
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 | 136 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | Tech NewsNews | |||

In this episode, we explore how removing humans from the loop is drastically accelerating the adoption of AI agents and reshaping value across the economy. We analyze why seat-based SaaS platforms and legacy payment intermediaries like Visa and Maste... more
In this episode, Melvin breaks down four AI stocks positioned around the next phase of the infrastructure boom: Marvell, Credo, Samsung and Cerebras. We explore why AI networking and connectivity could become one of the most important parts of the en... more
In this episode, we break down why AI infrastructure, compute, memory, CPUs, networking, and companies generating real AI revenue today may still have significant upside, even as other parts of the AI market struggle to keep up. We discuss why Nvidia... more
In this episode, Martin breaks down the growing disconnect between the stock market and the broader U.S. economy. While mega-cap tech and semiconductor stocks continue to push indexes higher, sectors like housing, small caps, banks, transportation, a... 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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These podcasts share a similar audience with Milk Road Stocks:
1. Milk Road Crypto
2. In the Loop AI
3. Empire
4. The DeFi Report
5. All-In with Chamath, Jason, Sacks & Friedberg
Milk Road Stocks launched a year ago and published 136 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. Viktoriya Hying
2. Brett Winton
3. Ovid Amadi
4. Richard Socher
5. Dario Amodei
6. Brian Feroldi
7. Jordi Visser
8. Dougie Fresh Picks
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