AI's Hidden Infrastructure: Semiconductors, Memory & the Next Investment Boom 💥

Talk Money To Me · Jun 4, 2026 · 35m

🚀 AI's Hidden Infrastructure: Semiconductors, Memory & the Next Investment Boom 💥

Artificial Intelligence is dominating headlines, but the real investment opportunity may lie beneath the surface.

In this special Order Pad episode of Talk Money To Me, Felicity Thomas takes a deep dive into one of the most important investment themes of the next decade: semiconductors, memory and the infrastructure powering the AI revolution.

While most investors focus on NVIDIA, Microsoft, OpenAI and ChatGPT, few understand the complex ecosystem enabling modern artificial intelligence to function. From High…