Source Post

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.

Linked Mentions

Tickers discussed in this post

AAPLBullishMedium ConvictionSignal-backedPrimary

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.

ORCLNeutralMedium ConvictionSignal-backedSecondary

Oracle (ORCL) is not recommended by Louis Navellier due to margin compression, although sales and earnings growth are positive and analysts have raised estimates.

TTMIBullishHigh ConvictionSignal-backedPrimary

Louis Navellier recommends TTM Technologies (TTMI), citing strong sales and earnings growth forecasts, positive analyst estimate revisions, and a good surprise history.

LUBearishHigh ConvictionSignal-backedPrimary

Louis Navellier advises avoiding Luma (LU) due to declining sales and earnings forecasts, and analysts lowering estimates.

SMCIBullishHigh ConvictionSignal-backedPrimary

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.

INTCNeutralLow ConvictionResearch Only

Intel is mentioned in comparison to other AI chip makers like Nvidia, AMD, and Cerebras.

NVDABullishHigh ConvictionSignal-backedPrimary

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.

FNeutralMedium ConvictionSignal-backedSecondary

Ford is very dependent on Canada for aluminum body panels and engine blocks, making it vulnerable to tariff threats.

Linked Signals

Tracked calls opened from this post

NVDA
buy opened Aug 26, 2026
+3.95%
SMCI
buy opened Aug 26, 2026
-6.15%
TTMI
buy opened Aug 26, 2026
-27.33%
LU
sell opened Aug 26, 2026
-531.97%