
The world is about to change and the biggest investment opportunities of the decade are here. Our job is to find them. 5 episodes a week with the investors, analysts, and builders shaping the next great financial market, and what it all means for your portfolio. 🎯We called Micron (217%), Bloom (130%), Hyperliquid (55%), and Galaxy (37%) before their big runs. Want to see what we’re buying next? J... more
| Publishes | Daily | Episodes | 115 | Founded | 10 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | Tech NewsNews | |||

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 powerful advantages in autonomous driving, Full Self-Driving, manufacturing, real-world driving data, and... more
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 tools like Grokbot, ChatGPT, and Codex could radically change how individual investors research mark... more
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 absorbed rapidly, hyperscalers are facing enormous cloud backlogs, and demand for AI compute continue... more
In this episode, we break down why the rapid adoption of AI agents could drive significantly more demand for compute, inference, memory, data centers, and the broader AI infrastructure stack. As models get faster, cheaper, and more capable, AI isn’t ... more
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The show centers on high‑energy, market‑driven discussions about AI compute, memory stocks, and the infrastructure behind hyperscale tech. Episodes blend trader‑style banter with deep dives into compute economics, NeoClouds vs. hyperscalers, SpaceX's growing role, and memory/AI hardware dynamics, all tied to investment theses and portfolio implications. A recurring pattern is live reactions to earnings, sponsor reads, and portfolio updates for listeners who want actionable ideas and a pulse on the AI/tech equity space. Noteworthy is the recurring focus on energy and grid considerations for AI infrastructure, TerraFab and on‑site power strategies, and a willingness to model scenarios and price targets for major players, making it a useful re... more
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Milk Road Stocks launched 10 months ago and published 115 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on Milk Road Stocks include:
1. Scott Walter
2. Alysha Maria Lobo
3. Jan van Eck
4. Liron Shapira
5. Gav Blaxberg
6. Ben Bajarin
7. Adam Parker
8. Emad Mostaque
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