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 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.