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.
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“If history repeats… investors could double or triple their money in the years ahead.” – Matt McCall
Nvidia’s $700 Billion Hole Is Now a Leadership Void
When a company loses roughly $700 billion in market value over the course of a week, the question is no longer whether something broke. The question is what comes next and whether anyone is in charge of the answer.
Nvidia shares rose 2.87% in Wednesday’s regular session to $173.73, clawing back part of a roughly $200 billion wipeout from the prior two sessions. Then they fell roughly 8.6% after hours as reports emerged that directors were meeting late Wednesday to decide whether to oust Jensen Huang as CEO. Reuters reported the board meeting was taking place late Wednesday, and the Associated Press separately reported that the stock fell after reports the board was meeting.
By Thursday morning, the stock had erased roughly $700 billion in market capitalization from its early-October highs, and NVDA was about 28% below its October 6 peak.
The shockwave did not stop at NVDA’s ticker. Chip stocks saw broad premarket declines on November 12: NVDA fell about 6.9%, while a range of other semiconductor names also traded lower in sympathy. Across the Pacific, Taiwan stocks also slid in the wake of the Nvidia headlines, with TSMC down about 2.3% and a major drag on the Taiex.
The divergence within the sector is worth watching carefully. In Wednesday’s late after-hours trading, NVDA fell about 8.6% while some rivals traded higher. In premarket trading Thursday, AMD and Broadcom were also higher even as NVDA continued lower. That divergence is not an accident. Nvidia’s leadership uncertainty is a near-term sentiment shock that can slow AI infrastructure decisions, giving AMD a window to win incremental share with Instinct accelerators and EPYC server CPUs. The market is already bidding AMD up, signaling investors expect customers to diversify away from a single supplier when risk rises.
That rotation into AMD is not purely sentiment-driven. Citi’s analysts have argued AMD’s GPU business alone is worth more than most investors price into the entire company, a thesis that gains force whenever Nvidia’s execution risk rises.
The professional read on this kind of session centers on one word: governability. Reports this week have underscored how closely investors tie Nvidia’s execution to Huang personally, and how much uncertainty a sudden change at the top would inject. Several Wall Street analysts told CNBC that if Huang is removed as CEO, the stock could fall a further 20%, given how critical he has been to Nvidia’s success. Bernstein cut its Nvidia price target from $400 to $200 this week.
Two names dominate the internal succession conversation. Reuters, citing people familiar with the matter, reported that some directors favor CFO Colette Kress as interim CEO if Huang is removed. Some investors have also pointed to senior technologists as longer-term possibilities. Neither name carries Huang’s singular authority over the company’s product direction.
The Five-Day Clock
The timing makes this unusually difficult to trade. Nvidia is scheduled to report quarterly earnings on Tuesday, November 17. Analysts expect adjusted EPS of about $2.47, up from $1.30 in the prior-year period, on revenue estimated around $108 billion, according to consensus figures compiled by Yahoo Finance.
The November 17 earnings can settle the demand question but probably not the political and governance one. The overhang is about governance and politics, and a strong quarter does not address either. Huang usually leads Nvidia’s earnings calls alongside Kress, so the first observable signal next Tuesday will simply be whether he is on the call.
The Trader’s Lesson
Key-person risk is priced at zero right up until it isn’t. Nvidia spent years trading on the assumption that Jensen Huang and the AI cycle were essentially the same asset. That compression made the stock highly efficient on the upside and highly vulnerable once the two became separable in investors’ minds. The lesson for every trader holding a founder-led company: the premium the market attaches to a singular leader can evaporate with one headline, and no earnings report can fully price it back in until the leadership question resolves. Watch the Nov. 17 call for who leads it. That single data point may matter more than the revenue line.