HeyJaredMilk Road AI
Helping everyday people get smarter about AI investing. Learn how to capitalize on the biggest technological change in history across the infrastructure, energy and app layers of AI.
- Indexed episodes, last 90 days
- 46
- Latest publication
- Sep 9, 2026
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- Earliest in this view
- Jul 6, 2026
Latest episodes
Power & Memory Could Be the Best AI Trades Into 2027 (opens the original)
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In this episode, Vincent breaks down why fears of AI overcapacity may be missing what’s happening beneath the surface. Data center capacity is being absorbed rapidly, hyperscalers are facing enormous cloud backlogs, and demand for AI compute continues to run into constraints across power, memory, and infrastructure. We explore why NVIDIA could remain supply-constrained despite massive investment in AI chips, how the rise of AI agents, autonomous vehicles, and humanoid robotics could create anoth
We’re About to Need Way More AI Compute Than Anyone Realizes (opens the original)
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In this episode, we break down why the rapid adoption of AI agents could drive significantly more demand for compute, inference, memory, data centers, and the broader AI infrastructure stack. As models get faster, cheaper, and more capable, AI isn’t just becoming easier to use; it’s increasingly capable of performing actual work. We discuss the rise of “labor as a service,” why agent token usage is accelerating, and how increasingly powerful AI models could create another wave of infrastructure
Robotics Could Be the Next AI Infrastructure Trade - Here’s How We’re Playing It (opens the original)
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In this episode, Melvin breaks down the emerging robotics investment thesis and why the opportunity could extend far beyond companies like Tesla and Figure AI. We explore NVIDIA’s role in physical AI and robotics training, the growing demand for semiconductors and memory, and the less obvious opportunities in actuators, motors, bearings, sensors, and other critical components. We also look at real-world robotics deployments at BMW and Amazon, the falling cost of humanoid robots, and why Robotics
AI Agents Could Turn Robinhood Into a $1 Trillion Company (opens the original)
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In this episode, Vincent explains why the intersection of AI agents, digital assets, and financial infrastructure could become one of the biggest investment themes of the next phase of the AI boom. As AI agents become capable of investing, trading, making payments, managing portfolios, and handling corporate finances autonomously, they’ll need financial infrastructure built for machines, not humans. Today’s banking system relies on KYC, intermediaries, slow settlement, and human authorization. V
NVIDIA, Micron, Nebius & Tesla: A Pro Trader Reveals What Happens Next (opens the original)
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In today’s episode, professional trader Dougie Fresh Picks joins us to break down the charts behind some of the market’s biggest AI and tech stocks, including Micron (MU), NVIDIA (NVDA), Nebius (NBIS), Robinhood (HOOD), Tesla (TSLA), and Galaxy Digital (GLXY). After weeks of market chop, Dougie believes several of these stocks are approaching important technical inflection points. He explains why Micron could be setting up for another run toward new highs, what NVIDIA’s momentum indicators are s
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