Mike Lee explains how the ‘token flow’ from AI’s infrastructure build-out is driving significant gains in semiconductor stocks. He highlights that despite some market disbelief, the demand for chips will continue to grow exponentially.
Strategic Wealth Partners CEO Mike Lee discusses how the massive AI infrastructure build-out is creating “token flow” and unprecedented demand for semiconductor stocks like Micron and Intel. Lee states that this exponential growth will continue for years, highlighting market disbelief in the scale of AI’s impact. Maria Bartiromo notes chip stocks are rallying, some over 600%.