Milk Road AI
The AI Market Is Splitting in Two - Only One Side Will Win
Oct 21, 2026
About this episode
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/MelvinInvests Kyle Reidhead: https://x.com/KyleReidhead 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.