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
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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 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.
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