Navellier Market Buzz with Louis Navellier

Is the AI trade really over—or is it simply shifting? In this episode of Navellier's Market Buzz, former Wall Street specialist Jason Bodner joins Louie and Crystal Navellier to discuss: • Why Micron has become one of the market's new leaders• The AI memory shortage that could last through 2028• Why Apple and Microsoft are already raising prices• The Japanese carry trade and why the yen remains weak• How earnings growth—not falling stock prices—can lower P/E ratios• The Big Money Index and where institutional investors are moving capital• Space infrastructure, photonics, and the next AI investment themes If you're investing in AI, semiconductors, technology, or growth stocks, this episode breaks down where institutional money may be flowing next. CHAPTERS 00:00 Intro 00:59 Why AI leadership is shifting 01:37 Micron's explosive earnings 02:08 Why the AI memory shortage could last until 2028 02:53 Japan's economy and AI productivity 03:41 The weakening Japanese yen 05:01 Understanding the carry trade 06:24 Was Micron's selloff manufactured? 07:51 Why rising earnings lower P/E ratios 09:12 UAP disclosure conference 12:48 Space investing opportunities 14:50 Jason's Big Money Index 16:23 Why equal-weight stocks are outperforming 17:00 Final thoughts 🔔 Subscribe to Navellier MarketBuzz for daily market analysis and stock picks: https://www.youtube.com/@NavellierMarketBuzz?sub_confirmation=1 📲 Follow us on social media: X (Twitter): https://x.com/NavMarketBuzz Instagram: https://www.instagram.com/navelliermarketbuzz Substack: https://substack.com/@louisnavellier ---------------------------------------------------------------------------------------------------- Get Your Copy of My Book Here: 👉 Sacred Truths of Investing https://a.co/d/0WXtqZr 💡 📊 Access Louis Navellier's FREE Market Tools & Commentary! Links Below! 🔹 Navellier's Stock Grader – Find Out How Your Stocks Rank Free! https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 📈 Louis Navellier’s Market360 https://investorplace.com/market360/ 📩 Get Market Updates Straight to Your Inbox! https://navellier.com/market-mail/ 🔍 Navellier Graders – Deep Stock Analysis https://www.navelliergrader.com/nsd/ #NavellierMarketBuzz #AI #Micron #Stocks #Investing #StockMarket #Semiconductors #ArtificialIntelligence #MarketBeat #Nasdaq #TechStocks #MemoryStocks

Everybody wants to know the same thing: What is Louie buying right now? In this week's Market Buzz, Louie opens up his portfolio and walks through the four sectors where he's finding the strongest opportunities today. CHAPTERS 00:00 Inside Louie's Portfolio 00:42 Why Louie Is Buying More Stocks 01:20 Portfolio Sector #1: AI Stocks 02:20 Portfolio Sector #2: Tankers & Energy Stocks 03:05 Portfolio Sector #3: Refiners 03:35 Portfolio Sector #4: Materials Stocks 04:45 The AI Infrastructure Stocks Louie Loves 06:00 Why Earnings Matter More Than Hype 07:00 Russell Reconstitution & Small Caps 08:25 Summer Market Outlook 11:13 AUPH Stock Analysis 12:00 Are Memory Stocks Still a Buy? 12:22 Should Investors Worry About AI Stocks? 13:35 Final Portfolio Takeaways 🔔 Subscribe to Navellier MarketBuzz for daily market analysis and stock picks: https://www.youtube.com/@navelliermarketbuzz?sub_confirmation=1 📲 Follow us on social media: X (Twitter): https://x.com/NavMarketBuzz Instagram: https://www.instagram.com/navelliermarketbuzz Substack: https://substack.com/@louisnavellier ---------------------------------------------------------------------------------------------------- Get Your Copy of My Book Here: 👉 Sacred Truths of Investing https://a.co/d/0WXtqZr 💡 📊 Access Louis Navellier's FREE Market Tools & Commentary! Links Below! 🔹 Navellier's Stock Grader – Find Out How Your Stocks Rank Free! https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 📈 Louis Navellier’s Market360 https://investorplace.com/market360/ 📩 Get Market Updates Straight to Your Inbox! https://navellier.com/market-mail/ 🔍 Navellier Graders – Deep Stock Analysis https://www.navelliergrader.com/nsd/ #NavellierMarketBuzz #AIStocks #StockMarket #Investing #AIStocks #EnergyStocks #GrowthStocks #StockMarketNews #Portfolio #MarketBuzz #LouieNavellier

4,000 new SpaceX millionaires just got made overnight — but their shares unlock soon, and that could change everything. Luke Lingo joins us to break down what happens when the lockup expires, why Rocket Lab insiders sold hard right before the SpaceX IPO priced, and when SpaceX might actually turn a profit (hint: it all comes down to Starship). We also get into the energy bottleneck behind the entire AI trade, why traditional space stocks like Rocket Lab, Planet Labs, and ASTS got crushed as proxies once SpaceX went public — and why Luke thinks that's now a buy-the-dip setup. Plus: the US-China retail sales split, where inflation and Fed cuts are headed, two consumer stocks flying under the radar, and why Christine Lagarde's AI warning at the G7 has Luke watching Europe closely. 🚀 TIMESTAMPS 00:00 – 4,000 new SpaceX millionaires (and the catch) 00:21 – Inside the SpaceX IPO from a Caltech insider's view 01:00 – Why Rocket Lab insiders sold before SpaceX priced 02:28 – When will SpaceX actually be profitable? 04:07 – The UAP conference and the real energy bottleneck 05:34 – US retail sales jump vs. China's slump 06:51 – The $800B hyperscaler CapEx trade, explained 08:15 – Where inflation and Fed cuts go from here 09:36 – 2 consumer stocks Luke's watching (Dutch Bros, Lifetime) 10:48 – Christine Lagarde's AI warning at the G7 14:20 – AI vs. space vs. robotics: Luke's ranked order 16:13 – 3 space stocks to buy on the dip Luke's links: https://investorplace.com/author/lukelango/ https://www.youtube.com/@BeingExponential 🔔 Subscribe to Navellier MarketBuzz for daily market analysis and stock picks: https://www.youtube.com/@navelliermarketbuzz?sub_confirmation=1 📲 Follow us on social media: X (Twitter): https://x.com/NavMarketBuzz Instagram: https://www.instagram.com/navelliermarketbuzz Substack: https://substack.com/@louisnavellier ---------------------------------------------------------------------------------------------------- Get Your Copy of My Book Here: 👉 Sacred Truths of Investing https://a.co/d/0WXtqZr 💡 📊 Access Louis Navellier's FREE Market Tools & Commentary! Links Below! 🔹 Navellier's Stock Grader – Find Out How Your Stocks Rank Free! https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 📈 Louis Navellier’s Market360 https://investorplace.com/market360/ 📩 Get Market Updates Straight to Your Inbox! https://navellier.com/market-mail/ 🔍 Navellier Graders – Deep Stock Analysis https://www.navelliergrader.com/nsd/ #NavellierMarketBuzz #AIStocks #StockMarket #LouieNavellier #MarketBuzz #SpaceX #StockMarket #InvestingForBeginners Navellier & Associates owns Nvidia Corp (NVDA), Rocket Lab Corporation (RKLB),  GE Vernova Inc. (GEV), and Micron Technology, Inc. (MU), in managed accounts. We do not own Space Exploration Tech Corp (SPCX), Planet Labs (PL), Amazon (AMZN), Microsoft (MSFT), Life Time Group (LTH), Disney (DIS), or Dutch Bros (BROS), in managed accounts. A few accounts own Tesla (TSLA), per client request. Louis Navellier and his family own Nvidia Corp (NVDA), Rocket Lab Corporation (RKLB), GE Vernova Inc. (GEV), and Micron Technology, Inc. (MU), via a Navellier managed account and Nvidia Corp (NVDA) in a personal account. They do not own Space Exploration Tech Corp (SPCX), Planet Labs (PL), Amazon (AMZN), Microsoft (MSFT), Life Time Group (LTH), Disney (DIS), or Dutch Bros (BROS), personally.

The market just hit overbought — only six trading days after investors were panicking over AI stocks. The Strait of Hormuz reopened, oil firmed up, and President Trump triggered another TACO trade. Louie Navellier breaks down what that means and why he thinks the rally is healthy, not dangerous. Memory stocks $MU and $STX are breaking to new highs on an acute memory shortage — and Louie explains why that pulls AI infrastructure names like $BE, $FIX, $GEV, $PWR and $VRT higher too, backed by a massive multi-year order backlog across the data center buildout. Plus: core inflation came in soft and Treasury yields keep drifting lower — does the Fed finally call inflation "transitory" again? And ahead of the G7 Summit, Trump is threatening 100% tariffs on French wine, Europe's Digital Services Act keeps targeting U.S. tech companies, and the Meloni/Macron/Starmer dynamics make this one of the more interesting G7s in years. We close with the Russell reconstitution seasonal trade, Louie's 5-6% GDP growth forecast, and a full subscriber Q&A: his 8-factor quant model, the 10-year yield outlook, why a stock up 4x can still be a buy, his take on UMAC, and whether Jim Chanos and hedging still have a place in this bull market. ⏱ TIMESTAMPS 0:00 — Intro: Overbought market & the TACO trade 1:35 — Memory stocks breaking out: MU & STX 2:09 — Does the AI buildout lift BE, FIX, GEV, PWR, VRT? 4:24 — Inflation, the Fed & the new FOMC chairman 5:54 — G7 Summit: Trump, Macron, Starmer & Europe's tech war 9:38 — Russell reconstitution & June seasonal strength 10:45 — Q&A: 10-year yield outlook 12:50 — Q&A: Why a stock up 4x can still be a buy 15:15 — Q&A: Jim Chanos, hedging & this bull market 17:09 — Q&A: UMAC (Unusual Machines) 📌 Stocks discussed: $NVDA $MU $STX $BE $FIX $GEV $PWR $VRT $UMAC $AAPL $GOOGL $PLTR 🔔 Subscribe to Navellier MarketBuzz for daily market analysis and stock picks: https://www.youtube.com/@NavellierMarketBuzz?sub_confirmation=1 📲 Follow us on social media: X (Twitter): https://x.com/NavMarketBuzz Instagram: https://www.instagram.com/navelliermarketbuzz Substack: https://substack.com/@louisnavellier ---------------------------------------------------------------------------------------------------- Get Your Copy of My Book Here: 👉 Sacred Truths of Investing https://a.co/d/0WXtqZr 💡 📊 Access Louis Navellier's FREE Market Tools & Commentary! Links Below! 🔹 Navellier's Stock Grader – Find Out How Your Stocks Rank Free! https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 📈 Louis Navellier’s Market360 https://investorplace.com/market360/ 📩 Get Market Updates Straight to Your Inbox! https://navellier.com/market-mail/ 🔍 Navellier Graders – Deep Stock Analysis https://www.navelliergrader.com/nsd/ #NavellierMarketBuzz #AIStocks #StockMarket #LouieNavellier #MarketBuzz #TACOTrade #RussellRebalance #FederalReserve #G7Summit #Investing #stockmarkettoday Navellier & Associates owns Nvidia (NVDA), Super Micro Computer, Inc. (SMCI), Apple Inc. (AAPL), Palantir Technologies (PLTR), Oracle Corporation (ORCL), Quanta Services, Inc. (PWR), Bloom Energy Corporation Class A (BE), GE Vernova Inc. (GEV), Micron Technology, Inc. (MU), and Comfort Systems USA, Inc. (FIX), in managed accounts. Navellier does not own Amazon (AMZN), Unusual Machines (UMAC), or Microsoft Corporation (MSFT). Louis Navellier and his family own Nvidia (NVDA), Super Micro Computer, Inc. (SMCI), Apple Inc. (AAPL), Palantir Technologies (PLTR), Oracle Corporation (ORCL), Quanta Services, Inc. (PWR), Bloom Energy Corporation Class A (BE), GE Vernova Inc. (GEV), Micron Technology, Inc. (MU), and Comfort Systems USA, Inc. (FIX), via a Navellier managed account and Amazon (AMZN), Nvidia (NVDA), and Apple Inc. (AAPL), in a personal account. . They do not own Microsoft Corporation (MSFT), Amazon (AMZN), or Unusual Machines (UMAC), personally.

Most investors are still chasing the wrong trade. This week Louie sits down with Brian Hunt, editor of Money & Mega Trends at MarketWise, to break down the megatrends that are already happening — and the basket investing strategy that's quietly beating both single stocks and ETFs. Brian called quantum computing before it went up 1,800%. Now he's sharing what's next: robotics and humanoid manufacturing, the Anthropic IPO vs. Palantir, why exponential growth explains everything the bears keep getting wrong, GLP-1 drugs and the longevity trade, and whether data centers are really going to space. 📩 Brian's free newsletter — Money & Mega Trends: marketwise.com 📊 Free Stock Grader: https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 Stocks discussed: Eli Lilly (LLY), Palantir (PLTR), Carpenter Technology (CRS), Howmet Aerospace (HWM), Elbit Systems (ESLT), Tempus AI (TEM) 0:00 — Intro 0:38 — Basket investing strategy 3:49 — SpaceX IPO 4:57 — Robotics & humanoids 8:06 — Drone stocks: Elbit Systems 9:29 — Anthropic vs. OpenAI IPO race 11:04 — Pushing back on the bears 12:03 — Natural gas & AI infrastructure 13:57 — Tankers & Strait of Hormuz 14:33 — Quantum computing: 1,800% run 17:04 — Exponential growth explained 19:27 — GLP-1 & longevity stocks 21:24 — Eli Lilly: load up 22:27 — Data centers in space 23:50 — Human research vs. AI slop 25:46 — Money & Mega Trends newsletter 🔔 Subscribe to Navellier MarketBuzz for daily market analysis and stock picks: https://www.youtube.com/@NavellierMarketBuzz?sub_confirmation=1 📲 Follow us on social media: X (Twitter): https://x.com/NavMarketBuzz Instagram: https://www.instagram.com/navelliermarketbuzz Substack: https://substack.com/@louisnavellier ---------------------------------------------------------------------------------------------------- Get Your Copy of My Book Here: 👉 Sacred Truths of Investing https://a.co/d/0WXtqZr 💡 📊 Access Louis Navellier's FREE Market Tools & Commentary! Links Below! 🔹 Navellier's Stock Grader – Find Out How Your Stocks Rank Free! https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 📈 Louis Navellier’s Market360 https://investorplace.com/market360/ 📩 Get Market Updates Straight to Your Inbox! https://navellier.com/market-mail/ 🔍 Navellier Graders – Deep Stock Analysis https://www.navelliergrader.com/nsd/ #MegatrendInvesting #SpaceXIPO #AIStocks #RoboticsStocks #EliLilly #Palantir #AnthropicIPO #QuantumComputing #GLP1 #LouieNavellier #NavellierMarketBuzz #InvestorPlace #MarketWise #BrianHunt #StockMarket #InvestingTips #DataCenterStocks #ExponentialGrowth #LongevityStocks #SmallCapStocks

AI stocks took a hit — then bounced right back. But while everyone was distracted by the SpaceX IPO frenzy, Louie Navellier quietly added two new names to his Breakthrough Stocks portfolio. This week, Crystal asks Louie whether the AI pullback was a real correction or just noise, why he thinks the Bank of America strategist call was overblown, and where he's actually putting money right now. Plus — is Anthropic's IPO going to be bigger than SpaceX? Louie makes the case, and we want to hear what you think. 📩 Subscribe to Breakthrough Stocks → https://investorplace.com/author/louis-navellier/ 📊 Free Stock Grader → https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 Timestamps 0:00 — AI stocks corrected. Now what? 1:30 — Was this correction technical or fundamental? 2:47 — SpaceX IPO: smart money or hype? 4:00 — Why Louie doesn't buy IPOs (and when he will) 5:50 — $7 trillion on the sidelines + summer seasonality 7:00 — How Louie picks stocks 8:10 — Micron, Nvidia, Palantir: are they still buys? 9:10 — AI infrastructure is beating AI stocks 10:16 — Stock #1 10:55 — Stock #2 11:19 — Middle East energy + data center fuel demand 13:12 — Is Anthropic going to be bigger than SpaceX? You decide. 🔔 Subscribe to Navellier MarketBuzz for daily market analysis and stock picks: https://www.youtube.com/@NavellierMarketBuzz?sub_confirmation=1 📲 Follow us on social media: X (Twitter): https://x.com/NavMarketBuzz Instagram: https://www.instagram.com/navelliermarketbuzz Substack: https://substack.com/@louisnavellier ---------------------------------------------------------------------------------------------------- Get Your Copy of My Book Here: 👉 Sacred Truths of Investing https://a.co/d/0WXtqZr 💡 📊 Access Louis Navellier's FREE Market Tools & Commentary! Links Below! 🔹 Navellier's Stock Grader – Find Out How Your Stocks Rank Free! https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 📈 Louis Navellier’s Market360 https://investorplace.com/market360/ 📩 Get Market Updates Straight to Your Inbox! https://navellier.com/market-mail/ 🔍 Navellier Graders – Deep Stock Analysis https://www.navelliergrader.com/nsd/ #NavellierMarketBuzz #StockMarket #AIStocks #Broadcom #ArtificialIntelligence #StockMarket #Investing #GrowthStocks #DataCenters #WallStreet #Nvidia #Stocks Navellier & Associates owns Nvidia (NVDA), Super Micro Computer, Inc. (SMCI), Palantir Technologies Inc. Class A (PLTR),Ciena Corporation (CIEN), MYR Group Inc. (MYRG),  Bloom Energy Corporation Class A (BE), National Energy Services Reunited (NESR), and Micron Technology, Inc. (MU), in managed accounts. We do not own Bank of America (BAC), or Morgan Stanley (MS), in managed accounts. Louis Navellier and his family own Nvidia (NVDA), Super Micro Computer, Inc. (SMCI), Palantir Technologies Inc. Class A (PLTR),Ciena Corporation (CIEN), MYR Group Inc. (MYRG),  Bloom Energy Corporation Class A (BE), National Energy Services Reunited (NESR), and Micron Technology, Inc. (MU), via a Navellier managed account. They do not own Bank of America (BAC), or Morgan Stanley (MS), personally.