Episode
3 AI stock picks NO ONE talks about! | Lou Basenese
- Podcast
- Full Signal
- Published
- Apr 21, 2026
- Duration seconds
- 1390
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- https://podcasters.spotify.com/pod/show/philrosen/episodes/3-AI-stock-picks-NO-ONE-talks-about---Lou-Basenese-e3i5ev3
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Summary
Lou BasaneseLou Basenese is a veteran market strategist and the founder of The Big Skinny. He joins Phil Rosen on Full Signal to unpack his most bullish stock ideas across technology and AI, why the energy sector still looks compelling, the outlook for frothy IPOs, how AI has reshaped the labor market, and the opportunities in small-cap biotech. 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 - Energy is still a buy 4:30 - 3 under-the-radar stocks 6:08 - Allbirds AI pivot 8:29 - SpaceX and Anthropic IPO warning 12:11 - Brutal track record of space IPOs 13:25 - CEOs lying about AI layoffs 17:00 - Labor market risks 19:26 - AI is bifurcating the workforce 21:20 - Favorite corner of market 22:51 - Follow Lou's work 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