Top Investment Strategist: 9 stocks to BEAT the S&P 500 in the AI boom!
About this episode
Jessica Inskip joins Phil Rosen to discuss investment strategies during the AI boom, including specific stock recommendations and portfolio building.
Jessica Inskip is the director of research for StockBrokers.com and a leading financial commentator. She joins Phil Rosen on Full Signal to discuss the AI CapEx boom and earnings outlook, the interconnectivity theme reshaping financial markets, specific stocks she likes right now, trading options for income, and how she would build a new portfolio from scratch today 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 - Earnings expectations 2:59 - CapEx as recession signal 7:36 - Earnings vs. bubble fears 8:24 - Big Tech getting cheaper 9:40 - 2-year note warnings 12:21 - Contrarian bull case 14:33 - ROI on $1 trillion Capex 16:41 - Interconnectivity theme 20:09 - Robinhood, Circle, Coinbase, ICE 24:12 - Options for income 27:15 - Oracle, Palantir, Micron 28:42 - Building a new portfolio 32:21 - Liquidity blind spot 37:06 - Follow Jess #podcast #investing #markets #macro #stocks #bitcoin #fed
People in this episode
Host: Phil Rosen
Guest: Jessica Inskip
Topics covered
- AI CapEx boom
- earnings outlook
- financial markets
- trading options
- portfolio building
Keywords
- investment strategy
- AI boom
- stocks
- options trading
- portfolio management
Mentioned in this episode
Organizations: StockBrokers.com, Robinhood, Circle, Coinbase, ICE, Oracle, Palantir, Micron
More episodes of Full Signal
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- Top Quant: 2 stocks WIN as the AI boom accelerates
- Top Investment Strategist: Wall Street is WRONG about AI stocks!
- Mike Green: AI is fueling another 1987 market CRASH!
- Veteran Investor: 3 stocks Wall Street is IGNORING
- Anthony Scaramucci: The AI Market Crash Will Be RUTHLESS
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