Milk Road AI (@MilkRoadAI)

Morgan Stanley just mapped out the entire AI infrastructure supply chain, and it reveals who actually gets paid at every layer of the trillion dollar buildout (Save this). This heatmap breaks the AI infrastructure value chain into two dimensions those who owns and operates the data centers at the t...

Micron will be a $4,000 stock within the next few years and here is why (Save this). Let's start with the BofA semiconductor forecast in the chart above. Bank of America models total semiconductor sales reaching $1.3 trillion in 2026, a 65% year over year jump and growing to $2 trillion by 2030. ...

Jensen Huang is the person who supplies chips to every serious AI company on earth and when he publicly endorses someone, the entire industry listens (Save this). Jensen said that Elon Musk is an extraordinary engineer, that the two of them have already built some amazing computers together and wil...

Ron Baron has spent 43 years finding great businesses and he just said SpaceX is the greatest idea he has ever had (Save this). "You can't own enough of the greatest idea you've ever had. That's the way I feel about SpaceX." He is telling the people closest to him, his friends, the executives of t...

Bill Ackman was asked how he would underwrite SpaceX at $750 billion and his answer was the most honest thing anyone has said about the biggest IPO in history (Save this). "You underwrite SpaceX the way you underwrite a venture capital investment." His business school professor taught him a framew...

This is WILD! One week before SpaceX's historic IPO, Google signed a deal to pay SpaceX $920 million per month from October 2026 through June 2029 for access to 110,000 Nvidia GPUs, CPUs, and related infrastructure (Save this). That is $11 billion per year and up to $30 billion over the life of th...

Every software company just got a second life and Jensen just explained why (Save this). The conventional fear was straightforward, AI agents replace human workers, human workers use software tools, therefore agents destroy SaaS. Jensen Huang stood on stage at Computex 2026 and walked through exac...

The most powerful AI company on Earth just announced it is leaving Earth. Elon Musk stood in a decommissioned power plant in Austin on Saturday night and told the world the plan. The plan involves a chip factory, a moon base, and a magnetic cannon. Tesla, SpaceX, and xAI are building a single sem...

The co-founder of one of America's biggest AI companies just got arrested by the FBI. His name is Wally Liaw and he co-founded Super Micro Computer in 1993. He sat on the board and he personally held $464 million in company stock. And prosecutors say he spent the last two years secretly shipping ...