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Milk Road Stocks: Daily Summaries Delivered
by Milk Road
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.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 3 days ago44 min
Galaxy Could 3X From Here & Its Biggest Deal Hasn't Even Been Signed
🚨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: With Galaxy stock trading around $16–17 at the time of recording, Martin believes it could reach $48, representing nearly 3X upside. And the most surprising part? Galaxy hasn't even signed a tenant for its next massive AI data center project. In this episode, we break down Galaxy Digital's Q3 earnings, its Helios AI data center expansion, its relationship with CoreWeave, and why Wall Street might be completely mispricing this AI infrastructure stock.~~~~🎯 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.
- 4 days ago45 min
SpaceX Could Control 25% of New AI Compute - Can Elon Pull It Off?
🚨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 my sponsor AuraIn today's episode, LG and Vincent break down the latest earnings reports and explain why market volatility is creating massive disconnects across the AI trade. While Wall Street panics over soaring CapEx and near-term price dips, hyperscalers and tech leaders are doubling down on compute and energy infrastructure. Vincent walks through SpaceX’s transition into an AI compute powerhouse, why Tesla’s growth hinges on autonomy rather than legacy auto, Meta’s aggressive burn on agentic AI, and why a post-earnings drop in Bloom Energy could open up a major buying opportunity.~~~~🎯 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.
- 1 weeks ago46 min
SpaceX Could 4X - The Market Still Thinks It's a Rocket Company
In today's episode, Kyle joins LG to break down why SpaceX is transforming from a rocket company into a potential AI infrastructure powerhouse. Following SpaceX and Tesla's latest earnings, Kyle reveals why he believes SpaceX stock could climb from $145 to as much as $600, driven by explosive growth in AI computing, data centers, and Elon Musk's ambitious plan to dominate physical AI.~~~~🎯 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 🎙Kyle Reidhead: https://x.com/KyleReidhead📃 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.
- 1 weeks ago37 min
The AI Compute Shortage Is About to Get MUCH Worse
AI infrastructure stocks are facing major market headwinds, but is Wall Street completely missing the bigger picture? Despite recent sell-offs, the global shortage of AI compute is only accelerating. SpaceX just shocked the market by revealing its AI segment generated a staggering $7.56 billion in a single quarter, officially transforming it into a compute company. Meanwhile, NVIDIA's Jensen Huang warned at GTC Berlin that a 1-gigawatt AI factory now costs $50 billion, and Nebius is repricing its GPUs every 12 minutes as demand skyrockets. Even Meta, despite spending up to $145 billion in CapEx this year, admits it cannot roll out its Muse AI agent globally simply because it lacks the necessary compute power. With crippling bottlenecks across power grids, memory, and chip manufacturing, are investors too focused on short-term financing issues to see the massive buying opportunity in top neoclouds?~~~~🎯 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.
- 1 weeks ago46 min
The AI Market Is Splitting in Two - Only One Side Will Win
In today's AI Rollup, we break down the latest AI market volatility, rising concerns about neocloud debt, and why SpaceX could have a massive advantage in the race for AI compute. Could a potential Tesla–SpaceX merger change the entire AI investment landscape? We also explore a surprising prediction: the world could have too many data centers by 2028 while still facing a major GPU shortage. What would that mean for Nvidia, CoreWeave, Nebius, and the broader AI infrastructure trade?~~~~🎯 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/MelvinInvestsKyle Reidhead: https://x.com/KyleReidheadMartin: 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.
- 1 weeks ago34 min
Galaxy Is the Most Mispriced AI Infrastructure Stock
Galaxy Digital (GLXY) has crashed nearly 30% in just two weeks as fears surrounding CoreWeave (CRWV) and the AI infrastructure market intensify. But what if Wall Street is overlooking a massive opportunity? In today's episode, Martin breaks down why Galaxy Digital could be one of the most undervalued AI stocks on the market. With a market capitalization of approximately $6.1 billion, Martin argues that Galaxy's Helios One data center alone could eventually be worth more than $17 billion. And that's before accounting for its cryptocurrency business, institutional trading operations, and additional AI data center projects.~~~~🎯 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.
- 1 weeks ago53 min
SpaceX Could Overtake Nvidia, Microsoft & Google in the AI Race
In today's episode of Milk Road Stocks, LG sits down with Ryan Zurrer, Founder and CEO of Dialectic, to explain why SpaceX could become the most valuable company in the AI economy. Ryan breaks down SpaceX's rapidly expanding AI data center business, why its infrastructure economics could outperform competitors like CoreWeave and Nebius, and how orbital data centers could eventually transform the cost of AI computing.~~~~🎯 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 🎙Ryan Zurrer: https://x.com/kukulabanze📃 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.
- 2 weeks ago37 min
SpaceX Could EXPLODE 200%... If Elon Pulls This Off
🚨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 my sponsor AuraIn today's episode, LG and Vincent break down why traditional neocloud companies are struggling despite booming demand for AI computing power, and why SpaceX could have a massive competitive advantage. As rising interest rates and enormous capital expenditures put pressure on CoreWeave and Nebius, SpaceX's diversified businesses, stronger balance sheet, and ability to monetize compute internally could make it a fundamentally different investment opportunity. But there's a catch: Elon Musk's ambitious AI expansion could require up to $400 billion in additional infrastructure investment. Can SpaceX secure enough capital, Nvidia GPUs, and data center capacity to deliver?~~~~🎯 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.
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About Milk Road Stocks
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.
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