Dear Reader,

Mining and tech.

Two sectors which may appear polar opposites.

But, as you’ll see here, artificial intelligence is colliding with mining.

James Cooper, our resident exploration geologist, is all over this collision.

His most recent selection, RPMGlobal Holdings [ASX:RUL], is up 54% in the last year.

It’s developed a suite of AI software packages tailored specifically for mining operators.

It’s business model makes sense. The resource sector is bleeding cash in this high-cost environment and RUL’s AI backed technology improves efficiency across operations, saving the miners cash.

So far, the strategy has worked out well.

But there’s another AI/mining play you need to know about. 

It provides raw materials for the AI semiconductor sector.

If you’re unfamiliar with the link, semiconductors have been likened to the ‘picks and shovels’ of the AI boom.

In other words, the vital tools needed to expand AI’s reach throughout the global economy.

No doubt, this is a sector offering massive growth opportunities.

Click here to learn about the stock James is backing in this space.

Regards,

James Woodburn,
Publisher, Fat Tail Investment Research