Investment manager Louis Navellier is back with an urgent warning about an upcoming “AI Reset.”
An “AI Black Swan” could engineer something far more powerful than ChatGPT, Claude, Gemini, and even Elon Musk’s Grok, while sending one obscure stock soaring.
The Teaser
Do not buy or sell AI shares until you've seen this message, that's host Chris Hurt's ominous words to kick off this teaser.
Louis Navellier is the Chairman and Founder of the asset management firm Navellier & Associates and, as we know, a prolific newsletter writer.
We have previously reviewed his Stage 2 AI Stocks and AI Revolution Stocks teasers.
At the center of this one is a technological breakthrough so powerful, it compares to the creation of the atom bomb in 1945!
That's quite the comparison.
However, Louis says it has nothing to do with the latest large language model (LLM), a potential AI bubble, or a rotation into HALO assets (heavy assets with low obsolescence).
Instead, it's about a new category of device with even more disruptive power.
A Scientific Instrument for the Ages
The origins of this device start in South Florida at President Trump’s Mar-a-Lago club of all places.
At a meeting that was attended by tech big wigs, financiers, and scientists, the future roadmap for AI development was laid out.
It happened just 48 hours after Trump signed Executive Order 14363, which launched The Genesis Mission.
The purpose of the mission is as follows:
Launching a coordinated national effort to unleash a new age of AI accelerated innovation and discovery that can solve the most challenging problems of this century
This is being carried out by creating the biggest, baddest, supercomputer ever invented and one company is mission critical to it's establishment.
The Pitch
It's name is only revealed inside a report called The Golden Dawn Portfolio: 7 Stocks to Profit from Trump’s AI Master Plan.
In typical newsletter teaser fashion, we'll need a subscription to Louis Navellier’s Growth Investor newsletter to get our hands on a copy.
This would cost us $49 upfront for the first year (normally $499) and includes a 90-day money-back guarantee.
What in the World is an AI Black Swan?
By definition, a black swan, not the bird, but the theory, is a high-impact event that is highly improbable under otherwise normal circumstances.
This is what Louis is teasing here, a breakthrough that has yielded a supercomputer orders of magnitude more powerful than today's leading commercial supercomputer, xAI's Colossus.
How is this possible?
By linking multiple supercomputers, nine to be exact, to power one new AI megacomputer dubbed “Golden Dawn.”
All of these supercomputers are federal government creations with names that sound like classic cable channels:
- Lux
- Minerva
- Tara
- Janus
- Discovery
- Eagle
- Frontier
- Aurora
- El Capitan
The last of these, El Capitan, which is located at the Lawrence Livermore National Laboratory (LLNL) in California, already holds the title of world's most powerful supercomputer.
When combined with the others, it could blow a hole in the universe.
I'm exaggerating a bit with the last paragraph, but linking the world's most powerful supercomputers together like Thanos collecting all the infinity stones will have massive ramifications.
One of these will be the creation of “AI Superagents.”
These are autonomous agents that can not only perform tasks more intelligently than today's current crop of agents, but they will also be able to iterate on themselves, essentially making themselves smarter without any additional human input needed.
But before Golden Dawn can come to life and conquer us all, there's one problem it must first overcome.
The Strawberry Problem
About halfway through the hour and twelve-minute long video presentation Louis demonstrates AI's current strawberry problem.
He whips out his phone and asks ChatGPT how many r's there are in the word strawberry.
In response, GPT quickly replies two!
This is the “strawberry” or precision problem in a nutshell, as today's agents like ChatGPT, Claude, and Grok are seriously fast, but they all lack the precision necessary for making rigorous scientific and engineering calculations.
After all, if you can't trust it to spell strawberry, how can you ever trust it to operate on you?
The solution is a new chip that will power “Golden Dawn“, taking care of the precision problem once and for all, and the company making it is Louis' top “AI Reset” pick.
Revealing Louis Navellier's AI Reset Stocks
How we can actually profit from the reset and the coming “AI Black Swan” solution are only mentioned in passing to close the teaser.
Here is what we know:
- One company has built a next-generation AI chip.
- It is tailor-made for “training massive AI models, including scientific simulations.”
The chip, an MI355X Accelerator, and the chipmaker behind, is revealed as Advanced Micro Devices Inc. (Nasdaq: AMD).
But Louis doesn't stop here, he also teases a second and third “AI Reset” stock:
- An obscure Agentic AI company working on Golden Dawn slated for a $190 billion cash infusion
Based on this lone clue, this sounds like it could be CoreWeave Inc. (Nasdaq: CRWV).
- CoreWeave is an agentic AI company, it is relatively obscure compared to bigger names, and it joined The Genesis Mission last year, supplying AI cloud infrastructure to support advanced workloads.
The final “AI Reset” stock…
- Empowers “Golden Dawn” to create new “designer” molecules for fusion energy, curing cancer, and powering quantum computers.
Very vague, but Louis may be referring to IonQ Inc. (Nasdaq: IONQ).
- IonQ's quantum hardware and software solutions empower next-gen supercomputers and it is a confirmed holding of Louis' Navellier & Associates.
Make 1,000% or more in the next few months?
Louis' teaser touches on a lot of points, a potential AI Black Swan in the form of an upcoming megacomputer and accelerated innovation as a result.
This is real, as he's referring to the Solstice and Equinox systems currently under development by the Department of Energy (DoE), in collaboration with Nvidia and Oracle.
However, once we get past the hype, it's a new version of an older teaser that is a play on the second layer of the AI stack – chips and computing.
This overall theme could net a 10-bagger return, but over a longer term, as AI must first address it's serious energy shortage and efficiency problem.
Even the world's most powerful megacomputer running on the most advanced compute stack and chips is utterly useless if there's no way to reliably power it.
Having said that, which one of Louis' “AI Reset” picks is the best bet?
AMD is solid, but overpriced, at a current price/earnings of nearly 140.
IonQ isn't likely to be in the black until 2030 or so based on projected R&D spending and scaling costs.
This leaves CoreWeave, which isn't profitable yet either, but it's consensus breakeven projection is 2027, so much more near-term.
It's massive compute leasing backlog supports such projections, but only if such revenue materializes.
Overall, Louis' teaser and picks are standard fare, long on potential, short on substance.
Quick Recap & Conclusion
- Louis Navellier is warning about an imminent “AI Black Swan” creating a new kind of devicd that will leapfrog ChatGPT, Claude, Gemini, and even Elon Musk’s Grok, while sending one obscure stock soaring.
- Louis is teasing a new AI megacomputer dubbed “Golden Dawn” that is currently under construction and it will require an advanced chip to function.
- The name of the chipmaker is only revealed in a report called The Golden Dawn Portfolio: 7 Stocks to Profit from Trump’s AI Master Plan. To get our hands on a copy, we'll need a subscription to Louis Navellier’s Growth Investor newsletter, which costs $49 upfront for the first year (normally $499).
- The chipmaker was revealed as Advanced Micro Devices Inc. (Nasdaq: AMD) and we were also able to reveal two more of Louis' “AI Reset” picks for free as CoreWeave Inc. (Nasdaq: CRWV) and potentially, IonQ Inc. (Nasdaq: IONQ).
- AMD is expensive, IonQ is still scaling, leaving CoreWeave as the best option for a potential near-term bump.
What are the best AI chip and compute plays? Leave your suggestions in the comments.