{"podcast":{"title":"Milk Road Stocks","slug":"milk-road-ai-7580602","podcast_index_feed_id":7580602,"rss_url":"https://anchor.fm/s/10b7d3d70/podcast/rss","website_url":"https://link.milkroad.com/pod-ai","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/44777244/44777244-1787158229434-efcde50e8567f.jpg","author":"Milk Road","episode_count":125,"summary":"The world is about to change and the biggest investment opportunities of the decade are here. Our job is to find them. 5 episodes a week with the investors, analysts, and builders shaping the next great financial market, and what it all means for your portfolio. 🎯We called Micron (217%), Bloom (130%), Hyperliquid (55%), and Galaxy (37%) before their big runs. Want to see what we’re buying next? Join Milk Road PRO for just $1: https://milkroad.com/pro/?utm_medium=audio&utm_source=podcast_stocks&utm_campaign=biolink","last_synced_at":"2026-09-25T04:21:56.210250+00:00","page_url":"https://stenobird.com/podcast/milk-road-ai-7580602"},"episode":{"title":"Memory Stocks Are Crashing, Should You Buy the Dip?","slug":"memory-stocks-are-crashing-should-you-buy-the-dip","published_at":"2026-07-15T15:25:54+00:00","page_url":"https://stenobird.com/podcast/milk-road-ai-7580602/memory-stocks-are-crashing-should-you-buy-the-dip","show_page_url":"https://stenobird.com/podcast/milk-road-ai-7580602","url":"https://podcasters.spotify.com/pod/show/milk-road-radio15/episodes/Memory-Stocks-Are-Crashing--Should-You-Buy-the-Dip-e3m4bjg","audio_url":"https://anchor.fm/s/10b7d3d70/podcast/play/122874928/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-15%2F428013180-44100-2-b3b9604aa242b.mp3","summary":"In today’s AI Rollup, we break down whether the recent sell-off in memory stocks, NeoClouds, and AI infrastructure changes the long-term investment thesis, or strengthens it. We also discuss why Apple could quietly become one of the biggest winners of the AI agent revolution, how falling token costs could actually increase AI demand, and why Wall Street may still be underestimating the amount of compute, memory, and data center capacity the AI boom will require. ~~~~ ⁠⁠⁠⁠⁠⁠🎯 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 Reidhead: https://x.com/KyleReidhead 📃 Disclaimer 📃 The informat…","meta_description":"In today’s AI Rollup, we break down whether the recent sell-off in memory stocks, NeoClouds, and AI infrastructure changes the long-term investment thesis…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2915,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/milk-road-ai-7580602/episodes/memory-stocks-are-crashing-should-you-buy-the-dip/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/milk-road-ai-7580602/memory-stocks-are-crashing-should-you-buy-the-dip.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}