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Everyone’s talking about AI… but almost no one knows where the real upside is hiding. In today’s episode, we sit down with Amit, one of the sharpest stock pickers in the AI world, to break down the five AI stocks with explosive potential that most investors are completely overlooking. ~~~~~ 🤖 Get the drama, the deals, and the smartest ways to invest in AI with Milk Road AI: https://milkroad.com/ai/?utm_medium=audio&utm_source=podcast_ai&utm_campaign=20251205_ainl ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 Spotify: https://link.milkroad.com/spotify-mr-ai 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 Duncan: https://x.com/FloodCapital Patrick: https://x.com/Potrock_ ~~~~~ ⏱ TIME POINTS ⏱ 00:00 - Intro 01:15 - AI Video Models: The Massive Disruption Coming to Ads, TV, and Film 11:54 – How AI Is Revolutionising Coding with Natural Language Agents 20:06 – The Code Red Memo: OpenAI's Urgent Shift Post-Gemini 3 Release 30:00 – OpenAI vs. Anthropic: Monetisation, Strategy, and the Battle for AI Leadership 37:49 – The Emerging Investment Case for AI Robotics and Physical Hardware 38:38 - Debating Generalisation in AI: Robotics vs. Language Models #ai #investing #openai 📃 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 views and opinions expressed by the speakers, are their own and do not constitute professional 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. Viewers should consult with a qualified financial professional before making any investment decisions.
Everyone’s talking about AI… but almost no one knows where the real upside is hiding. In today’s episode, we sit down with Amit, one of the sharpest stock pickers in the AI world, to break down the five AI stocks with explosive potential that most investors are completely overlooking. ~~~~~ 🤖 Get the drama, the deals, and the smartest ways to invest in AI with Milk Road AI: https://milkroad.com/ai/?utm_medium=audio&utm_source=podcast_ai&utm_campaign=20251203_ainl ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 Spotify: https://link.milkroad.com/spotify-mr-ai 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 Amit X: https://x.com/amitisinvesting YouTube: https://www.youtube.com/@UCjZnbgPb08NFg7MHyPQRZ3Q ~~~~~ ⏱ TIME POINTS ⏱ 00:00 – Intro 01:54 – The Real State of AI Today and Its Future Potential 05:27 – Amit on OpenAI & Anthropic: Should These AI Giants IPO in 2026? 07:28 – Amazon’s AI & Robotics Strategy: The Margin Expansion Play 11:05 – How High Can the Big Tech Titans Really Go? 12:55 – Meta’s AI Ambitions: Massive Spend, Massive Opportunity 19:29 – Why Palantir’s Data Platform Could Be the Most Undervalued AI Play 24:00 – Nvidia’s Explosive Growth: Is the AI Hardware Boom Just Beginning? 25:33 – Investing in AI: Mega-Caps Only or Small-Cap Upside Too? 28:03 – Robinhood at the Crossroads of AI, Crypto, and Retail Investing 30:40 – The K-Shaped Economy: Tailwind or Headwind for Robinhood? 32:28 – Wrap-Up #ai #investing #aistocks 📃 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 views and opinions expressed by the speakers, are their own and do not constitute professional 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. Viewers should consult with a qualified financial professional before making any investment decisions.
Welcome back to the Milk Road AI. Today, we’re diving straight into the battlefield behind the markets: the AI Cold War. Google is surging, Nvidia is wobbling, Meta wants TPUs, the U.S. is calling AI a national-security priority, and China is only months behind in frontier models. Meanwhile… the biggest bottleneck in the entire AI economy might not be chips at all, it might be power. ~~~~~ 🚨 Get 40% off All Access and unlock Crypto, Macro, and AI PRO in one shot, upgrade before Cyber Monday: https://milkroad.com/subscribe/checkout/crypto/?utm_medium=audio&utm_source=podcast_crypto&utm_campaign=20251128_blackfriday 🧠 Join the Milk Road AI Newsletter waitlist and get ahead of the biggest tech shift before everyone else catches on: https://milkroad.com/ai/ ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 Spotify: https://link.milkroad.com/spotify-mr-ai 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 📺 Recommended Watching 📺 Nvidia Just Validated the Entire AI Trade w/ Patrick & Duncan https://youtu.be/hW6lhQxnOog ~~~~~ 🎙 GUEST INFO 🎙 Duncan: https://x.com/FloodCapital Patrick: https://x.com/Potrock_ #ai #investing #datacentersales 📃 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 views and opinions expressed by the speakers, are their own and do not constitute professional 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. Viewers should consult with a qualified financial professional before making any investment decisions.
Today’s episode is a wild one. We brought on Ejaaz, AI investor, podcaster, and full-stack nerd, to break down the one question everyone keeps asking: who actually wins the AI supercycle? ~~~~~ 🚨 Get 40% off All Access and unlock Crypto, Macro, and AI PRO in one shot, upgrade before Cyber Monday: https://milkroad.com/subscribe/checkout/crypto/?utm_medium=audio&utm_source=podcast_crypto&utm_campaign=20251126_blackfriday 🧠 Join the Milk Road AI Newsletter waitlist and get ahead of the biggest tech shift before everyone else catches on: https://milkroad.com/ai/ ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 Spotify: https://link.milkroad.com/spotify-mr-ai 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 📺 Recommended Watching 📺 AI Juggernaut: The Biggest Bull Run Ever w/ Jordi Visser https://youtu.be/t8dS5Z0Fr9g ~~~~~ 🎙 GUEST INFO 🎙 Ejaaxz: https://x.com/cryptopunk7213 Limitless: https://www.youtube.com/@Limitless-FT ~~~~~ ⏱ TIME POINTS ⏱ 00:00 – Intro 01:21 – Are We in an AI Bubble? Analyzing Market Signals & Demand 11:40 – Why Google Is the Most Powerful Player in the AI Race 17:10 – Will Google Compete With Nvidia and Start Selling TPUs at Scale? 19:27 – Is This Actually Bearish for Nvidia? 21:20 – How High Could Google Go in the AI Supercycle? 26:36 – What’s the Real Moat in an AI-Dominant World: Data, Compute, or Energy? 30:26 – Why Tesla Is One of the Strongest AI Investments Today 36:50 – Why Tesla Could Beat Google in Self-Driving and Robotics 39:25 – What Signals Should Investors Watch Next? 41:15 – Wrap-Up #ai #investing #aistocks 📃 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 views and opinions expressed by the speakers, are their own and do not constitute professional 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. Viewers should consult with a qualified financial professional before making any investment decisions.
In today’s weekly rollup, we break down the wild week in AI markets: Nvidia’s insane earnings call, Google’s huge new Gemini releases, OpenAI’s revenue explosion, and the robotics boom that could become the next trillion-dollar demand wave. ~~~~~ 🧠 Join the Milk Road AI Newsletter waitlist and get ahead of the biggest tech shift before everyone else catches on: https://milkroad.com/ai/ ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 Spotify: https://link.milkroad.com/spotify-mr-ai 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 📺 Recommended Watching 📺 The Massive AI Build-Out No One Is Pricing In Yet w/ Salim Ismail https://youtu.be/ZlrAfbV27ng Why We Are NOT In An AI Bubble & How To Invest Across The Full AI Stack w/ Patrick & Duncan https://youtu.be/cqukvAdqlAY ~~~~~ 🎙 GUEST INFO 🎙 Duncan: https://x.com/FloodCapital Patrick: https://x.com/Potrock_ Kyle Reidhead: https://x.com/KyleReidhead ~~~~~ ⏱ TIME POINTS ⏱ 00:00 — Intro 01:03 — Nvidia’s Blowout Earnings: Demand, Data Centers & Market Impact 10:42 — Why AI Models Are Accelerating: Cadence, Scaling & Performance Gains 13:36 — OpenAI’s Revenue Explosion: Updated Forecasts & Long-Term Outlook 20:18 — Debt in the AI Boom: Is Leverage Becoming a Risk? 24:22 — Google’s Gemini 3: Capabilities, Improvements & Strategic Implications 27:35 — Why Warren Buffett Is Buying Google in the Middle of the AI Race 33:00 — The Robotics Boom: Physical Intelligence, VLA Models & Real-World Automation 40:00 — How to Invest in Robotics: Access, Private Markets & What’s Coming Next 41:42 — Wrap-Up #ai #investing #datacenter 📃 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 views and opinions expressed by the speakers, are their own and do not constitute professional 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. Viewers should consult with a qualified financial professional before making any investment decisions.
In this episode, Duncan and Patrick break down why the AI boom is just getting started and lay out the full AI investing stack like no one else is doing. From GPUs to humanoid robots, this is the most practical guide to navigating the AI CapEx supercycle without getting wrecked. We’re talking data centers, chips, models, apps, and robots, all stacked, explained, and mapped to investable plays. ~~~~~ 🧠 Join the Milk Road AI Newsletter waitlist and get ahead of the biggest tech shift before everyone else catches on: https://milkroad.com/ai/ ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 Spotify: https://link.milkroad.com/spotify-mr-ai 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 📺 Recommended Watching 📺 Why Mike Novogratz Thinks We’re in an AI Bubble & How He’s Playing It https://youtu.be/XvSRYiA-LlQ ~~~~~ 🎙 GUEST INFO 🎙 Duncan: https://x.com/FloodCapital Patrick: https://x.com/Potrock_ Kyle Reidhead: https://x.com/KyleReidhead ~~~~~ ⏱ TIME POINTS ⏱ 00:00 – Intro 01:54 – Laying Out the AI Investment Thesis & Stack 09:53 – Breaking Down the AI Stack: Chips, Labs & Models 19:00 – Hyperscalers & AI Labs: Risk, Leverage & Opportunity 24:50 – Why Data Centers & Energy Are the Backbone of AI 28:30 – The App Layer: Software Agents & Robotics Use Cases 37:50 – Which Layer of the AI Stack Will Capture the Most Value? 42:11 – Compression vs. CapEx: Are We Overbuilding AI? 48:04 – Michael Burry’s AI Short & the GPU Depreciation Debate 49:13 – Why 5-Year-Old Chips Are Still Powering AI at Scale 51:45 – Are We in an AI Bubble… or Still Early? 57:31 – Final Thoughts & Episode Wrap-Up #ai #investing #datacenter 📃 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 views and opinions expressed by the speakers, are their own and do not constitute professional 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. Viewers should consult with a qualified financial professional before making any investment decisions.
In this episode of Milk Road AI, legendary investor and Galaxy Digital CEO Mike Novogratz sits down with Duncan to break down ...
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