# Wall Street Insider: 3 stocks to buy that go BEYOND the AI trade!

Page: https://stenobird.com/podcast/full-signal-7568617/wall-street-insider-3-stocks-to-buy-that-go-beyond-the-ai-trade
Text version: https://stenobird.com/podcast/full-signal-7568617/wall-street-insider-3-stocks-to-buy-that-go-beyond-the-ai-trade.md
Podcast: [Full Signal](https://stenobird.com/podcast/full-signal-7568617)
Published: 2026-08-11T04:00:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/philrosen/episodes/Wall-Street-Insider-3-stocks-to-buy-that-go-BEYOND-the-AI-trade-e3n82m5
Audio file: https://anchor.fm/s/10b3e31fc/podcast/play/124045445/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-7-10%2F429597457-44100-2-7488aff88c033.mp3
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JSON: https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/wall-street-insider-3-stocks-to-buy-that-go-beyond-the-ai-trade
Duration seconds: 1659

## Resource

Josh Schafer is an investment writer for Barron's, where he writes the Searching for Signals newsletter on Substack. He joins Phil Rosen on Full Signal to discuss the historic run in S&P 500 earnings revisions, Alphabet and Amazon going free cash flow negative, risks to Meta, and a handful of his favorite under-the-radar stock picks. Subscribe to Josh Schafer's investing newsletter: https://searchingforsignals.substack.com/ 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 - Historic earnings 3:33 - Expectations too high? 6:20 - Alphabet and Amazon burning cash 11:08 - Rotation into hyperscalers 12:00 - Meta looks bearish 15:11 - Picking software stocks 17:00 - Cybersecurity 17:59 - SpaceX supplier stock 20:09 - AI publishing and licensing stock 21:31 - Movie theater comeback stock 26:56 - Searching for Signals #podcast #investing #markets #macro #stocks #bitcoin #fed

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## Transcript

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