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

In today’s video I walk through how I actually thinkabout 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 justbought a major division from a deeply undervalued UK materials company… and themarket reaction created what looks like a serious overreaction.

So instead of treating this as a stock tip, I’m breakingdown:

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.

💻 FREE UK Level 2Market Data (used in this video):
https://nufn.com

I used aNEWfn Level 2 to save £50 on a 1,000 share order byplacing 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:

US equities coming soon.

📩 Follow my thinking(Free + Members):
https://clemishere.substack.com

🐦 Follow me on X:
https://x.com/ClemChambers

🥇 BullionVault Affiliate:
https://www.bullionvaultaffiliate.com/clemalpha/en

📚 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

This video is not financial advice. I hold positionsdiscussed and may buy or sell at any time.