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Milk Road PRO gives you real analyst portfolios, live trade notifications, structured investment ideas and timely market research - all in one place.
Track real analyst portfolios in real time: what we own, how we’re positioned, and every move we make. Invest in technology before everyone else hears about it on X and YouTube.
Core Features
Market coverage from every angle.
Structured Buy, Sell, Watchlist, and Thesis updates so you always know exactly what we’re doing and why - with notifications any way you want them.
Adding to AMD here, full thesis in our latest report here. The MI300 ramp is still early innings and pricing power is holding even as hyperscaler capex keeps climbing. Margins are expanding, the data center segment just printed a record quarter, and management is guiding higher on AI accelerator revenue into next year.
AMD is the clear second source the industry needs. As supply unlocks, we expect share gains to keep compounding — and the current price still leaves real upside vs. our model.
It’s not the GPUs.
Management is targeting $1B in 2026 revenue from a $455M base.
High risk but very high reward if they execute.
If AAOI is the high-beta bet, Credo Technology CRDO is the outlier, with revenue growth now pushing past 200% at 68.5% gross margins, while almost nobody in the mainstream AI investing conversation is discussing it.
Deep research made simple across technology and macro markets. We do the homework, you reap the benefits (and the alpha).
Join live weekly AMAs and our private PRO community to ask questions, challenge ideas, and sharpen your edge. Why do markets alone when you can do it with experts?
Check out what our existing members have to say
You guys are incredibly great. So much value with PRO. I just keep learning, loving it, and making some good money!!!! Thank you guys keep it up.
Kyle, you never cease to amaze me with your call accuracy I'm up 58%.
I'm learning so much just being a sponge, soaking up the alpha in the various channels. As a bonus, I'm up a good 2x on many calls here like SBET, BMNR, DKING. I look forward to learning more as I go.
I've been a subscriber for Real Vision Crypto Pro, Front Runners, Ready set Crypto and Cryptolabs Defi service (+ probably several others)... I've only been with MR for about 1.5 month, but I can say that this service is for me the best of them all without a doubt!
You can learn how to think and invest for the long haul plus pick up some short term winners. No guarantees or misleading grandiose promises of huge returns, just useful information and tips to help guide your own journey.
The ratio of value to price of your offering is through the roof. For me, your content and explanations are just the right balance of being sufficiently technical and detailed and being understandable and engaging.
I just sold half my COIN now that it doubled. Thanks Milk Road team!
You guys are the most important reason I approach market cycles with peace and serenity. I only focus on accumulating and investing. Keep up the incredible work you are doing.
You guys are incredibly great. So much value with PRO. I just keep learning, loving it, and making some good money!!!! Thank you guys keep it up.
Kyle, you never cease to amaze me with your call accuracy I'm up 58%.
I'm learning so much just being a sponge, soaking up the alpha in the various channels. As a bonus, I'm up a good 2x on many calls here like SBET, BMNR, DKING. I look forward to learning more as I go.
I've been a subscriber for Real Vision Crypto Pro, Front Runners, Ready set Crypto and Cryptolabs Defi service (+ probably several others)... I've only been with MR for about 1.5 month, but I can say that this service is for me the best of them all without a doubt!
You can learn how to think and invest for the long haul plus pick up some short term winners. No guarantees or misleading grandiose promises of huge returns, just useful information and tips to help guide your own journey.
The ratio of value to price of your offering is through the roof. For me, your content and explanations are just the right balance of being sufficiently technical and detailed and being understandable and engaging.
I just sold half my COIN now that it doubled. Thanks Milk Road team!
You guys are the most important reason I approach market cycles with peace and serenity. I only focus on accumulating and investing. Keep up the incredible work you are doing.
Who we are
We live and breathe markets, sometimes to a worrying degree. But that's good news for you. Our obsession with investing is what you need to turn your portfolio from ‘rainy day fund’ to ‘early retirement’.
FAQ
Yes. PRO gives you access to our analyst portfolios, so you can see what our analysts are holding, buying, selling, and watching.
Yes. You can turn on email and push notifications for the updates you care about - including trade updates, new research being published, AMAs, and product updates.
We explain the "why" behind the move. When an analyst makes a trade, you will see the thesis, what changed, the risk, and what they are watching next, not just the ticker.
Yes. PRO members can ask questions through the private (members only) Discord community. We also run frequent AMAs where members can submit questions and the analysts will answer them.
You can get value in about 5 minutes a day. Scroll the home feed for any new trades, check the Milk Road Macro Index (MRMI) to see if we're in a risk-on or risk-off environment and pop in the PRO community to ask a question to the analysts. If you want to go deeper, the research reports and videos are there when you have more time.
Yes. PRO includes deeper research reports, asset breakdowns, and videos to help you understand what the asset is, why it matters, what the bull case is, and what could go wrong.
Yes. PRO members get access to a private community where they can ask questions to the analysts and other members. It's also great to see what questions the other members are asking to help you see points of view you may not have considered.
The Milk Road Macro Index (MRMI) is updated every day at 12:01am ET, so you are looking at a fresh read on the market environment every morning.
Yes, there are analyst watchlists. You can see what analysts are tracking before a trade happens, including the assets they are watching and the conditions that could make them more or less interested.
