Episode
Wall Street Insider: 4 Contrarian Stocks to CRUSH 2026!
- Podcast
- Full Signal
- Published
- Jun 30, 2026
- Duration seconds
- 2028
- Processing state
not_requested
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Summary
Josh Schafer is an investment writer at Barron's and the author of the "Searching for Signals" newsletter on Substack. He joins Phil Rosen on Full Signal to discuss the most important charts driving the market and a handful of specific, high-conviction stock picks he is most bullish on right now. This episode is sponsored by Public: https://public.com/openingbell 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 - The great rotation 1:58 - Why rate hikes don't crush stocks 4:52 - Mag 7 becomes Lag 7 7:10 - Memory costs 7:41 - AI inflation and Apple 11:04 - Apple's ecosystem moat 14:43 - Okta 17:55 - General Motors 21:36 - Alphabet 23:50 - YouTube, Waymo 25:15 - Microsoft 28:43 - Housing stocks 33:06 - Follow Josh Disclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. #podcast #investing #markets #macro #stocks #bitcoin #fed