3 AI stock picks NO ONE talks about! | Lou Basenese
From Full Signal by Phil Rosen
April 21, 2026 · 23 min
About this episode
Lou Basenese joins Phil Rosen to discuss under-the-radar AI stock picks and the current market landscape.
Lou BasaneseLou Basenese is a veteran market strategist and the founder of The Big Skinny. He joins Phil Rosen on Full Signal to unpack his most bullish stock ideas across technology and AI, why the energy sector still looks compelling, the outlook for frothy IPOs, how AI has reshaped the labor market, and the opportunities in small-cap biotech. 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 0:20 - Energy is still a buy 4:30 - 3 under-the-radar stocks 6:08 - Allbirds AI pivot 8:29 - SpaceX and Anthropic IPO warning 12:11 - Brutal track record of space IPOs 13:25 - CEOs lying about AI layoffs 17:00 - Labor market risks 19:26 - AI is bifurcating the workforce 21:20 - Favorite corner of market 22:51 - Follow Lou'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…
People in this episode
Host: Phil Rosen
Guest: Lou Basenese
Topics covered
- AI stock picks
- market strategy
- technology
- energy sector
- IPO outlook
- labor market
- biotech opportunities
Keywords
- AI stocks
- market strategy
- energy sector
- IPO
- biotech
- labor market
- investment
Sponsors
Public
Mentioned in this episode
Organizations: The Big Skinny, Open to the Public Investing Inc, FINRA, SIPC
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