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2025/12/27

Full Speed Ahead for AI, Or…?

SPECIAL OPPORTUNITIES

The Oxford Club Special Opportunities

Note From Editorial Director Justin Fritz-Rushing: Today's edition of Special Opportunities comes from Oxford Club Senior Managing Editor James Ogletree. James works closely with Chief Income Strategist Marc Lichtenfeld, and he's sharing details about a recent interview Marc did with MarketBeat. If you're wondering what's going on with AI stocks right now, scroll down to learn more.

Plus, I really recommend checking out the replay of our "AI Supremacy Summit." During this event, Marc - alongside Chief Investment Strategist Alexander Green - discussed the new AI cold war between America and China. And they provided details about seven small and microcap stocks they believe could rocket 1,500% as the AI race heats up.

If you missed it, go here to watch a replay.


Will the AI Bubble Burst in 2026?

James Ogletree, Senior Managing Editor, The Oxford Club

It seems like no one knows what to think about AI stocks these days.

For every expert screaming "full speed ahead!", there's another one warning investors to pump the brakes.

Last week, our friends at MarketBeat invited Chief Income Strategist Marc Lichtenfeld onto their YouTube channel for an interview on this very topic.

Was the recent shakiness in the sector just a blip on the radar... or something more?

How concerned should investors be about buying stocks at 52-week highs?

And most importantly, is AI in a "bubble"... and if so, when will it pop?

Marc answers all these questions during the interview and even provides two free stock picks:

  • A growth play that operates in an AI hotbed and counts Microsoft (Nasdaq: MSFT) and Meta Platforms (Nasdaq: META) among its customers
  • A defensive agriculture play that gives investors the best of both worlds: a hedge against AI while still maintaining exposure to it.

To watch the interview and get Marc's two free picks, click here.

And that's not the only appearance Marc made recently...

Did you catch him in the "AI Supremacy Summit" this week?

Marc and Oxford Club Chief Investment Strategist Alexander Green took a deep dive into the AI cold war between China and the U.S. - one that The Wall Street Journal calls "the AI Cold War that will redefine everything."

In fact, the president just signed an order to implement the "Genesis Mission," a new "push to make artificial intelligence the engine of the nation's economic future."

To learn more - and get details about seven small and microcap stocks that Marc and Alex are following right now - go here to watch a replay of the event.

Good investing,

James

 
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