Clem Chambers Alpha

EasyJet has received a new £7.15 takeover offer fromApollo, exactly the kind of outcome I've been discussing over the last fewvideos.

In this video I explain why I thought EasyJet was a takeovercandidate, why Apollo changes the equation, and how takeover arbitrage works inpractice. More importantly, I explain the thought process so you can recognisethese opportunities for yourself in the future.

I also give a quick tour of the new AnewFN platform,including FREE UK real-time prices, FREE Level 2 market data (fornon-professional users), top movers, watchlists and portfolio tracking.

If you enjoy practical investing, UK stocks, mergers,takeover situations and value opportunities, you're in the right place.

Please Like, Subscribe, and hit thenotification bell. This is a brand new channel, and every subscription reallyhelps.

#EasyJet #Takeover #Apollo #UKStocks #Investing #StockMarket#ValueInvesting #MergerArbitrage #FTSE #Trading

Level 2 shows you what is really happening underneath a share price.

 In this tutorial I explain how the London Stock Exchange order book works, what bids and offers really mean, how market makers make money, why spreads matter, and why small-cap UK shares can be so dangerous to trade.

Using BP,Barclays, Johnson Matthey and smaller UK shares, I show how Level 2 can reveal liquidity, gaps, spreads, passive buyers and sellers, automatic trades, off-book trades, and the real depth of the market.

On AnewFN, Level 2 is free — something that can cost serious money elsewhere.

Subscribe for more UK stock market tutorials, Level 2 guides, investing tools and market analysis.

Chapters

0:00 WhatLevel 2 shows
0:40 BP and the live market
1:25 What is an order book?
2:35 Bids, offers and market makers
4:00 Passive vs active trading
5:30 Why spreads matter
7:00 Small caps and liquidity traps
9:00 Reading gaps in the book
11:00 Why Level 2 is useful
12:30 Free Level 2 on AnewFN

The cost of AI is about to change dramatically.

Today we're paying for AI one prompt at a time, burningthrough tokens like the old long-distance telephone system. But that won'tlast. In this video I explain why AI pricing is heading towards flat-rateusage, why the cost of tokens is likely to collapse over the next decade, andwhy demand for artificial intelligence will explode as computing power becomescheaper.

I also look at why companies are suddenly worried about AIspending, why programmers are burning through huge AI budgets, why today's AIhardware could be obsolete in just a few years, and why the AI arms racebetween the United States, China and Europe is only just beginning.

We also discuss:

The AI revolution isn't slowing down—it's entering its nextphase.

If you enjoy deep dives into AI, investing, technology,macroeconomics and the future of markets, subscribe and hit the notificationbell.

Visit AnewFN:
https://anewfn.com

My Substack:
https://clemishere.substack.com

Books:
https://www.amazon.com/stores/author/B0034OKF36

https://www.amazon.co.uk/stores/author/B0034OKF36

#AI #ArtificialIntelligence #OpenAI #Claude #Anthropic#Codex #Perplexity #MachineLearning #AITokens #AIStocks #Nvidia #GPU #Investing#Technology #Future #Productivity

"You can't have hard money, you can't have tight money if you're not gonna do that. You gotta have loose money." Clem Chambers warns that rebuilding America's industrial base and AI infrastructure will require a massive "printathon" with elevated inflation for the next decade.

The next few trading days could decide whether the AIbull market gets back on track—or whether something more fundamental haschanged.

My view has been that much of the recent weakness wasdriven by quarter-end rebalancing, particularly after huge moves in marketslike South Korea. If that's right, we should now see markets settle down andquality AI and tech stocks begin to recover.

This week is the test.

In this video I cover:

• Why this week is so important for markets.
• Whether the AI correction is over.
• Why I think quarter-end rebalancing distorted prices.
• The stocks I'm watching now.
• Why Nokia and other names are starting to look more constructive.
• My successful EasyJet takeover call from last week.
• New features coming to AnewFN, including custom Top Lists, US markets andportfolio tracking.

Join AnewFN FREE👉 https://anewfn.comMy UK Stock Channel👉 https://www.youtube.com/@ClemChambersUKMy Substack👉 https://clemishere.substack.comIf you enjoy independent market analysis, AI investing, macro, gold, commodities and stock ideas, please LIKE, SUBSCRIBE and hit the notification bell.My BooksA Beginner’s Guide To Value Investing (UK):https://www.amazon.co.uk/dp/B0GHK6RSFTA Beginner’s Guide To Value Investing (US):https://www.amazon.com/dp/B0GHK6RSFTGame in Wall Street (US):https://www.amazon.co.uk/dp/B0D9TR71C3/Game in Wall Street (US Paperback):https://www.amazon.com/dp/B0GDGM7H74101 Ways to Pick Stock Market Winners (US):https://www.amazon.com/dp/B0GPH96FZ8101 Ways to Pick Stock Market Winners (UK):https://www.amazon.co.uk/dp/B0GPH96FZ8#StockMarket #AI #Investing

I called the EasyJet takeover in my previous video. Now thedeal has been agreed at 690p, the shares have moved higher, but they're stilltrading below the offer price.

So is the opportunity over? I don't think so.

In this video I look at:

I also demonstrate the new AnewFN FREE Level 2 service andshow exactly how I read the EasyJet order book in real time.

If you enjoy independent market analysis, investing ideasand UK stock market commentary, please subscribe and hit the notification bellso you don't miss future videos.

Nothing in this video is financial advice. These are my ownopinions and investments. Always do your own research and only invest money you can afford to lose.

Join AnewFN FREE👉 https://anewfn.comMy UK Stock Channel👉 https://www.youtube.com/@ClemChambersUKMy Substack👉 https://clemishere.substack.comIf you enjoy independent market analysis, AI investing, macro, gold, commodities and stock ideas, please LIKE, SUBSCRIBE and hit the notification bell.My BooksA Beginner’s Guide To Value Investing (UK):https://www.amazon.co.uk/dp/B0GHK6RSFTA Beginner’s Guide To Value Investing (US):https://www.amazon.com/dp/B0GHK6RSFTGame in Wall Street (US):https://www.amazon.co.uk/dp/B0D9TR71C3/Game in Wall Street (US Paperback):https://www.amazon.com/dp/B0GDGM7H74101 Ways to Pick Stock Market Winners (US):https://www.amazon.com/dp/B0GPH96FZ8101 Ways to Pick Stock Market Winners (UK):https://www.amazon.co.uk/dp/B0GPH96FZ8#StockMarket #AI #Investing

.

Everyone looks at the market through dollars.

What if that's the wrong lens?

In this conversation I sit down with Ricky Williamson,creator of Pricing Gold Elite, to explore what happens when you chart stocks,the Nasdaq and individual companies against gold instead of fiatcurrency.

The results are genuinely surprising.

Looking at markets through gold reveals patterns that simplydon't appear on conventional charts. It raises some fascinating questions aboutthe AI boom, whether the Nasdaq bubble is really as extended as people think,and whether investors are measuring value the wrong way entirely.

I also challenge Ricky throughout, testing the assumptionsbehind the model and exploring where it works, where it doesn't, and howinvestors might actually use it to find opportunities.

Whether you agree or disagree, this is a completelydifferent way of looking at markets—and sometimes a new lens is exactly whatyou need.

Disclosure: I have an affiliate relationship withPricing Gold Elite. If you choose to use it through my link, I may receive acommission at no additional cost to you.

#Nasdaq #Gold #Investing #StockMarket #AI #Trading#TechnicalAnalysis #Markets #Finance #GoldLens

I bought another stock.This time it's EasyJet.Now before anyone says "airlines are terrible investments"... normally I'd agree. But investing isn't about buying sectors. It's about buying great companies when they're cheap.EasyJet ticks a lot of boxes for me.✅ Under 10 PE.✅ Pays a dividend.✅ A private equity buyer is already trying it on.✅ A business I actually use... and genuinely like.That last point matters more than people think.I fly EasyJet a lot. They do exactly what they promise, they make money, and in many ways I'd rather fly them than pay several times more for Club Europe. That's not something I'd have said about many airlines.The UK market is still ridiculously cheap, and I think we're going to see many more takeover attempts as overseas buyers and private equity spot bargains that the market is ignoring.This isn't financial advice—it's simply another stock I've decided to add to my own portfolio, and one I'll probably keep buying over time if the valuation stays this attractive.What do you think?Would you buy EazyJet here... or is there another UK stock that's even cheaper?Let me know in the comments.👍 Like the video if you enjoy these "stocks I'm buying" updates.🔔 Subscribe if you want to follow my real investing journey as I build positions in what I believe are some of the cheapest quality companies in the UK market.#EasyJet #Investing #ukstocks Find me at Clem Chambers Alpha on SubstackThis video is for information and entertainment only and is not financial advice. I may own securities discussed. Investments can go down as well as up, and you may lose money. Always do your own research and seek professional advice where appropriate.#EasyJet #Investing #UKStocks

Is the AI boom just taking a breather—or has the bubblealready burst?

In this wide-ranging conversation, Clem Chambers explainswhy he believes the next few months could determine the future of markets,Bitcoin, gold, artificial intelligence and even the balance of global power.

Topics include:

This isn't a prediction based on headlines. It's adiscussion about long-term structural forces that could shape markets for yearsto come.

If you enjoy macro investing, technology, geopolitics andcontrarian thinking, this conversation is for you.

#Bitcoin #Gold #AI #StockMarket #Investing #Macro#Geopolitics #China #Energy #Markets

They hear a stock tip, rush to buy it, and then hope they'reright.

I think that's backwards.

In this video I explain why I almost never act on a stockidea immediately—even when it's one I've bought myself.

Using FTSE 350 shares as real examples, I show how Iuse charts, watchlists and patience to build conviction before makinginvestment decisions.

In this video:

This channel isn't about stock tipping.

It's about learning how to think like an investor.

If you can build your own framework instead of relying onother people's opinions, you'll make better decisions for decades to come.

📈 aNEWfn – Free UKInvesting Tools

• Free UK real-time share prices
• Free UK Level 2
• US pre-market & after-hours prices
• Live gold, silver & precious metals
• Real-time forex

If you enjoy investing, UK shares, market psychology andlearning how professionals think about markets, please subscribe, like andleave a comment.

… check out my substack Clem Chambers alpha

#Investing #UKStocks #Unilever #WPP #StockMarket#DividendInvesting #ValueInvesting #LongTermInvesting