Top Quant: 2 stocks WIN as the AI boom accelerates

Dr. Steve Hou is a veteran quantitative analyst and the head of research at Silicon Data. He joins Phil Rosen on Full Signal to discuss the economics driving the AI boom, compute markets, the pricing power across Nvidia, Anthropic and OpenAI, comparisons to dot-com, and specific stock picks for the next leg of the bull market.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 - Compute demand1:07 - Token expenditure index9:34 - Subsidized AI tokens11:10 - GPU rental rates15:02 - AI basic use cases17:26 - Who holds AI pricing power20:12 - Token economics and AI profits22:53 - Software stocks opportunity28:13 - Boring quality compounders33:08 - DeepSeek effect36:15 - Inside Silicon Data39:12 - Bubble or baby bubble?#podcast #investing #markets #macro #stocks #bitcoin #fed