Dear Reader,

My name is Alexander Green.

I've been the chief investment strategist of one of America's oldest private investment research groups for over two decades.

I bought Apple in 1996. A decade before the iPhone.

In 2004, I recommended Nvidia… at a split-adjusted 66 cents.

In 2005, I bought Amazon and Netflix, under $3 pre share split-adjusted.

I don’t tell you this to brag.

I tell you this to show you my track record when it comes to identifying big technology trends, and getting them right.

Now I’ve found three AI stocks I believe could be the most profitable investments of the next decade.

These three stocks could change your life.

Click here to get all three stock names.

Good investing,

Alexander Green
Chief Investment Strategist, The Oxford Club

BREAKING NEWS

🪙 Smart Money Thinks Gold Is Undervalued

Gold has gone from "way too expensive" to "actually looks like a bargain" in just a few months.

Every month, Bank of America asks 210 of the world's biggest money managers what they're thinking. Earlier this year, nearly half of them said gold was overpriced. Today? They think it's the most undervalued it's been since March 2023.

What changed? The price.

Gold surged above $5,600 an ounce in January before tumbling about 25%, spending the next few months hovering around $4,000. Gold itself didn't change - only the price did. And now, many investors think it's finally looking like a bargain.

A few reasons investors are warming up to it again:

• 🏦 Central banks are still buying gold like it's on sale. Demand from governments around the world remains near record highs.

• 📉 Gold is simply much cheaper than it was. After falling about 25% from its January peak, many investors now see better value than they did a few months ago.

• 🌍 Geopolitics are back in the spotlight. Gold has climbed back to around $4,100 as investors look for safety amid Middle East tensions and uncertainty over interest rates.

• Free Report From Porter & Co: Trump is replacing the U.S. dollar

The Munch Take: We’ve been saying for a couple of months now that both gold and silver are very interesting at these levels. The S&P 500 has outperformed gold over the last 10 years, generating a total return of just over 300% versus gold’s 197%. That’s worth knowing, but it’s also worth knowing that the debt crisis is only getting worse and gold is a nice thing to have in a high inflation environment. Just saying.

Skip Nvidia at $5 Trillion…This Back Door Is Still Cheap. (Ad)

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THE MARKET WATCH

🤝 AMD And Anthropic Sign Massive AI Deal

AMD just made one of its biggest AI deals ever, and investors loved it.

The company announced a partnership with AI company Anthropic, the maker of Claude and rival of ChatGPT. Starting in 2027, Anthropic plans to use up to 2 gigawatts of AMD's new AI chips. That's enough power for about 1.5 million homes and AMD is also investing up to $5 billion in Anthropic as the project moves forward.

This is a big deal because AMD is trying to take market share from Nvidia, the king of AI chips. Some analysts think this deal alone could bring in up to $27 billion in future sales.

Here's why investors are excited:

• 📈 AMD stock has already soared about 149% this year, making it one of the market's biggest winners.

• 🏗️ Its AI business is growing fast. Data center revenue jumped 57% last quarter to a record $5.8 billion.

• 🤖 Anthropic will also help AMD. AMD plans to use Claude AI to build better chips even faster.

• Special Report: Trump’s dollar reset exposed (from Porter & Co)

Here's what really matters. This deal sounds huge, but the money won't start rolling in until 2027. Before that happens, AMD has to build the chips, prove they work as promised, and convince more customers to switch from Nvidia. The next big update comes August 4, when AMD reports earnings.

The Munch Take: This deal tells us one thing: the biggest AI companies are no longer betting on just one chipmaker. That's a huge win for AMD and could spark trouble for Nvidia long term. But signing the deal is only the beginning. The company still has to build the chips, deliver them on time, and prove they can compete with Nvidia in real-world AI workloads. If AMD executes, this could become one of the biggest growth stories in the AI race over the next few years.

🍪 Munchy Memes

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