AI Revolution Needs raw Materials: These Stocks Will Benefit From the Digitization Boom, but With a Delay!

While investors are betting on chip giants, many overlook the true winners of the AI revolution: raw material producers. Copper, aluminum, and lithium are becoming the gold stars of the digital age. The global AI boom is more than just a software revolution – it requires massive physical infrastructure. Gigantic data centers consume immense amounts of energy and need complex cooling systems as well as countless kilometers of cabling. At the same time, the energy transition is driving the expansion of wind and solar parks, while electric mobility...