NVIDIA is up hundreds of percent. Cisco just popped. Nokia surprised everyone. And now Clem Chambers is buying IBM. While most traders are chasing the obvious AI winners, he's looking for the overlooked stocks the buildout cannot happen without. Clem walks through his contrarian framework for finding value in the AI cycle, why IBM is the one company governments and corporations will actually trust with sensitive AI deployments, and why the bottleneck runs all the way from GPUs down to copper wires and glass fibers. He also addresses the bubble question directly: we're in one, but that doesn't mean you stop playing. On inflation and the Fed: rates are not going to kill this rally because the US government cannot afford to lose the AI race to China. That changes everything about how you think about monetary policy from here. 📊 tastylive: tastylive.com 📰 Get Tom's pre-market analysis every morning: tastylive.com/newsletters 📘 FREE Options Strategy Guide: htt...