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Our AI Market Outlook After the Selloff
In today’s episode, we break down the recent AI stock selloff and explain why we believe the long-term investment thesis remains stronger than ever. …
1Â month, 1Â week ago
The NeoCloud Trade Could Be Much Worse Than You Think
In this episode, Martin breaks down the hidden economics behind the NeoCloud business model and explains why investors may be overlooking one of the …
1Â month, 2Â weeks ago
There’s a 50% Chance AI Kills Us by 2050
In 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 arti…
1Â month, 2Â weeks ago
The AI Power Crisis Is Creating a Huge Opportunity
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…
1Â month, 2Â weeks ago
The Bull Case for Software in the AI Era
In today's episode, we break down why the "SaaSpocalypse" narrative is wrong and how leading software companies are using cheap, accessible AI to dri…
1Â month, 2Â weeks ago
The Next AI Rally Already Started
In today's Rollup, we break down why the recent pullback in tech and AI stocks was a prime buying opportunity, how new open-weight AI models like Chi…
1Â month, 2Â weeks ago
The Next Winners of the AI Data Center Boom
Today we break down why photonics and optical networking are emerging as the next critical bottleneck - and massive market opportunity - in the AI da…
1Â month, 3Â weeks ago
Will AI Trade Stocks Better Than Us?
In today's episode, we sit down with Gav Blaxberg, founder of Wolf Financial, to explore how AI agents and automated tools are reshaping modern inves…
1Â month, 3Â weeks ago
One Catalyst Could Make This Stock Blow Up in Two Weeks
In this episode, we break down why Galaxy may be one of the most misunderstood AI stocks on the market. While many investors still view it as a crypt…
1Â month, 3Â weeks ago
Robinhood’s AI Bet Is Bigger Than Anyone Realizes
In today’s episode, we break down a unique investment thesis on Robinhood ($HOOD) that goes far beyond commission-free trading. As AI agents evolve f…
1Â month, 3Â weeks ago