Dear Reader,

Alexander Green called Nvidia back in 2004 – when it was just $1.10 a share split-adjusted.

He believes it could reshape the tech landscape.

His readers were able to make 100% in 141 days…

Before it went on to become one of the best-performing stocks of all time… up more than 156,000% since its inception.

Now he’s doing it again.

Alex just identified seven tiny AI stocks he believes could outperform the original Magnificent Seven – and do it even faster (in the next several years).

One of them recently inked a massive deal to get its tech into iPhone and iMac through 2040.

And one more is powering Walmart’s nationwide logistics overhaul.

These are early-stage opportunities – but the upside is enormous.

Alex believes $1,000 in each of these seven could grow into $1 million in under six years.

Want to see more details?

Click here to watch his “Next Magnificent Seven” briefing now.

Sincerely,

Rachel Gearhart
Publisher, The Oxford Club

P.S. Most people didn’t even know Nvidia existed in 2004. Alex did. That’s why you should pay close attention now. His picks could be the biggest winners of the decade.

Watch here before this goes offline.

---

Today’s Featured Story

Betting on the Backbone: 3 AI Infrastructure Stocks 

Written by Jeffrey Neal Johnson. Published 11/25/2025. 

Key Points

• NuScale Power holds the only certified small modular reactor design and recently secured a commercial agreement to deploy at a massive scale.
• MP Materials has solidified its position as a strategic asset with government pricing support, ensuring revenue and a balance sheet ready for vertical expansion.
• USA Rare Earth is closing the domestic supply chain loop with a key acquisition and remains on track to commission its magnet manufacturing facility early next year.

Many investors vividly remember the dot-com bubble of the late 1990s. During that era, speculative websites with no revenue collapsed, wiping out billions in market value. However, the companies that built the physical infrastructure of the internet—fiber optic cables, servers and routers—did not disappear. Instead, they became the permanent foundation for the modern digital economy. Today, the artificial intelligence (AI) revolution is approaching a similar turning point.

AI valuations are soaring, but they depend on scarce and accelerating physical resources. Unlike the 1990s, when excess fiber capacity created a glut, the AI era faces a structural shortage of physical inputs. We have plenty of code, but not enough reliable electricity to power data centers or enough refined materials to build the advanced hardware.

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That structural shortage creates a tangible floor for investors. While software stocks may be volatile, the infrastructure required to power them represents a concrete asset play. Three companies are positioned to benefit from this demand for power and materials, serving as a hedge against tech sector volatility.

The New Bandwidth Is Baseload Power

Just as the early internet required massive bandwidth, AI data centers require enormous amounts of electricity. These facilities run 24/7, creating demand for baseload power that intermittent renewable sources like wind and solar cannot reliably provide on their own. That reality has moved advanced nuclear energy from a niche science project to a utility-grade necessity.

NuScale Power Corporation (NYSE: SMR) is currently the regulatory leader in this space. It holds the first and only Small Modular Reactor (SMR) design certified by the U.S. Nuclear Regulatory Commission (NRC).

This regulatory advantage has translated into meaningful commercial validation.

In September 2025, NuScale’s partner signed a landmark agreement with the Tennessee Valley Authority (TVA) to deploy up to 6 gigawatts (GW) of SMR capacity.

Despite this progress, NuScale’s stock price pulled back to around $19.85 after a $750 million at-the-market equity offering in November. While dilutive, the offering strengthened the company’s balance sheet and operational runway:

• Cash Position: NuScale holds approximately $753 million in cash and investments and carries zero debt.
• Revenue Growth: In the Q3 2025 earnings report, revenue rose to $8.24 million, an increase of more than 1,600% year-over-year (YOY), driven primarily by engineering fees.
• Contextualizing the Loss: The company reported a net loss of $532.6 million, but roughly $495 million of that was a one-time, non-cash charge related to the ENTRA1 partnership—not cash burned from operations.

NuScale’s selection for the U.S. Army’s Janus Program highlights the technology’s relevance to national defense, offering government backing that many commercial tech stocks lack. Additionally, a new agreement with major shareholder Fluor Corporation (NYSE: FLR) to monetize its stake in an orderly fashion through 2026 removes an overhang of selling pressure that had worried investors.

The Hardware of 2026 Is Rare Earths

In the 1990s, the internet depended on physical switches and routers. Today, the physical side of AI—robotics, drones and advanced data-center cooling—depends on high-performance permanent magnets made from rare-earth elements.

MP Materials Corp. (NYSE: MP) is the Western Hemisphere’s dominant producer of those critical materials.

On Nov. 24, 2025, analysts at BMO Capital Markets upgraded the stock to Outperform with a $75 price target, citing the long-term value of a non-Chinese supply chain.

MP Materials has intentionally shifted its business model. In the third quarter of 2025, the company stopped selling raw concentrate to China to comply with U.S. defense contracts. While that caused total revenue to dip 15%, it was offset by growth in higher-margin, value-added streams:

• Production Records: The company produced a record 721 metric tons of Neodymium-Praseodymium (NdPr) oxide, a 51% increase YOY.
• New Revenue: MP Materials generated $21.9 million from its new Magnetics segment, demonstrating progress on vertical integration.
• Fortress Balance Sheet: The company holds nearly $1.94 billion in liquidity, providing runway to expand while competitors face tighter conditions.

Most importantly, MP Materials benefits from a unique safety net. In October 2025, the Department of Defense activated a Price Protection Agreement (PPA) with the company. That agreement establishes a price floor of $110 per kilogram for NdPr and effectively insures a portion of the company’s revenue against market downturns—a protection standard tech stocks do not enjoy.

The Vertical Challenger: USA Rare Earth

While MP Materials is the established leader, the market is looking for a fully integrated mine-to-magnet alternative—and USA Rare Earth Inc. (NASDAQ: USAR) aims to fill that role.

The company recently reached a major milestone by closing the acquisition of Less Common Metals on Nov. 20, 2025.

That acquisition immediately provides metal-making capabilities, linking the company’s Round Top mine in Texas with its magnet-manufacturing facility in Oklahoma, which is on track for commissioning in the first quarter of 2026.

USA Rare Earth’s stock price has been under pressure, falling 48% over the last 30 days.

Much of that decline appears to be a technical dislocation rather than a fundamental business failure. On Oct. 30, the company issued a notice to redeem all outstanding warrants with a Dec. 1, 2025 deadline. That forced warrant holders to either exercise their rights to buy stock (bringing cash into the company) or sell the warrants—an event that often creates temporary selling pressure.

After the Dec. 1 deadline, the artificial selling pressure should abate. Fundamentally, the company is in a stronger position: it recently received a $125 million equity investment and raised an additional $163 million from warrant exercises.

With over $400 million in cash and visible progress toward production, the current share price may represent a discount to the company’s intrinsic potential.

Buying the Foundation, Not the Facade

Headlines about an AI bubble focus primarily on valuation, not on actual consumption. Even if software stock prices fall, the physical consumption of energy and materials to run AI models is likely to keep rising. Data centers need power, and robots need magnets.

NuScale Power, MP Materials and USA Rare Earth represent unavoidable toll booths on the road to an AI-driven economy. Whether through the atoms of nuclear fuel or the magnetic force of rare-earth minerals, these companies supply essential inputs for the next decade of growth.

They combine exposure to AI’s upside with tangible asset protection and explicit government support. In a market unsettled by questions about the durability of digital hype, the most durable opportunities may sit in the foundation rather than the facade.

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Today’s Featured Content: Forget AI, This Will Be the Next Big Tech Breakthrough (From Brownstone Research)