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Editor’s Note: Louis Navellier, the quant legend who recommended Nvidia in 2005, just ran a live AI demo that left his research team stunned. Click here to watch it now or read more below.

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Dear Reader,

I put the paid version of ChatGPT head-to-head against the FREE version of Elon’s Grok.

It wasn’t even close.

Grok produced dozens of picture-perfect results while ChatGPT struggled to conjure even one.

But what really floored me wasn’t the demo itself. It’s what’s behind the technology.

In just 19 days, Elon built a system that Oracle executives said was impossible. He connected 200,000 GPUs in a 114-acre facility on the Tennessee-Mississippi state line — and created what Nvidia’s CEO calls “superhuman” AI.

Competitors are literally flying spy planes overhead to figure out how he did it.

Watch my live demo and see the stock at the center of Elon’s AI breakthrough.

And one tiny company’s technology was central to the entire feat. And it’s 49 times smaller than Tesla.

The last time a tech shift this big created new supply chain winners, early investors had the chance to see extraordinary gains. Lithium Americas: 1,452%. NIO: 1,755%.

Blink Charging: 3,648%. All in under two years. Click here to watch my live demo and get the full details in this free briefing — including the name and ticker of this stock.

Regards,

Louis Navellier

Senior Investment Analyst, InvestorPlace

P.S. The last time my system helped me identify a company this deeply embedded in a major tech buildout, early investors had a shot at 3X returns within 18 months.

This one’s even more deeply positioned. Watch the demo and get the ticker in this free briefing before this story breaks wide.

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Friday’s Featured Article

3 Agriculture Stocks to Buy as Food Inflation Stays Elevated in 2026

Authored by Chris Markoch. Posted: 4/20/2026. 

Key Points

• Food inflation is expected to remain above the historical average in 2026, creating tailwinds for agricultural commodity-linked stocks.
• Deere is benefiting from precision agriculture adoption and improving equipment demand at a cyclical turning point.
• Mosaic and Nutrien offer leveraged exposure to rising fertilizer prices, though input cost volatility remains a key risk.
• Special Report: Your book is inside (From Profits Run)

In theory, inflation should self-correct. That is when the price of goods and services gets too high; sales drop off to a point where the supply-demand cycle returns to balance. In the real world, however, inflation gets sticky because some goods and services — like food and gasoline — are hard for consumers to avoid.

To illustrate this, the USDA’s Economic Research Service has projected overall food prices to rise 3.6% in 2026. That’s above the 20-year average and well above the Federal Reserve’s 2% target.

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It would be easy to blame grocery stores, but they operate on razor-thin margins, so that argument doesn’t hold. The problem is more structural and stems from several independent factors.

For example, food prices have been accelerating because of higher commodity costs. Just when there were signs prices were abating, the conflict in the Middle East pushed energy prices higher, which increased input costs.

All of this means food prices aren’t coming down anytime soon. That’s a challenge for consumers but an opportunity for investors to buy agriculture stocks positioned to benefit from the disruption.

Positioned at the Cycle Bottom, Primed for the Turn

Deere & Co. (NYSE: DE) is an example of why investors should favor best-in-class stocks. Long before the downturn in the agriculture cycle, Deere invested in precision technology — including autonomous vehicles and artificial intelligence — anticipating future demand.

Despite the sector’s headwinds, Deere is seeing benefits. Used large-tractor inventories are down more than 40% from a peak in early 2025, leaving room for new equipment. And 80% of new combine orders now include Deere’s highest-tier automation package, suggesting farmers are committed to precision agriculture. Deere is also getting a tailwind from infrastructure demand, including for data centers.

That helps explain why DE stock is up more than 30% over the past 12 months and over 25% year-to-date in 2026. In the two years before that period, the stock’s total return was 18%.

Analysts have a consensus price target of $655.45 on DE stock, which still offers some upside as of April 14. That pairs with a dividend that yields about 1.1% and an annual payout of $6.48 per share.

A Deep-Value Stock at a Cyclical Inflection Point

The Mosaic Company (NYSE: MOS) is one of the world’s leading producers and marketers of concentrated phosphate and potash crop nutrients. It shouldn’t be a surprise that MOS was down about 10% in the 30 days ending April 16, as fertilizer prices are expected to rise while critical inputs face transport disruptions through the Strait of Hormuz.

Mosaic is highly sensitive to sulfur costs. Analysts forecast that every $10-per-ton increase in sulfur prices will trim approximately $10 million from Mosaic’s quarterly EBITDA.

That margin squeeze could offset any benefit Mosaic might gain from China’s National Development and Reform Commission announcing a dual-track pricing model that effectively restricted phosphate exports until at least August.

Analysts are neutral to bearish, with a consensus Hold rating and a $30 price target, implying roughly 20% upside. MOS is attractively valued at around 14x trailing earnings and about 12x forward earnings. Those multiples could fall further if the company delivers stronger 12-month earnings growth than the 7.8% currently forecast.

The World’s Largest Potash Producer, Firing on All Cylinders

Nutrien (NYSE: NTR) is a solid momentum play. The company generated net earnings of $2.30 billion for the full year 2025, driven by higher net selling prices for fertilizer, record upstream fertilizer sales volumes, and stronger retail earnings.

That performance helped lift NTR nearly 35% over the past 12 months and about 15% year-to-date in 2026. The company’s scale — potash mines in Saskatchewan, nitrogen facilities across North America, and a large direct-to-farmer retail network — positions the Canadian-based company for further growth in 2026.

Natural gas prices, affected by disruptions near the Strait of Hormuz, are central to producing ammonia, a key input for the nitrogen fertilizers Nutrien makes. 

However, Nutrien is better positioned than most peers to absorb higher gas costs because of its North American production base, and it benefits on pricing when global nitrogen markets tighten.

NTR looks attractively valued at around 15x earnings. Analysts have a consensus rating of Hold, but sentiment has been warming, with several analysts raising price targets in April.

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