Veteran Investor: 6 Stocks to BUY NOW as Big Tech burns BILLIONS episode artwork

EPISODE · Aug 4, 2026 · 25 MIN

Veteran Investor: 6 Stocks to BUY NOW as Big Tech burns BILLIONS

from Full Signal · host 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 Magnificent 7 free cash flow, why Amazon and Eli Lilly look compelling, under-the-radar biotech stock picks and a tactical trade on oil refiners.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 - Mag 7 free cash flow1:06 - Amazon fundamentals2:50 - Is Apple too expensive?4:33 - Biotech stock picks6:11 - Eli Lilly8:21 - Big Pharma's acquisition spree10:36 - Viking Therapeutics12:36 - GLP-1s go mainstream17:11 - Nvidia and Google18:06 - Coya Therapeutics20:17 - Refiner trade24:53 - Follow Lou[5:00 PM]#podcast #investing #tech #markets #macro #stocks #bitcoin #fed

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Veteran Investor: 6 Stocks to BUY NOW as Big Tech burns BILLIONS

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