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“We're Running Out of AI Memory”: Melvin's Top 4 Stocks to Buy
The AI boom is creating massive bottlenecks across compute, memory, networking, and power, and Melvin believes the companies solving these shortages …
2Â weeks, 1Â day ago
Beyond NVIDIA: The AI Boom Is Splitting Into 5 Bull Markets At Once
In this episode, Kyle, Vincent, and Melvin break down why the next phase of the AI boom could spread across multiple markets at once, from AI infrast…
2Â weeks, 2Â days ago
The Biggest NVIDIA Opportunity Has Nothing to Do With GPUs
NVIDIA’s earnings have roughly tripled while its stock has spent much of the past two years going sideways. So is Wall Street underestimating NVIDIA’…
2Â weeks, 3Â days ago
“Power Is the #1 Bottleneck” - The Next Big AI Trade Starts in 2027
As NVIDIA moves toward increasingly powerful and compute-dense AI racks, electricity is becoming one of the biggest constraints on scaling AI. The up…
3Â weeks ago
These AI Companies Could Become the Next Cloud Giants
In this episode, Melvin breaks down the investment case for AI neoclouds, including Nebius (NBIS), CoreWeave (CRWV), IREN and Applied Digital (APLD),…
3Â weeks, 1Â day ago
The Biggest AI Bull Market Is Still Ahead of Us
Is the AI boom becoming a bubble or are investors underestimating just how much further this market could run? In this episode, Kyle breaks down his …
3Â weeks, 2Â days ago
AI's Next Big Crisis Is Already Here
In today's episode, we break down how macro sell-offs and rising bond yields are impacting the markets, why power shortages and grid constraints are …
3Â weeks, 3Â days ago
The AI Job Apocalypse Could Start in 2027 - Here's How to Invest
AI agents are getting cheaper than human labor, and Martin believes the real impact on the job market could start showing up as soon as 2027. In this…
3Â weeks, 4Â days ago
How to Invest in the AI Compute Boom: NeoClouds vs. Hyperscalers
The AI compute boom is entering a critical new phase. Demand for GPUs and data center capacity remains so strong that even older Nvidia chips are hol…
4Â weeks ago
SpaceX Is Coming for CoreWeave, Nebius… and the Hyperscalers
In today’s episode, Kyle breaks down his full SpaceX investment thesis following the company’s latest earnings and explains why AI compute could even…
4Â weeks, 1Â day ago