We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.
VIDEOS
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.
In today's episode, we break down why energy availability has become the ultimate bottleneck for the AI data center build-out and why Bloom Energy is positioned to become a core power platform for AI infrastructure.Vincent explains why traditional power grid connections - which can take up to seven years - are driving data center operators toward "behind-the-meter" fuel cell solutions that can deploy on-site power in just 60 to 90 days.We dive into Bloom's native compatibility with Nvidia's 800V DC rack architecture, its major deals with hyperscalers like Oracle and Nebius, how the company plans to scale its manufacturing capacity, and why the stock's recent pullback offers a prime buying opportunity for long-term investors.
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_martin_07/23
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_vincent_melvin_kyle_07/22
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_melvin_07/21
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_07/20
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_martin_07/17
