Wall Street Insider: 4 Contrarian Stocks to CRUSH 2026!

Josh Schafer is an investment writer at Barron's and the author of the "Searching for Signals" newsletter on Substack. He joins Phil Rosen on Full Signal to discuss the most important charts driving the market and a handful of specific, high-conviction stock picks he is most bullish on right now.This episode is sponsored by Public: https://public.com/openingbellSubscribe 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 - The great rotation1:58 - Why rate hikes don't crush stocks4:52 - Mag 7 becomes Lag 77:10 - Memory costs7:41 - AI inflation and Apple11:04 - Apple's ecosystem moat14:43 - Okta17:55 - General Motors21:36 - Alphabet23:50 - YouTube, Waymo25:15 - Microsoft28:43 - Housing stocks33:06 - Follow JoshDisclosure: 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.#podcast #investing #markets #macro #stocks #bitcoin #fed