About this episode

Lou Basenese discusses under-the-radar stock picks and investment strategies with Phil Rosen.

Lou Basenese is a veteran market strategist and the founder of The Big Skinny. He joins Phil Rosen on Full Signal to discuss 3 under-the-radar stock picks, buying the dip on chip stocks, and his process for finding biotech and AI investment ideas. 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 - Buying the dip on chips 2:47 - The AI bear case 4:43 - Trimming profits 5:29 - Crowded trades 6:30 - TeraWulf $WULF 10:59 - Navan $NAVN 12:57 - Gain Therapeutics $GANX 15:19 - Biotech acquisition targets 17:35 - How to find obscure stocks 20:31 - Position sizing 21:44 - Follow Lou #podcast #investing #markets #macro #stocks #bitcoin #fed

People in this episode

Host: Phil Rosen

Guest: Lou Basenese

Topics covered

• investing
• stock picks
• biotech
• AI
• market strategy

Keywords

• stocks
• investing
• biotech
• AI
• market strategy
• chip stocks
• acquisition targets

Mentioned in this episode

Organizations: The Big Skinny

Products: TeraWulf, Navan, Gain Therapeutics

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