3 Ways to Profit From the Biggest AI and Robotics Boom in History

**Kyle Reidhead** (0:00)
The world we're going to now, when you have artificial intelligence, you have robotics, you're going to have companies that are 10 trillion, 50 trillion, 100 trillion.

**SPEAKER_2** (0:07)
What's up, everybody? It's El-Jadoussa here, and welcome to Milk Road AI, the daily AI show that still can't figure out its allocation to the AI trade because we're still trying to figure out if the rotation is real or just another meme coin style narrative. Today is July 9th. If you've been wondering whether you've already missed the AI trade, this episode is for you. In this special solo edition, Kyle explains where he thinks the biggest money will actually be made over the next decade. The sectors he's watching most closely and how he'd invest whether you're an active stock picker or a long-term investor. It's a one-off special with her owner. And if you want to talk to him every day, see his full portfolio and even get real-time text and email updates on his moves and the moves of all our other analysts. Milk Road PRO is 33 percent off this week only. Check it out at the link below. Today's episode is brought to you by BitGet, stocks 2 with real liquidity, real dividends and Securitize, the regulated rails for tokenization.

**Kyle Reidhead** (0:57)
There's a lot going on in the market right now. From the chats that we see on X, from the chats that we see inside of our Discord for our Milk Road PRO community, people are confused, right? There's so many stocks that you can buy right now. Whether it's Neo Clouds and data centers, whether it's memory stocks, semiconductors, hyperscalers, whether it's getting into robotics now. It feels like, I think, to a lot of people, that there is a never-ending amount of stocks and things that you should be buying.
That's because there is so much opportunity out there. But it is not an easy thing to track and keep your eye on. What I want to do is give you guys a bit of a framework to think about how to invest in this. Depending on your risk, depending on how much time you have to put into the markets, you can take different phases based on what I explained here. One thing I think that we want to do first is just zoom out and understand, what's the big trend that we're investing here? I think everyone right now is so focused on the minute, short-term things that happen. NVIDIA sold off yesterday because DeepSeek said that they're going to build their own chips. Everyone's like, is that bearish NVIDIA? Should I not buy NVIDIA anymore?
Then it's like, well, people are starting to use Chinese open-source models. Should I not buy the IPO of Anthropic when it happens?
There's just so much going on and no one really knows. I think a lot of people are just confused on what to do and when. So many people think that the CapEx trade is over.
Is the AI bubble here? And have we already missed it because Micron is down 20% or whatever it is? But kind of interesting that Micron is actually up today. So that's cool. Here you guys can see my trading view, what I typically look at. But right now, the NASDAQ is up, the SP500 is down, MU, so Micron is up and a bunch of assets are down. We got a lot of red in the markets today. But NVIDIA actually happens to be up after that news from yesterday, which is pretty funny. Here's the thing, though, guys.
We're still so early in this AI trade. We're so, so, so early, and I don't think people fully realize what's happening. SemiAnalysis put out a nice chart a couple days ago in their newsletter that shows their expectations for data center capex moving into 2029 And it makes the numbers that we have today look very small. What's interesting is the numbers that we have today look massive compared to just two months ago, or sorry, two years ago. No one thought that we'd be spending close to a trillion dollars in 2026 on data centers for AI. And yet, we already are. We're very close to it. We're probably above it at the moment. And we're going to be going much, much, much higher. It looks like we're going to be at least double, according to SemiAnalysis. And this is where I just want people again to zoom out and realize there's so much room left in this bull market. And the reason for that is there's still so much space that we need to build out to do what we need to do with intelligence.
We've barely touched the surface of what's possible with AI. And I think this is a thing that a lot of people don't quite get. And this is also what happened with the Internet, right? Everyone thought that the Internet was, you know, every year in the 90s, as the stock market ripped in 95 and 96, 97, everyone thought that was it. This is, you know, this is too much. This is too crazy. And it just kept going up. And then, you know what? You know, years after the.com crash, it continued to go up and up and up and up and up, right? Like if you look at the stock market back then, like let's just look at Amazon.