GM. This is Milk Road PRO, where earnings season turns the group chat into pure chaos.
This is your weekly PRO recap: one email that summarizes every report, every analyst trade, and every big narrative we are tracking.
Big tech dropped earnings and our analysts did not agree on a single one of them. Google got cheered, Tesla got a three-way split verdict, and ServiceNow proved that software can survive in the age of AI. Throw in a CLARITY Act pop for Coinbase and Nvidia putting its own balance sheet behind Nebius, and it was a loaded week.
A lot of these debates were posted under Analyst Updates, which are available 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: Kyle added to Google, M0xt bought the ServiceNow dip, Melvin added two new positions.
- π Earnings season verdicts: Kyle calls Google's sell-off mispriced, Tesla splits the team three ways, and M0xt says ServiceNow's cRPO beat clean.
- ποΈ The AI infrastructure buildout: Melvin made three new picks for the next leg of the AI buildout.
- πͺ Crypto catalysts: Coinbase's CLARITY Act pop and Solana's price vs. fundamentals split.
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?
