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Milk Road Stocks

Milk Road

148 episodes

The world is about to change and the biggest investment opportunities of the decade are here. Our job is to find them.

More about the show

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://link.milkroad.com/pod_stocks

Episodes page 1 of 3

  1. Galaxy Could 3X From Here & Its Biggest Deal Hasn't Even Been Signed

    · 45 min

    🚨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…

  2. SpaceX Could Control 25% of New AI Compute - Can Elon Pull It Off?

    · 45 min

    🚨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…

  3. SpaceX Could 4X - The Market Still Thinks It's a Rocket Company

    · 47 min

    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…

  4. The AI Compute Shortage Is About to Get MUCH Worse

    · 37 min

    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…

  5. The AI Market Is Splitting in Two - Only One Side Will Win

    · 47 min

    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…

  6. Galaxy Is the Most Mispriced AI Infrastructure Stock

    · 35 min

    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…

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

    · 53 min

    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…

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

    · 38 min

    🚨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…

  9. AI Infrastructure Stocks Are Getting DESTROYED - Should You Sell?

    · 34 min

    🚨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…

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

    · 47 min

    🚨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…

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

    · 54 min

    🚨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…

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

    · 49 min

    🚨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…

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

    · 45 min

    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…

  14. 4 AI Stocks That Could Explode in the Next Infrastructure Boom

    · 44 min

    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…

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

    · 46 min

    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, even as other parts of the AI market struggle…

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

    · 41 min

    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 push indexes higher, sectors like housing,…

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

    · 38 min

    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, financial platforms, payment systems, and other AI…

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

    · 39 min

    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 providers like CoreWeave, what if individuals and…

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

    · 40 min

    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 memory supply years in advance. So why isn’t Micron…

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

    · 47 min

    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 demand for memory and AI infrastructure remains…

  21. Is This the Best AI Play of 2026?

    · 42 min

    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 the price discussed in the episode. We explore…

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

    · 46 min

    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 intelligence, genomics, gene editing, cancer…

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

    · 36 min

    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 such a large share of future compute demand,…

  24. Meta Muse Is Exploding - These Stocks Could Be Next

    · 45 min

    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, semiconductors, SaaS, e-commerce, and the future of…

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

    · 49 min

    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 portfolio positioning, the risk of a bull trap, where…

  26. The AI Bottleneck Trade Has a $180 Billion Problem

    · 37 min

    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 and Anthropic are expected to control a massive…

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

    · 37 min

    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’s most important breakthroughs may still be…

  28. The Hidden AI Stock Turning Broken SaaS Companies Into Cash Machines

    · 46 min

    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, transforming their operations, cutting costs,…

  29. The Neocloud Trade Is Breaking - Except for One Stock

    · 38 min

    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 why access to electricity may become even more…

  30. The Market Is Missing the Biggest AI Catalyst Yet

    · 44 min

    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 infrastructure buildout. As AI moves beyond chatbots…

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

    · 46 min

    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 rules and potentially slow the development of…

  32. AI Earnings Look Incredible - That Might Be the Problem

    · 40 min

    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 harder to spot: an earnings bubble. If massive…

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

    · 40 min

    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 of AI token usage, the rise of coding agents…

  34. The Robotaxi Trade Everyone Is Getting Wrong

    · 48 min

    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 autonomous driving, Full Self-Driving,…

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

    · 38 min

    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, ChatGPT, and Codex could radically change how…

  36. Power & Memory Could Be the Best AI Trades Into 2027

    · 39 min

    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, hyperscalers are facing enormous cloud backlogs,…

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

    · 52 min

    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 infrastructure stack. As models get faster,…

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

    · 49 min

    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 NVIDIA’s role in physical AI and robotics…

  39. AI Agents Could Turn Robinhood Into a $1 Trillion Company

    · 36 min

    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 next phase of the AI boom. As AI agents become…

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

    · 48 min

    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), NVIDIA (NVDA), Nebius (NBIS), Robinhood…

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

    · 38 min

    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 to strengthen even as semiconductor and AI…

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

    · 33 min

    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 company that has grown into a $100B+ business…

  43. The $40 Trillion Robotics Boom Has One Massive Bottleneck

    · 58 min

    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 evolving robotics industry, the race to build useful…

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

    · 35 min

    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 biggest winners of the next decade. In this…

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

    · 47 min

    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 enterprise software to biotech, autonomous agents, and…

  46. The Biggest NVIDIA Opportunity Has Nothing to Do With GPUs

    · 37 min

    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 growth? In this episode, Vincent breaks down the bull…

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

    · 41 min

    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 generation requires significantly more power,…

  48. These AI Companies Could Become the Next Cloud Giants

    · 42 min

    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 market may still be underestimating the scale…

  49. The Biggest AI Bull Market Is Still Ahead of Us

    · 45 min

    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 Market” thesis and explains why the combination of…

  50. AI's Next Big Crisis Is Already Here

    · 58 min

    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 bottleneck for the AI infrastructure trade, and…

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