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Navellier Market Buzz with Louis Navellier

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May 13, 2026

Cisco Reports Tomorrow — Buy or Sell? $CSCO #cisco #csco

Cisco is set to report earnings tomorrow. While enterprise spending has been weak, the company's AI and subscription transition could be a positive factor. Sales are expected to grow by 10%, with earnings up 7.9%. Despite consistent, small earnings surprises, Cisco is characterized by steady growth rather than massive surges.

1 mentions · 0 linked signals

May 11, 2026

D-Wave Won Nvidia's Quantum Contest — But Can It Deliver Tomorrow? $QBTS #stocks #qbts

Louis Navellier discusses D-Wave's upcoming earnings, noting its win in a quantum computing contest but expressing concern over declining sales forecasts and flat earnings estimates. He highlights recent performance inconsistencies and compares its growth unfavorably to competitors like IonQ and Rigetti.

1 mentions · 0 linked signals

May 10, 2026

5 Dips to Buy as the Market Hits Record Highs | ft. The Fibonacci Princess

The market is hitting record highs, but analysts are concerned about overheating and market narrowness. While some technical targets have been met, the overall earnings season is strong. The discussion touches on potential pullbacks and the importance of defining risk, with a general sentiment of staying bullish but cautious.

15 mentions · 2 linked signals

May 8, 2026

AMAT Earnings: Applied Materials Guidance Shocks Wall Street - Why Analysts Just Raised Estimates

Applied Materials (AMAT) reported strong earnings and guidance, exceeding Wall Street expectations. The company has surprised on earnings for three consecutive quarters, leading to positive analyst estimate revisions and a higher rating within the creator's system.

1 mentions · 1 linked signals

May 7, 2026

Super Micro Stock Soars: Why SMCI's 300%+ Earnings Growth & Margin Expansion Changes Everything

Louis Navellier discusses Super Micro Computer (SMCI), highlighting its recent stunning earnings growth of over 300% and sales increase of 122%. He notes that operating margins are expected to nearly double, reversing previous compression. Navellier, who is up over 500% on the stock, has no intention of selling due to the strong order backlog and sales growth, sticking with the fundamentals.

1 mentions · 0 linked signals

May 6, 2026

2 Quantum Stocks Exploded (Here's the One You DON'T Want to Miss)

The creator discusses the surge in quantum computing stocks, driven by AI enthusiasm, and highlights Nvidia's role. They also touch on GameStop's CEO interview and Michael Bur's bearish stance on Palantir, while expressing a bullish view on Palantir based on its strong financial performance and attractive forecasted P/E ratio.

12 mentions · 3 linked signals

May 6, 2026

Palantir Stock Up 84% - Why Michael Burry Is WRONG About PLTR

Louis Navellier expresses a strong disagreement with Michael Burry's bearish stance on Palantir (PLTR). Navellier highlights Palantir's record results and argues that its forecasted P/E ratio makes it an attractive investment, despite Burry's concerns about valuation and competition from Anthropic.

1 mentions · 1 linked signals

May 5, 2026

AppLovin Earnings: Best AI Ad Tech Play Still Ripping

Louis Navellier discusses AppLovin (APP) as a strong AI ad tech play, highlighting its recent performance and positive earnings revisions. He expresses a desire for the stock to continue its upward trend and squeeze short sellers, positioning it as a top AI application company alongside Palantir.

1 mentions · 1 linked signals

May 5, 2026

Howmet Aerospace: 28% Earnings Growth in Defense Boom

Louis Navellier highlights Howmet Aerospace (HWM) as a strong performer in the defense and aerospace sector. The stock is on his radar, with significant expected sales and earnings growth, a history of positive earnings surprises, and strong fundamentals in titanium expertise. He has high hopes for the stock and expects good guidance and a beat on earnings.

1 mentions · 1 linked signals

May 5, 2026

CF Industries Earnings: Fertilizer Shortage = Record Profits?

CF Industries is poised for record profits due to a global fertilizer shortage, despite potential headwinds from a Midwest drought. The company is experiencing significant sales and earnings growth, with positive revisions to earnings estimates and a strong track record of earnings surprises.

1 mentions · 1 linked signals

May 5, 2026

CVS Earnings: Can Retail Save Their Pharmacy Business?

CVS is attempting to transform its healthcare business amidst challenges from direct drug distribution and online pharmacies. While sales are projected for slight growth, earnings are expected to decline, and the author sees no significant growth to get excited about.

1 mentions · 0 linked signals

May 5, 2026

Disney Earnings: Where's The Next Big Hit Movie?

Disney's upcoming earnings report is a critical moment for the company, with analysts cutting estimates and recent earnings surprises being minimal. The creator has low expectations unless there's a significant positive surprise and strong guidance, emphasizing the need for a big hit movie.

1 mentions · 0 linked signals

May 5, 2026

Uber Earnings: Margin Compression After Q4 Disappointment

Uber's upcoming earnings report is under scrutiny due to a Q4 miss and expected sales growth deceleration. While long-term sales are climbing, margin compression and downward analyst estimate revisions suggest caution. The company's Robo taxi initiative in LA, especially with the Olympics approaching, could be a factor, but the overall outlook points to a sell recommendation.

1 mentions · 0 linked signals

May 5, 2026

Are Earnings Real This Quarter? 3 Hidden AI Stock Picks with Rob Spivey

The discussion focuses on the reliability of current earnings reports and the underlying strength of corporate performance, particularly in the context of AI-driven investments. Experts highlight the importance of proprietary accounting frameworks to cut through noise and reveal true earnings growth. Key areas of discussion include the financing strategies of hyperscalers like Oracle versus Alphabet, Microsoft, and Amazon, the significance of order backlogs for companies like GE Vernova and Bloom Energy, and the critical role of natural gas and grid infrastructure in supporting the AI data center boom. Specific stock mentions include Nvidia, Micron, EQT, PLPC, and Vicor, with analysis on their business models and market positioning.

13 mentions · 9 linked signals

May 4, 2026

The AI Stock Nobody's Watching: Vicor's Hidden Power Play

The creator highlights Vicor (VICR) as an under-the-radar AI stock due to its critical role in power management for data centers. As hyperscalers like Alphabet optimize their LLM operations and chip efficiency, Vicor's technology for stepping down high voltage power to low voltage, high amp levels is essential to prevent frying expensive chips like Nvidia's Blackwell.

4 mentions · 1 linked signals

May 4, 2026

Super Micro Earnings: 171% Sales Growth, Still Bullish

Louis Navellier remains bullish on Super Micro (SMCI) despite its volatility, citing strong sales growth projections (171%), positive analyst revisions, and a significant order backlog. He dismisses concerns about founder-related issues, emphasizing the company's ongoing engineering capabilities and its role in the AI infrastructure market.

1 mentions · 0 linked signals

May 4, 2026

Lucid Earnings: Still No Profit & Saudi Funding at Risk

Lucid is facing significant challenges with declining earnings forecasts and a history of unprofitability, despite sales growth. The company's reliance on Saudi Arabian funding is a key risk, and a potential buyout or alliance is seen as the most viable path forward.

3 mentions · 0 linked signals

May 4, 2026

Shopify Earnings: 30% Growth But Did They Miss Again?

Shopify is showing strong sales and earnings growth, with expanding margins. Despite a past earnings miss, the company has a robust business and the creator is hopeful for a positive surprise in guidance. The creator owns the stock.

1 mentions · 0 linked signals

May 4, 2026

Pfizer Earnings Preview: Still a Dog Stock After COVID?

Louis Navellier expresses a negative outlook on Pfizer, calling it a "dog with fleas" due to stagnant sales growth and declining earnings. He is not interested in the stock despite potential for positive surprises.

1 mentions · 0 linked signals

May 4, 2026

PayPal Earnings: Can They Recover After Q4 Miss?

PayPal missed its fourth-quarter earnings expectations, leading to analyst cuts and a cautious outlook from Louis Navellier. While a potential turnaround exists if the company beats expectations and guides higher, the current business pressures and recent disappointment make him unoptimistic about the stock.

1 mentions · 0 linked signals

May 4, 2026

Eaton Stock: The Hidden AI Data Center Play Before Earnings

Louis Navellier discusses Eaton (ETN), noting its potential as an AI data center play despite recent analyst estimate trims and his past decision to sell the stock due to earnings deceleration. He expresses hope for a positive earnings surprise but emphasizes the need for strong guidance.

1 mentions · 0 linked signals

May 1, 2026

Palantir's Biggest Rival Revealed - Meta Cuts 8,000 Jobs & Stock RALLIES!

The creator discusses the impact of AI on various companies, including Meta and Microsoft, highlighting layoffs as a sign of AI integration and efficiency. The conversation touches on Super Micro Computer (SMCI) and its order backlog amidst rumors, GE Vernova's strong performance driven by data center demand, and Tesla's strategic positioning in the EV market and future robot ventures. The potential impact of AI on productivity and inflation is also explored, along with concerns about the US deficit and the role of new Federal Reserve leadership.

6 mentions · 1 linked signals

May 1, 2026

Mag 7 Earnings Week: Plus One Stock Everyone's Missing

The creator discusses upcoming earnings reports from major tech companies like Amazon, Google, Meta, Microsoft, and Apple, noting their strengths and weaknesses. He also highlights Caterpillar, Chevron, and ExxonMobil, and expresses excitement for CECO and Seagate Technology. The discussion extends to ETFs like SPY and GLD, and energy companies Cenovus Energy and BP, as well as Comfort Systems and Bloom Energy, with a focus on their growth potential and analyst revisions.

20 mentions · 4 linked signals

Apr 24, 2026

4 Tanker Stocks to Buy NOW as Strait of Hormuz Crisis Continues (Up to 346% Earnings Growth!)

The creator discusses the current market conditions, highlighting strong retail sales and corporate buybacks as bullish indicators. He then dives into four specific tanker stocks (Teekay Tankers, International Seaways, Eco Tankers, and Scorpio Tankers) that are benefiting from geopolitical disruptions in the Strait of Hormuz, citing significant earnings growth for each. Additionally, he provides updates on other stocks like Intellicheck, New York Times, Netflix, Super Micro Computer (SMCI), COLL, Elemental Royalty (ELE), and Axon, offering his investment thesis and conviction for each.

10 mentions · 6 linked signals

Apr 24, 2026

13 MAJOR Earnings This Week: Tesla, Boeing, ServiceNow + AI Chip Plays!

The creator discusses upcoming earnings reports for several major companies, including D.R. Horton, 3M, Boeing, Lockheed Martin, GE Vernova, United Airlines, Union Pacific, United Health Group, Lam Research, ServiceNow, Tesla, American Express, and AT&T. The analysis focuses on sales and earnings expectations, analyst revisions, and historical performance, with a particular emphasis on guidance and potential surprises.

12 mentions · 4 linked signals

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