# Top Investment Chief: 7 stocks to BUY for the AI SUPERCYCLE

Page: https://stenobird.com/podcast/full-signal-7568617/top-investment-chief-7-stocks-to-buy-for-the-ai-supercycle
Text version: https://stenobird.com/podcast/full-signal-7568617/top-investment-chief-7-stocks-to-buy-for-the-ai-supercycle.md
Podcast: [Full Signal](https://stenobird.com/podcast/full-signal-7568617)
Published: 2026-08-13T12:00:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/philrosen/episodes/Top-Investment-Chief-7-stocks-to-BUY-for-the-AI-SUPERCYCLE-e3naugi
Audio file: https://anchor.fm/s/10b3e31fc/podcast/play/124139474/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-7-12%2F429736490-44100-2-2449c4cccbaac.mp3
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JSON: https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/top-investment-chief-7-stocks-to-buy-for-the-ai-supercycle
Duration seconds: 2056

## Resource

Kenny Polcari is chief market strategist at SlateStone Wealth, an independent wealth advisor. He joins Phil Rosen on Full Signal to discuss why he thinks the AI cycle is still early, the risk of circular dealmaking, how the Iran conflict runs from oil to stock valuations, and the specific stocks he owns right now. This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/ 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 - Early innings of AI 2:26 - Circular AI economy 7:23 - $5 trillion ROI question 8:22 - Iran, oil and inflation 14:34 - What clients are worried about 15:34 - September weakness 17:59 - What would break the bull case 18:52 - What pushes yields higher 20:02 - Favorite sectors and names 21:30 - Cybersecurity 22:56 - JPMorgan 26:10 - Microsoft 28:55 - Verizon 30:34 - ASML 31:47 - NVDA 33:28 - Follow Kenny #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed

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