# 2 sectors to BUY NOW with stocks at records! | Frank Cappelleri

Page: https://stenobird.com/podcast/full-signal-7568617/2-sectors-to-buy-now-with-stocks-at-records-frank-cappelleri
Text version: https://stenobird.com/podcast/full-signal-7568617/2-sectors-to-buy-now-with-stocks-at-records-frank-cappelleri.md
Podcast: [Full Signal](https://stenobird.com/podcast/full-signal-7568617)
Published: 2026-04-20T12:00:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/philrosen/episodes/2-sectors-to-BUY-NOW-with-stocks-at-records---Frank-Cappelleri-e3i551i
Audio file: https://anchor.fm/s/10b3e31fc/podcast/play/118706674/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-3-19%2F422402355-44100-2-b786c91da3bd4.mp3
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JSON: https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/2-sectors-to-buy-now-with-stocks-at-records-frank-cappelleri
Duration seconds: 1467

## Resource

Frank Cappelleri is a veteran market technician and the founder of CappThesis. He joins Phil Rosen on Full Signal to discuss the S&P 500 path to 7,400, the rotation back into technology and financials, the bullish setup in software after the worst month since 2008, why oil and the 10-year yield are moving in lockstep, and how bitcoin and ethereum are now trading in sync with the software trade. This episode is sponsored by Public: https://public.com/openingbell Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - Intro 0:20 - S&P 500 7,400 3:21 - Liberation Day similarities 3:51 - Technology ready to lead 4:52 - XLK vs XLE ratio chart 7:10 - Price action vs headlines 8:39 - 10-year yield and oil 10:51 - Software's bullish setup 13:57 - Charts vs fundamentals 15:23 - Most bullish sectors 16:44 - Outlook for rest of 2026 17:28 - Sectors to avoid 19:45 - What clients fear most 21:42 - Software trade setup 22:54 - Bitcoin and ethereum Disclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. #podcast #investing #markets #macro #stocks #bitcoin #fed

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## Transcript

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