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Milk Road Stocks episodes
- Nvidia Is Down 30%. How Much Was Jensen Huang Worth?
In today's episode of Milk Road, Vincent breaks down Jensen Huang's shocking departure, the political controversy surrounding his exit, and what it means for Nvidia stock, the AI bull market, and the global AI race between the United States and China. For 33 years, Jensen Huang built Nvidia into the dominant force in artificial intelligence. But his influence went far beyond GPUs. From securing critical chip supplies and financing AI infrastructure to maintaining relationships with hyperscalers and navigating U.S.-China tensions, Jensen was at the center of Nvidia's strategy.
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🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1
~~~~~
🛡️ Protect what matters most with Suriance! Visit Suriance.com to compare term life insurance options and get a free, no-obligation quote, all online:
~~~~~
✊ Follow Milk Road on Social Media:
👉 Twitter: https://x.com/MilkRoadStocks
👉 YouTube: https://www.youtube.com/@MilkRoadStocks
👉 Spotify: https://link.milkroad.com/spotify-mr-stocks
👉 Apple Podcast: https://link.milkroad.com/applepod-mr-stocks
~~~~~
🎙 GUEST INFO 🎙
Vincent: https://x.com/WhiteCollarExit
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
34 min - One Earnings Report Just Flipped the Entire AI Stock Market
In today's episode, Melvin breaks down CoreWeave's latest earnings, including its $132.5 billion revenue backlog, 168% revenue growth, and AI compute demand reportedly exceeding available capacity by 10 times. Despite burning $7.5 billion in a single quarter and carrying nearly $47 billion in debt, CoreWeave is showing signs of improving profitability, rising GPU rental prices, and massive customer commitments. But the real story goes beyond CoreWeave. AI compute prices are reportedly doubling, companies are paying upfront to secure GPU capacity, and electricity shortages are becoming one of the biggest bottlenecks in the AI infrastructure boom. Could these constraints actually make companies like Nebius (NBIS), IREN, and CoreWeave more profitable?
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🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1
~~~~~
🛡️ Protect what matters most with Suriance! Visit Suriance.com to compare term life insurance options and get a free, no-obligation quote, all online:
~~~~~
✊ Follow Milk Road on Social Media:
👉 Twitter: https://x.com/MilkRoadStocks
👉 YouTube: https://www.youtube.com/@MilkRoadStocks
👉 Spotify: https://link.milkroad.com/spotify-mr-stocks
👉 Apple Podcast: https://link.milkroad.com/applepod-mr-stocks
~~~~~
🎙 GUEST INFO 🎙
Melvin: https://x.com/MelvinInvests
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
38 min - AI Bubble BURSTED? Why We're Buying the Crash
In today's Milk Road AI episode, Kyle is joined by Vincent, Martin, and Melvin to break down the brutal AI stock market sell-off, why they're buying the dip, and what investors are missing about the future of artificial intelligence. Despite collapsing valuations across Nvidia, AI data centers, semiconductors, and hyperscalers, demand for AI compute continues to grow. Could restrictions on new data center construction actually benefit companies that already control computing infrastructure?
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🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1
~~~~~
🛡️ Protect what matters most with Suriance! Visit Suriance.com to compare term life insurance options and get a free, no-obligation quote, all online:
~~~~~
✊ Follow Milk Road on Social Media:
👉 Twitter: https://x.com/MilkRoadStocks
👉 YouTube: https://www.youtube.com/@MilkRoadStocks
👉 Spotify: https://link.milkroad.com/spotify-mr-stocks
👉 Apple Podcast: https://link.milkroad.com/applepod-mr-stocks
~~~~~
🎙 GUEST INFO 🎙
Martin: https://x.com/m0xt_
Melvin: https://x.com/MelvinInvests
Kyle Reidhead: https://x.com/KyleReidhead
Vincent: https://x.com/WhiteCollarExit
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
52 min - Uber Just Delivered Incredible Earnings. Why Isn't the Stock Moving?
In this episode of Milk Road Stocks, Martin breaks down Uber's Q3 2026 earnings, its surprisingly attractive valuation, and why the rise of Tesla and Waymo robotaxis might actually strengthen Uber's business rather than destroy it. With approximately 250 million monthly active users, a booming Uber Eats business, and growing partnerships in autonomous driving, Uber is positioning itself for a future that goes far beyond ride-hailing. But if the business is performing this well, why isn't the stock following?
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🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1
~~~~~
🛡️ Protect what matters most with Suriance! Visit Suriance.com to compare term life insurance options and get a free, no-obligation quote, all online:
~~~~~
✊ Follow Milk Road on Social Media:
👉 Twitter: https://x.com/MilkRoadStocks
👉 YouTube: https://www.youtube.com/@MilkRoadStocks
👉 Spotify: https://link.milkroad.com/spotify-mr-stocks
👉 Apple Podcast: https://link.milkroad.com/applepod-mr-stocks
~~~~~
🎙 GUEST INFO 🎙
Martin: https://x.com/m0xt_
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
30 min - The AI Infrastructure Bubble Is Bursting: Where Does the Money Go?
In today's episode of Milk Road Stocks, LG sits down with Kai Wu, founder of Sparkline Capital, who warned about the risks of the AI infrastructure boom back in October 2025. Now, as Wall Street questions the sustainability of Big Tech's AI spending, Kai explains why the companies building AI infrastructure might not be the ones that ultimately profit the most from the AI revolution.
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🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1
~~~~~
🛡️ Protect what matters most with Suriance! Visit Suriance.com to compare term life insurance options and get a free, no-obligation quote, all online:
~~~~~
✊ Follow Milk Road on Social Media:
👉 Twitter: https://x.com/MilkRoadStocks
👉 YouTube: https://www.youtube.com/@MilkRoadStocks
👉 Spotify: https://link.milkroad.com/spotify-mr-stocks
👉 Apple Podcast: https://link.milkroad.com/applepod-mr-stocks
~~~~~
🎙 GUEST INFO 🎙
Kai Wu: https://x.com/ckaiwu
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
42 min - Why This AI Crash Could Be the Biggest Buying Opportunity of 2026
In today's episode, Vincent breaks down why the market may be overreacting to potential restrictions on AI data centers, what the new political landscape means for the AI infrastructure boom, and why he's aggressively buying the dip. With AI infrastructure stocks plunging 10–15%, hedge funds liquidating positions, and retail investors rushing to sell, Vincent argues that the fundamental AI investment thesis remains intact. In fact, tighter regulations could make existing computing capacity more valuable and create major opportunities for companies like SpaceX and Bloom Energy.
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🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1
~~~~~
✊ Follow Milk Road on Social Media:
👉 Twitter: https://x.com/MilkRoadStocks
👉 YouTube: https://www.youtube.com/@MilkRoadStocks
👉 Spotify: https://link.milkroad.com/spotify-mr-stocks
👉 Apple Podcast: https://link.milkroad.com/applepod-mr-stocks
~~~~~
🎙 GUEST INFO 🎙
Vincent: https://x.com/WhiteCollarExit
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
25 min - The AI Trade Just Changed Overnight - Here's What Investors Are Missing
In today's episode, Melvin breaks down how the Democratic sweep and proposed Texas data center restrictions could reshape the AI investment landscape. With Texas accounting for a significant portion of planned US data center capacity, investors are questioning whether new regulations could threaten the AI infrastructure boom. But here's the contradiction: hyperscalers are continuing to pour billions into AI infrastructure, demand for GPUs and computing power remains strong, and companies like AMD are reporting explosive growth in data center revenue. So why is Wall Street selling the very companies powering this expansion?
~~~~
🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1
~~~~~
✊ Follow Milk Road on Social Media:
👉 Twitter: https://x.com/MilkRoadStocks
👉 YouTube: https://www.youtube.com/@MilkRoadStocks
👉 Spotify: https://link.milkroad.com/spotify-mr-stocks
👉 Apple Podcast: https://link.milkroad.com/applepod-mr-stocks
~~~~~
🎙 GUEST INFO 🎙
Melvin: https://x.com/MelvinInvests
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
37 min - AI Stocks Just Hit a Rare Bottom Signal - Is the Worst Over?
In today's episode, Kyle, Vincent, and Melvin break down the latest AI stock market sell-off, why they believe a major rebound could be approaching, and which companies could emerge as the biggest winners. Big Tech is borrowing billions to fund the AI infrastructure boom, raising questions about the sustainability of spending by Microsoft, Google, Amazon, and other hyperscalers. But new financial data from Anthropic suggests AI compute demand remains strong, even as investors question whether the AI trade has gone too far.
~~~~
🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1
~~~~~
✊ Follow Milk Road on Social Media:
👉 Twitter: https://x.com/MilkRoadStocks
👉 YouTube: https://www.youtube.com/@MilkRoadStocks
👉 Spotify: https://link.milkroad.com/spotify-mr-stocks
👉 Apple Podcast: https://link.milkroad.com/applepod-mr-stocks
~~~~~
🎙 GUEST INFO 🎙
Melvin: https://x.com/MelvinInvests
Kyle Reidhead: https://x.com/KyleReidhead
Vincent: https://x.com/WhiteCollarExit
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
48 min - The AI Sell-Off Is About to Get MUCH Worse - 2 Stocks to Watch
Is the AI stock market sell-off about to get even worse? With Google, Meta, CoreWeave, Nebius, and IREN under pressure, technical analyst Dougie Fresh Picks joins Milk Road to explain why another major correction could be coming, and which two overlooked AI stocks could be the next big winners. As the market braces for the US midterm elections, Dougie breaks down the warning signs flashing across the Nasdaq, Big Tech, and AI infrastructure stocks. He believes the market could face another wave of selling before setting up a powerful year-end rally.
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🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1
~~~~~
✊ Follow Milk Road on Social Media:
👉 Twitter: https://x.com/MilkRoadStocks
👉 YouTube: https://www.youtube.com/@MilkRoadStocks
👉 Spotify: https://link.milkroad.com/spotify-mr-stocks
👉 Apple Podcast: https://link.milkroad.com/applepod-mr-stocks
~~~~~
🎙 GUEST INFO 🎙
Dougie Fresh Picks X: https://x.com/DougieFreshPick
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
48 min - The Most Important Chart in AI: GPUs Soar as Token Prices Collapse
In today's episode of Milk Road Stocks, LG sits down with Steve Hou, Head of Research at Silicon Data, to uncover what the real-world data says about AI compute demand, GPU pricing, and whether the massive investments in artificial intelligence will ever pay off Steve reveals why Nvidia's newest Blackwell GPUs are seeing explosive rental price increases, why even six-year-old chips are becoming more expensive, and what he calls one of the most important charts in the entire AI market: the growing disconnect between soaring GPU rental costs and falling AI token prices.
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🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1
~~~~~
✊ Follow Milk Road on Social Media:
👉 Twitter: https://x.com/MilkRoadStocks
👉 YouTube: https://www.youtube.com/@MilkRoadStocks
👉 Spotify: https://link.milkroad.com/spotify-mr-stocks
👉 Apple Podcast: https://link.milkroad.com/applepod-mr-stocks
~~~~~
🎙 GUEST INFO 🎙
Steve Hou: https://x.com/stevehou
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
46 min
About Milk Road Stocks
From the publisher's feed
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? Join Milk Road PRO for just $1: https://link.milkroad.com/pod_stocks
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