# Buy these stocks for the bull market's NEXT leg! | Jay Woods

Page: https://stenobird.com/podcast/full-signal-7568617/buy-these-stocks-for-the-bull-market-s-next-leg-jay-woods
Text version: https://stenobird.com/podcast/full-signal-7568617/buy-these-stocks-for-the-bull-market-s-next-leg-jay-woods.md
Podcast: [Full Signal](https://stenobird.com/podcast/full-signal-7568617)
Published: 2026-04-28T12:00:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/philrosen/episodes/Buy-these-stocks-for-the-bull-markets-NEXT-leg---Jay-Woods-e3iiclu
Audio file: https://anchor.fm/s/10b3e31fc/podcast/play/119140478/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-3-27%2F422996324-44100-2-5537ced986701.mp3
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JSON: https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/buy-these-stocks-for-the-bull-market-s-next-leg-jay-woods
Duration seconds: 2092

## Resource

Jay Woods is the chief market strategist at Freedom Capital Markets. He joins Phil Rosen on Full Signal to discuss why the lows are in for the S&P 500 in 2026, the historic semiconductor streak lifting Nvidia and the chip names, why this AI rally is nothing like the dot com bubble, and the sectors he's buying — and avoiding — for the rest of the year. 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 0:30 - Record highs, ugly sentiment 2:30 - Jay's 2026 S&P 500 target 4:41 - Mag 7 earnings 5:12 - Meta, Microsoft on the ropes 7:10 - Alphabet, Amazon, Apple 8:18 - Nvidia at $5 trillion 10:43 - 18-day chip streak 13:12 - Retail vs institutional buying 14:35 - No dot com bubble 17:30 - What could derail the bull 17:51 - AI eating college grad jobs 19:32 - Fed outlook 23:45 - Best sectors to buy now 29:04 - Sectors to avoid 31:35 - Why tech isn't a top pick 33:17 - Follow Jay 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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