{"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":"Top Quant: 2 stocks WIN as the AI boom accelerates","slug":"top-quant-2-stocks-win-as-the-ai-boom-accelerates","published_at":"2026-07-15T12:03:47+00:00","page_url":"https://stenobird.com/podcast/full-signal-7568617/top-quant-2-stocks-win-as-the-ai-boom-accelerates","show_page_url":"https://stenobird.com/podcast/full-signal-7568617","url":"https://podcasters.spotify.com/pod/show/philrosen/episodes/Top-Quant-2-stocks-WIN-as-the-AI-boom-accelerates-e3m3bq6","audio_url":"https://anchor.fm/s/10b3e31fc/podcast/play/122842374/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-14%2F427967942-44100-2-ed93c357873fd.mp3","summary":"Dr. Steve Hou is a veteran quantitative analyst and the head of research at Silicon Data. He joins Phil Rosen on Full Signal to discuss the economics driving the AI boom, compute markets, the pricing power across Nvidia, Anthropic and OpenAI, comparisons to dot-com, and specific stock picks for the next leg of the bull market. 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 - Compute demand 1:07 - Token expenditure index 9:34 - Subsidized AI tokens 11:10 - GPU rental rates 15:02 - AI basic use cases 17:26 - Who holds AI pricing power 20:12 - Token economics and AI profits 22:53 - Software stocks opportunity 28:13 - Boring quality compounders 33:08 - DeepSeek effect 36:15 - Inside Silicon Data 39:12 - Bubble or baby bubble? #podcast #investing #markets #macro #stocks #bitcoin #fed","meta_description":"Dr. Steve Hou is a veteran quantitative analyst and the head of research at Silicon Data. He joins Phil Rosen on Full Signal to discuss the economics driv…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2499,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/top-quant-2-stocks-win-as-the-ai-boom-accelerates/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/top-quant-2-stocks-win-as-the-ai-boom-accelerates.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}