We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.
VIDEOS
Robotics may target a $40 trillion labor market, but dexterous hands, overheating actuators, rare-earth magnets, and manufacturing capacity could constrain its growth.
Melvin breaks down four AI infrastructure stocks positioned around shortages in compute, memory, networking, and power.
Neoclouds are emerging as specialized AI infrastructure providers, with soaring compute demand creating opportunity alongside steep capital and execution risks.
AI agents are getting cheaper than offshore labor, setting up a widening divide between companies that adopt the technology and those that fall behind.
AI compute rewards speed today, but efficiency could determine the winners as early as 2028.
Kyle Reedhead argues SpaceX’s AI compute, Starlink, and launch businesses could support a multitrillion-dollar valuation despite major execution risks.
The robotics revolution may be led by task-specific machines on wheels, not humanoids trying to master stairs.
Palantir’s earnings suggest its secure, model-agnostic software could become a critical operating layer for enterprise AI adoption.
Melvin makes the case that AI-driven demand, constrained supply and long-term contracts have changed the memory-chip cycle.
AI adoption, rising hyperscaler spending and resilient earnings are reinforcing the case for a broad bull market despite sharp sell-offs.
VanEck CEO Jan van Eck argues AI’s strongest opportunities lie with vertically integrated companies that control customers, compute, models, and chips.
AI stocks are selling off, but structural demand, cheaper open models, and rising enterprise adoption continue to support the long-term bull case.
NeoCloud backlogs may look compelling, but their returns hinge on what today’s GPUs will be worth when five- to six-year contracts expire.
We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1: https://milkroad.com/pro/?utm_medium=social&utm_source=youtube_stocks&utm_campaign=lg_07/27In this episode of Milk Road AI, LG sits down with Liron Shapira, founder of Doom Debates, to explore one of the most controversial questions in artificial intelligence: Could AI wipe out humanity? Liron argues there’s a 50% chance AI leads to human extinction by 2050, explaining why he believes superintelligence could eventually surpass human control. But here’s the twist: despite his doomsday outlook, he’s still incredibly bullish on AI stocks and believes we’re only at the beginning of the biggest wealth creation event in history.
