The New Rules of Investing in Today’s Market | Louis Navellier

AI stocks have swung sharply this summer, which brings an older question back into focus. How much of the boom behind them is actually getting built, and what stands between an announced data center and a working one?

That answer is not contained in the stock prices, or even in the strong earnings now coming through. What decides it sits outside the market, in conditions that have to be cleared before anything gets powered on. The indexes can obscure that picture too, since the strength they show sits in a narrow slice of the market.

Louis Navellier has built his career picking individual stocks and grading them against hard numbers. He joins us to explain what he sees behind the buildout, and why his test for what he will own has kept him out of some of the most talked-about names of this cycle.
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00:00 – Intro
04:07 – Why S&P 500 Earnings Are Surging
07:26 – Why Data Centers Face Opposition
08:34 – The Race for Computing Power
10:32 – Does AI Have a Bubble Problem?
13:05 – Why AI Infrastructure May Win
15:31 – AI’s Power & Memory Bottlenecks
17:41 – Why Energy Stocks Could Benefit
19:52 – Where the AI Boom Is Taking Hold
23:38 – Why Traditional Allocation Falls Short
27:18 – The Hidden Problem With 401(k)s
30:07 – The Risk of Unprofitable Tech Stocks
33:09 – Are We in Another Go-Go ’90s?
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