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Milk Road Stocks: Daily Summaries Delivered
by Milk Road
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.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- Today38 min
AI Agents Are Coming - But That’s Not the Trade
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 for the next phase of AI.~~~~📈 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.
- 3 days ago39 min
What If You Could Own Your AI Compute - And Get Paid for It?
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 marketplace.~~~~📈 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/MilkRoadAI👉 YouTube: https://www.youtube.com/@MilkRoadAI👉 Spotify: https://link.milkroad.com/spotify-mr-ai👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai~~~~~🎙 GUEST INFO 🎙Viktoriya Hying: https://x.com/viktoriya0x📃 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.
- 3 days ago40 min
Micron’s Earnings Were INSANE - So Why Isn’t the Stock Exploding?
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 in the traditional memory cycle, or is AI fundamentally changing the economics of DRAM, HBM, NAND, and data center memory?~~~~📈 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:~~~~~🚀 Trade, earn, and borrow in one place with Nexo, a trusted digital asset platform managing over $7B in assets:~~~~~✊ Follow Milk Road on Social Media:👉 Twitter: https://x.com/MilkRoadAI👉 YouTube: https://www.youtube.com/@MilkRoadAI👉 Spotify: https://link.milkroad.com/spotify-mr-ai👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai~~~~~🎙 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.
- 4 days ago47 min
AI Is Exploding… So Why Are Stocks Starting to Look Weak?
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 turn massive revenue into sustainable profits, and why higher rates and inflation could still pressure the broader stock market.~~~~🎯 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~~~~~🚀 Trade, earn, and borrow in one place with Nexo, a trusted digital asset platform managing over $7B in assets:~~~~~✊ Follow Milk Road on Social Media:👉 Twitter: https://x.com/MilkRoadAI👉 YouTube: https://www.youtube.com/@MilkRoadAI👉 Spotify: https://link.milkroad.com/spotify-mr-ai👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai~~~~~🎙 GUEST INFO 🎙Melvin: https://x.com/MelvinInvestsm0xt: https://x.com/m0xt_Kyle 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.
- 6 days ago41 min
Is This the Best AI Play of 2026?
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 machines.~~~~🎯 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~~~~~🚀 Trade, earn, and borrow in one place with Nexo, a trusted digital asset platform managing over $7B in assets:~~~~~✊ Follow Milk Road on Social Media:👉 Twitter: https://x.com/MilkRoadAI👉 YouTube: https://www.youtube.com/@MilkRoadAI👉 Spotify: https://link.milkroad.com/spotify-mr-ai👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai~~~~~🎙 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.
- 1 weeks ago46 min
ARK Invest: The AI Revolution in Biology Is Bigger Than the Internet
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 treatments, and potentially one-time genetic therapies.~~~~🎯 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~~~~~🚀 Trade, earn, and borrow in one place with Nexo, a trusted digital asset platform managing over $7B in assets:~~~~~✊ Follow Milk Road on Social Media:👉 Twitter: https://x.com/MilkRoadAI👉 YouTube: https://www.youtube.com/@MilkRoadStocks👉 Spotify: https://link.milkroad.com/spotify-mr-ai👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai~~~~~🎙 GUEST INFO 🎙Ovid Amadi: https://x.com/Ovid_ARKBrett Winton: https://x.com/wintonARK📃 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.
- 1 weeks ago36 min
The AI Compute Trade Is at Risk - Here’s What Could Win Next
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 agents may ultimately create an even bigger explosion in compute demand.~~~~🎯 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~~~~~🚀 Trade, earn, and borrow in one place with Nexo, a trusted digital asset platform managing over $7B in assets:~~~~~✊ Follow Milk Road on Social Media:👉 Twitter: https://x.com/MilkRoadAI👉 YouTube: https://www.youtube.com/@MilkRoadStocks👉 Spotify: https://link.milkroad.com/spotify-mr-ai👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai~~~~~🎙 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.
- 1 weeks ago45 min
Meta Muse Is Exploding - These Stocks Could Be Next
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 demand.~~~~📈 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:~~~~~🚀 Trade, earn, and borrow in one place with Nexo, a trusted digital asset platform managing over $7B in assets:~~~~~✊ Follow Milk Road on Social Media:👉 Twitter: https://x.com/MilkRoadAI👉 YouTube: https://www.youtube.com/@MilkRoadAI👉 Spotify: https://link.milkroad.com/spotify-mr-ai👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai~~~~~🎙 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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About 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.
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