Episode
The Next AI Rally Already Started
- Podcast
- Milk Road Stocks
- Published
- Jul 22, 2026
- Duration seconds
- 2905
- Processing state
not_requested
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Summary
In today's Rollup, we break down why the recent pullback in tech and AI stocks was a prime buying opportunity, how new open-weight AI models like China's Kimi K3 are supercharging demand for compute and memory, and why energy availability is quickly becoming the ultimate bottleneck for data center expansion.Behind-the-meter power solutions like Bloom Energy stand to benefit from grid constraints, and soaring DRAM memory pricing is signaling that the AI infrastructure build-out is only getting started. ~~~~ 🎯 Our analysts called Micron (+217%), Nebius (+146%), and Bloom Energy (+130%). See what they’re buying next with Milk Road PRO - now 33% OFF! ~~~~~ 🌐 Ready for the next wave of tokenization? See how Securitize is leading it! 🚀 Real liquidity, real dividends, and just 0.04% fees- check out Bitget Stocks 2.0 ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 YouTube: https://www.youtube.com/@MilkRoadAI 👉 Spotify: https://link.milkroad.com/spotify-mr-ai 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 Melvin: https://x.com/MelvinInvests Vincent: https://x.com/WhiteCollarExit Kyle Reid…