Rephonic
Artwork for Milk Road Stocks

Milk Road Stocks

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

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

PublishesDailyEpisodes136Foundeda year ago
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Artwork for Milk Road Stocks

Latest Episodes

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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Recent Guests

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
Jordi Visser
AI and macro investing expert, guest on both Crypto and Stocks channels
Independent consultant and AI/digital assets strategist
Episode: Jordi Visser: The AI Trade Is Back - But the Biggest Opportunity May Be Somewhere Else
Dougie Fresh Picks
Professional trader with 20 years of experience; runs live chart sessions
Episode: NVIDIA, Micron, Nebius & Tesla: A Pro Trader Reveals What Happens Next
Scott Walter
Robotics Research Diligence Director at RoboStrategy
RoboStrategy
Episode: The $40 Trillion Robotics Boom Has One Massive Bottleneck

Host

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

Reviews

4.4 out of 5 stars from 25 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.

Talking Points

Recent interactions between the hosts and their guests.

4 AI Stocks That Could Explode in the Next Infrastructure Boom
Q: This is the whole industry or their share?
The TAM cited is industry-wide for interconnect and networking as a whole, with Marvell aiming to capture a significant portion through its broad portfolio across connectivity, switching, storage, and custom silicon.
4 AI Stocks That Could Explode in the Next Infrastructure Boom
Q: Wait, what is Marvell?
Marvell builds the networking and data-center connectivity layers that enable GPUs and AI accelerators to communicate efficiently across racks and data centers, which the hosts expect to be a major driver of AI infrastructure growth.
What If You Could Own Your AI Compute - And Get Paid for It?
Q: Is your role as a broker and lender?
Yes, we act as the bank and facilitator—financing the machine, procurring it, hosting it, and matching it with AI labs that use the machine, with monthly payments reducing over time until the machine is fully paid and profits accrue to the owner.
What If You Could Own Your AI Compute - And Get Paid for It?
Q: What is B3IQ and how does it work?
B3IQ is a product that makes Nvidia hardware ownable at small scale by procuring, hosting, and monetizing customer-owned GPUs in modular data facilities, with a financing model that includes a GPU mortgage and an off-taker system to cover payments.
ARK Invest: The AI Revolution in Biology Is Bigger Than the Internet
Q: What is multi-omics and why is it important now?
Multi-omics integrates genomics, transcriptomics, proteomics, epigenomics, and metabolomics to give a holistic view of biology, enabling more precise diagnostics and therapies. AI helps process the vast, complex data across these layers to uncover actionable insights that were previously inaccessible.

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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. Empire
4. The DeFi Report
5. All-In with Chamath, Jason, Sacks & Friedberg

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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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What guests have appeared on Milk Road Stocks?

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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