Macro Strategist: 7 stocks to BUY before the AI trade is OVER

Jack Farley is the co-founder of Monetary Matters Network and he recently launched Farley Associated Research, an investment Substack with its own model portfolio. He joins Phil Rosen on Full Signal to discuss why the AI capex boom still has room to run, his highest-conviction semiconductor pick, the case for silver over gold, and the stocks he is shorting right now and his macro outlook through 2027.This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/TIMESTAMPS:0:00 - Bull market's 5th year?3:30 - Hyperscaler capex5:04 - Free cash flow concerns6:47 - AI pricing power9:43 - Semiconductor pricing power11:59 - Favorite sectors14:02 - Lam Research18:13 - Could China crash memory?20:37 - Short ideas22:09 - Silver bull case26:11 - Macro risks27:55 - Jack's model portfolio28:54 - Texas Pacific Land30:28 - Sulfur stock idea32:24 - Korean memory stocks34:57 - Shorting Meta35:52 - Follow Jack#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed