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Has the ‘crash’ begun?… Lewis Says Buy Every Dip… Nvidia’s Surprising Uptrend… The AI Infrastructure Game That Eric Discovered First…
As I was scrolling through my inbox over coffee last Saturday morning, one subject line caught my eye…
I won’t repeat that verbatim, there’s no need to call anyone out. But it was full of gloating.
Judging by the technological downturn of last Thursday and Friday, the author happily announced that the long-awaited “market crash” he had assured his readers was coming, had finally arrived.
He couldn’t have looked happier or more self-congratulatory.
Below is a picture of this alleged collapse. We look at the S&P 500 over the past two years.
Now let me quickly explain…
I don’t know.
As I write on Tuesday, AI trading is in the deep red again. So maybe last week He was The beginning of a market crash, and this author is right. Ultimately, some bear always is.
But declaring a market crash after the S&P 500 and the Nasdaq 5% down requires a pessimism that I don’t share, even with today’s sell-off — and legendary investor Louis Navellier clearly doesn’t share it either.
In fact, Lewis looks at this market and sees evidence of strength. Let’s jump into it Growth investor Private Market Podcast from Yesterday:
I think if you look at the fundamentals like we do, the market is pretty healthy.
We’ve just updated our backtest for Stock grader. Basically, we moved from the top 10% of Stock grader Stocks are the best place to invest up to the top 20%.
Therefore, this means that the breadth and strength of this market is expanding. Essentially, the breadth and strength of our eight-factor model has moved from the top 30% to the top 65%.
If you are new to digest,Louis Stock grader It is a quantitative stock rating system that scores companies across eight fundamental factors — things like earnings growth and analyst reviews — and assigns letter grades (A through F) to help investors identify the strongest stocks to buy and the weakest ones to avoid.
So, the 30% to 65% expansion that Lewis indicated indicates that the overall market is growing stronger, not weaker.
Given this, Lewis’s advice to his readers was the exact opposite of bearish triumphantism:
Every pullback is a buying opportunity.
Wait, enjoy the ride.
But the story is deeper
While Lewis is optimistic, he was also asking readers to prepare for summer’s volatility – and today’s market action is a great example of that.
From his update last week:
It’s no secret that volatility tends to rise during the summer months…
There will be some distractions for investors next June – CPI, PPI, FOMC announcement – which could cause some volatility.
All of these events have the potential to create some waves in the stock market.
In a calmer market environment, it will be easier to ride out these waves. But today’s background makes them even more difficult…
Valuations in parts of this market are at or near historic highs. Inflation is close to double the base rate set by the Federal Reserve. Investors are concerned about raising interest rates. The conflict in the Middle East is not going away – which means high oil prices won’t go away either.
And in this environment, there is a growing chorus of voices demanding a reckoning that has long been predicted — like the author I read over coffee on Saturday.
This leaves investors with a difficult question that must be answered correctly
When a drawdown occurs in our portfolios, how will we know if this is a normal pullback in an ongoing bull market — the kind you hold on to, or even buy into, as Lewis recommends?
Or whether it’s an early warning sign of something more serious — the kind of decline that creates real portfolio damage while investors mistakenly wait for a rebound?
A mistake in either direction will be costly…
Sell during a healthy reset, and you will miss the recovery. Stay in the early stages of a true bear market and watch positions that took months to build give back years of gains.
But this is where we can move from the generalized upside of Lewis to the local confidence of your specific portfolio holdings.
Here’s Lewis:
Over the past year, I’ve been working with the TradeSmith team on something I’ve never tried before.
Together we’ve built a new form of AI that takes my Stock Grader system and adds a layer that didn’t exist before: an accurate, data-driven signal to know when to enter and when to exit the stocks I recommend.
The backtest results are amazing.
Appfolio Company (APPF)which Lewis recommended in 2017, delivered 20% annual gains for those who followed his original call — but pairing that recommendation with the new AI-enhanced timing layer would have pushed the annual return to 74%.
NEXSTAR MEDIA GROUP (NXST)recommended in 2013, increased from an average annual gain of 23% to 173%.
Same stocks, same time frames – just smarter signals about when to act.
You can try this tool now – 100% free – in your own wallet
Keith Kaplan, CEO of Louis and TradeSmith, will provide full details of their collaboration tomorrow morning at 10 a.m. ET. But you don’t have to wait to take their system for a test drive.
when Register to join tomorrow’s eventyou will be able to access this indicator – simply enter the symbols of the stocks you already own (or the stocks you are considering) and see how the system evaluates their short-term health.
Here’s Lewis with more:
It allows you to write any bar to see if a stock is a short-term buy or sell based on a simple traffic light system. Green means buy. Yellow means contract. Red means sale.
While Stock Grader’s main focus is on which stocks to buy, short-term health is all about when to buy them.
I have been looking for edges in this market for 47 years. I’ve never seen one like this.
Whether Lewis’s bull run goes smoothly or the summer gets rough first, more confidence regardless is the real payoff – less worrying moments of “Do I own or sell? Thanks to a simple green, yellow and red system.
I think it’s a tool that tells you what is fundamentally strong enough to buy, and when it’s technically attractive enough to pull the trigger – or not.
One rising name for artificial intelligence that might surprise you — and what it points to next
To help round out the day digestI want to share with you a bullish AI recommendation thanks to the Louis/TradeSmith built-in market timing system we just described.
To do this, let’s turn to Tom Young – our Sunday digest Writer and lead analyst for Eric Fry at Fry investment report.
Tom got his hands on the system and ran some of the leading programs of the day AI shares Through him for Sunday’s issue. One of his findings might surprise you — and in case you missed it digestI wanted to highlight it again…
that it nvidia (NVDA).
Now, you might be thinking: Nvidia? After running several thousand percent? (Louis Growth investor Subscribers are up more than 4,750% at Nvidia as I write.) That ship has certainly sailed.
Here’s Tom with why the data says otherwise:
Nvidia continues to surprise even its greatest fans.
Last month, the company announced its fourteenth consecutive profit. EPS rose 95% to $1.87, beating consensus by 6%. The company expanded its supply chain faster than Wall Street expected and maintained its leadership in artificial intelligence chips.
By my calculations, this means Nvidia’s fair value is close to $300 per share today, up 40% from its current stock price.
The company dominates its industry, and its strong “B” rating on Louis’ Stock Grader indicates it is an excellent company to buy, even after operating for several years.
A 40% rise for one of the most widely held stocks on the planet?
It’s an extraordinary reflection of how quickly earnings have been growing — even compared to the surge in Nvidia’s stock price in recent years.
But Tom Nvidia’s analysis raises the natural next question
It’s the answer that Nvidia CEO Jensen Huang himself answered at Computex 2026 last week.
Huang sat with him Marvell technology companyMRVL) CEO Matthew Murphy made the same point we made here at digest For months now…
The AI industry is beginning to reach the physical limits of traditional copper wire. The infrastructure that supports this build so far simply cannot keep up with where demand for AI is headed.
The solution, Huang said, is to shift toward optical systems.
The market heard it.
Marvell stock rose 24%. and Corning Company (GLW) — a pioneer in fiber optics whose glass cables can carry data at the speed of light over distances that would eclipse copper — its shares jumped nearly 13% in one session.
Within hours, billions of dollars flowed to companies positioned to achieve what Hwang described.
Now, this wasn’t a surprise to Tom or Eric. They recommended GLW Fry investment report Subscribers from years ago, long before the recent spotlight.
Here’s Eric writing in the wake of the Huang/Marvell/Corning news:
I’ve been trying to prepare readers for moments just like this, which is why I recommended Corning’s involvement long before the latest hype arrived.
This recommendation has gained nearly 400% and is still advancing due to the long-term demand trends mentioned by Huang.
If you’re interested in what else Eric is seeing that the public hasn’t priced in yet, he’s put together a free presentation – “Sell this, buy that” broadcast. – which reviews the specific AI plays that it believes will deliver maximum profits during the next phase of the boom.
It includes lesser-known plays, sectors expected to see the biggest AI-driven booms, and Seven trades he’s giving away – absolutely free.
Coming full circle
From a bear declaring a crash, to Lewis calling every pullback a buying opportunity, to Jensen Huang pointing towards the next frontier of AI infrastructure – we’ve covered a lot today. But there is still a logical line…
The investors who will be out this summer aren’t the ones who panic at a 3% pullback or chase yesterday’s headlines…
They are the people who know what they own, why they own it, and when they will sell it.
If you want help with this, a reminder Stay tuned tomorrow for Lewis and Keith’s new green, yellow and red scheme.
I wish you a good evening,
Jeff Remsburg
(Disclaimer: I own GLW.)
