# Top Investment Strategist: 9 stocks to BEAT the S&P 500 in the AI boom!

Page: https://stenobird.com/podcast/full-signal-7568617/top-investment-strategist-9-stocks-to-beat-the-s-p-500-in-the-ai-boom
Text version: https://stenobird.com/podcast/full-signal-7568617/top-investment-strategist-9-stocks-to-beat-the-s-p-500-in-the-ai-boom.md
Podcast: [Full Signal](https://stenobird.com/podcast/full-signal-7568617)
Published: 2026-07-14T12:00:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/philrosen/episodes/Top-Investment-Strategist-9-stocks-to-BEAT-the-SP-500-in-the-AI-boom-e3m1p0d
Audio file: https://anchor.fm/s/10b3e31fc/podcast/play/122790349/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-13%2F427898524-44100-2-f3ca9cf355c1f.mp3
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JSON: https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/top-investment-strategist-9-stocks-to-beat-the-s-p-500-in-the-ai-boom
Duration seconds: 2300

## Resource

Jessica Inskip is the director of research for StockBrokers.com and a leading financial commentator. She joins Phil Rosen on Full Signal to discuss the AI CapEx boom and earnings outlook, the interconnectivity theme reshaping financial markets, specific stocks she likes right now, trading options for income, and how she would build a new portfolio from scratch today 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 - Earnings expectations 2:59 - CapEx as recession signal 7:36 - Earnings vs. bubble fears 8:24 - Big Tech getting cheaper 9:40 - 2-year note warnings 12:21 - Contrarian bull case 14:33 - ROI on $1 trillion Capex 16:41 - Interconnectivity theme 20:09 - Robinhood, Circle, Coinbase, ICE 24:12 - Options for income 27:15 - Oracle, Palantir, Micron 28:42 - Building a new portfolio 32:21 - Liquidity blind spot 37:06 - Follow Jess #podcast #investing #markets #macro #stocks #bitcoin #fed

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## Transcript

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