| ASML just beat earnings expectations and raised its full-year forecast. More AI chips being built today means more AI chips being thrown away tomorrow. And that's creating the richest gold deposit in American history. Go here for details. ASML might not be as famous as Nvidia… But they build the machines that every major chipmaker on Earth depends on to manufacture advanced semiconductors. The company just reported $10.4 billion in Q1 sales, beating expectations. They also raised their full-year revenue forecast to as high as $47 billion. Their CEO said demand for chips is outpacing supply… And that customers are accelerating their expansion plans for 2026 and beyond. Here’s why he's not exaggerating. TSMC just posted record quarterly revenue. Samsung and SK Hynix are both ramping up memory chip production. 51% of ASML's tool sales last quarter went to memory chipmakers, up from 30% the quarter before. Goldman Sachs just raised its forecast for AI data center power demand from 175% to 220% growth by the end of the decade. That means more data centers, more chips, and more hardware being cycled out every year. The AI data center buildout shows no sign of slowing down. Nvidia releases a new chip architecture roughly every 12 months. That means the AI servers installed two years ago are already being torn out and replaced with newer, faster hardware. Those discarded circuit boards are piling up across the country. And they're full of gold. The gold concentration in this AI waste is 100x richer than ore from the world's top conventional mines. A conventional mine pulls about 1 gram of gold per tonne of rock. AI server boards contain 136 grams per tonne. One American company has built a process to extract it commercially. They spend roughly $5,000 on a tonne of electronic waste and pull out approximately $25,000 in gold and other precious metals. They've completed 23 commercial production runs over the past two years at their demonstration facility. Now they're raising capital to build their first full-scale production plant. Every earnings beat like ASML's confirms that the wave of AI hardware — and the mountain of AI waste it creates — is only getting bigger. That's why this is my #1 gold Pre-IPO for 2026. Pre-IPO shares are available to all investors for under $5.00. Go here to get positioned before the NYSE listing. Ian Wyatt |
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