If you missed Nvidia...

The Oxford Communiqué

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AN OXFORD CLUB PUBLICATION

GREAT PROFITS IN THE COMPANY OF GOOD FRIENDS Here's Your Second Chance Rachel Gearhart Publisher Dear Reader, I just wanted to touch base with you really quickly. You just viewed Alexander Green’s presentation on "Nvidia's Secret Partner" - the little-known company that could dominate the AI market. And this company's technology is pretty incredible. It's solving the biggest problem in the AI chip industry, enabling faster and more reliable data transmission for next-gen AI applications. Already, it counts companies like Microsoft, Amazon, and, of course, Nvidia as its partners. In fact, it’s technology is already used by 80% of all AI servers! Yet it's still virtually unknown to the public. Alex says this won’t last long. The company just recently went public, so once details on its partnerships… and its game-changing technology… go mainstream, it could send its stock rocketing higher. However, I see that you decided not to get our full report on the company: "Nvidia's Secret Partner: This Single AI Stock Could Help Fund Your Retirement." Perhaps you just didn't complete your order to get this report for free. If so, you can finish it here. Or maybe you didn't see the full extent of the offer. I put together a full rundown of everything it includes. The Oxford Communiqué with in-depth research and commentary on stocks, options and the cryptocurrency market (a $249 value) Premium report #1: “Nvidia’s Secret Partner: This Single AI Stock Could Help Fund Your Retirement” (a $299 value) Premium report #2: “Three Stocks to Profit from an AI Future” (a $399 value) Premium report #3: “How to Profit from the Great American AI Chip Rush” (a $399 value) Bonus video series: Millionaire-Maker Private Sessions (a $199 value) You’ll get every one of these special resources just for taking a risk-free trial of The Oxford Communiqué. And no matter what, you get to keep every resource I just promised you. Honestly, if you want to, you can sign up for this offer... get everything... and then instantly cancel if you are not happy. I don't think you will, personally. The chance to have someone like Alex on your side is too valuable to give up. Go here to complete your order and get started now. I suspect this new AI stock won't be this cheap for long. So I suggest you move fast. Good investing, Rachel Gearhart, Publisher, The Oxford Club This is a special opportunity from The Oxford Club. Click here to unsubscribe from The Oxford Communiqué, Cart Promotions. Please note: This will not impact the fulfillment of your subscription in any way. Questions? Check out our FAQs. Trying to reach us? Contact us here. Please do not reply to this email as it goes to an unmonitored inbox. © 2026 The Oxford Club, LLC All Rights Reserved The Oxford Club | 105 West Monument Street | Baltimore, MD 21201 866.237.0436 or +1.443.353.4540 Privacy Policy | Whitelist The Oxford Club | Oxfordclub.com Nothing published by The Oxford Club should be considered personalized investment advice. Although our employees may answer your general customer service questions, they are not licensed under securities laws to address your particular investment situation. No communication by our employees to you should be deemed personalized investment advice. We allow the editors of our publications to recommend securities that they own themselves. However, our policy prohibits editors from exiting a personal trade while the recommendation to subscribers is open. In no circumstance may an editor sell a security before subscribers have a fair opportunity to exit. The length of time an editor must wait after subscribers have been advised to exit a play depends on the type of publication. All other employees and agents must wait 24 hours after publication before trading on a recommendation. Any investments recommended by The Oxford Club should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company. Protected by copyright laws of the United States and international treaties. The information found on this website may only be used pursuant to the membership or subscription agreement and any reproduction, copying or redistribution (electronic or otherwise, including on the world wide web), in whole or in part, is strictly prohibited without the express written permission of The Oxford Club, LLC, 105 West Monument Street, Baltimore, MD 21201.

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CREATING INCOME FOR TODAY, WEALTH FOR TOMORROW Your Oxford Income Letter Subscription Is Waiting Marc Lichtenfeld Chief Income Strategist Dear Subscriber, Did you forget to claim your Oxford Income Letter subscription? If you act now, you'll get... 12 issues of The Oxford Income Letter (Value: $249) Access to all four of our model portfolios: the Instant Income Portfolio, the Compound Income Portfolio, the High Yield Portfolio and the Fixed Income Portfolio (Total Value: $876) Free Hardcover Copy of Get Rich with Dividends (Value: $27) "101 Ways to Grow and Protect Your Retirement Savings" (Value: $99) "Retire Rich With Five Small Cap Dividend Stocks" (Value: $241) And course, the entire Ultimate Dividend Package (Value: $1,044). That's a total value of $2,536. But through this special offer, it will cost you just $49! And I'll have everything sent to you immediately. Please just let me know if you have any questions. You can even call my team directly if you'd prefer, at 800.305.3980 or 443.353.4210. Marc Lichtenfeld Chief Income Strategist, The Oxford Club This is a special opportunity from The Oxford Club. Click here to unsubscribe from Oxford Income Letter, Cart Promotions. Please note: This will not impact the fulfillment of your subscription in any way. Questions? Check out our FAQs. Trying to reach us? Contact us here. Please do not reply to this email as it goes to an unmonitored inbox. © 2026 The Oxford Club, LLC All Rights Reserved The Oxford Club | 105 West Monument Street | Baltimore, MD 21201 866.237.0436 or +1.443.353.4540 Privacy Policy | Whitelist The Oxford Club | Oxfordclub.com Nothing published by The Oxford Club should be considered personalized investment advice. Although our employees may answer your general customer service questions, they are not licensed under securities laws to address your particular investment situation. No communication by our employees to you should be deemed personalized investment advice. We allow the editors of our publications to recommend securities that they own themselves. However, our policy prohibits editors from exiting a personal trade while the recommendation to subscribers is open. In no circumstance may an editor sell a security before subscribers have a fair opportunity to exit. The length of time an editor must wait after subscribers have been advised to exit a play depends on the type of publication. All other employees and agents must wait 24 hours after publication before trading on a recommendation. Any investments recommended by The Oxford Club should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company. Protected by copyright laws of the United States and international treaties. The information found on this website may only be used pursuant to the membership or subscription agreement and any reproduction, copying or redistribution (electronic or otherwise, including on the world wide web), in whole or in part, is strictly prohibited without the express written permission of The Oxford Club, LLC, 105 West Monument Street, Baltimore, MD 21201.

The backlash is winning the votes. It's losing the race.

Every town that says no just handed someone else a raise.  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

The closing bell is done talking, and somewhere a county board is just calling its meeting to order. Evening. The backlash is winning the votes. It's losing the race. Towns keep saying no to data centers, and the money keeps saying it doesn't matter. They're both right. This morning I called Amazon's $1 billion pledge a sign the backlash is winning. I still think so. Then Goldman Sachs put out a weekend note that reads like the opposite argument. Goldman raised its call for U.S. data center capacity by 5 GW, to 64 GW by the end of this year. It trimmed 2027 by the same 5 GW. Its verdict: the growth outlook through 2027 "remains largely unchanged." Now the other side. Only 14% of Americans want a data center near them, per a Reuters/Ipsos poll in June. More than 530 counties and towns now restrict or block them, by Heatmap's count. Nearly 190 of those rules passed after June 1. JLL flags a stranger number: 79% of Americans want the U.S. to lead in AI. That's a 65-point gap between wanting the race and wanting the building. Record anger. An unchanged forecast. Both can be true only if they're about different buildings. 66 GW Data center capacity under construction in North America, 95% already pre-committed — JLL, Aug. 11, 2026 That's the part a town vote can't reach. Those projects already have land, permits and tenants. JLL says anyone signing for space today is buying 2028 delivery.       Stop Trading Until You Read This Before you place another trade... ...make sure you use this 5-part "Safe Trade Options Formula" that makes every trade a SAFE TRADE. Once you start using this, I don't think you'll ever trade again without it. OK? Go here to download your free Safe Trade Options Formula.       So what does a "no" actually stop? Not the boom. It stops the next site, and that makes every site that already got a "yes" worth more. Housing ran this play first. When a town blocks new homes, the demand doesn't go away. The homes already standing just get pricier. Their owners win. Data centers are in the same spot now. Vacancy has sat at 1% for three straight years, JLL says, and rents are up nearly 70% since 2020. CBRE found prices rose as much as another 8.3% in the first half of 2026, depending on deal size. Every county that says no hands a raise to the landlord who already got a yes. And the demand doesn't leave. It drives to the next county. Peter Freed, Meta's former director of energy strategy, told Heatmap as much. "I don't think we're anywhere close to a breaking point yet. It's still a big country." — Peter Freed, former director of energy strategy at Meta, via Heatmap He has a point. About 90% of U.S. counties still haven't banned or seriously restricted data centers, by Heatmap's own tally. The map is shrinking, but it isn't gone. Moved, not stopped: Frontier markets now hold 77% of all capacity under development, per JLL. The build is leaving the old hubs, not the country. The fight is up ahead: More than 200 pending projects are being fought locally, Heatmap says. Those are future buildings, not this year's. The first fingerprint: Goldman raised 2026 and cut 2027. It didn't say why. My read: the further out you look, the more the "no" votes count. So who loses? Not the hyperscalers, and not anyone holding approved, powered land. The loser is whoever needs space after 2028. They'll pay scarcity prices for land that a county has already agreed to. That's how I read Amazon's billion tonight. It isn't a peace offering. It's the going rate for a yes, in a market where yes is the scarce thing. ⚡ Charged Up Three I kept open while the zoning votes piled up: One quarter, 20 canceled data centers, and the backlash still isn't peaking → Heatmap. The Q1 count of projects killed by local fights (3.5 GW of demand gone), and the clearest baseline for how fast "no" is growing. Record construction, record-low vacancy: the shortage you can't build your way out of → CBRE. The midyear numbers behind tonight's rent math, market by market, with Northern Virginia vacancy down to 0.2%. Up to half of 2026's big data centers were set to run late, and power led the list of reasons → Latitude Media. Sightline's delay tally is the mirror image of tonight's story: the near-term risk is a late building, not a canceled one. Saying no doesn't stop the boom. It decides who gets paid for it. The doors that close tonight raise the rent on everyone already inside. — Theodore The Capital Current ⚡ Every financial story has a power line running through it.   Tap to add your vote Towns are saying no to data centers. Who actually comes out ahead? 🏠 The towns. They dodged the bills.🏢 Owners of sites that already got a yes.🚚 Nobody. The build just moves one county over. RK JM LT AB +6k 6,473 readers voting tonight · 118 in the last hour Update your email preferences or unsubscribe here © 2026 The Capital Current by Media Miami LLC 1712 Pioneer Avenue Suite 500 Cheyenne, WY 82001, United States