VanEck’s Post

Transcript

I'm going to give you kind of, you know, my, my take right now, which is. That AI is kind of moving, has benefited the semiconductor stocks and the mega cap tech stocks and is now filtering in to help the rest of the stock market, other companies and and there are other ways of playing what's emerging as an explosion in demand for electricity in the United States. So we have nuclear energy where suddenly there's bipartisan support. That natural gas infrastructure grid build out, all these are going to be priced into the market. They have started to be and will continue to be because of our need for what I call phase two of AI, which is deployment by by companies.