Milk Road Stocks

00:38:28

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

Milk Road Stocks ·

2026/10/05

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 agents on our behalf. We explore why the consumer AI agent layer could become increasingly commoditized, why certain SaaS companies may thrive while others get disrupted, and why cybersecurity, identity, compute, memory, power, and digital payments could become critical infrastructure

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00:39:20

What If You Could Own Your AI Compute - And Get Paid...

Milk Road Stocks ·

2026/10/02

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 smaller AI companies could actually own the hardware themselves? B3IQ helps customers acquire, host, and monetize dedicated NVIDIA GPU systems. Owners can use the machines for their own private AI workloads, then make idle capacity available to other AI labs through B3IQ’s

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00:40:14

Micron’s Earnings Were INSANE - So Why Isn’t the...

Milk Road Stocks ·

2026/10/01

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 stock exploding? In this episode, Melvin breaks down Micron’s latest earnings, what the numbers reveal about the AI memory boom, and why Wall Street is still hesitant to fully embrace the bull case. We dive into the biggest question facing Micron investors: is this simply another peak

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00:47:08

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

Milk Road Stocks ·

2026/09/30

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 extremely strong. So why are investors still nervous? In this episode, we break down the growing disconnect between booming AI fundamentals and a difficult macro environment. We discuss OpenAI’s explosive revenue growth, the rise of AI agents, whether frontier AI companies can actually

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00:41:30

Is This the Best AI Play of 2026?

Milk Road Stocks ·

2026/09/29

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 how Bending Spoons is approaching acquisitions like Airtable and Miro, why its 500M+ monthly active users could become a major competitive advantage, and how its AI-driven operating model could potentially turn underperforming software companies into high-margin cash

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00:46:18

ARK Invest: The AI Revolution in Biology Is Bigger...

Milk Road Stocks ·

2026/09/28

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 diagnostics, and drug discovery could create one of the biggest investment opportunities of the AI era. The core idea: biology is generating enormous amounts of proprietary data, and AI is becoming powerful enough to turn that data into better drugs, earlier diagnoses, personalized cancer

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00:36:25

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

Milk Road Stocks ·

2026/09/25

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, what happens to NVIDIA, semiconductors, data centers, and the broader AI infrastructure trade if their growth slows? In this episode, Vincent breaks down why open-weight AI models are gaining adoption, why falling inference costs could pressure the current compute thesis, and why AI

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00:45:02

Meta Muse Is Exploding - These Stocks Could Be Next

Milk Road Stocks ·

2026/09/24

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 the internet. In this episode, Melvin breaks down why Meta Muse could become a major consumer AI platform, how Meta’s massive distribution through Facebook, Instagram, and WhatsApp gives it an advantage, and why agentic AI could create an entirely new wave of compute

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00:48:40

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

Milk Road Stocks ·

2026/09/23

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 we’re taking profits, and which AI stocks could offer the biggest opportunities if the market sells off. We also debate one of the most interesting AI investment stories right now: Bending Spoons. Can its AI-powered operating model successfully scale across dozens of software

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00:36:37

The AI Bottleneck Trade Has a $180 Billion Problem

Milk Road Stocks ·

2026/09/22

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 share of global AI data center compute, while hyperscalers and infrastructure companies continue pouring hundreds of billions into AI CapEx. The question is whether the revenue will actually be there to support it.~~~~⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠🎯 We called Micron (217%),

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00:36:54

Richard Socher: The Biggest AI Breakthroughs Haven’t...

Milk Road Stocks ·

2026/09/21

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 ahead of us. Richard breaks down his vision for the “Eureka Machine”: a system of AI agents capable of generating ideas, implementing them, testing the results, and continuously improving. He explains how Recursive is applying this concept to AI research today, and why similar systems

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00:45:45

The Hidden AI Stock Turning Broken SaaS Companies...

Milk Road Stocks ·

2026/09/18

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, improving monetization, and using AI to make the entire portfolio more efficient. Rather than competing directly in AI infrastructure, Bending Spoons is betting on AI adoption. The company has acquired businesses including Evernote, StreamYard, and other major software platforms, then

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00:38:12

The Neocloud Trade Is Breaking - Except for One Stock

Milk Road Stocks ·

2026/09/17

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 important than access to GPUs as the AI data center boom accelerates. We compare IREN, CoreWeave, and Nebius to understand what actually separates these AI infrastructure companies. CoreWeave has built a powerful software and GPU orchestration layer, Nebius is moving toward a broader

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00:44:17

The Market Is Missing the Biggest AI Catalyst Yet

Milk Road Stocks ·

2026/09/16

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 and starts completing real-world tasks across email, calendars, finance, software, and business workflows, inference demand could rise dramatically.~~~~⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big

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00:46:07

Dario Amodei Suddenly Wants to Slow Down - What Did...

Milk Road Stocks ·

2026/09/15

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 frontier AI models. We look at the real risks behind increasingly autonomous AI agents, recursive self-improvement, cybersecurity threats, and why some researchers believe current AI systems are becoming harder to understand and control.~~~~⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠🎯 We called

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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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