# @tastyliveshow on YouTube - **Type:** Video - **Original URL:** https://youtube.com/watch?v=GNCCALJnkd8 - **Gondola URL:** https://gondola.cc/posts/66127335-tastyliveshow-youtube - **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/76b8656ee9.jpg - **Posted:** 2026-05-30T03:01:27.000+00:00 - **Account Owner:** tastylive (@tastyliveshow) — https://gondola.cc/tastyliveshow ## Caption 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: https://www.tastylive.com/ 📰 Get Tom's pre-market analysis every morning: https://www.tastylive.com/newsletters 📘 FREE Options Strategy Guide: https://tinyurl.com/bp9ms763 📱 Follow tastylive on X: https://x.com/tastyliveshow Chapters 0:00 Where to Find AI Opportunities Now 0:46 Nokia and Cisco Contrarian Calls 3:06 Dell and HP Read-Through 4:00 IBM: The Government AI Play 5:50 How the AI Bottleneck Works 7:00 Power Uranium and Glass Fibers 8:16 Are We in a Bubble? 10:08 Inflation and the US-China Race 13:27 Options Vol at 32nd Percentile #ibmstock #aistocks #aibubble #stockmarket #clemchambers #contrarian #tastylive #aivaluechain #macroanalysis #overvaluedstocks Disclaimer tastylive is a real financial network, producing hours of live programming every day. Follow along as our experts navigate the markets, provide actionable trading insights, and teach you how to trade. With over 120 original segments, and over 25 personalities, we'll help you take your trading to the next level, whether you are new to trading or a seasoned veteran. tastylive content is created, produced, and provided solely by tastylive, Inc. ("tastylive") and is for informational and educational purposes only. It is not, nor is it intended to be, trading or investment advice or a recommendation that any security, futures contract, digital asset, other product, transaction, or investment strategy is suitable for any person. Trading securities, futures products, and digital assets involve risk and may result in a loss greater than the original amount invested. Investment information provided may not be appropriate for all investors and is provided without respect to individual investor financial sophistication, financial situation, investing time horizon or risk tolerance. Options, futures, and futures options are not suitable for all investors. Prior to trading securities, options, futures, or futures options, please read all applicable risk disclosures, including, but not limited to, the Characteristics and Risks of Standardized Options Disclosure and the Futures and Exchange Traded Options Risk Disclosure Statement found at https://tastytrade.com/disclosures/. Past performance is not indicative of future results. Performance is not presented net of all commissions, fees, and expenses. Multi-leg option strategies incur higher transaction costs than single leg trades as they involve multiple commission charges. Examples provided are for illustrative, informational, and educational purposes only and are not intended to be reflective of results you can expect to achieve. Supporting documentation for any claims, including claims made on behalf of options programs), comparisons, statistics, or other technical data, if applicable, will be supplied upon request. tastylive, through its content, financial programming or otherwise, does not provide investment or financial advice or make investment recommendations. tastylive is not a licensed financial adviser, registered investment adviser, or a registered broker-dealer. ## Stats - **Views:** 8,556 - **Likes:** 236 - **Shares:** 0 - **Comments:** 26 ## Tags tastylive, clemchambers, contrarian, ibmstock, aistocks, stockmarket, aibubble, aivaluechain, overvaluedstocks, macroanalysis --- Copyright (c) Gondola