Re-accelerating the AI megatrend
Quick question…
Can you read the chart below?
Can you tell me the price, RSI and volume?
Most investors can.
Artificial intelligence cannot. Or at least, it can’t be done constantly.
AI can read a 400-page book in seconds.
He can pass standardized tests and the bar exam.
It can generate investment ideas and analyze financial data on a large scale.
But put it in front of a typical group of investors…and suddenly, it’s not that impressive anymore.
Because when it comes to pulling a number from a chart, AI gets it wrong.
This is the latest from a study conducted by Mercuran AI-powered recruiting platform that automates the hiring process using large language models to scan resumes, conduct interviews, and match talent with companies.
Mercur researchers have tested some of the world’s most advanced AI models, including Claude Opus 4.6, GPT-5.4, and Gemini 3.1 Pro, in real-world financial tasks.
The researchers found that when the data was clean and written in text, the models performed well, getting the answer correct about 75% of the time.
But when those same numbers were included in graphs and visuals—the kinds we see in reports every day—accuracy dropped sharply.
The models were unable to read the input reliably.
In many cases, they stuck to the wrong data point… misread the axis of the chart… or pulled a number that seemed reasonable but wasn’t right. Once that initial mistake was made, everything that followed became, of course, incorrect.
In the real world, investing is not done using clean spreadsheets and perfectly labeled data.
This is where human analysts still have the advantage.
Where the money will flow next
Technology investment expert Luke Lango did not hesitate to act as soon as the ceasefire was announced. Luke said it frankly.
From our point of view, the war is now effectively over. The AI bull market resumes today. It is time to spread the dry powder.
Locke recommended five stocks across two themes: building AI infrastructure and the hard asset boom cycle. These recommendations do not represent speculative bets on potential geopolitical outcomes. Locke believes these are the stocks we want to own as the fear premium emerges… and the fundamental premium returns.
I can’t give this up out of respect for Luke Innovation investor subscribers, but I can tell you about one of Luke’s recent picks for AI Infrastructure Buildout, Kosovo Liberation Army Company (clutch).
KLA does not make semiconductor chips. They make Inspection and measurement tools Which ensures that those chips actually work. In an age when a single silicon wafer can be worth $200,000, a microscopic speck of dust or a nanometer-scale misfire is not just an inconvenience, but a financial disaster. KLA provides an “immune system” to the semiconductor manufacturing process, detecting defects smaller than a virus.
As you can see below, the stock traded sideways during Epic Fury but has since resumed its upward climb. Meanwhile, the S&P 500 remains in negative territory, as you can see in the chart below (even if the AI can’t).
Stocks in the AI megatrend have rebounded significantly since the ceasefire agreement with Iran.
OpenAI, the AI leader, is gearing up for a historic IPO, and has found a way for people to invest before the announcement comes, Locke says.
You don’t need to file any special paperwork… buy stock from a former employee… get an inside source – or get past any other hurdles.
You can learn more by clicking here.
Will inflation cripple earnings season?
The Bureau of Economic Analysis on Thursday released the Personal Consumption Expenditures Index for February — the Federal Reserve’s preferred measure of inflation.
Core PCE, which excludes volatile food and energy prices, was 3.0% year-on-year, in line with consensus estimates. Meanwhile, headline personal consumption expenditures averaged 2.8% annually. On a monthly basis, both core and headline rose by 0.4%.
Although these two numbers were in line with expectations, they reflect the world before the uncertainty raised by Operation Epic Fury.
Also worth noting: Q4 GDP growth was also revised to just 0.5% year over year, a significant decline from the initial estimate of 1.4%.
On Friday, the government released data on the Consumer Price Index.
Consumer prices rose 0.9% in March, as expected, driven by a nearly 11% jump in energy costs. Overall prices increased by 3.3% over the previous year. “Core” prices, excluding volatile food and energy categories, rose 0.2% from the previous month, and 2.6% from a year earlier.
The annual rate of inflation rose to 3.3%. This returns inflation to a level not seen in nearly two years.
Investing legend Louis Navellier isn’t happy with these results, but he’s not letting them distract him from focusing on stock fundamentals — a focus that has fueled his market-beating gains for more than 40 years.
This is Lewis’ opinion on the state of the market this week, which he shared with him Growth investor Subscribers.
Overall, despite fears of higher inflation and some uncertainty surrounding the Iran ceasefire, Wall Street is rising on wave after wave of positive analyst earnings revisions.
The relative strength and institutional buying pressure that was evident during the fiscal quarter adjustment window and discussed in Navellier Market Buzz has carried over into this week.
I think it’s fair to say that excitement for the upcoming quarterly advertising season is building, so we have a lot to look forward to in the coming weeks!
Lewis reiterated this point in the latest issue of Growth investor Last week.
Clearly, the recent aberrations have prompted many investors to call “time out” and head to the sidelines. So, how should we move forward in the current environment? Should we follow Wall Street to the bench and wait for the dust to settle?
Absolutely not. In my opinion, we must stay in the game.
As always, our best defense during these chaotic times is an aggressive attack of fundamentally superior stocks. Remember, good stocks always “bounce,” and our Growth Investor stock is an example of a “good” stock, with an average expected annual sales growth of 37.3% and an average expected annual earnings growth of 144%.
Lewis also steers his subscribers toward AI infrastructure stocks.
In late February, Lewis recommended his subscribers buy Sina Company (hundred). CIEN is a global communications leader, providing optical networking systems and software to help its customers thrive in the AI economy. Simply put, Ciena builds scalable networks that support increasing bandwidth demand.
Since his recommendation, the CIEN has risen almost 40%, while the S&P has not even broken even over the same period.
Ciena’s earnings outlook remains excellent despite war shocks.
Ciena expects total revenue of about $1.5 billion, up from $1.07 billion in the same quarter last year, Lewis reported. For fiscal year 2026, the company expects total revenue to be between $5.9 billion and $6.3 billion, or annual revenue growth of 23.7% to 32.1%.
Lewis also tracks a new development from Elon Musk… a new type of AI computer so massive that a single machine would cover an area larger than the state of Texas (over 700 miles).
The “world’s first AI supercomputer” will be more than 283 trillion times more powerful than the traditional data centers that power ChatGPT, Gemini and Grok.
You can learn more about this device and its implications for the AI market by clicking here.
Algorithms may become good enough to read charts and graphs the way people can. But until then, Luke and Louis are here to help guide you where the money is flowing today!
Enjoy your weekend,
Luis Hernandez
Editor-in-Chief, InvestorPlace
