Trump's reported $25M AI bet starts at about $15

Trump reportedly put up to $25 million in.
The way in costs about $15.

Dear Reader,

President Trump has reportedly committed as much as $25 million to one little-known income play. The same research says it could pay him up to $250,000 in a single month.

When that much of a man’s own money goes into one idea, it’s fair to ask what he sees that most retirement savers don’t.

Watch the briefing on Trump’s reported stake and its 90% payout setup

For decades, assets like this belonged to wealthy families, big institutions and public pension funds. Everyone else stood outside the room.

That started to change in August 2025, when Executive Order 14330 told the Labor Department to take a fresh look at alternative assets in retirement plans. The rules are moving faster than most people realize.

The vehicle in my research sits right in the middle of America’s AI infrastructure buildout. It’s set up to pass 90% of its profits to shareholders, and you can reportedly buy it in a regular brokerage account for around $15.

My worry is that most retirees will skip past it until the next big AI or retirement headline sends everyone chasing the same story at once. That’s when patient research turns into a rushed decision.

See the full presentation >>

Good investing,
Alex Green
Chief Investment Strategist, The Oxford Club

P.S. Mitt Romney reportedly grew about $450,000 in a retirement account into as much as $100 million over 15 years using alternative assets. That result isn’t typical. It does show what can happen when access and structure line up early. Watch the briefing for the whole case.

The Oxford Club · Retirement income briefing

It’s Election Day, and futures are split. SPY is off 0.2%, QQQ is up 0.2% and IWM is down 0.1% (~07:20 ET). Apple and Palantir are both lower after their reports, while Nvidia and AMD trade up ahead of AMD’s numbers tonight. Oil (USO) is up about 2%.

THE HEADLINE THAT MATTERS TODAY

Apple beat, then warned about chip costs, and Asia sold off.

MT Newswires via QuoteMedia · Nov 3, 2026 05:51 ET. “Apple Q3 Report Damps Asian Stock Markets in Holiday-Thinned Trading”

Apple posted good numbers overnight but flagged heavy spending on chips and gave tempered guidance. The stock is down 3.8% to about $325 before the bell. Korea’s KOSPI and Taiwan’s market each fell 3.6% on fresh worries about AI spending.

Who’s exposed: Nasdaq 100 holders, plus Apple’s Asian suppliers. Palantir is down almost 8% too, on slower U.S. commercial bookings.

Next: midterm results tonight, AMD after the close and payrolls Friday.

Wrong if: Apple wins back its premarket loss by the close. That would mean the chip-spending worry was already priced in.

TOP PRE-MARKET MOVERS

1 · BLZE +34% ($9.94). Backblaze beat on Q3 sales ($46.7 million against $44.6 million expected) and guided Q4 to about $50 million, above the $47 million consensus (The Fly).

2 · HLIT +17% ($11.89). Harmonic reported higher fiscal Q3 adjusted earnings and revenue (MT Newswires).

3 · AEHR +13% ($57.99). Aehr Test tripled revenue to $33 million and now sees $150 million for fiscal 2027. Jefferies still cut its target to $140 from $175 (MT Newswires, The Fly).

Levels as of ~07:20 ET. Market values run near $615 million for BLZE, $1.3 billion for HLIT and $1.9 billion for AEHR. HLIT is thinly traded so far.

A Texas filing showed Musk’s $119 billion chip plant. One small company holds 150 patents behind it (From Brownstone Research)

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Signal over noise. Polls close tonight, and AMD reports after the bell.