Ideas
No crypto upside this cycle, avoid.
Clem sold Bitcoin at $100K after a 5x from $20K and sees no upside in Bitcoin or crypto this cycle. He argues crypto is insecure due to hacks, exchange failures, and phishing, no longer anti-money or non-correlated, and now controlled by Wall Street/institutions; the $3T Bitcoin market cap makes another 10x very difficult compared with smaller assets. He also assigns higher probability to Bitcoin falling to $60K than rising to $150K, though he would not actively short it.
Gold heads to $5k-$8k on war.
Gold has repriced and is either halfway or all the way; if it breaks out it could go another couple thousand dollars to at least $5,000 and potentially $8,000. Gold is the currency of war: the China-US cold war has already begun, Taiwan invasion risk in 2027 is a catalyst, and governments/central banks are buying gold as strategic reserve. Bank bullishness may be a bearish signal, but government buying dominates the market.
Prefer platinum and palladium over gold.
If he were to rotate out of gold, he would flip into platinum or palladium because they have really big upside. He previously flagged platinum at $900 and it has since moved to $1,400.
AI energy demand drives nuclear buildout.
The AI arms race requires massive energy; Trump is expected to spend hundreds of billions and lend to build nuclear power stations because electricity is needed to drive AI. Clem argues the US will have to build nuclear power and go all-out on energy to compete.
Silver benefits from geopolitical stress.
In the geopolitical stress and AI arms-race context, Clem says stress means gold and silver, positioning silver as a hard-asset beneficiary alongside gold.
Copper supply shortage forces repricing higher.
Clem is tracking copper and says he is way too early; it is up a lot but nowhere near its potential. There is not enough copper supply, and prices will have to jump to incentivize more supply, with AI/electrification demand adding to the thesis.
AI server farm infrastructure demand surges.
Anything to do with building server farms, cooling them, powering them, and keeping them running will go through the roof because the US and China are fighting an AI arms race. SoftBank selling Nvidia to fund AI superstructure is cited as evidence of the buildout.
AI drives massive productivity and wealth boom.
Clem says AI and LLMs boost productivity by a factor of five in his calculations, so productivity will go through the roof and generate vast wealth. He expects an economic boom like never seen and says investors should not miss it.
Tracking National Grid for electrification demand.
Clem is tracking electrical networks like National Grid in the UK as a potential way to play electrification and the hard-commodity/AI infrastructure buildout, though he admits it might be a mistake and says he waits for price behavior before jumping in.
Hard commodities repricing as China controls supply.
The periodic table is back in fashion because China has taken a large chunk of the value chain, leaving the West dependent on cheap raw materials. Capitalism will push commodity prices higher to bring supply, so investors positioned before the repricing should do well; hard commodities are going to be a major theme.
Rare earths need much higher prices.
Rare earth supply shortages can be solved by paying a lot more; higher prices will bring out supply. This makes rare earths part of the hard-commodity repricing and the West's need to rebuild supply chains.
Stimulus weakens dollar via inflation.
The proposed $2,000 tariff-funded dividend is inflationary, likely adding 2-3% to inflation, which would push the dollar down and prevent rates from falling much. The administration may want a weaker dollar to help imports.
Robinhood price signals stimulus probability.
Clem says to watch Robinhood's stock price as a signal for whether the proposed $2,000 stimulus/dividend is likely to reach retail investors. If the market expected a wave of retail stimulus into brokerage accounts, Robinhood would be moving; because it has not, the market appears skeptical. If it starts to run in the next few days, it would signal a decision that could affect retail flows.
This The David Lin Report video, published November 14, 2025,
features Clem Chambers
discussing BTC, GLD, PPLT, PALL, URA, SILVER, COPPER, DTCR, AI-SECTOR, NGG, DBC, REMX, USD, HOOD.
13 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Clem Chambers
· Tickers:
BTC,
GLD,
PPLT,
PALL,
URA,
SILVER,
COPPER,
DTCR,
AI-SECTOR,
NGG,
DBC,
REMX,
USD,
HOOD
