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The Robotaxi Trade Everyone Is Getting Wrong
In this episode, we break down the rapidly evolving robotaxi market and explain why Tesla and Uber could both emerge as major winners. Tesla has powe…
10Â hours ago
Jordi Visser: The AI Trade Is Back - But the Biggest Opportunity May Be Somewhere Else
In this episode, Jordi Visser breaks down why he believes the AI trade is back, how the latest generation of AI agents is changing investing, and why…
1Â day, 12Â hours ago
Power & Memory Could Be the Best AI Trades Into 2027
In this episode, Vincent breaks down why fears of AI overcapacity may be missing what’s happening beneath the surface. Data center capacity is being …
2Â days, 9Â hours ago
We’re About to Need Way More AI Compute Than Anyone Realizes
In this episode, we break down why the rapid adoption of AI agents could drive significantly more demand for compute, inference, memory, data centers…
3Â days, 7Â hours ago
Robotics Could Be the Next AI Infrastructure Trade - Here’s How We’re Playing It
In this episode, Melvin breaks down the emerging robotics investment thesis and why the opportunity could extend far beyond companies like Tesla and …
4Â days, 10Â hours ago
AI Agents Could Turn Robinhood Into a $1 Trillion Company
In this episode, Vincent explains why the intersection of AI agents, digital assets, and financial infrastructure could become one of the biggest inv…
1Â week ago
NVIDIA, Micron, Nebius & Tesla: A Pro Trader Reveals What Happens Next
In today’s episode, professional trader Dougie Fresh Picks joins us to break down the charts behind some of the market’s biggest AI and tech stocks, …
1Â week, 1Â day ago
The AI Bull Case Just Got Stronger… But We’re Changing What We Buy
The AI bull market isn’t over, but the easy “buy anything tied to AI infrastructure” trade may be. In this episode, we break down why the AI investme…
1Â week, 2Â days ago
This 400-Person Company Makes $10M Per Employee… And It's an AI Monster
Is AppLovin one of the most overlooked AI stocks in the market? In this episode, Martin breaks down his bull case for AppLovin (NASDAQ: APP), the AI-…
1Â week, 3Â days ago
The $40 Trillion Robotics Boom Has One Massive Bottleneck
In this episode of Milk Road Stocks, LG sits down with robotics expert Scott Walter, Robotics Research Diligence Director at RoboStrategy, to break d…
1Â week, 4Â days ago