RT @MilkRoad: Our lead researcher just cut his crypto exposure in half, and increased his AI weightings. His third largest position is now…

RT @MilkRoad: Our lead researcher just cut his crypto exposure in half, and increased his AI weightings. His third largest position is now…

RT @MilkRoadAI: The most important data point in AI just dropped and it changes the entire conversation about where we are in this cycle (S…

RT @MilkRoadAI: The GPU is not the only bottleneck inside an AI data center. (Save this if you want to understand how to play the AI super…

RT @MilkRoad: If agentic AI takes off, every SaaS company suddenly has to buy GPUs to power the tools their customers rely on. That turns…