By Jeff Remsburg
Publication Date: 2026-06-12 21:00:00
The biggest gains often come after the scariest pullbacks.
Everyone wants to find the next Nvidia – legendary investor Louis Navellier thinks a better question might be: Can you hold it once you do?
In today’s Friday Digest takeover, Louis explains why today’s AI boom reminds him of the internet buildout of the late 1990s. Not because he sees a bubble, but because he sees the same mix of massive infrastructure spending, rapid growth, and investors getting shaken out by volatility.
He highlights several companies benefiting from the AI buildout beyond the usual headline names and argues that the opportunity remains much broader than most investors realize.
Most importantly, Louis says the biggest challenge isn’t identifying the trend – it’s staying invested when the market gets choppy.
If you missed it, he expanded on these ideas in a presentation with TradeSmith CEO Keith Kaplan this past Wednesday, where the two discussed a new AI-powered approach to navigating volatility. You can watch the replay right here.
Bottom line: If Louis is right, the investors who benefit most from the AI boom won’t be the ones who find the trend first – but the ones who stick with it.
I’ll let Louis take it from here.
Have a good evening,
Jeff Remsburg
“How much would it cost me to buy you?”
That’s how Cisco Systems Inc. (CSCO) CEO John Chambers greeted the founder of telecom startup Cerent Corp. in 1999.
Not his…
