In today’s weekly rollup, we break down the wild week in AI markets: Nvidia’s insane earnings call, Google’s huge new Gemini releases, OpenAI’s revenue explosion, and the robotics boom that could become the next trillion-dollar demand wave.
Duncan
Patrick
Kyle Reidhead
VIDEOS
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_07/15
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_07/14
Our analysts called Micron (+217%), Nebius (+146%), and Bloom Energy (+130%). See what they’re buying next with Milk Road PRO - now 33% OFF: https://milkroad.com/pro/discount/?utm_medium=social&utm_source=podcast_campaign_ai&utm_campaign=yt_lg_13In this episode of Milk Road AI, we sit down with Ben Bajarin, CEO of Creative Strategies and one of Silicon Valley’s longest-tenured technology analysts, to break down what’s really driving the AI market. From the dot-com bubble to today’s AI infrastructure race, Ben explains why the next 12 months could determine whether the trillion-dollar AI investment thesis holds up.
Our analysts called Micron (+217%), Nebius (+146%), and Bloom Energy (+130%). See what they’re buying next with Milk Road PRO - now 33% OFF: https://milkroad.com/pro/discount/?utm_medium=social&utm_source=podcast_campaign_ai&utm_campaign=yt_lg_vincent_07/10
Our analysts called Micron (+217%), Nebius (+146%), and Bloom Energy (+130%). See what they’re buying next with Milk Road PRO - now 33% OFF: https://milkroad.com/pro/discount/?utm_medium=social&utm_source=podcast_campaign_ai&utm_campaign=yt_kyle_09
Our analysts called Micron (+217%), Nebius (+146%), and Bloom Energy (+130%). See what they’re buying next with Milk Road PRO - now 33% OFF: https://milkroad.com/pro/discount/?utm_medium=social&utm_source=podcast_campaign_ai&utm_campaign=yt_vincent_melvin_kyle
In this episode, we break down why robotics could become the next major investment megatrend, why Wall Street is starting to pay attention, and which companies could benefit the most as humanoid robots move from hype to reality. We cover Morgan Stanley’s $7.5 trillion robotics forecast, why China is racing ahead in humanoid robots, Tesla’s Optimus ambitions, and why the biggest winners may not be the robot makers themselves, but the companies supplying the chips, memory, sensors, actuators, and AI powering every robot.
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
We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.
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
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
We break down why Micron's jaw-dropping quarterly earnings completely shattered Wall Street's consensus, how the explosive demand for High Bandwidth Memory (HBM) is rewriting the rules of tech hardware pricing, and why the standard memory boom-and-bust cycle has officially been broken.Melvin joins the show to explain why major hyperscalers are locked in a desperate "fomo" land grab to legally secure physical capacity, how the relentless rollout of autonomous AI agents is consuming ungodly amounts of memory behind the scenes, and why structural constraints mean a true supply catch-up won't arrive for years.
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.
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.