Dear Reader,
Two CNBC headlines appeared within 24 hours.
Put them together and the message is explosive.
The first revealed that Anthropic signed a $9.1 billion, 20-year data center agreement covering 191 megawatts of capacity.
The second carried a warning from the CEO of Norway's sovereign wealth fund: Even roughly $2 trillion can disappear.
One headline shows where the next wave of money and infrastructure could be moving. The other shows what can happen when too much wealth crowds into the same familiar names.
I am not betting against AI. I am betting against arriving late.
Because Anthropic is still private. Most investors still cannot buy its shares directly.
And once a public IPO is announced, millions of people could attempt to force their way through the same narrow door.
I refuse to wait for that stampede.
I have uncovered a publicly traded vehicle whose largest holding is Anthropic.
Not Nvidia. Not Riot. Not another company merely selling equipment to the AI boom.
This is a potential backdoor into the private company creating that demand. It also offers exposure to Databricks and Anduril and can be purchased through an ordinary brokerage account.
I believe it could offer ordinary investors a shot at potential 10X gains this year as the Anthropic story unfolds…
Before the next major Anthropic headline puts millions of new eyes on the opportunity.
Click here to learn more about the ticker before the next headline hits.
Good investing,
Alexander Green
Chief Investment Strategist, The Oxford Club
P.S. One headline says Anthropic is locking up 191 megawatts for 20 years.
The other says today's $2 trillion market machine may be far more fragile than it looks.
I know which side I want exposure to before the IPO stampede.
Learn more about the mystery ticker now.
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