| GM. This is Milk Road, and we’ve got something big for you this week! | Don't worry, your usual daily newsletter is still coming later today. But right now, we have some big news. | The AI trade is changing. | And we’ve been preparing for it for weeks. | For the next few days, you get 33% off Milk Road PRO so you don’t miss out on the next round of winners. | Over the last year, our analysts leaned hard into the AI infrastructure trade. | The results speak for themselves: | Micron: +217%. Nebius: +146%. Bloom Energy: +130%.
| But markets don’t stand still. | Neither do we. | Last month, we started rotating into the AI application layer, with some of those positions already up around 15%. | But there’s one area we think is about to be huge: | Robotics. | Morgan Stanley expects the humanoid robotic market alone to be worth $7T by 2050. | | This is one of the biggest changes to the world (and the market) that we will live through, alongside AI of course. | And we’re already starting to position for it. | If you want to capitalize on AI and robotics, the biggest opportunities we’ll see in our lifetime, then follow along as our analysts take you deeper and deeper into it. | Come see what we’re buying next. | | Kyle & the Milk Road Team 🥛 |
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