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SETMBULLISHCore thesis · 5/5

Critical materials as a non-tech AI play

The guest argued that the Sprott Critical Materials ETF (SETM) offers a way to invest in the AI build-out through the underlying materials needed for data centers, batteries, and energy infrastructure, rather than through technology stocks.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
SETM: Critical materials as a non-tech AI play · Zortix