AI Infrastructure Boom Drives Demand for Metals, Chip Stocks and Scarce Assets

David Schassler outlines how geopolitical tensions and supply chain risks are fueling a massive global infrastructure build tied to AI, driving demand for key materials like copper and rare earths alongside semiconductor names beyond Nvidia (NVDA), including Micron (MU) and AMD Inc. (AMD). He also points to the scale of investment required and potential currency debasement, highlighting gold and Bitcoin as beneficiaries of this long-term AI-driven buildout.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about