Recently I’ve been doing a lot of analysis on AI infrastructure portfolios and stocks, the main consensus is obviously put money into NVDA, MSFT, AMZN, etc. while I agree on a lot of those building blocks for ai like cloud, semiconductors etc, I think people are overlooking the basics, such as copper, steel, and just raw materials in general. I think that in the next several years the amount of physical infrastructure that will need to be built to scale AI is going to be insane, and while system corporations will profit, I am willing to bet precious metals and material suppliers will even more, what are yalls thoughts.