Dear Reader,

Nvidia insiders sold $1.8 billion worth of stock in a single year.

How much did they buy?

Zero.

Jensen Huang alone has executed 42 consecutive sales without making a single purchase.

Peter Thiel dumped his entire Nvidia position.

SoftBank unloaded all $5.8 billion of its holdings.

And some investors still refuse to see what's happening.

The biggest players aren't abandoning AI.

They're abandoning the most crowded part of the trade.

I believe the real money is beginning to move into three overlooked companies that are already using AI to dominate essential industries.

One protects some of the largest companies on Earth.

One is rebuilding America's warehouses around AI-powered robotics.

And one is becoming nearly impossible for the world's biggest drugmakers to operate without.

I call them my three Phase 2 AI stocks.

Most investors won't recognize their names.

That's precisely why I'm pounding the table now.

Learn more about the 3 AI stocks I believe you should consider before December 2026

Good investing,

Alexander Green
Chief Investment Strategist, The Oxford Club 

BREAKING NEWS

📉 Michael Burry Thinks Something Bad Is Coming

Just as the S&P 500 closed at another record high and we’re all popping champagne, one of Wall Street's most famous investors just issued us a earning.

Michael Burry, best known for predicting the 2008 housing crash portrayed in The Big Short, is once again sounding the alarm. He believes the market may be approaching a major peak and warns a 1987-style stock market crash is possible.

His argument leans on one striking stat: the S&P surged 5% in just four trading days to a new high, something that's only happened three other times, in April 1999, March 2000 (around the dot-com bubble) and November 2020.

• 📉 He's backing it with money: Burry remains bearish on AI leaders like Nvidia, Tesla, Palantir, Micron, and semiconductor ETFs, even extending some of his bearish bets into 2027.

• 🤖 He questions the AI boom: Burry argues that companies are spending enormous amounts on AI infrastructure today, but it's still unclear whether future demand will justify those investments.

• ⚠️ His own caveat: Burry admitted that record highs could attract even more investors, meaning the rally may continue before any correction happens.

And he added a line worth tattooing somewhere: "Shorting is not for everyone. I must short. Most should not."

The Munch Take: Two things can be true at once. Burry is brilliant and he famously called the 2008 financial crisis. He's also been warning about major market declines for years, including his one-word "Sell" tweet in early 2023, just before the market rallied sharply. So how should you use a Burry warning? Not as an automatic sell signal, but as a reminder to understand what you own and the risks you're taking. His best advice was actually the simplest: shorting isn't for everyone. Betting against a rising market is a professional's game, and being early often looks exactly the same as being wrong - until it isn't. The market hit a record high on the same day Burry warned of a potential crash. That tension is what investing is all about. Nobody knows what comes next.

Trump: 'You can't fight it.' (Ad)

President Trump just went on record: the AI data center buildout sweeping America is unstoppable. Communities across the country have been pushing back – over rising electricity bills, strained water supplies, and projects landing next door to homes and schools. But the AI buildout isn't slowing down. In fact, Elon Musk's master plan – hidden inside SpaceX – avoids every obstacle. Analyst Rob Spivey says folks who understand what Elon is building – and why – could make a lot of money in the right stocks.

Get the name and ticker of the No. 1 stock at the center of it FREE (not Tesla or SpaceX).

THE MARKET WATCH

🛢️ Wall Street Thinks An Iran Deal Is Near

Wall Street just found another reason to stay optimistic.

Earlier this week, President Trump issued Iran an ultimatum, giving it until roughly Tuesday or Wednesday to reach a deal over the Strait of Hormuz and warning of consequences if it didn't. But Treasury Secretary Scott Bessent struck a far calmer tone, saying an agreement was close and could restore the free flow of ships through one of the world's busiest oil routes within days.

No deal has been signed yet, but that hasn't stopped traders from getting ahead of the story. Hopes of an agreement just pushed oil lower, took some heat out of inflation fears, and gave stocks another tailwind which helped the S&P 500 hit fresh record highs.

📅 What To Watch Now

• 🤝 If a deal is reached: Oil could stay under pressure or fall further, easing inflation concerns. That would likely support stocks, especially airlines, travel companies, retailers, and other sectors that benefit from lower fuel costs.

• ⚠️ If talks fall apart: This has happened before. Oil could quickly rebound and that would be good for energy stocks, while the broader market could face pressure.

• 👀 Watch oil first: Oil prices will likely react before the stock market. If crude continues falling, investors are becoming more confident in a deal. If it suddenly spikes, the market is signaling that geopolitical risks are back.

• Free Report from OptionsPit: How I trade for only one hour

The Munch Take: One lesson never changes: markets price tomorrow, not today. Investors aren't buying a signed deal, they're buying the possibility of one. That's great if diplomacy succeeds. If it doesn't, the market may have to quickly rethink the story it has already started believing. We've seen this exact "a deal is near" headline come and go several times since February. Maybe this time is different. Maybe this is the one that finally sticks. Until then, Wall Street is trading on optimism and optimism can change just as quickly as the next headline out of the Gulf. Stay informed. Stay patient.

🍪 Munchy Memes

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