Episode
“We're Running Out of AI Memory”: Melvin's Top 4 Stocks to Buy
- Podcast
- Milk Road Stocks
- Published
- Aug 27, 2026
- Duration seconds
- 2082
- Processing state
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Summary
The AI boom is creating massive bottlenecks across compute, memory, networking, and power, and Melvin believes the companies solving these shortages could be some of the biggest winners of the next decade. In this episode, Melvin breaks down his AI investment portfolio and reveals four of his highest-conviction stocks: Nebius (NBIS), Micron (MU), NVIDIA (NVDA), and Oracle (ORCL). He explains why Nebius remains his largest position, why the global AI memory shortage could continue benefiting Micron, and why NVIDIA’s opportunity is expanding far beyond GPUs as AI inference and agents drive explosive demand for compute. ~~~~ 🎯 Our analysts called Micron (+217%), Nebius (+146%), and Bloom Energy (+130%). See what they’re buying next with Milk Road PRO - now 33% OFF! ~~~~~ 🌐 Scale your payment business across Asia with Saber.money: ~~~~~ ✊ 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/M…