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Market volatility high but near bottom; AI and key stocks to drive recovery, with tactical buys in Alphabet, Boeing, Methanex.

Analyst Insights
29 Mar 2026
Seeking Alpha
View Source
Bullish
pluang ai news

David H. Lerner sees the recent ~16% Nasdaq decline as nearing a bottom amid high market volatility. He advises patient investors to hold quality growth stocks, highlighting AI adoption and productivity gains, especially among the 'Magnificent 7' tech giants, as key drivers for the next market upswing. Lerner is adding to Alphabet due to its AI leadership with Gemini 3 and finds tactical value in Boeing and Methanex. His hedging strategy uses SQQQ and short calls to manage downside risk while positioning for a strong recovery over the next six months or more.

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