This 50-Year Quant Sees the Next Phase of the AI Trade VIEW IN BROWSER By Michael Salvatore, Editor, TradeSmith Daily Markets went pear-shaped this week. And wait till you hear the reason why… Wall Street is gripped by an overwhelming narrative right now. Basically, the idea is AI models have become so good, they’re destroying a huge chunk of the software companies that make up one-third of the tech-heavy Nasdaq 100 index. The same companies that were once its biggest winners. In an instant, the ground has shifted beneath our feet. A trillion dollars in value has been wiped out. And few have the wits to call what’s coming next. That’s why this week’s conversation with Louis Navellier is so worth your time. Louis isn’t new to volatility. He’s been navigating it for nearly five decades – building quantitative stock models back in the late 1970s, long before “quant investing” was even a term. In this interview, Louis explains why everything we’re seeing today is just a dress rehearsal for NVIDIA’s earnings report on Feb. 25. We dig into: - Why NVIDIA can “beat” earnings and still stall
- Why software stocks are getting hit – even with strong fundamentals
- Where leadership is quietly shifting beneath the surface
- Why small- and mid-cap stocks are starting to outperform
- And how energy, data-center infrastructure, and materials are becoming critical to the next phase of AI
Along the way, Louis connects dots most investors miss – from AI job displacement, to natural gas demand, to why data centers are now building their own power plants. Louis has probably the highest ideas-per-minute ratio of anyone I’ve ever talked to. So be ready to take notes in our 20-minute interview below… I promise you’ll thank yourself at the opening bell on Monday. 
Louis goes even deeper on this critical theme in his newly released presentation, The AI Dislocation. In it, he explains why NVDA’s coming earnings could mark a critical turning point for AI investors. And how he’s positioning ahead of that shift using the same Stock Grader system he’s relied on through every major tech cycle. Plus, he’ll help you identify which stocks are vulnerable… and which are set up to thrive as the market transitions into AI’s next stage. If you want to see exactly how Louis is applying this framework right now – and the specific opportunities he’s targeting – you can watch the full presentation here. To building wealth beyond measure, 
Michael Salvatore
Editor, TradeSmith Daily | Recommended Link | | | | “Internet changes everything!” they said. Today: “AI is unstoppable!” they say. When everyone agrees, the market is most fragile. A Wall Street veteran who warned about housing on 60 Minutes before the crash sees the same pattern now. Not because AI isn’t real – but because unanimity creates fragility. See his urgent warning here. |  | | | 
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