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In today's episode of Milk Road, we break down the AI stock sell-off, Anthropic's surprising financial disclosures, and why the demand for AI compute could be much stronger than investors realize. Anthropic's reported economics suggest it can generate roughly $11 in revenue for every $5 spent on compute. Meanwhile, companies like NVIDIA, SpaceX, CoreWeave, and Nebius are racing to expand AI infrastructure capacity as demand continues to accelerate. But there's a problem: financing for neocloud companies is tightening. Could an approaching "Neocloud Winter" wipe out weaker players while creating enormous opportunities for the strongest AI infrastructure stocks?

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⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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🎙 GUEST INFO 🎙

Martin: ⁠⁠https://x.com/m0xt_⁠⁠

Melvin: https://x.com/MelvinInvests

Kyle Reidhead: https://x.com/KyleReidhead

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.