{"podcast":{"title":"Full Signal","slug":"full-signal-7568617","podcast_index_feed_id":7568617,"rss_url":"https://anchor.fm/s/10b3e31fc/podcast/rss","website_url":"https://podcasters.spotify.com/pod/show/philrosen","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/44735927/44735927-1762224313042-f105205d033e1.jpg","author":"Phil Rosen","episode_count":109,"summary":"Unpacking the highest-conviction investment ideas from the world's smartest investors. Award-winning journalist and market strategist Phil Rosen hosts top portfolio managers, capital allocators and Wall Street executives to uncover how they think about markets, pick stocks, manage risk and generate investment ideas. Phil is the Chief Market Strategist at ProCap Financial and the co-founder & CEO of Opening Bell Media. His daily markets newsletter reaches more than 200,000 investors every morning.","last_synced_at":"2026-09-16T00:17:48.487183+00:00","page_url":"https://stenobird.com/podcast/full-signal-7568617"},"episode":{"title":"The WINNING stocks for the AI chip boom! | Adam Parker","slug":"the-winning-stocks-for-the-ai-chip-boom-adam-parker","published_at":"2026-03-02T13:00:00+00:00","page_url":"https://stenobird.com/podcast/full-signal-7568617/the-winning-stocks-for-the-ai-chip-boom-adam-parker","show_page_url":"https://stenobird.com/podcast/full-signal-7568617","url":"https://podcasters.spotify.com/pod/show/philrosen/episodes/The-WINNING-stocks-for-the-AI-chip-boom---Adam-Parker-e3fptuo","audio_url":"https://anchor.fm/s/10b3e31fc/podcast/play/116241816/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-2-1%2F419085161-44100-2-81a2ec0956959.mp3","summary":"Adam Parker is the founder and CEO of Trivariate Research. He joins Phil Rosen to discuss his strategy for picking winning semiconductor stocks, investing in AI, hedging against risks in the market, his highest-conviction trade ideas and more. 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 - Intro 0:30 - AI fears sell-off 4:25 - Picking semiconductor stocks 7:50 - Nvidia earnings 9:08 - S&P 500 is an AI ETF 10:15 - Public & Generated Assets 11:22 - 9 semiconductor categories 16:41 - Hedging AI risks 19:15 - Bullish indicators 21:40 - Shifting valuation metrics 24:49 - Institutional sentiment 26:07 - Korea stocks 27:33 - Healthcare bull case 31:45 - Financials sector 33:31 - Follow Adam's work 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","meta_description":"Adam Parker is the founder and CEO of Trivariate Research. He joins Phil Rosen to discuss his strategy for picking winning semiconductor stocks, investing…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2245,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/the-winning-stocks-for-the-ai-chip-boom-adam-parker/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/full-signal-7568617/the-winning-stocks-for-the-ai-chip-boom-adam-parker.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}