GM. This is Milk Road PRO, where Melvin buys the dip on Monday, Tuesday, Wednesday, and every day that ends with day.
This is your weekly PRO recap: one email that rounds up every trade and every analyst update from the last seven days.
AI names took it on the chin this week (Nebius and Micron both got smacked), but the team kept buying through the chaos.
And our team got very busy with their Analyst Updates, which are posted directly in the Milk Road PRO feed. Below, weβll bucket them into a few different themes.
Here's what we got:
- π What we traded: Another busy week! 15+ trades in the bank, with some aggressive dip buying on AI names, and a few new positions.
- ποΈ Nebius rewrites the neocloud playbook [UPDATE]: Melvin breaks down Nebius's new asset-light model, its $1B Reflection AI deal, and why the broader data center buildout just hit a wall.
- πͺ Galaxy and Hyperliquid keep grinding [UPDATE]: m0xt makes the case for Galaxy's overlooked crypto engine and Hyperliquid's buyback flywheel, and John explains how Pendle yield trading actually works.
- π SpaceX, Apple, and Figure on watch [UPDATE]: Kyle flags SpaceX's discount window and Apple's upgrade supercycle, while m0xt unpacks what's really behind Figure's selloff.
Would you prefer a daily recap of our moves and updates, instead of a weekly one? Well we just launched that, so head to your Notifications page to turn it on.
WHAT WE TRADED π
π― We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs. Want to see what weβre buying next?
