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The AI Gold Rush is Here: Are You Buying The Picks and Shovels?

742 views· 19 likes· 20:59· May 10, 2026

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Mark Twain once said "when everyone is looking for gold it is a good time to be in the picks and shovels business". In todays video I break down some of my favorite "picks and shovels" infrastructure companies that are set to take advantage of all the AI capex in the next several years. From physical construction, networking, chips, memory and cooling solutions. I give you some under the radar companies that can make you an absolute fortune over the next several years. ⏲️Time Codes: 0:00 Intro 2:23 Construction- Sterling Infrastructure 4:41 Networking- Lumentum 6:55 Chips- Broadcom 11:16 Memory- Sandisk 13:22 Cooling- Vertiv 15:57 Implementation/ Closing Thoughts 🔗 Links: 👴Retirement Planning Software (Helps the Channel) https://go.boldin.com/talkhiggins 🛍️ Talk Higgins Merch: https://talk-higgins-merch.company.site/ 📧 Join my Email Newsletter for Free Insights directly to your Inbox: https://talkhiggins.ck.page/c530cca832 💵 Start your Airbnb journey using my link for free listing review and receive $40: https://www.airbnb.com/r/terrellh1006?s=6&t=061n1v 🌯Buy Me Chipotle https://talkhiggins.ck.page/products/buy-me-chipotle For business inquires please email at talkhiggins@gmail.com 📌Disclaimer: I am not a CPA, attorney, lender, or financial advisor. The content in these videos should not be construed as tax, legal, or financial advice...etc, and may be outdated or inaccurate; it is your responsibility to verify all information yourself. This is a YouTube video for entertainment purposes ONLY. IF stocks or companies are mentioned, Terrell may have an ownership interest in them – Please do not make buying or selling decisions based on Terrell’s videos. If you need advice, please contact a qualified professional.

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