4 AI Stocks That Could Explode in the Next Infrastructure Boom

Melvin (0:00)

And if memory rips, I think Samsung will likely double. Honest to God, because I think it's super undervalued compared to the other two.

SPEAKER_2 (0:08)

What's up, everybody? It's LGD Set here, and welcome to Milk Road Stocks, a daily market show that still can't figure out if I should be bullish or bearish, because every single pod we record takes me in a different direction. Today is October 8th, 2026, recording on October 7th. Which way will this market go? And when it eventually goes up, which companies should you bet on? That's kind of the golden question, right? Because if you listen to the show, there are a lot of bearish takes lately, of course. There are rate hikes, there are midterms, there are revenue numbers that are in question. The macro doesn't look at all these factors that could cause you to think that things are slowing down and they already have. However, if you pay attention, you know that a lot of these companies are projection higher. We need more compute, we're going to need more AI in the future as the capacity continues to grow. And as a result, the projections four or five years out are still incredibly positive. These companies are still sold out, they're still absolutely bottlenecked because they cannot create enough compute. That's the main problem. So today, Melvin, who is our leading portfolio analyst at Milk Road, his portfolio is number one, and it has been for a really long time. He is going to walk us through four different companies that he think will lead the next leg of the AI bill that once that market does return, they are largely around memory. I will tell you that in advance. And if you want to see these companies, you want to see them in detail, you want to see when Melvin bought them and what he's going to do with his positions, and also what he's going to buy next or sell next. All that is Milk Road PRO, which you can access for just a dollar at the link below. Otherwise, enjoy the episode. Listen, there's too many stocks out there. Okay, I'm just going to tell you right now, coming from the crypto side, there's always too many tokens at some point, but in the AI stocks tech world, there's definitely way too many.

And I need your help making sense of all this. Yeah. Honestly, give me some good picks at this point, because I don't know if anyone's chopping, we don't know what's going to happen. Things are up, maybe they'll go down.

But you've been the best portfolio person so far, man, since we started in February. So you're going to keep that lead for a while. And I feel like you've got some good alpha for us today.

Melvin (2:05)

Yeah. Thanks for having me back on, LG. And what a market like currently we're in right now. Yields are pretty much an all time high. We have oil above 90

We have a war going on in Middle East. Midterms are right around the corner. And then maybe another rate hike potentially coming.

Yeah. Yesterday the market hit an all time high. The S&P is now worth 71.3 trillion, up roughly 24 percent just from its March 30th low.

And the total US stock market value is around 82 trillion now.

Just to put that in context, China is roughly 7.5 times bigger than China right now. And they're the second biggest, largest stock market in the world. So we're just ripping at the moment. And honestly, like nobody has a damn clue on what to buy right now. Because if you look at across the AI infrastructure, the semiconductors, the data center, power, memory, you name it, they already had huge runups as we've seen throughout the year and even now. And most of them are at either near all time highs, they're pretty much there, you know, maybe they're like 15, 20% away from it. But you know, you don't really, do you only want to gain just 10 to 15%? No, like you honestly want to find the alpha, right? Like in the, within the market. So that's the purpose of this video. I want to go through four stocks and one specific sector to figure out, to show you guys where the next meaningful upside will be. And that is exactly what I'm going to break down in this video.

SPEAKER_2 (3:45)

Okay, cool. Yeah. I think that that's, I think that's the golden question, right? Is I think you guys always talk about this on the show during the roll ups and individually, right? Is that it's like, listen, it's a breather. There could be, sure, maybe there's like short term downside, but long side, long term, you're definitely very bullish. But I think, like I said at the start, it's like there's a lot of assets to pick from this year. A lot of assets have pumped. So it's like, it's definitely a bit, I think, I think a lot of people feel like it's a bit of a guessing game as to which ones will pick up the most or over pump the hardest maybe when things pick up again.