The Oxford Club Wexford Connection: Heritage and AI Investing

The “Oxford Club Wexford” connection refers to The Oxford Club’s heritage and its connection to the Wexford name, which appears in some of the Club’s promotional materials and historical branding. Alexander Green’s ASI Fund presentation is the current flagship thesis from The Oxford Club, and the Wexford connection reflects the Club’s long-standing position in the financial publishing industry.

The Oxford Club has been around for decades. It is one of the most established financial publishing brands in the industry, with a large membership base and a track record of providing investment research, model portfolios, and community events. The Club’s heritage is part of its credibility. A publisher that has survived and thrived for decades has demonstrated that its research has lasting value.

The ASI Fund Thesis

Green’s current thesis, as we explore in our full ASI Fund review, is that AI infrastructure represents “America’s New Industrial Revolution.” The ASI Fund, which stands for “Artificial Superintelligence,” is a picks-and-shovels vehicle targeting the physical backbone of AI:

  • Hyperscale data centers
  • Advanced semiconductor fabrication
  • High-bandwidth networking
  • Power generation (including nuclear/SMRs)
  • Cooling solutions

Green says you can “get in for less than $15” through a regular brokerage account. The fund is connected to Executive Order 14330, which opens 401(k) plans to alternative-asset funds. For more on the fund, see our ASI Fund article.

The Structural Forces

The structural forces behind the ASI Fund thesis are real and verifiable:

Stargate project. A $100 billion joint venture between OpenAI, Oracle, and SoftBank to build AI data centers across the United States.

Meta’s data center. A Manhattan-sized AI data center campus under construction.

Amazon’s Project Blue. Under construction, representing Amazon’s investment in AI infrastructure.

AI energy demand. ChatGPT alone uses enough power to run 180,000 American homes every day. A single AI data center can consume as much power as 100,000 homes.

IPO catalysts. OpenAI filed an S-1 for a September listing at a $1 trillion-plus valuation. Anthropic is preparing an October listing approaching $1 trillion.

These are facts, not projections. The AI infrastructure buildout is happening now, and the capital being deployed is unprecedented.

The Picks and Shovels Approach

Green’s investment philosophy is rooted in the picks-and-shovels approach. Rather than trying to pick the winning AI software company, he invests in the physical infrastructure that all AI companies need. This reduces risk because it does not depend on which company wins the AI software race.

This is the same approach that Jason Bodner takes in the Accelerated AI presentation, though Bodner focuses specifically on photonics replacing copper inside data centers. Both presenters are making the same fundamental argument: the physical infrastructure layer is where the real value will be created during the AI buildout. For a different angle, see our AI infrastructure stocks article.

The Bonus Reports

Green’s subscription includes several reports that identify specific stocks within the AI infrastructure theme:

  • “The AI Superstock” — a company that grew revenue 36,000 percent in three years and partnered with OpenAI, Microsoft, and Meta.
  • “The Next Wave of AI” — a company controlling 34 percent of the collaborative robot market with 80,000 systems deployed.
  • “The Nuclear Monopoly Powering AI” — a company dominating Small Modular Reactors, having built 400 mini-reactors for the U.S. Navy. Likely BWX Technologies (BWXT).

For more on the nuclear angle, see our SMR stocks article.

The EO 14330 Connection

Executive Order 14330, signed in August 2025, directs the Department of Labor to clarify that plan fiduciaries may include professionally managed alternative-asset funds in 401(k) lineups. Green uses Romney ($450,000 to $100 million in his IRA) and Thiel ($2,000 to $5 billion in his Roth IRA) to illustrate what is possible when alternative assets are placed inside tax-advantaged accounts.

Green acknowledges: “I can’t promise you’ll see anything near this level of return. But this is what’s possible.” For more on the executive order, see our EO 14330 article.

The Offer

The Oxford Communiqué is available at $99 per year (normally $249), with a 365-day money-back guarantee. You keep everything even you cancel. For more on what is included, see our Oxford Communiqué article. For more on the publisher, see our Oxford Club article.

The Bonus Reports

Green’s subscription also includes reports on specific stocks within the AI infrastructure theme:

  • “The AI Superstock” — a company that grew revenue 36,000 percent in three years and partnered with OpenAI, Microsoft, and Meta. Green frames this as a second chance if you missed Nvidia. The company sounds like a semiconductor or AI infrastructure company experiencing rapid growth from the AI buildout.
  • “The Next Wave of AI” — a company controlling 34 percent of the collaborative robot market with 80,000 systems deployed. Likely Teradyne (TER), which owns Universal Robots, or a similar robotics company. The cobotics angle represents the automation side of the AI infrastructure theme.
  • “The Nuclear Monopoly Powering AI” — a company dominating Small Modular Reactors, having built 400 mini-reactors for the U.S. Navy. Likely BWX Technologies (BWXT). Green calls nuclear “the oil of the AI revolution” because AI data centers need massive baseload power and nuclear is the only zero-carbon source that can deliver at scale. For more, see our SMR stocks article.

The Offer

The Oxford Communiqué is available at $99 per year (normally $249), with a 365-day money-back guarantee. You keep everything even if you cancel. This is one of the longest guarantees in the industry. For more on what is included, see our Oxford Communiqué article. For more on the publisher, see our Oxford Club article.

If you want to explore the full thesis, you can access the ASI Fund presentation through The Oxford Club.

This is not financial advice. Always do your own research before investing.