Rephonic
Artwork for Milk Road Stocks

Milk Road Stocks

Milk Road
Artificial Intelligence
NVIDIA
Openai
Spacex
Google
Robotics
Tesla
Anthropic
Neoclouds
Data Centers
Meta
China
AI Infrastructure
Hyperscalers
Palantir
Coreweave
AI Agents
Bloom Energy
AI Bubble
Microsoft

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

PublishesDailyEpisodes115Founded10 months ago
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Artwork for Milk Road Stocks

Latest Episodes

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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Recent Guests

Scott Walter
Robotics Research Diligence Director at RoboStrategy
RoboStrategy
Episode: The $40 Trillion Robotics Boom Has One Massive Bottleneck
Alysha Maria Lobo
Robotics researcher and advisor to early stage startups in the space
Independent researcher; advisor to startups
Episode: America’s Biggest Robotics Opportunity Is Here
Jan van Eck
CEO of VanEck, asset management firm with $230B AUM
VanEck
Episode: The $230B Investor Who Says Everyone Is Missing the Biggest AI Opportunity
Liron Shapira
Host and founder of Doom Debates
Doom Debates
Episode: There’s a 50% Chance AI Kills Us by 2050
Gav Blaxberg
Founder at Wolf Financial
Wolf Financial
Episode: Will AI Trade Stocks Better Than Us?
Ben Bajarin
CEO at Creative Strategies
Creative Strategies
Episode: The Next 12 Months Will Make or Break AI
Adam Parker
Founder and CEO of Trivector Research; CNBC contributor; former Morgan Stanley US Equity Strategy
Trivector Research
Episode: The Formula Institutional Investors Use to Beat the Market w/ Adam Parker
Emad Mostaque
Founder of Stability AI and Intelligent Internet
Stability AI
Episode: What A World Governed By AI Could Actually Look Like
Cody Schneider
Head of Graph.com
Graph
Episode: The Last 90 Days in AI Compressed an Entire Decade. Here's What Actually Changed

Host

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

Reviews

5.0 out of 5 stars from 7 ratings
  • Lovin’ It

    Kudos to hardworking folks

    Apple Podcasts
    5
    G3PSY
    India10 months 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
#29
United States/News/Tech News
Apple Podcasts
#43
Canada/News/Tech News
Apple Podcasts
#57
United Kingdom/News/Tech News
Apple Podcasts
#66
Australia/News/Tech News
Apple Podcasts
#112
Germany/News/Tech News
Apple Podcasts
#9
Denmark/News/Tech News

Talking Points

Recent interactions between the hosts and their guests.

These AI Companies Could Become the Next Cloud Giants
Q: What makes Nebius and CoreWeave different from each other in terms of risk and opportunity?
Nebius is valued for its faster growth and broader business exposure beyond just cloud services (e.g., ride-sharing and other lines), which supports a premium multiple but also adds execution risk. CoreWeave, while having a larger backlog and higher capex, faces higher interest costs and profitability challenges in the near term, making its risk/reward more sensitive to rates and build-out execution.
These AI Companies Could Become the Next Cloud Giants
Q: With SpaceX entering the mix as a potential competitor, how do NeoClouds maintain their growth if SpaceX captures a portion of the market?
Even if SpaceX takes a meaningful slice, the total addressable market is expanding so rapidly that CoreWeave and Nebius can continue growing at high rates. The critical factor is the ongoing build-out of capacity and the enduring demand from AI providers, which means NeoClouds can compound even in the presence of a strong competitor.
These AI Companies Could Become the Next Cloud Giants
Q: Melvin, how big can these NeoClouds actually become given the current capex and demand trajectory?
The trajectory mirrors what we've seen with the hyperscalers in their earlier stages: extremely high growth with heavy backlog and long-term commitments that will translate into sustained revenue as new facilities come online. The key is the scale of long-term contracts and the lack of cheap, immediately available supply, which supports continued price discipline and margin expansion over time.
How to Invest in the AI Compute Boom: NeoClouds vs. Hyperscalers
Q: What is the best way to invest in compute today, Neo Clouds or Hyperscalers?
Vincent argues that Neo Clouds currently win on speed and deployment speed, but investors should watch for cost-efficiency improvements and capital access; in the long run the market may tilt toward SpaceX and TerraFab due to vertical integration and self-sufficient silicon, which could alter competitive dynamics.
The AI Job Apocalypse Could Start in 2027 - Here's How to Invest
Q: Got it. What is the trade for today, Martin?
Martin explains the strategy around applying AI across the stack, emphasizing diversification across application and harness layers, and highlights specific names like ServiceNow, Applovin, Palantir, and Uber as examples of where AI adoption is creating value and where investors might look to position their portfolios.

Audience Metrics

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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. Empire
3. Raoul Pal: The Journey Man
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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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What guests have appeared on Milk Road Stocks?

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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