Louis Navellier made a surprise buy of Apple (AAPL) based on excitement for the folding iPhone, believing it will be a hit despite Apple not ranking as high as his other stocks.
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Nvidia Reports Today — But Louie Just Made a Surprise Buy
The creator discusses the potential impact of tariffs on auto stocks like GM and Ford, advising against trimming positions despite the threat. He then shifts focus to Nvidia, highlighting a potential price increase for GPUs and expressing strong optimism for the company's upcoming earnings, reiterating his buy recommendation for both Nvidia and Micron, with price targets for Nvidia.
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Oracle (ORCL) is not recommended by Louis Navellier due to margin compression, although sales and earnings growth are positive and analysts have raised estimates.
Louis Navellier recommends TTM Technologies (TTMI), citing strong sales and earnings growth forecasts, positive analyst estimate revisions, and a good surprise history.
Louis Navellier advises avoiding Luma (LU) due to declining sales and earnings forecasts, and analysts lowering estimates.
The creator expresses strong conviction in Super Micro Computer (SMCI), highlighting its spectacular forecasted sales and earnings, its role as a key Nvidia customer, and predicting it could at least double from current levels.
Intel is mentioned in comparison to other AI chip makers like Nvidia, AMD, and Cerebras.
Nvidia is a screaming buy with spectacular earnings growth expected, driven by a 15% GPU price increase, and is projected to reach $300 by year-end and $500 by the decade's end.
Ford is very dependent on Canada for aluminum body panels and engine blocks, making it vulnerable to tariff threats.