“We're Running Out of AI Memory”: Melvin's Top 4 Stocks to Buy

Do you find it easy to pick AI stocks? It's actually kind of hard considering how many have run this year. We have five analysts on staff here at Milkroad and they each manage a portfolio and so far there has been a clear leader who has managed to call some insane runners in the AI bottleneck trade and today he's going to give us a rundown of his four largest positions. What's up everybody? It's LG here and welcome to Milk Road Stocks, the daily market show that is going to let you peek behind the curtain just this one time. Today's August 27th, recording on August 24th. Melvin joined Milkroad in late 2025, coming on as one of our AI specialists. In February, we launched the Milkroad Pro portfolios where each analyst, including Melvin, would call and manage their own stocks and assets. Since then, he has grown his portfolio over 60% at times, calling names in memory and Neoclouds. Today, he's taken us through his top four positions and why he's still bullish on them, and why one of them is actually kind of a dark horse name in this race. If you want the cheat code here to see his entire portfolio, you can pay just a dollar to see the whole thing at the link below. You get a trial for seven days for just a buck. And a reminder that our podcast today is free and that it wouldn't be possible without our partners at Saber. Money, the stable coin payments platform built for Asia. Keep an ear out for more information about them later in the show. Everybody who's getting excited, get excited because this is this is a rare addition. Melvin, since we started our individual portfolios, you you very quickly took over the lead from Martin early on in the process. You've called several um companies and stocks in Milkroad Pro that have some of them have run like almost 300% the last couple months. So, I think this is a good time as we have a bit of of a slow not a slowdown but like you know, let's say an off week for the up only mentality of the market um to do a little portfolio review with you. So, I think that's something that the audience would love to see and um I'm excited to have you on, man, because you know, I look at your portfolio every day and so does so do all our pro members, but rarely do we get the chance for you to actually kind of walk us through those positions and and you know, what your plans are for what you're going to do. >> Perfect. Thanks for having me back on, LG. Yeah, I'll definitely be showing you guys like some of my uh portfolio picks that I have. I'm not going to show you everything because, you know, like or why I'm in it because it, you know, it's part of the secret sauce. But, uh, I think I think it'll be at least good for you guys to know my, you know, thought process of why I own certain um, stocks, why I don't. Um, because if you look at my portfolio, my main thesis for in my entire portfolio is that the world is basically running out of AI compute, memory, networking, and power. and the companies supplying those are going to be some of the most profitable business of the next decade. And that's how h how I have my portfolio set up. >> Beautiful. And I think that that's a great long-term thesis to kind of go over. Um I'll hand it over over to you Melvin. I mean we have again I'll just reiterate if you guys want to just get the cheat code at this point and see the portfolio. It's just a dollar at the link below and you just go and look at it and you can even you can even open that up and follow along as Melvin's talking here. Um and also get access to like you know he writes a lot of pro updates. chat and the discord all that kind of stuff is part of pro and again you can test that for just a dollar but Melvin I'll throw it back to you man uh and let you start wherever you feel is most important >> yeah I think the most important I'll start with my core position which is like Nebius I always talk about this um this is my largest position by a wide margin is essentially a neocloud um company which means they buy Nvidia GPUs build data centers around them and rent that GPU compute to AI companies that need it um They're not offering databases or tools or enterprising softwares like AWS. So they're specifically built for um training and inference era of uh of of this AI buildout. And what makes Nebius specifically interesting is who they become became because this is essentially a company that emerged from Yandex which is um they they used to be the Google of Russia and when Ukraine war got started um they sold a bunch of their assets and converted that assets into Nebius to go in allin on the Neocloud or the AI boom business. So that's what Nebia does and they have a bunch of bunch of software or um you know AI software developers and bunch of team members left over from that era. Um which is what make this company so strong because it's hard to find good people to run companies if you don't have the expertise and this is a company that had decades of expertise for 20 plus years. So that's what Nebas does or did. Um and then if you just look at um the earnings that they just had like a couple months ago or two weeks ago, Q2 2026 revenue was 582 million 454% year-over-year and the cloud spec AI specifically business grew 90 is is 98% of the business and that grew 514%. And their annualized run rate hit 3 billion at the end of June. Um, I'm not going to go into too much numbers, but their earnings are incredible and the market actually rewarded them for that. If you actually pull back the chart and look at when they had the earnings because they had a huge, huge runup. Um, and the reason why I brought up um, you know, Nebas other than it's my core position is because what Nvidia just, you know, announced today. Um, so Nvidia had a bunch of announcement today. um specifically so two months ago or about 6 months ago they bought a company called Grock GR O Q not Elon's Grock um which is a chip that's basically made for the AI inference era okay and this is supposed to speed up the entire workload um you know especially um the inference era which is basically like when you type a or ask your chatbt a question or you know when you have your agents running this is specific specifically made for that. So Nvidia announced today that L their Gro 3 LPX they're calling it, it's their new low latency inference chip built around like their um NVL 72 platform. Um it just entered full production. Um so in its testing um it it delivered a record 3,400 output tokens per second while running Gemma 431 billion with the 100,000 token context window. Basically what that means is like four it's four times faster than their competitors. Okay. And why do I bring this up with Nebus? because Nebus was named the first AI cloud in the world to adopt it and plans to deploy it through their Nebus' token factory. Um it's that's basically their inf inference platform. um that matters because training created the first wave of like AI infrastructure demand but inference what we're in right now is what creating that reoccurring token usage um every time in a model or agent does something like we see that time again with when Kim K3 got released like couple like a month ago their demand went up now Nvidia you know made um Nebius it's its first provider and u and Jensen son loves Nebius. We all know that he invested so much money into Nebius. Actually, Nvidia owns 9% of Nebius, about 8 to 9% of the company as well. Um, so they are massively massively supporting Nebas throughout this entire AI buildout. Now, there are some bare cases with this, right? like Nebius is actually guiding an enormous amount of growth, but you know their contracted power is not the same things as like connected um revenue generating capacity because the company like still has to build like these data centers, install the GPUs, the networking, the the all the equipments they need and if there is major delays, right? Like we all know power shortage is like a huge huge bottleneck in the industry right now. if there's if they run in a major you know bottleneck such as that that can create a lot of problems towards their AI infrastructure buildout. So that is one of the main um you know bare bare cases that I'm looking at and not only that all these buildout takes like lots of capital right like there's only like I believe it takes like 1 gawatt it takes like about 50 to 100 billion like I'm giving you a rough estimate cuz the prices have massively doubled in the last like 3 to four months so they have to keep spending so much money to break you know build this infrastructure out as well. But those are the bare cases I'm looking at for Nebius. But other than that, it's a great company. I still think they're going to deliver so much so much more potential. They're actually kind of pulling back a little bit on the chart. I think they're sitting around like 2125. So, anything around that price range is a really good buy. I expect this stock to hit around 325 to 350 by the end of the year. And our pro members have already know where I stand. You know, I make like updates on this all the time on our platform. >> Just going to pause there for a second to point out that the market is showing signs of something kind of different happening. And our analysts at Milkro Pro are all over it. They spent the last couple weeks making a lot of trades, getting out of some positions, and then getting into a lot of new ones, getting ready for the next wave of robotics space, or even kind of picking some different AI winners. If you want to see what they have in their portfolios, what positions they're opening, it's just a dollar in Milkroad Pro at the link below. Okay. So, you think that from here, and again, this is this is some secret knowledge we're giving away for free, but I mean, Nebius is a pretty top mind share company. So, you think from here we still have another like almost like 50% to go basically before the end of the year. Yeah, >> guess absolutely above >> with some nice entries along the way probably as well, right? Because things are very volatile right now. Stocks are looking terrible today. So, it's like this is actually, you know, we might get a couple more gifts, right? which you took advantage of for people wondering like a lot of these dips in here like through June July Melvin was pounding that buy button um which is which has resulted in a pretty decent position in the last couple weeks. >> Yeah. And you can even scroll down on that page and see exactly the trades my ration I'm making when I bought it when I sold it. >> Take a look. Let's just filter for just you. Okay. We won't talk about Martin's position in Nebas. People can check that out separately. But let's look at yours. Yeah. August 11th. What are the what's the prices here? Yeah. 91 171 199. Nice. You're buying you're even you're you're still in the green on a lot of these. Oh, and you sold a nice top, too, on June 30, taking some profits. Nice. Okay, so a little bit of swinging on this. Cool. >> Very nice, man. Yeah. Yeah, these are some good positions to take. So, all that all that Nebus and that is your top that's your top portfolio business, right? >> That is my top portfolio um asset right now. >> Okay. Excellent. I think a good way to kind of segue into the rest of your portfolio, Melvin, outside of your your top position here with with Nebius, um, is to talk about outside of outside of Neoclouds, probably an even bigger sector that is still very contentious and we've done a lot of episodes on recently is memory, right? Um, and that that demand the demand for memory is expected to explode and that we're that's the part we're in a huge shortage and I think, you know, you've been able to reflect that in your portfolio like in an expert way. >> Yeah, I think memory is still a huge huge bottleneck. I am a big bottleneck guy as you guys already know. Memory is my second largest position. I also have a which is specifically Micron. Um I also have a different um memory in my name as well which I think will do massively as well. But let's focus on Micron specifically. >> Um so memory specifically or the high bandwidth memory or HPM is like the foundational layer for every chip. Like if you look at a single Nvidia Blackwell GPU requires 192 of HBM3e and then one NVL72 requires which is like a rack right because you all you have racks of these requires 13,824 gigabytes and hyperscalers are deploying thousands by the racks and there's only three companies that on earth that can make HPM at scale which is Samsung skyex and Micron. on these are not easy things to do guys to make guys like HBM is incredibly difficult to make like takes years and years of you know research and development and even if you can do that you you probably can't even make it and there's only three companies that does it essentially before I go any further let me quickly explain the difference between different types of memory because because of what Micron sells so DAM is a short-term working memory used by you know in your computers servers to process like information quickly. Um, HPM is the, you know, essentially the extremely advanced version of DRAM. It's designed to move like enormous amounts of data between memory and AI chips like the Nvidia GPUs. Now you have NAND. NAND is basically the longer term memory used inside um, drives to store uh, data even when the power is turned off. So AI data centers you basically need DRAM and HPM to run models but they also need like huge amounts of NAND storage to hold the data um those modules use. This is why you see like you know SanDisk for example is you know running up hugely because of the nan demand. So, Micron produces all three of them, DRAM, HPM, and NAND. Um, which means it, you know, benefits from shortages across nearly every part of the memory market. And Goldman, actually, this is a chart that recently just came out. Goldman projects that DRAM will be under supplied by 5% in 2026 with that deficit deficit widening in 5.9% in 2027. and NAND essentially the same thing. It's it's under supplied and G and Goldman still expects both of those to remain undersupplied till 2028. So this is a massive massive shortage. >> Yeah. >> Yeah. Because this matters because when customers like need more memory than factories can produce, companies like Micron gain like incredible amount amounts of pricing power. Um so instead of like memory like traditionally like um if you just look at a company like Apple they negotiated the price down but because of the fact that there is a shortage they cannot do that they will buy it at whatever price Micron Samsung and SKH highex wants >> and maybe remind people like why you why you're probably more bullish on Micron than the other two. Yeah, I am extremely bullish on Micron because it's an American company. Everything that especially this under this Trump administration, they love American companies. We're always looking to um support our American companies and we because if you look at the tariff war, right? Like critical minerals was a was a huge component of that, you know? Um and now memory has essentially become that critical component because every single AI chip needs memory and we don't want to support we don't want to be dependent on Korea or China for any of that matter. So that is why I love Micron. What's interesting is like you know um Micron like has already signed 16 like strategic customer agreements which are called taker home pay agreements and 100 billion is already minimum guaranteed you know that customers have already paid 22 billion in cash up front. Um and that basically like gets rid of all the you know bare talk about this being a cyclical business because this is not cyclical anymore. This is the the these AI chips are creating a massive shortage. Therefore, these companies are willing to sign 5 10-year contracts with these companies. So, and now there there are of course there are short-term like bare case with Micron still, right? Like the reason why there's a big pricing power that Micron holds is because there's a severe shortage that exists. Now if there is a lot of supply that comes in the market maybe 2028 2029 that's when I'm expecting these supplies to hit the market you know obviously that will have a massive you know price problem with for Micron and all these other companies but even then I still remain if you just look at what Elon's building now if you just look at how much of a massive buildout there is happening we're still extremely extremely short of um chips right now and even if you just look at what hyperscalers are doing, they're building their own chips that needs massive amounts of HPM as well. So this is this is why I remain bullish on Micron. >> Absolutely. And just to take just to switch over to uh to your port really quick and um you're one of you were the first of many Milk Road analysts to pick up some Micron. Most of them came in way way way after you, but even back here and this is and this is March 9th this year and this is shortly after we launched the portfolio. So otherwise, if we'd had the portfolios for a couple years, I feel like you would have been you would have picked up a long time ago. But this is way down in the 300s. I think you added along the way. Oh, you sold. What the hell? You sold at one point, man. What's wrong with you? Anyways, yeah, you you kind of flip back and forth, but yeah, you got you got you had so many entries here in the 300s, the 400s. Uh, and you can see all that just on the Micron page in Milkroad Pro, which is really helpful, um, to kind of track all that. And then you can also see you can also see when the other guys got in on it, both Kyle Martin uh, and and and Vincent as well. So, um, cool, man. Yeah, you've been you've been on this one for a long time and great to know that you you feel like it can continue because I feel like Micron is one of those where it's like, man, it hit what, like 1,200 something like something obscene, right? It became a trillion dollar company, which is crazy. Um, and now is has kind of cooled down, has had its has had its what, like 30 40% retrace already. Um, you know, so it's still still a lot of opportunity there even kind of based on the bottleneck you're talking about. >> Absolutely. And they have an earnings coming up as well. Um, so that'll be a good catalyst for Micron as well. And yeah, I I do take, you know, most of the times I do take some profits along the way because um, as I always say to our pro members, you can never go broke locking in profits. >> So this is like, you know, if you look at my two major position like Micron and Nebius, they always they're very volatile stocks. So, I like to take profits along the way so I can redeploy that cash when there's a, you know, lower lows, which is what we're seeing in, you know, like Nebius today, for example. You know, one thing we've talked about a lot on this show is that crypto is quickly becoming a huge part of the global payments infrastructure. And nowhere is that more obvious than in Asia. But if you're actually running a remittance company or a payment business, you know that the hard part isn't moving the stable coins. It's dealing with local banking partners, compliance, liquidity, and all of the operational headaches that come with sending money into places like India and Southeast Asia. That's why today's partner is Saber. They give payment companies stable coinpowered infrastructure to collect and make payouts across Asia without having to build all of that complexity themselves. They've already processed more than $3 billion in transactions across 40 different countries. So, this isn't just a concept. These guys are actually doing this for real. If you're building payment infrastructure or expanding into Asia, make sure you check out saber.money. >> Absolutely. Um why don't we talk about the rack itself, right? Because we talked about um the stuff inside the data center, but I think I think we know we learned from you and from Vincent in the recent weeks. We just did an episode on Bloom Energy the other day. We did an an episode on Nvidia this week. Uh that and we've covered how the rack is changing which is going to have a lot of kind of repercussions already has um but there's a lot of you know there's a lot of implications there and maybe something the market hasn't really thought about too much. >> Yeah. So, I think Nvidia, right, like is actually Nvidia is reporting earnings this Wednesday and uh we're all super pumped for that. Um, but I think this is a position that is like heavily underrated in my opinion cuz Nvidia is like the king maker of all AI. Um because every Neocloud I own, every hyperscaler, every major AI lab ultimately defend depends on Nvidia's infrastructure and most like investors or like I feel like the market still price Nvidia as you know just a company that sells like GPUs and that is not even close to what they're doing cuz every part of like you know every modern data centers you need GPUs for example you need CPUs you need inference accelerator like the gro that I mentioned, you need networking equipment, you need like interconnects and you need software like which is what Nvidia has with their CUDA platform. So this is what Nvidia does and I think market is like massly under underestimating this and just look at their earnings last quarter like they generated $81.6 billion in revenue at 85% year-over-year. This is a company worth $5 trillion guys. >> Oh my god. How are they doing this? And they're estimated, I believe, 90 to 90, no 94 billion this quarter. And I think they're going to massively, you know, beat that this time around. Why am I being bullish about this? Because today is a perfect example of why I'm bullish about this because if you look at Grock, right, like Nvidia announced that Gro 3 LPX today is entered full production. Um, so like as I mentioned before like the Reuben GPUs like what they have handle all the like the heavy lifting of like Nvidia chip like that's what the that chip specifically does. Um they process like enormous amount of context perform the reasoning runs more complicated like parts of the model but Gro 3 LX is designed to generate the final answer extremely quickly once the work is done. So I already talked about like the specific you know um you know what Grock does so I won't go uh through into that but what essentially Nvidia is doing they're positioning themselves for the agentic era because we all know how much like um inference is being used in this agentic era and how much how quickly can you deliver answers and you know um answers to your clients because when you have robotics when you have cars autonomous cars you need massive amounts of like inference like fast fast data speed and that's what Grock Grock does. So this is why I remain extremely bullish on um Nvidia and also SpaceX announced that SpaceX will deploy Nvidia's new Vera CPUs into their workload as well because you know CPUs still you know up until last year um or something um Nvidia was you know primarily a GPU companies and they announced that CPUs will add like approximately $20 billion to their you know run rate this year and that is and I I think were still underestimating how much that can add to their revenue and they have all sorts of different ways to generate revenue and I think this is just massively underrated and actually like like I mentioned the earnings are coming out today tomorrow or Wednesday and Vincent actually put out a note like giving a review on our platform um to our members already on what we can expect yep >> what we can expect what he's looking for the biggest risks um what are they fearing um so so this is And you can even comment on it which is which is really nice you know ask questions and uh whatnot. So um this is uh this >> there is >> yep >> we have a social app. >> Yes we do. And then and on just uh not just that because one of the last thing I want to speak about Nvidia is they um they released early performance results um showing that Ver Rubin NVL72 can deliver 30 times more agentic AI uh per megawatt up to 35 times lower co cost per tokens than the previous generation. So what does that mean? Because right now agents AI agents can consume roughly 15 times more tokens than a normal chatbot request. You know like a chat you're when you're talking to a chatbot you're you ask it one question and they stop right but the AI agent needs hundreds of thousands of step steps before completing one task. it continuously like read through your entire context, right? Your entire context window and other tools and therefore it generates more tok like uses more tokens. So if the power if the cost and power required to generate those tokens do not come down running AI agents doesn't like you're not going to use it because it's expensive. Um so that's what Vera Rubin is supposed to solve. So and Nvidia chips in when they do that or since they've done that that those chips have become more valuable to the customer. So they're going to order more you know cheaper you know inference we talk about this all the time like when the Jevans paradox you know cheaper cheaper inference should unlock more usage. So this is this is why Nvidia benefits massively from this um from this AI buildout and I am extremely bullish on um Nvidia. >> Got it. Okay, cool. So, that's your that is your fourth largest position, right? We saw that there was another company in there and we already kind of talked about that sector. So, people can go back in and check it out. Are there any you have I think in total, Melvin, uh you have what maybe 12 companies, 15 companies portfolio. You have 12 to 15. >> Are there out of the rest of them? We can we'll spend hours talking about all of them. Is there are there any others that we can kind of wrap out with as your final final position? >> I'll do one more. It's one of my underrated favorite AI companies or companies in general. I don't want to label them as AI, but let's do the company I'm thinking about is Oracle. So Oracle is pro probably one of the most surprising companies um to see in an AI infrastructure portfolio because you know most people if you don't know about Oracle they think of like an old database company but that but that like description really leaves out what the business has done or has become over the last couple years or so. Um so just to give you some context, Oracle originally built his businesses around data software or sorry database and a database is essentially um like your information like your bank transaction or airline reservations or your hospital records you know yada yada yada and that gets stored in a database and uh that's what you know Oracle used to do and a lot of these large corporations and you know banks have spent like decades building their operation around you know Oracle's database and it's hard to move that even if you want to switch it's a nightmare to move all that data around man like so that is why Oracle remains one of the key database holders in in in the world um and they have bunch of other businesses as well like these boring businesses like they sell business application products like Fusion um these like help company manage like payrolls and inventory and manufacturing yada yada yada um they also own like Cerner which is through Oracle Health. Um they provide software to hospitals like same thing like electronic medical records and if you ever worked or have a science background the those information are extremely extremely available they they only pick very select companies to manage those data. They also use that as well. Now why why I because I don't really care about those businesses anymore. Yes, they're a money maker, but the one that I'm most interested in is Oracle Cloud Infrastructure or OCI. So, Oracle that OCI is basically like Oracle's version of Amazon web services or like Microsoft Azure or Google Cloud, right? So Oracle builds data centers filled with servers with Nvidia GPUs, storage equipments, kind of similar to what Neocloud does, but not really. Let me explain why. So if you look at specialized like Neoclouds like AI clouds primarily make money by renting out GPU infrastructure, right? Oracle can rent the GPUs, store the customer's information, operate this as database and provide the application that manage the customer's finances, employees, payroll, supply chain, yada yada yada. Why is that important? It's important because when uh especially as valuable because as businesses begin deploying AI agents in their within their systems an AI engine just doesn't need to access like a powerful model. It also need permission to access like your company data retrieve customer information check inventory. So that's what Oracle has. They have the full stack and compared to like a Neocloud. So, and one of the one of the main reasons why I like Oracle is if you look at their RPOS or remaining performance obligations. So, what that essentially does is like a backlog of all money that's supposed to come in and as of right now, Oracle has $638 billion worth of RPO. So, I think I believe that's more than their market cap at the moment. And I could be wrong. they were sitting around like5 to600 billion dollars in market cap. Uh but that's which is wild because as these you know as Oracle builds out these data centers and the revenue will start to come in this is going to have a massive massive impact on their top topline revenue because imagine this it's actually the one of the most like underappreciated stocks in the entire market right now because if you look at every company I like to pick companies that has great founders and El um and Larry Ellison is a is a genius. is like if you just look at what he has done with media companies, he owns Tik Tok like US version of Tik Tok. He essentially owns all of media in the US. This is a man that has been business in the business for like 30, 40, 50 years and one of the best friends with Elon. And I've said this time and time again. Elon doesn't hang out with losers. Elon likes to surround surround himself with intellectually smart people. And that is why I I think this is a good bet on Larry Ellison. And Larry Ellison is betting his entire company on this AI infrastructure buildout, which is if I was in this position, I would probably do that as well. So that is one the reasons why I remain bullish on Oracle. I know there are people listening to this right now who work at AI companies. So this one is specifically for you. If you're trying to get your company in front of people who are completely obsessed with AI and actually investing in this stuff, well, you found them. Milk Road reaches more than 500,000 investors across our newsletters, podcast, YouTube, and X. And Q4 is filling up. So don't be the brand that waited too long. Go to milkroad.com/sponsor. You are the only person in Milkroad who's even considered this one. So it's either going to be a genius a genius sleeper move. Although it's not it's still a $400 billion company. It's not a nothing company. Um it's either a genius move or or a nice or nice swing for the fences, man. But I like it. I I like the way you're thinking about that. Maybe my last question for you, Melvin, give us a quick answer. You kind of tell us this every time we do a little episode with you. you've given us the bullcase and and some precautions for for these um handful of companies that you're holding. What is your general investment strategy for for for holding them from here, man? Because although all this sounds nice, um I know and you told us at the start that you know you're you're really planning on just a long-term buildout of AI, what is your you just buy dips, like what is your actual strategy and you know that resulted in you leading our our portfolio board for so many so many months now? >> Yeah, so the original strategy was bottleneck. I always love my bottleneck trades and I think um they're still a huge part of my portfolio, but I think those trades have largely gone away because right now all the money that was in those trades like select few will work cuz I think the like if you're providing if you're clearing a bottleneck and if you're the only solution like the Bloom Energy or like if you look at AOI or like companies like that then yes, you're going to be a clear winner in the future. But a lot of those names surrounding those like Bloom Energy and like um in the same sector are not going to do as well right now. I believe um I think now I think a lot of the money will flow into companies that are going to make you know AI revenue from it. And then and I believe that's going to be a lot of the hyperscalers. Um and and I think you know earnings has you know we had our big earnings this year or this month already and then I think in the next like one to two quarters I think we'll start to see like the AI revenue come in and if you look at companies like Meta um if you look companies like Oracle for example or because they're one of the hyperscalers as well um or Amazon I think they will this will be a great catalyst for all the stocks and I think the market will finally start to roar those companies. is and I'm I've started positioning my portfolio a bit towards that and as we get closer to the next earnings I think I will position a little bit more. So that's my thesis right now. Bottlenecks trades are still there but it is less harder to make money now because everyone knows about them. >> Yeah. Yeah. Exactly. Right on. Okay. Well guys again if you want to see Melvin's entire portfolio it's a dollar and milk road pro at the link below. Otherwise Melvin appreciate the insight man. I always love hearing about, you know, how you currently think about these companies and also, you know, kind of what your plan is. So, appreciate it, man. Uh, and, uh, we'll see you again next week. >> Thank you, Ali. >> Thanks for listening to Milk Road. If you enjoyed the show, make sure you like and subscribe. And if you're struggling to find winners in the market, that's exactly what Milkroad Pro is built for. Our analysts have called some of the biggest winners early, and Pro lets you see what they're buying next, every trade they make, and the research behind every position. Check out Milkroad Pro at the link below. Everything you hear on Milk Road is forformational purposes only. These are our personal opinions, not financial advice, and we may own some of the investments we talk about. Always do your own research and make the decisions that are right for you. See you next time.