Before Anthropic becomes impossible to ignore...



Daily Market Alert



Saturday, August 29, 2026 • Daily Market Alert

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Dear Reader,



If watching the frenzy around SpaceX left you thinking, 'Why did nobody show
me a way in earlier?'... read this carefully.



History may be preparing to repeat itself.
<[link removed]>



The company is Anthropic, creator of Claude.



I am revealing that name because the REAL secret is not the company anymore.
<[link removed]>



The secret is how to get potential exposure before a possible Anthropic IPO
turns it into one of the most hunted names on the planet.



Look at what is happening before the public listing even arrives.



CNBC reports that Riot Platforms has struck a 20-year agreement tied to
Anthropic for 191 megawatts of data-center capacity. Reported value: $9.1
billion.



Money this large does not wait for the public to catch up.



Meanwhile, regular investors are being trained to wait.



Wait for the IPO filing. Wait for the television coverage. Wait for every
broker, commentator and social-media account to scream the same name.



That is exactly when popularity becomes your enemy.



By the time SpaceX became the deal everyone wanted, ordinary access was
difficult. Anthropic could trigger the same fear of missing out, only faster,
because the AI story is already dominating markets.
<[link removed]>



I refuse to wait for the stampede.



I found a publicly accessible vehicle that lists Anthropic as its largest
holding, according to the promotion research
<[link removed]>. It is available through a regular
brokerage and does not require accredited-investor status.



No one can promise Anthropic goes public on a specific date.



But I can tell you this:



If Anthropic becomes the next private-company obsession, waiting until
everybody knows the ticker defeats the entire point of getting there early.



The window is open now. I do not expect it to stay quiet forever.

LEARN ABOUT THE BACKDOOR
ANTHROPIC ACCESS <[link removed]>

Good investing,



Alexander Green
Chief Investment Strategist, The Oxford Club



P.S. The crowd did not ignore SpaceX; it arrived too late to get easy access.



RIOT Platforms $9.1 billion deal with Anthropic is an infrastructure signal
that the next frenzy may already be forming.



You can wait for everyone else to discover the backdoor, or you can move first.



Learn more now. <[link removed]>


 


Additional Reading from Daily Market Alerts:

Strong Buy Stocks for Thursday, September 3, 2026: Five Names Riding
Wednesday's Analyst Upgrades

Five stocks stand out heading into Thursday, September 3, 2026, each riding a
bullish rating change issued on Wednesday, September 2. The market is working
through the first full week of September after August's digestion of Nvidia's
fiscal Q2 report from August 26 and Federal Reserve Chair Jerome Powell's
Jackson Hole remarks. The Federal Open Market Committee held the federal funds
target range at 3.50% to 3.75% at its July 29 meeting, and the CME Group
FedWatch tool still prices roughly an 80% probability that policy rates hold
steady through the balance of 2026.

The five ideas below span consumer finance, biotech, online gaming,
construction aggregates, and semiconductor foundry. These are editorial notes
for consideration only, not personalized investment advice.

Ally Financial (ALLY) – Raymond James Resumes at Strong Buy

Auto lending and consumer finance operator Ally Financial was resumed with a
Strong Buy rating on Wednesday by Raymond James. The thesis focuses on
used-vehicle values stabilizing off cycle lows, net interest margin expansion
as the securities portfolio reprices, and credit-quality trends across the
used-auto book coming in ahead of prior guidance.

Shares traded near $42.80 during Wednesday's session, up about 2.27% on the
day, giving Ally Financial a market capitalization near $13 billion. The
52-week range of $35.92 to $47.29 shows the stock has rallied off summer lows
but sits below prior peaks. The trailing price-to-earnings multiple sits at
10.10, one of the cheaper valuations across consumer finance.

Consensus is uniformly constructive. Twelve sell-side firms rate Ally a
strong buy, with 11 bullish and one neutral. The average price target of $53.75
implies roughly 26% upside from Wednesday's level, and TD Cowen's Moshe
Orenbuch sits among the highest bulls at $55.

Risks: Not everyone is aligned. Evercore ISI's John Pancari carried In-Line
at $45 as of September 23, and Truist Securities' Brian Foran trimmed his
target to $51 on August 4 while maintaining Buy. Used-vehicle price trajectory,
prime-auto delinquency trends, and deposit-cost competition remain the primary
swing factors.

Vertex Pharmaceuticals (VRTX) – Morgan Stanley Resumes at Overweight

Cystic fibrosis and non-opioid pain therapeutics leader Vertex
Pharmaceuticals was resumed with an Overweight rating on Wednesday by Morgan
Stanley. The thesis focuses on the Journavx launch trajectory in acute pain,
Casgevy sickle-cell disease access expanding globally, and the CF franchise
durable-royalty economics extending through Alyftrek uptake.

Shares traded near $554.69 during Wednesday's session, up about 1.29%, giving
Vertex a market capitalization near $140.8 billion. The 52-week range of
$374.17 to $557.50 shows the stock trading near multi-year highs. The trailing
price-to-earnings multiple sits at 32.26 as Journavx investment weighs on
earnings.

Consensus is broadly constructive. Twenty sell-side firms rate Vertex a
strong buy, with 16 bullish, three neutral, and one bearish. The average price
target of $550.50 sits near Wednesday's level, and Barclays' Eliana Merle holds
the high at $617 after maintaining Overweight on August 5.

Risks: Canaccord Genuity's Whitney Ijem carried Hold at $441 in February, and
lone bearish coverage keeps some tension in the panel. Journavx uptake pace,
Casgevy commercial ramp, and pipeline execution in Type 1 diabetes with the
VX-880 program all remain factors to monitor.

DraftKings (DKNG) – Wolfe Research Initiates on Sports Betting Maturity

Online sports betting and iGaming operator DraftKings was initiated with an
Outperform rating on Wednesday by Wolfe Research. The thesis: state-level
sports-betting maturation is driving margin expansion, iGaming ramp in Michigan
and New Jersey is compounding cross-sell economics, and DraftKings'
technology-platform advantage supports market-share retention as competitive
intensity moderates.

Shares traded near $24.74 during Wednesday's session, up about 5.55% on the
upgrade catalyst. The 52-week range of $20.46 to $48.78 shows how sharply the
stock has retraced from 2025 highs. DraftKings is not profitable on a trailing
basis, with the price-to-earnings multiple negative at -77.22 as reinvestment
continues.

Consensus is broadly bullish. Twenty-nine sell-side firms rate DraftKings a
strong buy, with 25 bullish, three neutral, and one bearish. The average price
target of $36.59 implies roughly 48% upside from Wednesday's level, and
Oppenheimer's Jed Kelly sits near the high with a $55 target from October.

Risks: The bearish tilt is not zero. Citigroup's James Hardiman trimmed his
target to $32 on August 11 while maintaining Buy, and JP Morgan's Daniel
Politzer trimmed to $33 the same week. Sports-betting hold-rate volatility,
promotional-intensity discipline, and state-tax structure changes all remain
material swing factors.

Continue Reading →
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