# Veteran Investor: 3 stocks Wall Street is IGNORING Page: https://stenobird.com/podcast/full-signal-7568617/veteran-investor-3-stocks-wall-street-is-ignoring Text version: https://stenobird.com/podcast/full-signal-7568617/veteran-investor-3-stocks-wall-street-is-ignoring.md Podcast: [Full Signal](https://stenobird.com/podcast/full-signal-7568617) Published: 2026-07-07T12:00:00+00:00 Episode link: https://podcasters.spotify.com/pod/show/philrosen/episodes/Veteran-Investor-3-stocks-Wall-Street-is-IGNORING-e3lo4o4 Audio file: https://anchor.fm/s/10b3e31fc/podcast/play/122474692/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-6%2F427473677-44100-2-dc5bbbcd1d48a.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/veteran-investor-3-stocks-wall-street-is-ignoring Duration seconds: 1322 ## Resource 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 ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/veteran-investor-3-stocks-wall-street-is-ignoring/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/full-signal-7568617/veteran-investor-3-stocks-wall-street-is-ignoring.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.