The bull market in hard assets is accelerating, NOT slowing down.
Gold first cleared $3,800 per ounce on September 26th, 2025. Today, less than two weeks later, it’s over $3,900 per ounce.
Gold is not the only hard asset ripping higher, either.
Silver was below $46 two weeks ago. Today it’s over $48 per ounce. Platinum, uranium, and other hard assets are exploding higher too.
What is going on here?
What’s going on is that investors, both institutional and individual, are shifting capital into hard assets in a major way for the first time in decades. And because these markets are so small (the entire precious metals mining complex is $600 billion), these markets are going vertical.
There’s a second component driving this boom in hard assets as well: the Artificial Intelligence (AI) revolution.
The reality is that the AI revolution requires a staggering amount of hard assets/ commodities to function. Depending on its size, a single AI-related data center can require:
1. One to five tons of lithium
2. 30-100 tons of copper
3. Up to one ton of silicon.
4. 10,000-50,000 tons of concrete
5. 1,000 to 5,000 tons of steel
As I write this, there are over 4,000 data centers under development in the U.S. Bear in mind, we’re just talking about data centers here. We’re not even considering the natural resources requirements for robots, electric vehicles, appliances and more.
A single AI-powered robot can require:
- 25+ pounds of silicon
- 2.5-10 pounds of copper
- 25-125 pounds of steel or aluminum
- 12-60 pounds of lithium, cobalt and nickel (if it runs on EV batteries)
- 5-25 pounds of plastic
And some experts are anticipating hundreds of thousands if not millions of robots to be manufactured by 2030!
Put simply, between central bank money printing/ inflation and the demands from AI, hard assets are in a once in a decade position to generate life-changing returns.
The time to act on this is NOW, before this major trend is over.
On that note, we just published a Special Investment Report concerning FIVE secret investments you can use to make inflation pay you as it rips through the financial system in the months ahead. They’re already up 17%, 25%, 25%, 40% and 42%. And that’s just in the last month!
The report is titled Survive the Inflationary Storm. And it explains my top five gold mining plays, including their names, their symbols, and the resources they own.
Normally I’d charge $499 for this report as a standalone item, but we are making just 100 copies available to the public.
To grab one of the last remaining copies…
Best Regards
Graham Summers
Chief Market Strategist
