Rephonic
Artwork for Milk Road Stocks

Milk Road Stocks

Milk Road
Artificial Intelligence
NVIDIA
Spacex
Openai
Tesla
Robotics
Anthropic
Google
Neoclouds
Data Centers
AI Infrastructure
AI Agents
Coreweave
Meta
Nebius
AI Compute
Galaxy Digital
Bloom Energy
China
Hyperscalers

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

PublishesDailyEpisodes151Foundeda year ago
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Artwork for Milk Road Stocks

Latest Episodes

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Vincent breaks down the massive disconnect between hyperscaler CEOs ramping up AI capit... more

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⁠🐋 Want to see what Buffett, Pelosi and Vitalik own? Track their holdings fo... more

🚨Your driver's license may be one of the 153M just put up for sale on the dark web. 🚨 Know the second someone uses yours. 14 days free from our sponsor Aura: ⁠

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🐋 Want to see what Buffett, Pelosi and Vitalik own? Track their holdings for f... more

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With Galaxy stock trading around $16–17 at the time of recording, Martin believes it cou... more

Key Facts

Accepts Guests
Accepts Sponsors
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Recent Guests

Kyle Reidhead
Investor and analyst discussing SpaceX, Tesla, and AI infrastructure
Episode: SpaceX Could 4X - The Market Still Thinks It's a Rocket Company
Ryan Zurrer
Founder and CEO of Dialectic, an investor in SpaceX since 2019
Dialectic
Episode: SpaceX Could Overtake Nvidia, Microsoft & Google in the AI Race
Alvin Wang Graylin
AI strategist, researcher, author of Our Next Reality, and technology veteran
Stanford University
Episode: The AI Crash Is Inevitable - But What Comes Next Could Be HUGE
Viktoriya Hying
Co-founder of B3 Labs
B3 Labs
Episode: What If You Could Own Your AI Compute - And Get Paid for It?
Brett Winton
Chief Futurist at ARK Invest
ARK Invest
Episode: ARK Invest: The AI Revolution in Biology Is Bigger Than the Internet
Ovid Amadi
ARK's multi-omics portfolio manager and director of research
ARK Invest
Episode: ARK Invest: The AI Revolution in Biology Is Bigger Than the Internet
Richard Socher
CEO at Recursive, u.com, AIX Ventures; author
Recursive; AIX Ventures
Episode: Richard Socher: The Biggest AI Breakthroughs Haven’t Happened Yet
Dario Amodei
Head of Anthropic discussed as a catalyst in AI governance discussions
Anthropic
Episode: The Market Is Missing the Biggest AI Catalyst Yet
Brian Feroldi
Financial educator with 20+ years in the market, former Motley Fool writer
Milk Road Stocks / YouTube and prior work
Episode: AI Earnings Look Incredible - That Might Be the Problem

Host

LGD Set
Co‑host introducing and guiding the episode; long‑standing host on the show.

Reviews

4.2 out of 5 stars from 29 ratings
  • Lovin’ It

    Kudos to hardworking folks

    Apple Podcasts
    5
    G3PSY
    Indiaa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Strong sponsor integration that still keeps the thesis front and center.
Deep dives into memory and compute economics are highly actionable for readers.
Keen market theses and clear investment takeaways for AI infrastructure.
Energetic host dynamic and fast‑paced discussions.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#51
United States/News/Tech News
Apple Podcasts
#29
United Kingdom/News/Tech News
Apple Podcasts
#32
Canada/News/Tech News
Apple Podcasts
#132
Australia/News/Tech News
Apple Podcasts
#140
Germany/News/Tech News
Apple Podcasts
#6
Argentina/News/Tech News

Talking Points

Recent interactions between the hosts and their guests.

SpaceX Could Control 25% of New AI Compute - Can Elon Pull It Off?
Q: Why is Bloom Energy funding its customers' boxes ahead of time?
Vincent says Bloom spent recent years establishing credibility with major customers, and payment terms are tied to deployment milestones. He expects the terms may improve as Bloom gains leverage, but considers delayed cash conversion a risk to monitor.
SpaceX Could Control 25% of New AI Compute - Can Elon Pull It Off?
Q: Does the market's selling after strong earnings mean investors think these earnings are unsustainable?
Vincent says investors are questioning the durability of long-term growth, while macroeconomic pressures, high oil prices, inflation and recent gains in AI infrastructure stocks are also contributing to volatility.
SpaceX Could 4X - The Market Still Thinks It's a Rocket Company
Q: What is the actual status of bringing all this stuff together under one hood?
Reidhead says committees at Tesla and SpaceX are exploring a merger, but the companies must agree on valuation, share terms, and structure. He considers a merger plausible because the businesses already transact with and depend on one another, but says it could happen soon, take a year, or never happen.
SpaceX Could 4X - The Market Still Thinks It's a Rocket Company
Q: What are humans going to do every day if robots handle work and people no longer need to work to get food?
Reidhead says people will still want to create, build, and pursue experiences such as art, music, sports, and caring for children. He expects lower costs could mean people need to work less, while acknowledging that the transition may be disruptive and its outcome is uncertain.
The AI Crash Is Inevitable - But What Comes Next Could Be HUGE
Q: But tell us about it in your own words.
Graylin explains that a financial correction could force investors and companies to reconsider excessive spending and concentration. AI remains valuable, he says, but its adoption and economic effects take years, while many businesses do not need the most powerful models.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
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Frequently Asked Questions About Milk Road Stocks

What is Milk Road Stocks about and what kind of topics does it cover?

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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1. Milk Road Crypto
2. In the Loop AI
3. Bankless
4. Raoul Pal: The Journey Man
5. Unchained

How many episodes of Milk Road Stocks are there?

Milk Road Stocks launched a year ago and published 151 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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What guests have appeared on Milk Road Stocks?

Recent guests on Milk Road Stocks include:

1. Kyle Reidhead
2. Ryan Zurrer
3. Alvin Wang Graylin
4. Viktoriya Hying
5. Brett Winton
6. Ovid Amadi
7. Richard Socher
8. Dario Amodei

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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