Episode
Veteran Investor: 3 stocks Wall Street is IGNORING
- Podcast
- Full Signal
- Published
- Jul 7, 2026
- Duration seconds
- 1322
- Processing state
not_requested- Canonical source
- https://podcasters.spotify.com/pod/show/philrosen/episodes/Veteran-Investor-3-stocks-Wall-Street-is-IGNORING-e3lo4o4
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Summary
Lou Basenese is a veteran market strategist and the founder of The Big Skinny. He joins Phil Rosen on Full Signal to discuss 3 under-the-radar stock picks, buying the dip on chip stocks, and his process for finding biotech and AI investment ideas. 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 - Buying the dip on chips 2:47 - The AI bear case 4:43 - Trimming profits 5:29 - Crowded trades 6:30 - TeraWulf $WULF 10:59 - Navan $NAVN 12:57 - Gain Therapeutics $GANX 15:19 - Biotech acquisition targets 17:35 - How to find obscure stocks 20:31 - Position sizing 21:44 - Follow Lou #podcast #investing #markets #macro #stocks #bitcoin #fed