My Entire AI Thesis Gets Tested This Week episode artwork

EPISODE · Jul 6, 2026 · 4 MIN

My Entire AI Thesis Gets Tested This Week

from Clem Chambers Alpha · host clemcham

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

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

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My Entire AI Thesis Gets Tested This Week

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This episode was published on July 6, 2026.

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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...

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