From the man who tabbed NVIDIA before it soared 6,271%
over 7 years at its peak
Wall Street’s Hottest Stock Has a Waiting List. Here’s How to Skip It.
Wealthy investors are lining up for Anthropic shares and coming up empty. Tech Visionary, Matt McCall, says you can get into a backdoor opportunity today for less than $100 a share.
Anthropic, the company behind Claude, is set to go public at a record $2 trillion valuation.
It could top SpaceX as the biggest IPO in history.
And right now, almost nobody can buy a single share.
One Wall Street broker, whose firm trades about 1,000 private stocks, told TechCrunch:
“The hardest stock to source in our marketplace is Anthropic. There’s just no sellers.”
Even Goldman Sachs is charging clients 15% to 20% of their profits just for a way in.
The Line Is Out the Door
Meanwhile, people who already own a piece of Anthropic are holding on tight.
While everyone else is stuck in line. Even wealthy investors are struggling to get shares.
And it’s all leading to the most anticipated IPO in history.
When Anthropic finally goes public, millions of regular folks will rush to buy whatever they can get.
But tech legend Matt McCall isn’t getting in line.
“Most people are going to wait for Anthropic to go public and then buy as many shares as possible,” he says. “But I think that’s a huge mistake.”
Who Is Matt McCall?
There is a short list of analysts in America who were early on the AI boom.
Matt McCall is one of them.
He’s the Head Innovation Strategist at Monument Traders Alliance and editor of The McCall Innovation Report.
Over the past two decades, McCall has written about 50 stocks that went on to peak gains of 1,000% or more. Including:
- Tesla, before it climbed as high as 3,129%
- NVIDIA, before it soared a peak 6,271% in 7 years
- AMD, which he singled out in 2009
That’s why people call him “Mr. 1,000%.”
On March 6, 2009, McCall went on FOX Business and gave away nine stocks. One was AMD, trading around two dollars. By 2026 it rose 25,000%, enough to turn a $5,000 stake into more than $1.28 million.
No Waiting List Required
McCall’s play isn’t Anthropic. It’s a stock linked to Anthropic that you can buy right now in a regular brokerage account.
No waiting list. No special broker. No fighting Wall Street for scraps.
He calls it a “Second IPO.”
It may sound too good to be true. But it has happened before.
When Rivian went public in 2021, Ford owned a 12% stake. In the six months around Rivian’s IPO, Ford shares roughly doubled.
Yahoo quietly built a huge stake in Alibaba. In the two years around Alibaba’s IPO, Yahoo shares could have tripled your money.
It happened again shortly after EchoStar acquired $8.5 billion in SpaceX shares. In the months leading up to the SpaceX IPO, its shares soared 600%.
Now it’s happening again!
Anthropic’s “Silent Partner”
Years before the IPO frenzy, a much smaller firm took a $100 million stake in Anthropic. It beat Apple, NVIDIA, Amazon and Google to the punch.
Today, the entire company is valued at less than $15 billion. That’s 100x smaller than Anthropic.
McCall believes its early stake could cause it to double or triple in the years ahead.
And you can buy it for less than $100 a share.
We sat McCall down in front of our cameras to get the whole story. He even gave away the name and ticker.
For the time being, you can watch it free.
|
“If history repeats… investors could double or triple their money in the years ahead.” – Matt McCall
Occidental Stripped Down to Pure Oil. Is What’s Left Worth Buying?
Hey there, bargain hunter. On Monday, November 9, 2026, Occidental Petroleum reports Q3 2026 after the close, and for the first time in years the balance sheet is stripped of its chemicals camouflage. On January 2, 2026, Occidental completed the sale of OxyChem to Berkshire Hathaway for $9.7 billion in cash. What you are looking at now is a pure-play upstream producer with a debt hangover, a nervous oil market, and Warren Buffett already holding the best piece of the old company. The question tonight is whether what remains is a genuine bargain or the part Buffett passed on.
Scoreboard
Consensus sits at $1.43 in EPS and $6.73 billion in revenue for Q3. That $1.43 estimate represents a 123% jump from $0.64 in the year-ago quarter, though the year-ago comparison is so clean partly because OXY was barely earning anything at $60-ish WTI. Context matters. In Q2, OXY posted adjusted EPS of $2.40, blowing past the $1.88 estimate by nearly 28%.
What Actually Happened
OXY used the OxyChem proceeds to attack its debt pile with unusual aggression. The transaction reduced debt by $5.8 billion since mid-December 2025, bringing principal debt to roughly $15 billion at the start of 2026. By Q1, the company had repaid $7.1 billion of principal debt through May 5 and driven principal debt to $13.3 billion, advancing toward its $10 billion milestone. By Q2, principal debt had fallen to $11.8 billion, the lowest since Q2 2019, and the go-forward annual interest run rate was down roughly $630 million versus 2025.
Now crude is doing something complicated. Brent settled at $98.32 on November 6, 2026, and was down about 16% from the prior week’s close when measured against the previous front-month contract, one of the steepest weekly drops since the 2020 Covid shock. Meanwhile, the US-Iran standoff around the Strait of Hormuz remains a live variable, with reporting indicating Iran has linked any reopening of the waterway to demands that include an end to the US naval blockade and sanctions relief. The Q3 reference price was therefore much higher than where crude is trading tonight, which is a tailwind for the reported number but a headwind for forward estimates.
The crude price OXY realizes in Q3 and the forward strip it guides against are both hostage to the same Hormuz diplomacy. The competing forces inside a single barrel of crude set the price levels that separate a refiner trade from an integrated-major trade.
What OXY Is Now
Strip out chemicals, strip out the midstream complexity, and OXY is a Permian-heavy upstream producer. The 2026 capital plan of $5.5 to $5.9 billion represents a reduction from 2025 levels while supporting approximately 1% production growth. Total Q3 production came in within guidance, though Occidental temporarily curtailed output at certain Gulf of America facilities due to a third-party gas pipeline constraint in September. That is a one-off, not a structural problem, but watch for any revision to full-year production guidance.
Is It Cheap?
OXY is trading at roughly 5.7x EV/EBITDA versus Chevron’s 8.96x, which at first glance looks like a screaming discount. But cheaper than CVX is not the same as cheap. OXY’s trailing EV/EBITDA of 5.1x sits above the industry average of 4.74x, so the discount is to the mega-caps, not to its actual peer group. And the enterprise value still carries real debt: total debt-to-equity stands at 34.5% and levered free cash flow over the trailing twelve months is $3.79 billion.
For full-year 2026, analysts expect OXY to earn $6.84 per share, reflecting 209% growth from $2.21 in fiscal 2025. That math is flattered by OxyChem gain-on-sale accounting in Q1. The adjusted continuing-ops number is what bargain hunters should care about.
Bull / Base / Bear
- Bull: Crude holds near $95+ on a prolonged Hormuz standoff, OXY hits the $10 billion debt milestone by mid-2027, interest savings compound into free cash flow, and the preferred equity overhang clears in 2029. The stock rerate toward CVX multiples becomes the trade.
- Base: Oil settles in the $80-90 range once the Iran conflict cools. UBS’s chief economist has pegged fundamental fair value at roughly $80-85 per barrel once fighting ends. At those prices OXY generates enough cash to service the debt but shareholder returns stay modest.
- Bear: A quick diplomatic settlement sends crude below $75, free cash flow shrinks, debt reduction stalls, and the preferred equity redemption expected to commence in August 2029 becomes a pressure point rather than a distant footnote.
Action Plan
If the Q3 number lands above $1.43 and production guidance holds, OXY earns a small starter position for accounts willing to hold through oil volatility. Scale in only on weakness, with crude as your trigger. Do not add above $60 WTI equivalent economics. If debt reduction stalls or guidance gets cut, stand aside until the $10 billion milestone is confirmed.
Cheap Investor Checklist
- Q3 adjusted EPS from continuing ops vs. $1.43 consensus
- Principal debt level: is it tracking toward $10 billion by mid-2027?
- Full-year production guidance: any revision after the Gulf of America curtailment?
- Free cash flow before working capital: does Q3 sustain the $1.5-2 billion quarterly run rate?
- Dividend safety: $0.28 quarterly covered at $80 WTI?
- Any update on the August 2029 preferred equity redemption timeline
- Midstream and marketing margin commentary given narrowing Waha spreads
Bottom Line
If OXY beats tonight and crude stabilizes above $85, the debt-reduction story stays on track and the stock is a reasonable hold at current prices. If oil slips toward $75 on an Iran deal and Q3 guidance disappoints, the valuation discount to CVX is not wide enough to justify the balance sheet risk. Berkshire bought the stable, cash-generative half for $9.7 billion. What remains is a leveraged crude call with a credible deleveraging plan. Know which one you are buying before tonight’s call.
