Louis says buy the AI dip... Jonathan’s trade that pays off even if AI goes rogue again... and Brian with a sector quietly doubling the marketVIEW IN BROWSER
On any given day, there's a headline, a fear, or a worry screaming for your attention. We regularly cover those headlines here, doing our best to separate the signal from the noise so you can keep moving toward your financial goals. But today, let’s forget all the headlines and focus on three actionable ideas from three of our sharpest analysts. The first says last week's AI panic handed you a gift. The second has found a trade that pays off even if AI fears come roaring back. And the third is watching a sector that's quietly crushed the market's return this year. Let's jump in. Idea No. 1: Louis Navellier says the fear is the opportunityAs we covered in last week's Digest, Anthropic CEO Dario Amodei published an essay arguing that AI developers should deliberately slow down to allow more time for safety testing. OpenAI's Sam Altman and Tesla (TSLA) CEO Elon Musk agreed. NVIDIA Corporation (NVDA) CEO Jensen Huang pushed back, saying safety matters, but he doesn't expect self-improving AI to take over the world. Wall Street didn't wait for the debate to resolve. Chip and AI names were sold off as politicians piled on, some calling for heavy-handed regulation that could throttle the AI bull. Legendary investor Louis Navellier, editor of Growth Investor, tackled the panic head-on in last Friday's issue. His frame was an old German proverb:
Fear makes the wolf bigger than he is.
Louis lands in Huang's camp, and his reasoning isn't about sentiment – it's about backlogs and spending. Order books, he notes, are booked solid through 2032. So, the panic reaction, set against the actual data, starts to look a lot like opportunity. As Louis put it:
I view [last] week's dip as a great buying opportunity, especially in our fundamentally superior AI and data center stocks.
The numbers are on his side. Fresh figures from global research firm Gartner this month put global AI spending on track to jump nearly 50% this year, to $2.67 trillion. AI infrastructure alone accounts for $1.48 trillion. Overall, AI spending is projected to climb to $3.64 trillion in 2027. From Gartner:
The buildout of AI data center capacity is the largest infrastructure project humanity has ever undertaken.
That's the disconnect Louis is flagging for his readers: headlines pointing down, fundamentals pointing up. So, how is Louis playing it? One of his September Top Stocks is SanDisk Corporation (SNDK), a leader in the NAND flash memory that data centers can't run without. It grew revenue 175% in fiscal 2026, with datacenter revenue up 437% and full-year earnings up an eye-watering 2,397%. That's the accelerating earnings momentum, Louis says, that makes last week's pullback a discount, not a warning. As you can see below, SNDK is up almost 600% year to date. But more importantly for investors considering a new position today, it’s on the verge of breaking through recent resistance. If it pushes through on heavy volume, the ensuing gains could snowball fast. 
Bottom line: when the crowd panics and dumps the market's strongest AI names, Louis is a buyer, not a seller. He fully expects fundamentally superior stocks like SanDisk to shake off the fear and keep climbing as the dust settles. For the rest of the top-shelf AI stocks that Louis holds in his Growth Investor portfolio, click here to learn about joining him.
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Behind the scenes, America's top AI scientists have been hard at work. They've been building a new category of AI-powered device so powerful… It could trigger something AI scientists call an "intelligence explosion…" A sudden 360-fold acceleration in major AI-powered breakthroughs. That means it'd shrink AI breakthrough times from 3 years… down to 3 days. In the process, it's poised to spark a $100 trillion reset of the AI markets… starting THIS YEAR. That's why Louis Navellier believes this event could send certain AI stocks tumbling… while creating a new generation of AI millionaires and billionaires. And with September 29 quickly approaching, he says investors should get in position now for the chance to see the best gains. See the #1 stock he believes could benefit — including the name and ticker — before September 29. |
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Idea No. 2: Jonathan Rose and the trade that the AI panic just superchargedHere's another area where last week's fear is turning into opportunity. All that AI-safety alarm – Anthropic researcher Jacob Coxon's viral exit, senior researchers putting the odds of catastrophe in double digits, politicians from Bernie Sanders on down demanding a pause – has Wall Street waking up to a reality… If AI is powerful enough to be dangerous, then the tools to defend against it just became mission-critical. And that means cybersecurity is suddenly one of the most talked-about trades on the Street. Our trading expert, Jonathan Rose, editor of Masters in Trading Live, was highlighting this for his readers here well before the crowd showed up. And the beauty of his thesis is that it doesn't hinge on the panic being right or wrong. AI is a double-edged sword: the same technology racing through corporate America is also arming attackers with faster, cheaper, autonomous attacks. That turns security from a nice-to-have into a bill companies can't stop paying. Here again, the numbers are huge – Gartner sees global information security spending hitting roughly $249 billion this year and about $373 billion by 2030 – and the fastest-growing slice, “securing AI,” barely existed 18 months ago. Jonathan calls it “a multi-year, structurally funded spending supercycle.” So, what's Jonathan's top pick for new money? Palo Alto Networks (PANW). Here’s his quick take:
It has the scale of CrowdStrike… and it still trades at a discount to CRWD. It's the best risk-adjusted way to own the theme.
Speaking of CrowdStrike (CRWD), Jonathan rates it as the best business in the group but warns it's priced for perfection. So, it’s a name he'd rather buy on a pullback than chase here. That's just two of the 15 cybersecurity leaders that Jonathan ranks, sorted by the role each plays in your portfolio: blue-chip veterans for core exposure, high-growth disruptors for firepower, and under-the-radar value plays where asymmetric setups hide – plus three ETFs for one-click exposure. His bottom line:
The AI era needs defending. These are the companies getting paid to do it.
If you want to see the full list, you can access it for free after signing up for Jonathan’s Masters in Trading Live service. This is where he holds his free livestreams at 11 a.m. ET every market day, profiling trading ideas on his radar, walking through entries and exits, and handing out plenty of tickers in real time. Best of all, it’s free. You can sign up right here. Idea No. 3: The sector quietly crushing the market – and the AI tradeFinally, let’s turn to a corner of the market that's been crushing both the S&P and the AI trade this year – and many investors have no idea. Senior Analyst Brian Hunt, editor of the free daily newsletter Money & Megatrends has spent all year urging readers to take advantage of one in particular: genomics. The chart below shows why… Year-to-date, the ARK Genomic Revolution ETF (ARKG) – a proxy for the genomics trade – is up 81% (black in the chart below), trouncing the S&P 500's 13% gain (in green) and even lapping the 29% gain in Global X Artificial Intelligence & Technology ETF (AIQ) (in blue), a solid proxy for the broad AI trade. 
And this outperformance is accelerating… Last Thursday, ARKG surged 8.5% in a single session to a fresh 52-week high, powered by testing firms Natera (NTRA) and Illumina (ILMN) plus a 14% pop in AI-healthcare name Tempus AI (TEM). It hasn’t stopped since then. As I write on Tuesday, ARKG is pushing into fresh 52-week-high territory. Circling back to AI, Brian sees genomics being a massive beneficiary of new superintelligence. AI has the potential to analyze genes and simulate treatments at a scale no lab ever could. Here's Brian with what that means:
This will put medical innovation into overdrive… and create many big stock market winners.
The gains under the surface are already big. Since Brian's October 2025 recommendation, ARKG has jumped more than 60% – but individual names have run much further: Natera up more than 100%, Illumina up roughly 150%, synthetic-DNA firm Twist Bioscience (TWST) up about 400%, and tools maker 10x Genomics (TXG) climbing more than 500%. Don’t sleep on this sector. For the simplest way to play it, Brian points to ARKG itself, with Tempus AI as its marquee holding. Here's his read on where it goes:
It's increasingly looking like genomics is being painted with the "AI brush," a development that can turbocharge any trend or stock here in 2026…
Ten years from now, medicine will be transformed… and a lot of money will be made along the way.
Brian’s full issue has more tickers to consider, and you can get them – and his full analysis – for free. His Money & Megatrends issues deliver actionable insights loaded with stock ideas every day the market is open – all 100% free. You can sign up right here. Coming full circleLouis says the fear is the setup – buy the top-tier, fundamentally strong AI names that Wall Street is dumping. Jonathan is positioning his readers in the leaders who will defend us if AI goes rogue again. And Brian says not to forget the sector quietly outgunning them all. Bottom line: There will always be a reason to worry – a “wolf to fear” in the market. But fear and opportunity usually show up looking quite similar, so the trick is learning to tell them apart – and that's what today's three ideas are all about. Invest accordingly. Have a good evening, Jeff Remsburg P.S. We opened today with Louis Navellier, so it's fitting he gets the last word too. Beyond buying the AI dip, he's watching the calendar closely. He believes an unusual market event could begin before the November 3 midterms — and history gives it a 92% precedent going back to 1925. He and Marc Chaikin will explain what they see during Midterm Mayhem on Tuesday, September 29, at 10 a.m. ET. You'll also get two stocks they like and two they believe investors should avoid. Reserve your free spot here. |
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