Milk Road AI 6 Winning AI Stocks Beyond Nvidia and Big Tech w/ Ronnie
27 snips
Jan 28, 2026 Ronnie V, an investor known for AI-focused stock picks and active commentary, outlines six lesser-known companies powering AI beyond the mega-caps. He spotlights energy storage, data-center fuels, AI-driven lending, cross-border payments, autonomous-vehicle tech, and a generative search play. Short, punchy takes on why these niches matter next in the AI cycle.
AI Snips
Chapters
Transcript
Episode notes
Power Is The AI Bottleneck
- AI's biggest bottleneck is power infrastructure, not just chips or models.
- Fluence Energy targets grid-scale storage and stands to benefit as AI demand stresses the grid.
Fluence Pick Turned 3x
- Ronnie describes his Fluence pick as a personal win after a 3x move from $10 to $30.
- He attributes the rally to backlog of contracts and AI-driven power demand.
GEO Could Replace SEO
- Zeta combines AI-driven marketing with a partnership approach to LLMs and advertisers.
- Ronnie argues Zeta could enable 'generative engine optimization' to replace SEO and monetize LLM-driven ad placements.