Skip to main content

Loading...

Find Us On Twitter Find Us On Youtube Find Us On Spotify

Podcast cover

Time To Go All-in Or Correction Incoming?

Go PRO.
Get The Edge.

Milk man pro

Time To Go All-in Or Correction Incoming?

Go PRO.
Get The Edge.

Most Popular

Partners
Ethereum Gas Fees ⛽
Ethereum Price
Bitcoin Price
Bitcoin ETFs
Bitcoin Dominance Chart
Best Crypto Cards
Best Options Platforms
Best Staking Platforms
How To Avoid Scams

Tools

Recommended Tools
Research Tools
DeFi Tutorials
Crypto Stocks
Shorting Crypto
Leverage And Margin Trading
Borrow Against Bitcoin
Borrow Against Ethereum
DeFi Loans
Fear & Greed Index

Buy

Buy BTC
Buy ETH
Buy SOL
Buy DOGE
Buy LINK
Lend Bitcoin
Lend Ethereum
Lend Stablecoins
Stake ETH
Stake SOL

Reviews

Safe Wallet
Exodus Wallet
Ledger Stax
Ledger Flex
MoonPay
Gemini

Jumper
Coincall
Bybit
OKX
Nexo
All Reviews

About Us Contact Us Careers Sponsor Us Terms & Conditions Privacy Policy Financial Disclosures Refer

© 2026 MilkRoad.Com. All Rights Reserved

Find Us On Twitter Find Us On Youtube Find Us On Spotify

Invest With Conviction. Not Guesswork.

Try PRO for just $1

Nexo

Nexo

CoinGecko

3 Stocks We Think Can Beat The AI Infrastructure Trade w/ Kyle Reidhead

AI

PODCAST

M

Milk Man

JUN 23, 2026

SHARE

Listen on Spotify

Listen on Apple Podcasts

For two years, investors have piled into AI infrastructure: chips, memory, data centers, energy. But what if the next wave of AI winners looks completely different? Kyle Reidhead breaks down the 3 stocks he's buying right now, why he's rotating away from some of the most crowded AI trades, and where he thinks the biggest opportunities could emerge next. The first chapter of the AI trade made a lot of people rich. The second chapter might have completely different heroes.

ABOUT THE GUEST

Kyle Reidhead

Kyle Reidhead

EPISODE LINKS

Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days👉 CLICK HERE
Real liquidity, real dividends, and just 0.04% fees- check out Bitget Stocks 2.0👉 CLICK HERE
Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform👉 CLICK HERE
Don't miss another minute of Milk Road AI; get our newsletter directly in your inbox twice a week👉 CLICK HERE
Milk Road is hiring, join our team and help us tell the story to the next million investors👉 CLICK HERE
Reach ambitious investors, builders & innovators👉 CLICK HERE

SHARE:

SIMILAR VIDEOS

The Last 90 Days in AI Compressed an Entire Decade. Here's What Actually Changed

The Chip Company the AI Crowd Isn't Watching Yet

Companies Are Hoarding Compute Like Gold

The AI Model With An Unfair Advantage Over ChatGPT

Why NeoClouds Could Become The Biggest AI Winners

What The Economy Looks Like When Machines Can Pay Each Other

AI’s Next Trillion-Dollar Opportunity Is Hiding In Plain Sight

The Biggest Shift In Finance Since The Internet w/ Stephen Mackintosh

Infinite Compute Demand, AI Energy Crisis & Why This Cycle Could Last Years

Why SpaceX Wants To Put AI Data Centers In Orbit

“Scarcity Will Become Priceless”: The Next AI Investment Thesis

OpenAI Missed Revenue Targets… Is the AI Bull Market in Trouble?

By 2035, Most Grand Challenges Facing Humanity Will Be Solved w/ Dr. Alex Wissner-Gross

NVIDIA CEO’s Biggest AI Warning: AI Tokens Will Decide Which Companies Survive

VIDEOS

Similar Videos

The Last 90 Days in AI Compressed an Entire Decade. Here's What Actually Changed

The Last 90 Days in AI Compressed an Entire Decade. Here's What Actually Changed

Cody Schneider (Founder of Graph) joined us to break down what's actually happening on the front lines of AI adoption. We're not talking about chatbots and copilots anymore. Autonomous marketing agents. AI-powered employees. Open-source models replacing entire workflows. Businesses are already doing things that would've required entire teams just two years ago. We get into the rise of open-source models, the future of work, and how fast this is actually moving in the real world. The demo era is over. The deployment era is here.

CRYPTOJUN 22 2026

The Chip Company the AI Crowd Isn't Watching Yet

The Chip Company the AI Crowd Isn't Watching Yet

In this episode, Vincent dives into Infineon, a hidden AI infrastructure play powering the next generation of data centers, energy systems, batteries, and even humanoid robots. As AI pushes power consumption to new extremes, a new bottleneck is emerging: electricity. We break down why power semiconductors could become one of the most critical pieces of AI infrastructure, how the transition to 800V DC data centers could dramatically increase demand, and why Infineon may be positioned to benefit from multiple AI megatrends at once.

CRYPTOJUN 19 2026

Companies Are Hoarding Compute Like Gold

Companies Are Hoarding Compute Like Gold

The AI arms race is accelerating. And the biggest tech companies in the world are spending billions to secure one thing: compute. In this episode, we break down why Google's massive capital raise could be one of the strongest signals yet that AI demand is blowing past available supply. Corporations aren't treating compute like software anymore. They're treating it like a strategic asset. Like oil. Like land. We get into how NVIDIA's ecosystem keeps expanding, and why the next generation of AI winners might be hiding in networking, semiconductors, power infrastructure, and optical systems.

CRYPTOJUN 3 2026

The AI Model With An Unfair Advantage Over ChatGPT

The AI Model With An Unfair Advantage Over ChatGPT

In today's episode, we break down why the intersection of AI demand and web infrastructure is creating a massive value mismatch, and how decentralized computing protocols are solving real-world data bottlenecks.Yan Liberman, managing partner at Delphi Ventures, explains why the privacy-focused LLM platform Venice remains aggressively undervalued despite its recent 10x run, how the protocol is quietly locking down millions in subscription ARR from power users, and why its unique foundation structure ensures that long-term cash flows flow directly back to token value without relying on artificial buybacks.

CRYPTOJUN 1 2026

Why NeoClouds Could Become The Biggest AI Winners

Why NeoClouds Could Become The Biggest AI Winners

The S&P 500 is smashing through insane new all-time highs, Micron officially rocketed into a trillion-dollar company, and the true constraints of the $8 trillion AI infrastructure race are physical bottlenecks hidden from the public eye. We explain why the hyper-cyclical "boom and bust" era for semiconductor stocks is being completely rewritten by massive multi-year contracts, and we map out the explosive rise of the "neocloud market" heading toward a projected $400 billion valuation.

CRYPTOMAY 27 2026

What The Economy Looks Like When Machines Can Pay Each Other

What The Economy Looks Like When Machines Can Pay Each Other

AI agents are evolving from simple chatbots into autonomous economic actors. And that could completely change the global financial system. We sat down with Guillaume Poncin (CTO of Alchemy) on Milk Road AI to dig into why AI agents are going to need their own financial infrastructure. Here's the thing: traditional banking rails aren't built for machines. They're built for humans with IDs, signatures, and bank accounts that take 3 days to settle. Agents need something different. Faster. Programmable. Always on.

CRYPTOMAY 25 2026

AI’s Next Trillion-Dollar Opportunity Is Hiding In Plain Sight

AI’s Next Trillion-Dollar Opportunity Is Hiding In Plain Sight

Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days: https://milkroad.com/pro/?utm_medium=social&utm_source=youtube_organic_ai&utm_campaign=pod-may21NVIDIA just posted another monster earnings report. But this episode makes the case that the biggest AI opportunity might no longer be Nvidia itself. We dig deep into the $8 trillion AI CapEx thesis and why the next phase of the AI boom could happen completely outside of chips and software. The team breaks down why the real bottlenecks in AI are shifting toward power infrastructure, energy grids, cooling systems, optical networking, and data center deployment.

CRYPTOMAY 21 2026

The Biggest Shift In Finance Since The Internet w/ Stephen Mackintosh

The Biggest Shift In Finance Since The Internet w/ Stephen Mackintosh

In today’s episode, we sat down with Stephen Mackintosh on Milk Road AI. His take: AI agents could be the biggest shift in finance since the internet itself. From autonomous trading agents to AI-powered investing, programmable money, crypto infrastructure, and the future of agentic commerce - this conversation goes deep on how AI is transforming markets, Wall Street, and the global economy way faster than most people realize. The internet rewired commerce. AI agents are about to rewire money itself.

CRYPTOMAY 18 2026

Infinite Compute Demand, AI Energy Crisis & Why This Cycle Could Last Years

Infinite Compute Demand, AI Energy Crisis & Why This Cycle Could Last Years

In today’s episode, we break down why the AI boom might still be in its early innings. And why the next phase of the AI trade could be even bigger than everything we've already seen with Nvidia, OpenAI, and the hyperscalers. We get into the "infinite compute demand" thesis, the rolling bottlenecks showing up across the AI supply chain, and why energy infrastructure might be the next major AI investment theme. Plus: Trump's China trip with top tech CEOs, Nvidia's future in China, the growing AI chip war, and why markets might still be massively underestimating how long this cycle can run. Most people think we're in the late innings. We might still be in the second.

CRYPTOMAY 13 2026

Why SpaceX Wants To Put AI Data Centers In Orbit

Why SpaceX Wants To Put AI Data Centers In Orbit

In this episode of Milk Road AI, Daniel Maguire from ARK Invest explains why the next massive trade in the AI infrastructure build-out is heading beyond Earth’s atmosphere. We explore the emerging concept of orbital data centers and how SpaceX's lead in full rocket reusability is making space-based compute a financial reality. Daniel breaks down the critical energy bottlenecks on Earth and why sun-synchronous orbits offer a nearly infinite, battery-free power source for future AI hyperscalers. We also dive into the convergence of space, defense, and nuclear energy, highlighting specific public and private companies like Rocket Lab and Oklo that are positioned to benefit from this $10 trillion global power shift.

CRYPTOMAY 11 2026

“Scarcity Will Become Priceless”: The Next AI Investment Thesis

“Scarcity Will Become Priceless”: The Next AI Investment Thesis

In this episode, we break down one of the biggest investing theses coming out of the AI boom: why scarcity could become the most valuable asset on the planet as AI creates an era of digital abundance. Translation: when everything becomes infinite, the stuff that's still finite becomes priceless. We dig into the exploding AI CapEx race, why Wall Street is dumping trillions into AI infrastructure, and why investors are bailing on traditional SaaS and rotating into AI infrastructure plays. Names like Nvidia, Micron, Nebius, Palantir, Bloom Energy, and the data center supply chain. The shovels and pickaxes of the AI gold rush. And the smart money is already loading up.

CRYPTOMAY 6 2026

OpenAI Missed Revenue Targets… Is the AI Bull Market in Trouble?

OpenAI Missed Revenue Targets… Is the AI Bull Market in Trouble?

In this episode, we break down what OpenAI's weaker-than-expected numbers actually mean. Spoiler: it's not what most people think. Compute - not demand - is still the biggest bottleneck in AI. There's plenty of demand. There just aren't enough chips to go around. We also get into whether hyperscalers like Microsoft, Google, Oracle, and Amazon can keep the AI trade alive through their massive CapEx spending. Because right now, those four are basically holding up the entire trade on their backs.

CRYPTOAPR 29 2026

By 2035, Most Grand Challenges Facing Humanity Will Be Solved w/ Dr. Alex Wissner-Gross

By 2035, Most Grand Challenges Facing Humanity Will Be Solved w/ Dr. Alex Wissner-Gross

Dr. Alex Wissner-Gross is back on Milk Road AI with one of the boldest AI predictions we've heard yet. By 2035, AI could help solve many of the biggest challenges facing humanity. And no, we're not talking about better chatbots or faster coding. We're talking about AI systems that could "bulk solve" entire fields like mathematics, physics, chemistry, biology, medicine, law, robotics, energy, and even human longevity. Casual. He breaks down the thesis behind Solve Everything, his new book with Peter Diamandis, and explains why we're entering a decade where scientific discovery becomes industrialized. If he's right, the next 10 years of AI progress could compress centuries of human advancement into a single decade. That's not a productivity boost. That's a different timeline.

CRYPTOAPR 27 2026

NVIDIA CEO’s Biggest AI Warning: AI Tokens Will Decide Which Companies Survive

NVIDIA CEO’s Biggest AI Warning: AI Tokens Will Decide Which Companies Survive

In today’s episode, we break down one of the biggest shifts happening in business right now: AI tokens are becoming the new labor force. Jensen Huang (NVIDIA CEO) says the future of every company comes down to one thing. How effectively it can consume tokens. That means the winners of the AI race might not be the companies building flashy apps. It's the ones controlling GPUs, data centers, compute, and infrastructure. The plumbing, basically. We dig into Amazon's massive $25B bet on Anthropic, why OpenAI is smarter than people give them credit for, and why the real AI investment plays could be names like Oracle, AMD, cybersecurity, and neo-clouds. SaaS? Might be in trouble.

CRYPTOAPR 22 2026

Advertisement

Advertisement