AI Stocks Are Crashing… So Why Is Demand SOLD OUT Until 2029?

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In today's Milk Road Stocks episode, Kyle, Vincent, and Melvin break down the disconnect between AI stock prices and the fundamentals driving the AI infrastructure boom. They examine why Micron, Samsung, and SK Hynix are selling off following China's latest DRAM breakthrough, including Melvin's debate with Elon Musk over China's ability to compete in advanced memory manufacturing. The team also explores the next wave of AI investment opportunities, from high-bandwidth memory (HBM) and optical networking to the explosive growth of AI agents. With OpenAI and Anthropic potentially reaching a combined $600–700 billion in annualized revenue by the end of 2027, could AI adoption accelerate far beyond Wall Street's expectations?

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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

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🎙 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.