The $1 Trillion Tech Sell-Off: Panic or the Best Entry of the Year? episode artwork

EPISODE · Jun 10, 2026 · 43 MIN

The $1 Trillion Tech Sell-Off: Panic or the Best Entry of the Year?

from Milk Road AI · host Milk Road

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.⁠⁠⁠⁠⁠⁠⁠⁠~~~~~In today’s episode, we break down the growing debate at the heart of the AI investment thesis. Will AI keep driving endless demand for chips, data centers, and power? Or are efficiency gains about to reshape the entire industry? We get into why some investors are turning cautious on the AI infrastructure trade, the rise of cheaper open-source models like DeepSeek, whether token demand is peaking, and why "compute per watt" might become the most important metric in AI investing.~~~~~⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠📱Your carrier sells your data, switch to Cape and get 33% off your first 6 months with code MILKROAD.⁠⁠⁠⁠⁠⁠⁠⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform. ⁠⁠⁠⁠⁠⁠🔮 Turn your takes into trades on Kalshi: predict real-world outcomes, and get $10 free when you trade $10⁠⁠~~~~~🔧 Tools & Channels⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠🥛 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠🥛 ⁠Don't miss another minute of Milk Road AI; get our newsletter directly in your inbox twice a week.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠~~~~~✊ Follow Milk Road on Social Media:👉 Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/MilkRoadAI⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠👉 YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@MilkRoadAI⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠👉 Spotify: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://link.milkroad.com/spotify-mr-ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠👉 Apple Podcast: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://link.milkroad.com/applepod-mr-ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠~~~~~🎙 GUEST INFO 🎙Kyle Reidhead: ⁠https://x.com/KyleReidhead⁠Vincent: ⁠⁠⁠⁠⁠⁠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.

Episode metadata supplied by the publisher feed · Published Jun 10, 2026

Embed this episode

NOW PLAYING

The $1 Trillion Tech Sell-Off: Panic or the Best Entry of the Year?

0:00 43:47

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Milk Road AI?

This episode is 43 minutes long.

When was this Milk Road AI episode published?

This episode was published on June 10, 2026.

Can I download this Milk Road AI episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!