Thoughtful Money with Adam Taggart · Saturday, July 11, 2026
Adam Taggart noted a strong connection drawn at the Rule symposium between the demand for AI compute power and the outlook for critical mineral producers. He explained that the build-out of data centers and AI infrastructure relies on mined and refined resources.
“Um, a a strong sense that if you are a fan of AI and a believer that all these data centers and all this compute is going to get built out, that's going to be done in the back of resources from the real world, things that need to be mined, uh, and refined, uh, and then, you know, brought into into to be used to build these, these, you know, compute structures, whether the data centers or the chips themselves.”
“So, you know, basically, if you're a believer in the future outlook of of a lot of these commodities, these seem to be a pretty good time to get into these producing stocks.”