Simon King of Saturna Capital has identified two stocks linked to base metals. The picks target investors seeking AI-related trades beyond the usual names.
The two companies stand out for their connection to the physical materials that power AI infrastructure. Base metals underpin much of the hardware behind artificial intelligence.
King’s picks offer an alternative path into AI investing. The stocks remain under the radar compared to major chipmakers and software firms.
Investors have concentrated heavily on well-known AI leaders. That crowding has left some related plays trading at lower valuations.
Base metals supply the raw materials for data centers and computing equipment. Demand for these materials is rising alongside AI expansion.
The two stocks may appeal to those looking for cheaper entries into the AI theme. They trade with less attention from mainstream investors.
King’s approach focuses on overlooked corners of the AI supply chain. The strategy targets value in a market dominated by high-profile names.
