Top Investment Chief: 7 stocks to BEAT the S&P 500 long-term

Lauren Cassidy, chief investment officer for Founder ETFs, has spent two decades managing portfolios across firms including Sanford Bernstein and JPMorgan. She joins Phil Rosen on Full Signal to discuss her highest-conviction stock picks, why she is all-in on founder-led public companies, and the software bull case within the AI trade.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 - Where are we in the cycle?2:23 - Long-term AI winners5:17 - CoreWeave6:34 - Rubrik8:44 - Samsara10:59 - Datadog12:42 - Selling Viking13:40 - Clear16:10 - Overweight software20:14 - Palantir24:37 - Oracle27:43 - Founder outperformance history30:23 - Follow Lauren#podcast #investing #markets #macro #stocks #bitcoin #fed