🥛 PRO investment ideas: We sold ✂️
AI Summary
Milk Road PRO's weekly recap covers analyst m0xt selling 50% of his portfolio due to rising oil prices and geopolitical risks from the Iran conflict, shifting toward defensive revenue-generating assets like perps and stablecoins while cutting ETH, SOL, and DeFi. Vincent published a robotaxi investment playbook, and Melvin and Vincent held an AMA debating AI infrastructure plays and high-conviction bets including Robinhood, AMD, Micron, Nebius, and Vistra.
Key Facts
- m0xt sold 50% of his portfolio citing rising oil prices and the Iran conflict, cutting ETH, SOL, and DeFi while keeping revenue-generating plays like perps and stablecoins.
- Waymo is delivering 400k+ rides per week as Vincent's robotaxi playbook targets a ~$40-50B autonomous vehicle market by 2030 with a specific stock pick for cleanest exposure.
- Melvin holds high conviction in AI infrastructure plays AMD, Micron, Nebius, and Vistra, while he and Vincent debate whether Amazon is an AI winner or a capital-intensive trap.
More from Milk Road
🥛 The AI agent payment crisis 😰
Virtuals Protocol and the Ethereum Foundation's dAI team jointly announced ERC-8183, the first open standard for agent-to-agent commerce, enabling any
🥛 Coinbase and OKX go all-in on AI 🤖
Coinbase partnered with Cloudflare to enable AI agents to make stablecoin micropayments across 20% of the internet's infrastructure, positioning itsel