# 4 stocks to BUY NOW as AI takes OVER! | Lou Basenese

Page: https://stenobird.com/podcast/full-signal-7568617/4-stocks-to-buy-now-as-ai-takes-over-lou-basenese
Text version: https://stenobird.com/podcast/full-signal-7568617/4-stocks-to-buy-now-as-ai-takes-over-lou-basenese.md
Podcast: [Full Signal](https://stenobird.com/podcast/full-signal-7568617)
Published: 2026-06-02T12:00:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/philrosen/episodes/4-stocks-to-BUY-NOW-as-AI-takes-OVER---Lou-Basenese-e3k74cd
Audio file: https://anchor.fm/s/10b3e31fc/podcast/play/120868685/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-1%2F425324929-44100-2-f35deff47712d.mp3
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JSON: https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/4-stocks-to-buy-now-as-ai-takes-over-lou-basenese
Duration seconds: 1209

## Resource

Lou Basenese is a veteran market strategist and the founder of The Big Skinny. He joins Phil Rosen on Full Signal to discuss the SpaceX IPO, Tesla, small-cap biotech stocks, and under the radar stock picks. 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 - SpaceX IPO Hype 0:53 - Valuation And Merger Talk 3:08 - Space Stocks Hype Cycle 4:06 - Finding Space Suppliers 5:18 - AI Transforms Biotech 7:31 - Best Biotech Exposure 9:14 - GLP 1 Long Term Risks 12:24 - Small Cap Biotech Picks 14:50 - Energy Refiners Trade 17:25 - Teradyne AI Pick 19:13 - Barbell Investing Wrap 19:56 - Where To Follow Lou 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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