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AI is real.
The AI boom is real.
But most investors are looking in completely the wrong place.
In this episode, I explain why headline AI stocks are priced for perfection, why that makes them dangerous investments, and how the real AI boom flows through the economy — into commodities, infrastructure, and the companies that AI actually consumes.
This isn’t about tips or hype.
It’s about process: how to think clearly when markets are noisy, valuations are extreme, and everyone is crowding into the same trades.
If you’re an active investor who wants to understand second-order effects — not chase narratives — this episode is for you.
📘 Substack (deep dives & strategy):
https://clemishere.substack.com
📊 aNEWFN – free UK real-time prices & Level 2:
https://anewfn.com
🐦 X / Twitter (markets, charts, live thoughts):
https://x.com/ClemChambers
Follow the show for more episodes on markets, metals, AI, and how to make money when big themes hit the real economy.
More from me:
📘 Substack (deep dives & strategy):
https://clemishere.substack.com
📊 aNEWFN – free UK real-time prices & Level 2:
https://anewfn.com
🐦 X / Twitter (markets, charts, live thoughts):
https://x.com/ClemChambers
Follow the show for more episodes on markets, metals, AI, and how to actually make money when big themes hit the real economy.
By clemchamAI is real.
The AI boom is real.
But most investors are looking in completely the wrong place.
In this episode, I explain why headline AI stocks are priced for perfection, why that makes them dangerous investments, and how the real AI boom flows through the economy — into commodities, infrastructure, and the companies that AI actually consumes.
This isn’t about tips or hype.
It’s about process: how to think clearly when markets are noisy, valuations are extreme, and everyone is crowding into the same trades.
If you’re an active investor who wants to understand second-order effects — not chase narratives — this episode is for you.
📘 Substack (deep dives & strategy):
https://clemishere.substack.com
📊 aNEWFN – free UK real-time prices & Level 2:
https://anewfn.com
🐦 X / Twitter (markets, charts, live thoughts):
https://x.com/ClemChambers
Follow the show for more episodes on markets, metals, AI, and how to make money when big themes hit the real economy.
More from me:
📘 Substack (deep dives & strategy):
https://clemishere.substack.com
📊 aNEWFN – free UK real-time prices & Level 2:
https://anewfn.com
🐦 X / Twitter (markets, charts, live thoughts):
https://x.com/ClemChambers
Follow the show for more episodes on markets, metals, AI, and how to actually make money when big themes hit the real economy.