Top Investment Chief: 7 stocks to BUY for the AI SUPERCYCLE

Kenny Polcari is chief market strategist at SlateStone Wealth, an independent wealth advisor. He joins Phil Rosen on Full Signal to discuss why he thinks the AI cycle is still early, the risk of circular dealmaking, how the Iran conflict runs from oil to stock valuations, and the specific stocks he owns right now.

This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/

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Timestamps:

0:00 - Early innings of AI

2:26 - Circular AI economy

7:23 - $5 trillion ROI question

8:22 - Iran, oil and inflation

14:34 - What clients are worried about

15:34 - September weakness

17:59 - What would break the bull case

18:52 - What pushes yields higher

20:02 - Favorite sectors and names

21:30 - Cybersecurity

22:56 - JPMorgan

26:10 - Microsoft

28:55 - Verizon

30:34 - ASML

31:47 - NVDA

33:28 - Follow Kenny

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