Author: Rich Duprey, Money Morning

The linchpin of the semiconductor industry, it’s a must-own asset in the AI-driven future.

Silver is poised for a breakout and these two names just might be the best buys to capitalize.

Nvidia (NVDA) may dominate the AI hardware landscape, but this name continues to rack up wins, such as its recent contract with NATO and one to link Social Security, the IRS, and immigration data into one centralized system, positioning it for monumental growth.

Should you follow their lead?

With the stock at levels not seen since 2019, it’s greatly undervalued and a buy today.