The creator mentions their channel, Navellier Market Buzz, as the official source of information and warns against impersonators.
Source Post
September Stock Market Warning: Don’t Buy the Dip Too Early
Aug 19, 2026
The creator discusses the current market sentiment, noting that memory stocks are driving the AI trade higher. Despite concerns about rising bond yields, the creator believes these are seasonal and will be resolved at Jackson Hole. The discussion also touches on a hedge fund's heavy concentration in Micron and SanDisk, and the market's resilience as money is reshuffled into other sectors like energy, materials, and pharma, indicating market breadth and power are improving.
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Nvidia is the creator's largest holding, and Jensen Huang is considered bulletproof despite some criticisms.
Super Micro Computer is also a fundamental A stock that the creator is holding due to its strong fundamentals.
The creator disagrees with shorting Palantir (PLTR), stating he would not short a stock with very strong sales and earnings.
Intelliche (IDN) had earnings in line with estimates and slightly better sales, but slipped to a D rating, though its fundamental grade remains very good, warranting a close eye and a potential sell on a bounce.
Broadcom (AVGO) has strong sales and earnings forecasts, and despite a C rating in stock grader, its fundamental grade is outstanding, making it a solid hold.
Microsoft is mentioned as enabling OpenAI to be monetized by providing more computing power.
A hedge fund had a significant portfolio concentration (56%) in Micron and SanDisk, highlighting the risk of leverage even with good stock picking, as seen when the fund was rescued by Citadel.
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