Listen to the audio version of this article (generated by artificial intelligence).
Bear talk? The bull market is still going on…
Earlier this week, several roads were closed in Albany, New York, when a black bear climbed a tree and spent hours lounging on a branch.
The bear was eventually shot with a tranquilizer dart and captured in a net fixed under the tree.
Credit: Albany Police Department
The roads were reopened. The bear was turned over to the New York Department of Environmental Conservation and eventually released away from population centers.
For drivers, this was just an inconvenience. Traffic was temporarily redirected, and it took a little longer to reach their destination.
But if investors change the course of their portfolios because of the threat of a bear market, the potential risks to their retirement could be much greater than just an “inconvenience.”
This is how people should think about the bear market talk we often hear in the media.
From market monitoring:
From Baron:
There is no doubt that Iran’s epic rampage and the accompanying fluctuations in oil prices have certainly led to market volatility. But anyone who is afraid to exit the market because of this talk is being harmed.
Money is flowing into these stocks
Investing legend Louis Navellier has said it loud and clear that anyone who is not optimistic about the market is making a big mistake. And just this week, earnings for some of his top stocks proved his point.
Here’s Louis from his country Growth investor Podcast for subscribers:
We’re seeing more evidence that the data center boom is alive and well.
J Vernova (Jeff) is on the rise after reporting first-quarter orders that doubled its sales. This tells you everything you need to know about the size of the backlog of AI infrastructure companies.
These companies book orders first, and those orders flow into sales and profits later. That’s why infrastructure winners continue to do well.
TSR is up 90% since Lewis’ initial recommendation, but just as importantly, it’s up 76% year-to-date, compared to a 4% gain in the S&P.
But it’s not just data center stocks that are rising.
One of Lewis’ recommendations is to develop and supply advanced electronics for defense, homeland security and commercial applications.
He recommended Elbit Systems Ltd. (ESLT) Long before Operation Epic Rage. Since the initial recommendation, the stock is up more than 128%, but year-to-date, the stock is up 48% compared to the market’s 4% gain.
Lewis’s focus has always been on fundamentally outperforming stocks – those with growing revenues and profits. GEV and ESLT certainly fit the bill.
Here is Lewis’ summary of Elbit’s March quarterly report.
Fourth-quarter revenue rose 11.3% year over year to $2.15 billion, and earnings jumped 42.4% year over year to $169.9 million, or $3.56 per share. The consensus estimate called for fourth-quarter earnings of $3.14 per share on revenue of $2.09 billion, so Elbit Systems posted a slight revenue surprise and a 13.4% earnings surprise.
Elbit Systems also noted that it ended the year with an order backlog of $28.1 billion. For fiscal year 2025, the company had total revenues of $7.94 billion and earnings of $598.0 million, or $12.75 per share. This represents annual revenue growth of 16.3% and annual profit growth of 52.7%. These results also topped estimates for revenue of $7.9 billion and earnings of $12.32 per share.
The stock is trading at a lower price than Lewis’ purchase priceSo he is still optimistic about the selection.
There are still many exciting opportunities remaining in 2026. For example, Lewis was looking into a new government project, Codename: “Golden Dawn”.
Developed at a hidden government lab in Tennessee, 40,000 scientists are finishing work on an AI computer 283 trillion times more powerful than today’s data centers — extending more than 700 miles and designed to accelerate AI breakthroughs by 36,000%.
When Golden Dawn launches, it could instantly overtake ChatGPT, Gemini, and Grok – and reset $100 trillion in AI markets.
Stocks accelerate through volatility
The AI megatrend has continued to move forward, regardless of the negative headlines regarding the war between the US and Iran. Technology investing expert Luke Lango reminded his readers that this trend is inevitable and no amount of uncertainty in the Middle East will stop it.
The economy has divided into two large groups. Luke told his readers:
On the one hand: AI infrastructure stocks report impressive results, increase guidance, and struggle to keep up with demand.
On the other hand: traditional companies lower their expectations under the weight of rising costs.
The same economy. Radically different facts.
The AI boom is not just surviving the current macro-disruptions. It speeds through. Everything tied to old economy inputs – energy costs, discretionary consumer spending, interest rate-sensitive balance sheets – is being crushed under the weight of these factors.
As proof, one need only look at the stocks Luke bought after the start of Epic Fury (February 28).
Not long after the start, Locke went on a buying spree for him Innovation investor subscribers, taking advantage of the market decline that followed the beginning of hostilities.
One of Luke’s picks is a name you might not associate with AI Infrastructure – Corning (GLW). Here’s Luke’s explanation of how he fits into the AI megatrend.
GLW is a pick-and-roll play on the optical interconnection revolution. The company is the dominant global manufacturer of fiber optics, and as AI data center networks shift from copper to fiber — a transition already underway and accelerating — GLW’s fiber business should see increased demand for several years.
Since the market has been zigzagging almost since the beginning of Operation Epic Fury, GLW is up 31% since Luke’s recommendation.
As with Lewis, Luke sees abundant opportunities in today’s market, far beyond GLW and fiber optic stocks.
One of them concerns the bold prediction he made for 2026: Leader of Amnesty International OpenAI will go public this year This IPO will break all previous records in Silicon Valley and create thousands of new millionaires.
Investors should remember that Google’s IPO immediately created 900 millionaires.
Nvidia’s IPO created just over 27,000 among its employees.
The media loves to trade amid bear market fears. But talk of a decline this year may have spooked many investors into missing the bull markets happening behind the headlines.
Make sure you don’t take an unnecessary detour that delays or hurts your financial goals.
Enjoy your weekend,
Luis Hernandez
Editor-in-Chief, InvestorPlace
