# Veteran Investor: 6 Stocks to BUY NOW as Big Tech burns BILLIONS

Page: https://stenobird.com/podcast/full-signal-7568617/veteran-investor-6-stocks-to-buy-now-as-big-tech-burns-billions
Text version: https://stenobird.com/podcast/full-signal-7568617/veteran-investor-6-stocks-to-buy-now-as-big-tech-burns-billions.md
Podcast: [Full Signal](https://stenobird.com/podcast/full-signal-7568617)
Published: 2026-08-04T12:00:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/philrosen/episodes/Veteran-Investor-6-Stocks-to-BUY-NOW-as-Big-Tech-burns-BILLIONS-e3mu8du
Audio file: https://anchor.fm/s/10b3e31fc/podcast/play/123723646/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-7-3%2F429157273-44100-2-fcf11530c844.mp3
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JSON: https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/veteran-investor-6-stocks-to-buy-now-as-big-tech-burns-billions
Duration seconds: 1507

## Resource

Lou Basenese is a veteran market strategist and the founder of The Big Skinny. He joins Phil Rosen on Full Signal to discuss Magnificent 7 free cash flow, why Amazon and Eli Lilly look compelling, under-the-radar biotech stock picks and a tactical trade on oil refiners. 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 - Mag 7 free cash flow 1:06 - Amazon fundamentals 2:50 - Is Apple too expensive? 4:33 - Biotech stock picks 6:11 - Eli Lilly 8:21 - Big Pharma's acquisition spree 10:36 - Viking Therapeutics 12:36 - GLP-1s go mainstream 17:11 - Nvidia and Google 18:06 - Coya Therapeutics 20:17 - Refiner trade 24:53 - Follow Lou[5:00 PM] #podcast #investing #tech #markets #macro #stocks #bitcoin #fed

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## Transcript

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