The Hidden AI Stock Turning Broken SaaS Companies Into Cash Machines

LGD Set (0:00)

Software companies are in big, big trouble. We all know the Frontier models are absolutely eating their lunch. And the big story this year has been how those models are releasing capabilities that are basically destroying software companies' business models. But what if there was a company out there that was actually scooping up these software companies on the cheap and turning them into AI led businesses? Wouldn't that be something that interests you? What's up everybody, it's LGD Set here and welcome to Milk Road Stocks, the daily market show that's always looking for hidden gems no matter if Adam Sandler is there or not. Today is September 18th, 2026, recording on September 17th. I wasn't lying in the intro, there is actually a company out there that's doing this and they just went public a few months ago. They are called Bending Spoons. And in one sense, they are kind of the Berkshire Hathaway of the AI space, but in the other sense, they are kind of the bargain bin buyers who have an absolutely obscene and amazing company culture led by four founders who have been friends for over 20 years and who still control half the company where they recruit people specifically to go and gut these AI companies that they buy on the cheap and turn them into winners. They have done this with over 50 businesses so far. And one of our leading AI analysts, Vincent, is here today on the show to tell us why he thinks this company that nobody has ever heard of is going to be a big player in the years to come. And if you want to see Vincent's portfolio and whether he's owning this company or not, you can get that in Milk Road PRO for just a dollar at the link below. And a reminder that our podcast today is free and that it wouldn't be possible without our partners at Nexo, the digital asset platform that lets you trade, earn and borrow all in one place. Keeping an eye out for more information about Nexo later in the show. Vincent, I haven't seen you in a while. And today we're going to talk about a company that I have never heard of. When you sent me this beforehand, like an hour ago, you sent me this deck. I thought it was some kind of matrix analogy. And that probably shows how new I still am to analyzing the stock market.

But I think maybe you'll catch some other people off guard today with this one.

Vincent (1:55)

Yeah, we will definitely. Because me personally, I haven't found anything on YouTube from any other analysts or something. There's one research paper that I found. It's a not well-known company. What we're talking about today is Bending Spoons. And I like to think about them as like the AI enabled version of Berkshire Hathaway in the future.

So really exciting AI adoption play. And that's why we're covering on the AI channel.

LGD Set (2:25)

So they're the AI, Berkshire Hathaway, when Berkshire Hathaway, and it's a public company. It's a publicly traded company, right?

Vincent (2:33)

They did their IPO in July this year, yes.

LGD Set (2:35)

Where are they based? Where is Bending Spoons from? The American?

Vincent (2:38)

Milano.

LGD Set (2:39)

Oh, Milano. Okay. Okay. You're talking about, we're going to European companies here. Okay.

I'll let you allude it from here, because this is really interesting. And I think a lot of people, obviously, when you say something like Berkshire Hathaway, people are going to lean in, especially if it's something they haven't heard of, and especially when it's related to what's super odd right now.

Vincent (2:56)

So I'm an AI analyst. So we definitely need to start or cover this from an AI perspective, right? So what we're seeing in 2026 is that companies that are adopting AI properly are starting to outperform the companies that are not adopting AI. That's what you're seeing on this chart. And why is that? It's because we see those step functions in capability of AI. AI is just getting so good, and each time it gets like 10x better. Every model it comes like 10x better. Like you can think of it that way. And if you're a company that is adopting AI properly, you're starting to outperform your peers.

And why am I saying this? Or why is that the intro for Bending Spoons? It's because they are a tech enabled kind of private equity of Berkshire Hathaway like company. And because of that, they're having so many advantages over other companies in that space.

And that's basically the intro I wanna make. So the market is also ready for those type of companies to buy.