Dear Reader,

If you suspect AI is going to crash, I just want you to know, you’re right.

My name is Alexander Green.

I started my career on Wall Street four decades ago. I retired in my 40s. And today, I’m the chief investment strategist of one of the longest running private investment research groups in the U.S.

And I’m sending you a recording of a private presentation I recently gave, to tell you the truth about AI that no one else will tell you…

It’s partly to do with what will happen after the AI crash… and what the #1 investment of the next decade will be.

Prepare now, and thank me later.

Nobody else sees this coming.

Click here and I’ll reveal what’s going on in full…

Good investing,

Alexander Green
Chief Investment Strategist, The Oxford Club

P.S. This could make or break your financial future… But you’ll grow old and grey waiting to hear about it on CNBC. Details here.

BREAKING NEWS

📉 South Korea's Market Is Just Crushed

The chip panic that started in the US yesterday went global overnight and South Korea took the worst of it. The KOSPI, Korea's main stock index, crashed 10.84% in its Tuesday session which is the fourth-worst day ever, wiping out around $264 billion in value in a single session.

The drop was so violent that the exchange hit the emergency brake. Trading was halted completely for 20 minutes, a mechanism called a circuit breaker that only trips in a genuine panic. It was the eighth time this year alone.

Here's why Korea got hit harder than anyone. Two companies, Samsung and SK Hynix, make up about 55% of the entire index. They're both memory chip giants, and they fell 13% and 14%. When your whole market rides on two stocks and both sink, there's nowhere to hide.

💣 The Domino Effect:

• 🀄 The China Trigger: The selloff traces back to reports that China can now build its own advanced chip-making machines, signaling that cheap Chinese competition is coming directly for Samsung and SK Hynix.

• 📉 Peak Fear: One brokerage, Korea Investment & Securities, cut its profit estimates for SK Hynix and warned the memory boom may have already topped. When the local analysts turn cautious, the local market listens.

• 🌏 It Spread: Japan got hit too, with the Nikkei closing down about 4% and chip name Kioxia falling more than 18% in the same session. This was an Asia-wide memory rout, not just a Korea problem.

The Munch Take: You probably live nowhere near Korea and might not be able to pick its flag out of a lineup, but that doesn't get you off the hook here. Markets trade globally now, and when one country's index falls off a cliff this violently, the shockwaves have a habit of washing up on US shores. So it's worth paying attention even from your couch. The deeper lesson is the one we keep hammering. Korea's index rode the memory chip boom to the top, and now that same concentration is amplifying the fall on the way down. When a handful of companies drive most of the gains, they drive most of the losses too. Sound familiar? It should, because the US market is leaning on its own small group of AI names in exactly the same way. Diversification feels like dead weight during the good times and like a life raft the moment the story flips.

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THE MARKET WATCH

🏗️ America Doesn't Want Data Centers Nearby

Big business means big problems, and the AI boom just ran into a wall made of angry homeowners. Building the future takes thousands of massive data centers, and a new survey found that most Americans don't want one anywhere near them. 53% oppose a data center in their neighborhood while just 34% support it.

That makes data centers less welcome than almost anything else you could build. Only 39% opposed a new apartment complex next door, and 32% opposed a mixed-use development. The giant windowless AI warehouse lost to all of them.

But dig into why, and something more interesting shows up. A lot of this isn't really about the buildings. The vibe around AI in America is low right now. People are scared it's coming for their jobs, and data centers have become the physical thing they can point at and protest. If you can't stop the software, maybe you can at least block the warehouse it lives in. It's the modern version of smashing the looms.

History has a rough track record for that plan. You don't get to vote technology off the island. The printing press, electricity, the internet, all of them had people lined up to stop them, and all of them showed up anyway.

⚖️ The Debate Isn't One-Sided:

• ⚡ The complaints have some truth. Data centers use serious electricity and water, which can nudge up local energy bills. That part is real.

• 💧 But the water fear is overblown. Many new facilities use closed-loop systems that recycle the same water instead of constantly drinking more. A single almond orchard can burn through more water than a modern data center, and nobody's out protesting almonds.

• 🏫 Nobody mentions the upside. In two Virginia counties, taxes paid by data centers funded local schools while actually lowering property taxes for homeowners.

• Special Report: Trump’s Dollar Reset (from Porter & Co)

The Munch Take: Everybody wants instant AI answers and nobody wants the humming warehouse that makes them possible. It's the same energy as loving cheap deliveries while hating the truck double-parked on your street. Blocking a data center to stop AI is like unplugging your fridge to lose weight, satisfying for a second, but the problem you're actually worried about is somewhere else entirely. My wife asked what a data center even looks like. I said imagine a Costco with no doors, no windows, and no reason for you to ever go inside. She said that sounds like the worst possible neighbour, and she's not necessarily wrong.

🍪 Munchy Memes

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