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PRO Report

Ideas

+2

I’m not buying SpaceX, Anthropic, or OpenAI

Jun 12, 2026

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13 min read

I’m not buying SpaceX, Anthropic, or OpenAI

There are better winners hidden beneath the glamour of the IPOs.

Vincent Metzler
Vincent Metzler

PRO Report

+1

🥛 AI in retail: The $5T opportunity 🛒

Jan 25, 2026

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22 min read

🥛 AI in retail: The $5T opportunity 🛒

How AI will change the way we shop forever.

Vincent Metzler
Vincent Metzler

PRO Report

+1

🥛 The investor’s guide to AI adoption 🤖

Jan 11, 2026

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17 min read

🥛 The investor’s guide to AI adoption 🤖

What every investor should know about AI’s next wave.

Vincent Metzler
Vincent Metzler

PRO Report

+1

🥛 From GPU farms to robot fleets 🤖

Dec 28, 2025

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22 min read

🥛 From GPU farms to robot fleets 🤖

After datacenters, AI moves into real-world products. Winners multiply.

Vincent
Vincent

PRO Report

+1

🥛 AI’s next crisis isn’t chips, it’s power 🔋

Dec 14, 2025

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19 min read

🥛 AI’s next crisis isn’t chips, it’s power 🔋

Which energy source will gain the most? 📈

Vincent
Vincent

Milk Road AI

Learn how to capitalize on the biggest technological change in history across the infrastructure, energy and tech layers.