Welcome to Milk Road PRO After Hours.
We record these immediately after our analyst rollup on the Milk Road Stocks podcast, when our analysts are fresh and ready to discuss their portfolios and moves for the coming week. We keep these short, casual, and easy to digest so you can quickly hear what’s on their radar.
This week’s After Hours on Stocks is ready for you to watch. Here's the TLDR:
- 🪙 Vincent stopped putting new money into infra. Infineon and another name are still down double digits, so he's holding what he has and shifting fresh cash toward digital assets, with Figure Technologies up next for a deep dive.
- 🌌 Kyle flagged Galaxy as his next add. Already 10% of his portfolio, he was eyeing more right after the call following a 4-5% pullback, betting on tokenized stocks and September's Clarity Act.
- 📊 Kyle's letting his SaaS trade ride, for now. ServiceNow sits up 42% and Salesforce up 61%, but he named 280-285 as his sell zone on Salesforce.
- 💾 Melvin's newest conviction call: Samsung. A same-day chip reveal (memory stacked directly on the GPU instead of beside it) had him talking up better power efficiency, alongside Marvell's foundry-funded buyback plans.
- ✂️ Melvin had already taken profits before the call started, selling Micron and another position near highs while keeping robotics as a long, patient hold.
This week’s edition was recorded after our September 1st Stocks Roll-Up.
