Dear Reader,

Google reportedly backed it.

Amazon backed it.

Nvidia, Microsoft, Sequoia and Peter Thiel's Founders Fund reportedly put money behind it too.

But almost nobody on Main Street owns a piece of it.

That's not an accident.

The most explosive private technology deals are typically reserved for venture capitalists, institutions and Silicon Valley insiders.

By the time ordinary investors get access...

The smart money may already be sitting on enormous gains.

But I believe I've found a way to flip the script.

It's a publicly accessible investment vehicle whose largest holding is the AI company I expect to become the biggest tech IPO of 2026.

It also provides exposure to two other closely watched private companies: Databricks and Anduril.

You can reportedly buy it through virtually any brokerage.

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I haven't revealed the ticker in this email for one reason:

I don't want it circulating without the full story and instructions.

Click here to learn more about the mystery ticker.

Good investing,

Alexander Green
Chief Investment Strategist, The Oxford Club

AST SpaceMobile Sets Launch Date Ahead of Key Q2 Earnings Test

Submitted by Jessica Mitacek. Article Published: 8/3/2026.

Space-based cellular broadband network provider AST SpaceMobile (NASDAQ: ASTS) has officially set the launch date for its next cohort of satellites as the company continues pursuing its goal of putting 45 BlueBirds into low Earth orbit (LEO) by early 2027.

On Tuesday, July 28, the SpaceX (NASDAQ: SPCX) rival announced that it is targeting Wednesday, Aug. 5, for the liftoff of BlueBirds 11, 12 and 13—the latest three LEO satellites to join its direct-to-device (D2D) constellation.

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According to AST SpaceMobile, the successful June launch of BlueBirds 8, 9 and 10 will be followed by BlueBirds 11, 12 and 13, while satellites 14 through 16 are already being prepared and production has advanced through satellite 42.

With another satellite launch and its Q2 business update scheduled just days apart, AST SpaceMobile is approaching two important tests of whether its expanding constellation can support commercial service and justify the stock’s volatile valuation.

AST SpaceMobile’s Next Launch Tests Its Deployment Progress

As a group, space stocks have been dragged down over the past month as the fallout from SpaceX’s IPO continues.

AST SpaceMobile is no exception, with shares having plummeted more than 30% over the past 30 days. Since hitting its all-time high on May 28, the stock’s total loss has reached nearly 56%.

But the company remains focused on accelerating its launch schedule to meet its 2026 targets. That begins with next Wednesday’s tentatively planned deployment.

According to Scott Wisniewski, president of AST SpaceMobile, the orbital launch, “combined with expanded manufacturing capacity and the recent successful launch and deployment of BlueBird satellites 8, 9 and 10, position [the company] for beta services later this year with our space-based cellular broadband coverage."

That service rollout will be aided by AST SpaceMobile’s numerous strategic partnerships, including AT&T (NYSE: T), Verizon Communications (NYSE: VZ), Vodafone Group (NASDAQ: VOD), American Tower (NYSE: AMT), Alphabet (NASDAQ: GOOGL), Rakuten (OTCMKTS: RKUNY), Bell Canada, stc Group and TELUS. The company also has agreements with more than 50 mobile network operators and separately serves U.S. government applications and contracts.

Notably, this next group of BlueBird satellites is expected to deliver nearly double the peak download speeds achieved by AST SpaceMobile’s Block 1 BlueBirds, which boast peak D2D download speeds of 98.9 Mbps directly to smartphones.

Although not directly comparable with AST SpaceMobile’s direct-to-smartphone network, SpaceX’s Starlink satellites report download speeds of 45 Mbps to 280 Mbps for its terminal-based satellite internet service.

Q2 Earnings Could Clarify AST SpaceMobile’s Funding and Commercial Timeline

The week after its next planned launch date, AST SpaceMobile will host its Q2 earnings call at 5 p.m. EST.

Investors will be looking for signs that the company can rebound from its galactic Q1 double-miss, when it reported earnings per share of negative 66 cents against analyst expectations of negative 23 cents and revenue of just $14.74 million, compared with forecasts of $39.01 million.

Shareholders will also be looking for clarity on a recent private offering that has raised the specter of potential dilution, as well as whether speculation about the issuance of $1 billion in senior convertible notes was aimed at acquiring or investing in a rocket launch services provider.

Those notes will mature on Feb. 1, 2034, unless converted or repurchased earlier. They are also eligible—at AST SpaceMobile’s discretion—for conversion into cash, Class A common stock or a combination thereof.

Volatility, Short Interest, and Funding Risks Remain Elevated

Despite the recent crash in ASTS’ share price, the stock has been clawing back. On Thursday, July 30, it gained more than 10% and notably sits nearly 64% higher than its 52-week low on Sept. 9, 2025.

Shareholders have grown accustomed to ASTS’ inherent unpredictability, though. With a current beta of 2.69, the stock’s volatility is nearly three times that of the broader market.

That, in part, is why analysts have been hesitant to upgrade the stock—which carries a consensus Hold rating—despite the average 12-month price target implying nearly 50% upside potential.

That elevated volatility has also contributed to outsized attention from bears. Current short interest stands at more than 19% of the float, or a little more than 59 million shares out of the 388 million shares outstanding. In dollar terms, $3.94 billion worth of ASTS is currently being sold short.

Revenue is scaling quickly, but profitability and operating cash flow remain under pressure. For investors, the more meaningful test will be whether AST SpaceMobile can convert its expanding satellite network into recurring commercial revenue while managing its substantial capital requirements.

Despite those financial risks, institutional activity has remained heavily tilted toward buyers. Over the past 12 months, inflows of nearly $2.4 billion have dwarfed outflows of less than $483 million.

Western Digital Stock Falls 12% Despite Beating Earnings Estimates

Submitted by Sam Quirke. Article Published: 8/7/2026.

Western Digital Corporation (NASDAQ: WDC) entered its earnings report with something to prove. After a blistering rally through the first half of the year, the stock had pulled back sharply, falling roughly 35% from the all-time high it set in June as investors began to question whether the AI storage boom had been overhyped.

That set the stage for a real test. Either the quarter would justify the recent weakness by revealing cracks in the story, or it would prove the doubters wrong and show that the sell-off had gone too far. As it turned out, the numbers landed in the second camp, beating expectations for earnings, revenue and guidance alike.

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And yet, in a twist that captures just how tricky this market has become, Western Digital shares fell anyway, closing 12% lower on Thursday. That reaction leaves investors with an intriguing puzzle: If a beat this convincing could not lift the stock, what exactly is the market so worried about?

A Quarter That Delivered on Almost Every Front

Strip away the share-price reaction, and the results were about as strong as investors could have hoped for. Revenue grew 44% year over year and beat estimates, while earnings also came in comfortably ahead of forecasts.

The standout was margins, which have been the crux of the bull case all along. Both gross and operating margins expanded significantly, reflecting the tight supply and firm pricing that have defined the storage market during the AI boom. This is exactly the margin-driven strength the bulls had been banking on, and it showed up in full.

The demand picture was equally compelling. Cloud customers accounted for the overwhelming majority of revenue, underscoring how central the AI and data center buildout has become to Western Digital’s fortunes.

The company also generated strong cash flow, returned a portion of it to shareholders through buybacks and a dividend and, crucially, guided for the current quarter ahead of Wall Street expectations. On paper, this was a near-flawless report.

So, Why Did the Stock Fall?

The reason behind the sell-off lies almost entirely in expectations rather than performance. When a stock goes into an earnings report up more than 175% year to date, a great deal of good news is already baked into the price, and simply meeting a very high bar is often not enough to push it higher.

Beating that bar comfortably, as Western Digital did, can still disappoint a market that had convinced itself an even stronger outcome was coming.

It also did not help that the wider memory and storage space has turned cautious in recent weeks, with SanDisk Corp.’s (NASDAQ: SNDK) underwhelming outlook in its report likely weighing on sentiment.

What the Bulls and Bears Are Weighing

The core debate now comes down to whether the post-earnings drop is an opportunity or a warning. For the bulls, the investment case is as intact as ever.

Western Digital’s demand from AI data centers shows no sign of slowing, pricing remains firm, margins are expanding, and management sounded thoroughly confident about the durability of demand heading into the new fiscal year.

The bears, meanwhile, have a couple of fair points beyond the valuation. The most obvious is the sheer concentration of Western Digital’s business, with cloud customers now making up almost 90% of revenue. That leaves the company heavily exposed to the fortunes of a small number of data center spenders and vulnerable to any shift in AI sentiment.

Weighing it all up, however, Wall Street remains bullish overall, with the MarketBeat consensus rating currently sitting at a Moderate Buy.

Where This Leaves Investors

For all the drama in the share price, this report arguably strengthened the fundamental case rather than weakening it. The business is firing on all cylinders, the AI-driven demand underpinning it looks durable, and the company’s own guidance points to further growth ahead.

The post-earnings reaction, on this reading, appears to be more about positioning and lofty expectations—compounded by SanDisk’s stumble on guidance—than about anything wrong with the company itself.

Still, given how far and fast it has already run this year and how concentrated its revenue is, buying Western Digital right now might not be as straightforward a trade as it appears. However, for investors who believe the AI storage boom has further to go, a sharp pullback in a business posting numbers like these may prove to be more of a gift than a warning.