Milk Road Stocks
Milk Road Stocks
Milk Road
SpaceX Could Control 25% of New AI Compute - Can Elon Pull It Off?
45 minutes Posted Oct 26, 2026 at 2:30 pm.
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In today's episode, LG and Vincent break down the latest earnings reports and explain why market volatility is creating massive disconnects across the AI trade. While Wall Street panics over soaring CapEx and near-term price dips, hyperscalers and tech leaders are doubling down on compute and energy infrastructure. Vincent walks through SpaceX’s transition into an AI compute powerhouse, why Tesla’s growth hinges on autonomy rather than legacy auto, Meta’s aggressive burn on agentic AI, and why a post-earnings drop in Bloom Energy could open up a major buying opportunity.


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🎙 GUEST INFO 🎙

Vincent: ⁠⁠⁠⁠⁠⁠https://x.com/WhiteCollarExit⁠⁠⁠⁠⁠⁠


📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.