ ⁠🐋 Want to see what Buffett, Pelosi and Vitalik own? Track their holdings for free with our Insider Portfolios⁠ ~~~~~ In today's episode, Melvin breaks down the massive sell-off in AI and semiconductor stocks, why hedge...

🚨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 our sponsor Aura: ⁠ ~~~~~~ 🐋 Want to see what Buffett, Pelosi and Vitalik own? Track their holdings for free with our Insider Portfolios ~~~~~ In today's episode of Milk Road, we break down the AI stock sell-off, Anthropic's surprising financial...

🚨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 our sponsor Aura: With Galaxy stock trading around $16–17 at the time of recording, Martin believes it could reach $48, representing nearly 3X upside. And the most surprising part? Galaxy hasn't even signed a tenant for its next massive AI data cente...

⁠🚨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, LG and Vincent break down the latest earnings reports and explain why market volatility is creating massive disconnects across the AI trade. While Wall Street panics over soaring CapEx and near-term price dips,...

In today's episode, Kyle joins LG to break down why SpaceX is transforming from a rocket company into a potential AI infrastructure powerhouse. Following SpaceX and Tesla's latest earnings, Kyle reveals why he believes SpaceX stock could climb from $145 to as much as $600, driven by explosive growth in AI computing, data centers, and Elon Musk's ambitious plan to dominate physical AI....

AI infrastructure stocks are facing major market headwinds, but is Wall Street completely missing the bigger picture? Despite recent sell-offs, the global shortage of AI compute is only accelerating. SpaceX just shocked the market by revealing its AI segment generated a staggering $7.56 billion in a single quarter, officially transforming it into a compute company. Meanwhile, NVIDIA's Jensen H...

In today's AI Rollup, we break down the latest AI market volatility, rising concerns about neocloud debt, and why SpaceX could have a massive advantage in the race for AI compute. Could a potential Tesla–SpaceX merger change the entire AI investment landscape? We also explore a surprising prediction: the world could have too many data centers by 2028 while still facing a major GPU shortage. Wh...

Galaxy Digital (GLXY) has crashed nearly 30% in just two weeks as fears surrounding CoreWeave (CRWV) and the AI infrastructure market intensify. But what if Wall Street is overlooking a massive opportunity? In today's episode, Martin breaks down why Galaxy Digital could be one of the most undervalued AI stocks on the market. With a market capitalization of approximately $6.1 billion, Martin ar...

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 AI economy. Ryan breaks down SpaceX's rapidly expanding AI data center business, why its infrastructure economics could outperform competitors like CoreWeave and Nebius, and how orbital data centers could eventually transfo...

🚨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, LG and Vincent break down why traditional neocloud companies are struggling despite booming demand for AI computing power, and why SpaceX could have a massive competitive advantage. As rising interest rates and en...

🚨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 AI infrastructure stocks are getting crushed, and Wall Street is starting to panic. CoreWeave (CRWV) is at the center of the sell-off after its bond yields briefly surged to 15%, sparking fears of a potential bankruptcy. But with over $1...

🚨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 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 f...

🚨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, 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 N...

🚨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...

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 comp...

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 M...