The Rotation That Could Create the Next 10x Stocks

**Melvin** (0:00)
There's a huge, huge rotation coming to robotics pretty soon. It's already happening. You see, if you look at stocks like...

**LGD Usted** (0:07)
What's up, everybody? It's LGD Usted here, and welcome to Milk Road AI, the almost daily AI show that's ready for a new all-time high, but can't figure out which stock that's going to happen to. Today is July 1st, 2026, recording on June 30th. This is our weekly roundtable, where our three AI analysts break down their next moves and where they think the market is heading. This time, we focus largely on hyperscalar CapEx, notably what's going to happen when they either reduce CapEx or start to actually keep those profits. This naturally leads to dives into Apple and Tesla and what their roles are like in the future, which the team sees as two completely different paths. The part that's hanging over everything right now is where do all these AI buildout profits actually rotate to next? Is it robotics, biotech, maybe something else? Our top analyst, Melvin, has already sold some of his positions as he prepares to make those moves. Have a listen and don't forget that for just a dollar, you can see their full portfolios and get instant notifications on every move that they make. Today's episode is brought to you by BitGet, stocks 2 with real liquidity and real dividends. All right, guys, welcome back. It's the end of Q2, so we're going into another half of a really exciting 2026 I want to hear from each of you guys, your quick thoughts on the market. Third straight day green, maybe it's good, maybe it's bad. Melvin, let's start with you, man.

**Melvin** (1:15)
Yeah, market's doing great right now.
Micron just had its earnings last week. They killed it. They had a bit of a pullback. Now it's starting to pump back up again. All my stocks are up, so I did take some profits on a few names, so I'm happy with that. But other than that, I feel really good where we are. I think we're going to continue to go higher, as I always say.

**LGD Usted** (1:38)
Beauty. Vincent's laughing about it. Vincent, what do you think, Ben?

**Vincent** (1:42)
No, I pretty much agree with Melvin, though I think there are some things behind the scenes, behind the curtain that the market is not realizing yet. And I think there is a rotation coming soon. I'm not sure when it will come, but it will come one day, because AI model supply is exploding. We have Chinese labs competing with the US peers, and I think there are a lot of implications in that. If US labs with OpenAI optimize and free interference and costs.
And to me, that all points toward making US labs, at least to interference cheaper and ROIC. So return on investor capital for those companies adopting AI. I think those are the two kind of themes that will be the next thing in Marches, and that's where I'm focused on.

**LGD Usted** (2:32)
Kyle, how about you, man?

**Kyle** (2:33)
Yeah, I think overall, still bullish. You never know what's going to happen in the summer. Things usually kind of die down a little bit.
I do think that the kind of accelerated craziness of the AI Infra-Trade has not stopped, but I think it's definitely going to slow down from here on out. I think that last phase was Google and a few of the other hyperscalers selling a bunch of their stock to throw that into buying more of this. I think we're going to see the, probably not the top of this, but I think again, just deceleration, let's call it.
So I think we'll start to see the rotation into probably, so some things within the AI infrastructure build out, so where the big bottlenecks are, and then I think also into just the application of AI, I think is where we're going to start to see rotations. That could be biotech, which I've bought a few positions in. Could be back to some SaaS, though not a lot of it. Could be robotics, could be a bunch of different things that may come from the implementation of AI, which goes along with what you're saying Vincent, which is companies are going to start using and already are starting to use AI. They're seeing benefits in their companies, and now if they can get more efficient with their token usage, meaning bringing costs down, we just saw Coinbase put out a big chart of their spend has gone down, but their usage has gone up, and that's through using multiple different models. And so I think companies that are doing that are going to start to see some really, really good ROI. Ultimately, it doesn't mean that the AI trade's done, because I think the more efficient you get with these, the more we're just going to spend, and we're just going to use this stuff more and more. So I think it's not like this whole trade's over, and everyone needs to get out of the entire market. I just think the craziness of the AI for bottleneck trade is starting to slow down, and we're going to move out to other parts of the market now. And that's what we'll see for the rest of the year.