Alexander Green is the chief investment strategist at The Oxford Club and the longtime editor of The Oxford Communiqué, the club’s flagship investment letter. He is the voice behind the club’s current campaign, the “Secret Backdoor to the REAL #1 Tech IPO of 2026,” and his argument rests on a single conviction: the biggest technology listing of the year is not the name most people expect, but Anthropic, the artificial intelligence company behind the Claude chatbot. Green calls Claude “far and away the best AI on the face of the planet,” and he builds his case around the September 29, 2026 IPO-announcement clock.

His Background

Green has spent a long career translating markets for individual investors. He sits atop the research desk at The Oxford Club, an organization whose work we cover in our publisher profile. His writing reaches subscribers in more than 100 countries, and he has been a steady, consistent voice in the club’s lineup for years. You can read more about his role and the club’s broader offerings in our profile of The Oxford Club.

How He Invests

Green is a fundamental, long-term investor at heart. He favors companies with real revenue, durable competitive advantages, and management teams that compound value over years rather than quarters. He does not chase story stocks, and he is upfront that his comfort zone is established, profitable businesses. That preference matters when you read the Anthropic pitch, because the vehicle Green recommends is not the kind of speculative early-stage name he typically leads with.

His record reflects that patient style. He was early and correct on large-cap technology, a call that paid off handsomely as the sector led the market higher. One of the club’s most-cited wins is Marvell Technology, a semiconductor name that climbed roughly 800 percent for subscribers who followed the work. Multi-year holds like that are the signature of Green’s approach.

He is also careful about attribution. The Oxford Club is a team of editors, and not every widely discussed pick traces back to Green personally. The well-known Bloom Energy call, for example, came from David Fessler, another of the club’s longtime editors. Green tends to focus on profitable large-cap names, which is part of why the Anthropic thesis is an interesting departure: it points toward a pre-IPO opportunity rather than a stock he already owns.

The Anthropic Thesis

Green’s presentation leans on Anthropic’s striking growth. Revenue climbed from about $1 billion in early 2025 to roughly $11.5 billion per quarter now, an annualized run-rate near $65 billion as of July, according to Bloomberg, up from about $47 billion in May. The coding business grew from $500 million to $2.5 billion in five months. More than 300,000 businesses now use the platform, the company generates roughly $8 million in revenue per employee, and it posted a $559 million operating profit, according to the Wall Street Journal. Those numbers are why a serious fundamental investor would pay attention, and why Green frames the IPO as the real event of 2026 rather than a flashy but unproven listing.

The “backdoor” in the pitch is not Anthropic stock itself, which is not yet public. It is Fundrise Venture, the closed-end fund that listed in March 2026 and whose top holdings include Anthropic, Databricks, and OpenAI. Green’s point is that a retail investor who cannot buy Anthropic directly can still get exposure through a fund that trades on any brokerage. We explain how that structure works in our guide to Anthropic and the AI stock universe.

What to Keep in Mind

Green is a respected strategist with a genuine long-term record, and his enthusiasm for Anthropic is grounded in real operating numbers. The main thing to weigh is the structure he recommends rather than the company he is excited about. Fundrise Venture has traded at a 30 to 40 percent premium to its estimated net asset value, which means a buyer pays meaningfully more than the fund’s underlying holdings are worth. That is a real consideration before acting on any pitch, even one from an editor with Green’s track record.

For a closer look at the man behind the newsletter, see our dedicated profile of Alexander Green.

The Clock, the Claims, and the Caveats

Green ties the pitch to a September 29, 2026 IPO-announcement clock and floats an Anthropic listing that some observers have pegged at a $2 trillion target, with language about the opportunity being worth “10x by year’s end.” Those are marketing frames, not promises. What is real is the scale of Anthropic’s user base and growth. Claude now draws roughly 350 million monthly active users, a substantial number on its own but still well behind ChatGPT’s more than one billion weekly users. Anthropic also carries backing from Amazon and Alphabet, which hold stakes worth roughly 7 percent and 4 percent of its enterprise value respectively.

Green is honest about one thing: he is not selling a stock he already owns. He is selling a path to reach a private company through a listed fund, and he is doing so with the urgency of a clock. The sensible reader treats that clock as a promotional device and focuses instead on two questions that actually matter. First, is Anthropic worth what the fund implies it is worth? Second, is the premium you would pay for the fund reasonable? Green’s long-term record suggests the first question is worth taking seriously. The second is a numbers problem any investor can work through on their own.

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