Will SpaceX IPO Mark The Top For AI Stocks? w/ Bradley Freeman

**Bradley Freeman** (0:00)
Jevin's paradox, where if things get more and more and more and more efficient, they get cheaper, that makes demand go higher, and that impact is that we have more and more and more demand.

**SPEAKER_2** (0:08)
What's up, everybody? It's LGD Set here, and welcome to Milk Road AI, the almost daily AI show that is going to wait for an even deeper pullback before finally selling everything. Today is June 15th, 2026 We're recording on June 11th. Listen, today, the S&P is showing some signs of life, and our Milk Road macro index is actually right at zero, just below risk on and just above caution. So which way does the market go from here? That's the golden question. By the time you're listening to this, things may have changed dramatically yet again, and that seems to be the story every week these days. To help us navigate this, we've brought in a true analyst, Bradley Freeman, also known as Stock Market Nerd, is here to tell us what to look for in this continued volatility. Also, as you know, our analysts have been busy. They made literally 20 trades last week, not just one person, amongst them. Some were buying the blood, some are still buying the blood this week. Some are just waiting to see how this all plays out. You can see all that and more for just a dollar in Milk Road Pro. You get it for seven days for just that buck, and you can cancel any time. Bradley, welcome to Milk Road, man.

**Bradley Freeman** (1:10)
Happy to be here. Thank you for having me. Excited to talk about all things AI.

**SPEAKER_2** (1:14)
You know what's amazing about you, Bradley, is that the stuff that you at least tweet about, I don't know if you read this in your newsletter, it mirrors a lot of our stuff at Milk Road. You talk about the same company. So I feel like we're gonna get some hot takes here and stuff that Elise is gonna get us nodding our heads. But before we get to a lot of that, tell us a bit more about you, man. I rarely do this on the show. I really wanna know more about the cast personally, but we've never met and you're new to the show. So what is your background in investing? Where are you coming from?

**Bradley Freeman** (1:42)
Yeah, well, first of all, I love when podcasts start off with the amazing thing about you. That's always good for the ego. So thank you very much for that. I appreciate it. Everyone should do that. That'd be awesome. But I am from Michigan, Detroit, Michigan. So I am pushing 30
I guess, kind of starting from the beginning, got my master's degree in finance, really always just had a love for financial markets, worked for a registered investment advisor for a little while as an analyst, worked for Motley Fool, which I'm sure a lot of your readers and listeners are familiar with. And then just really kind of branched out and started writing an equity research newsletter that I would say tries to emulate research from sell-side analysts, so really tries to give people all the fundamental material news that's happening for companies between earning season, investor conferences, investor days, product releases, all that good stuff, and just really blending detail with condensed work to try to expedite how they kind of stay in the loop and keep up. So it's been six years of that now. So a bit of a whirlwind, especially starting a business when you're 24 That was wild and definitely made a lot of mistakes. Maybe we can talk about some of those or whatever you want. But yeah, six years of writing, six years of pretty weird market cycles and a lot of strange stuff that's happening. But I guess the next six years are gonna have plenty of weird stuff too. So we'll just buckle up and get through it and onwards and upwards. But yeah, I guess that's the neat little bow. I love to hike, I love Michigan football.
Yeah, those are passionately.

**SPEAKER_2** (3:11)
I think that there is no better credential than the mistakes you've made on the show. We always want to know, everybody is gonna flaunt the big trade. Everybody is gonna flaunt, I caught Micron here or whatever that is. But how about, let's start with that, Brad. I want to know, like, what in this time doing this business?
Okay, let's do both sides. Tell me like one or two of your best trades, narratives, whatever that you absolutely nailed, and then also things that you totally missed and or totally messed up.

**Bradley Freeman** (3:40)