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PODCAST

Milk Road Stocks

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

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All Episodes

00:40:24

AI Earnings Look Incredible - That Might Be the Problem

Milk Road Stocks ·

2026/09/14

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 investment in GPUs, data centers, memory, energy, and AI infrastructure eventually creates excess capacity, today’s extraordinary profits could prove much less sustainable than investors expect. Brian also shares the investing framework he has developed over more than 20 years in the

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00:40:19

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

Milk Road Stocks ·

2026/09/12

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 like Codex, OpenAI’s expanding revenue opportunities, and why compute could become one of the biggest bottlenecks in the next phase of artificial intelligence. Then, we break down four companies positioned to benefit from OpenAI’s expansion: Oracle, Broadcom, AMD, and Cerebras. From

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00:48:18

The Robotaxi Trade Everyone Is Getting Wrong

Milk Road Stocks ·

2026/09/11

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, manufacturing, real-world driving data, and vertical integration. But building the best autonomous vehicle is only one piece of the puzzle. Scaling robotaxis also requires regulation, fleet operations, charging, maintenance, airport access, customer demand, and enough vehicles to handle massive

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00:37:39

Jordi Visser: The AI Trade Is Back - But the Biggest...

Milk Road Stocks ·

2026/09/10

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 individual investors research markets, build trading systems, and analyze opportunities. Jordi also explains why the recent correction in AI stocks may have been healthy, why he still sees upside in semiconductors and AI infrastructure, and why the risk/reward may now be becoming more

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00:38:48

Power & Memory Could Be the Best AI Trades Into 2027

Milk Road Stocks ·

2026/09/09

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, and demand for AI compute continues to run into constraints across power, memory, and infrastructure. We explore why NVIDIA could remain supply-constrained despite massive investment in AI chips, how the rise of AI agents, autonomous vehicles, and humanoid robotics could create another

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00:51:31

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

Milk Road Stocks ·

2026/09/08

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, cheaper, and more capable, AI isn’t just becoming easier to use; it’s increasingly capable of performing actual work. We discuss the rise of “labor as a service,” why agent token usage is accelerating, and how increasingly powerful AI models could create another wave of infrastructure

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00:48:56

Robotics Could Be the Next AI Infrastructure Trade -...

Milk Road Stocks ·

2026/09/07

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 training, the growing demand for semiconductors and memory, and the less obvious opportunities in actuators, motors, bearings, sensors, and other critical components. We also look at real-world robotics deployments at BMW and Amazon, the falling cost of humanoid robots, and why

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00:35:32

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

Milk Road Stocks ·

2026/09/04

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 capable of investing, trading, making payments, managing portfolios, and handling corporate finances autonomously, they’ll need financial infrastructure built for machines, not humans. Today’s banking system relies on KYC, intermediaries, slow settlement, and human authorization

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00:48:12

NVIDIA, Micron, Nebius & Tesla: A Pro Trader Reveals...

Milk Road Stocks ·

2026/09/03

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 (HOOD), Tesla (TSLA), and Galaxy Digital (GLXY). After weeks of market chop, Dougie believes several of these stocks are approaching important technical inflection points. He explains why Micron could be setting up for another run toward new highs, what NVIDIA’s momentum indicators are

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00:37:51

The AI Bull Case Just Got Stronger… But We’re...

Milk Road Stocks ·

2026/09/02

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 infrastructure stocks struggle to move higher. Demand for compute is exploding, memory capacity is being locked up years in advance, and the economics behind frontier AI models like OpenAI and Anthropic could be improving dramatically.~~~~⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠🎯 We called Micron (217%),

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00:33:23

This 400-Person Company Makes $10M Per Employee… And...

Milk Road Stocks ·

2026/09/01

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 with just a few hundred employees. After APP stock fell sharply following its latest earnings, Martin explains why he believes the market may be mispricing the company, and why he’s extremely bullish at current levels.~~~~⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠🎯 We called Micron (217%), Credo (191%), Nebius

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00:58:25

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

Milk Road Stocks ·

2026/08/31

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 humanoid robots, and the hidden supply chain bottlenecks that could emerge as production scales from thousands to millions of units.~~~~⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying

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00:34:42

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

Milk Road Stocks ·

2026/08/27

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 episode, Melvin breaks down his AI investment portfolio and reveals four of his highest-conviction stocks: Nebius (NBIS), Micron (MU), NVIDIA (NVDA), and Oracle (ORCL). He explains why Nebius remains his largest position, why the global AI memory shortage could continue benefiting Micron,

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00:46:58

Beyond NVIDIA: The AI Boom Is Splitting Into 5 Bull...

Milk Road Stocks ·

2026/08/26

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 digital finance. While AI infrastructure stocks like NVIDIA, Nebius, CoreWeave, and Bloom Energy have faced pressure, the fundamental demand for compute, power, and AI capacity remains strong. The team discusses whether the recent pullback is actually a buying opportunity, and why

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00:36:52

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

Milk Road Stocks ·

2026/08/25

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 and bear case for NVIDIA ahead of earnings, including why NVDA’s valuation has compressed despite explosive EPS growth, the threat from custom AI chips and ASICs, and whether NVIDIA can defend its massive 75% gross margins. But the biggest opportunity may be beyond

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00:40:32

“Power Is the #1 Bottleneck” - The Next Big AI Trade...

Milk Road Stocks ·

2026/08/21

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, forcing NVIDIA and its suppliers to rethink how electricity moves from the grid all the way to the GPU. The solution: 800V DC power architecture. In this episode, Vincent explains why NVIDIA’s transition to 800V DC could reshape the AI data center power stack, why power semiconductors could

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00:41:49

These AI Companies Could Become the Next Cloud Giants

Milk Road Stocks ·

2026/08/20

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 of future AI compute demand. The world’s largest technology companies are spending aggressively on AI infrastructure, while companies like OpenAI and Anthropic continue driving demand for training and inference. Melvin argues that this creates a massive opportunity for specialized GPU

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00:45:15

The Biggest AI Bull Market Is Still Ahead of Us

Milk Road Stocks ·

2026/08/19

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 accelerating AI adoption, massive infrastructure investment, improving corporate productivity, and a surprisingly favorable macro environment could fuel the next major leg higher for AI stocks.~~~~⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠🎯 Melvin’s portfolio is up 45% since February. Want to see what he’s

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00:57:40

AI's Next Big Crisis Is Already Here

Milk Road Stocks ·

2026/08/18

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 how companies like Bloom Energy, SpaceX, and Meta are positioning themselves to capitalize on energy demand, compute scale, and memory efficiency.~~~~⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠🎯 Our analysts called Micron (+217%), Nebius (+146%), and Bloom Energy (+130%). See what they’re buying next with

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00:41:54

The AI Job Apocalypse Could Start in 2027 - Here's...

Milk Road Stocks ·

2026/08/17

AI agents are getting cheaper than human labor, and Martin believes the real impact on the job market could start showing up as soon as 2027. In this episode, we break down the latest AI and labor market data, why weakening U.S. employment could be an early warning sign, and what happens as companies realize AI agents can perform certain tasks for less than offshore workers. But this isn’t just a story about job losses. It’s also about where the next major AI investment opportunities could

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