Скачать или смотреть A US AI Infrastructure Play Just Raided the UK Market… So I Bought Both

In today’s video I walk through how I actually think about investing in real time — not spreadsheets, not 40-tab DCF models — but the mental shortcuts I use when markets misprice entire companies.
A US AI infrastructure supply-chain player has just bought a major division from a deeply undervalued UK materials company… and the market reaction created what looks like a serious overreaction.
So instead of treating this as a stock tip, I’m breaking down:
• Why I bought more of the UK company after it dropped 15%
• How to spot when asset sales are being mispriced by the market
• Why US industrials are shopping in the UK right now
• How the AI build-out and onshoring trend feeds into this
• And how I rotate between assets (gold, silver, equities, etc.) over time
This is about method, not tips.
Because in the end:
Gold is just an asset.
Bitcoin is just an asset.
Equities are just an asset.
You buy cheap… and sell high.
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💻 FREE UK Level 2 Market Data (used in this video):
https://nufn.com
I used aNEWfn Level 2 to save £50 on a 1,000 share order by placing my trade on the bid — you can see the live order book for yourself, completely free if you’re a non-professional user.
You also get:
• Real-time Gold & Silver prices
• Real-time Platinum & Palladium
• Real-time Forex feeds
US equities coming soon.
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📩 Follow my thinking (Free + Members):
https://clemishere.substack.com
🐦 Follow me on X:
https://x.com/ClemChambers
🥇 BullionVault Affiliate:
https://www.bullionvaultaffiliate.com...
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📚 My Books:
A Beginner’s Guide To Value Investing – Kindle (US):
https://www.amazon.com/dp/B0GHK6RSFT
A Beginner’s Guide To Value Investing – Kindle (UK):
https://www.amazon.co.uk/dp/B0GHJLLN7N
A Beginner’s Guide To Value Investing – Paperback (UK):
https://www.amazon.co.uk/dp/B0GHK6RSFT
Game in Wall Street – Kindle (US):
https://www.amazon.com/dp/B0D9TR71C3/
Game in Wall Street – Paperback (US):
https://www.amazon.com/dp/B0GDGM7H74
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This video is not financial advice. I hold positions discussed and may buy or sell at any time.