• 6 min read
• Published on 11 July 2025
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Forget the AI Darlings, Buy the Plumbers
It seems you can’t open a newspaper or turn on the television these days without being lectured about the artificial intelligence revolution. Everyone, from your tech-obsessed nephew to your bewildered grandfather, is suddenly an expert on large language models. The investment world, naturally, has gone completely mad for it, chasing after the shiniest new software company that promises to change the world. But if you ask me, they’re all looking in the wrong place. While the crowd chases the ephemeral glow of software, the real, tangible value is being built elsewhere. It’s being built in the decidedly unglamorous, yet utterly essential, world of hardware.
View the full Basket:AI's Foundry Foundation
Think of it like a gold rush. You can spend your time and money betting on which prospector will strike the motherlode, or you can sell the picks, shovels, and blue jeans to every single one of them. I know which business I’d rather be in. The AI boom is creating a simply staggering demand for computing power, and the companies supplying the tools to create that power are quietly printing money.
Don’t just take my word for it. Look at Taiwan Semiconductor Manufacturing Company, or TSMC. According to data reviewed by the research team at Nemo, the world’s largest chipmaker just posted a jaw-dropping 39% surge in revenue. What’s driving it? An insatiable demand for the advanced chips that power AI. This isn’t a fluke. To me, this looks like the start of a massive, sustained cycle. The software might be the star of the show, but it’s the silicon stage it performs on that holds the real, monopolistic power.
View the full Basket:AI's Foundry Foundation
The beauty of this infrastructure play is that you’re not investing in a fair fight. You’re investing in monopolies hidden in plain sight. Take a company like ASML Holding. Most people have never heard of it, yet it’s arguably one of the most important companies on the planet. They are the only firm in the world that makes the highly complex lithography machines needed to produce the most advanced AI chips. Each machine costs over $150 million, and every major chipmaker, including TSMC, has to buy them. There is no alternative.
Then you have firms like Lam Research, which provides the critical equipment that carves the silicon wafers into functioning processors. As AI demand grows, foundries must expand, and when they expand, they must buy billions of dollars worth of equipment from these specialists. These companies form the very bedrock of the AI revolution, what the analysts at Nemo have aptly grouped together as the AI's Foundry Foundation. They don’t need to guess which AI app will win, they profit from the growth of the entire ecosystem.
View the full Basket:AI's Foundry Foundation
Now, I know what you’re thinking. "That’s all well and good, but shares in a company like ASML cost a fortune." A few years ago, you’d have been right. These opportunities were largely the preserve of institutional investors. However, the game has changed. Platforms like Nemo, which is regulated by the ADGM FSRA in Abu Dhabi, have made these markets accessible to ordinary investors in the UAE and wider MENA region.
Through their partnership with trusted institutions like DriveWealth and Exinity, they allow you to buy fractional shares in these global giants. This means you can start building a position in these foundational companies with very small amounts of money. It’s a straightforward way to get exposure to this theme without having to bet the farm. Nemo offers commission-free stock trading, making its money from a transparent spread on transactions, which is a far more honest model in my book.
View the full Basket:AI's Foundry Foundation
Of course, let’s be sensible. There’s no such thing as a risk-free investment, and anyone who tells you otherwise is selling something you shouldn’t be buying. The semiconductor industry has its own cycles, and geopolitical tensions, particularly around Taiwan, are a genuine concern. Valuations have also run up, so you’re not exactly getting in at the bottom. But to me, the long-term, structural demand driven by AI provides a compelling argument that this is more than just a temporary fad. It’s about investing in the essential plumbing of the new digital economy.
All investments carry risk and you may lose money.
View the full Basket:AI's Foundry Foundation
View the full Basket:AI's Foundry Foundation
View the full Basket:AI's Foundry Foundation
View the full Basket:AI's Foundry Foundation
View the full Basket:AI's Foundry Foundation
View the full Basket:AI's Foundry Foundation
This article is marketing material and should not be construed as investment advice. No information set out in this article be considered, as advice, recommendation, offer, or a solicitation, to buy or sell any financial product, nor is it financial, investment, or trading advice. Any references to specific financial product or investment strategy are for illustrative / educational purposes only and subject to change without notice. It is the investor’s responsibility to evaluate any prospective investment, assess their own financial situation, and seek independent professional advice. Past performance is not indicative of future results. Please refer to our Risk Disclosure.
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