Top Quant: Stocks to BUY before the AI bubble POPS

Kai Wu is the founder and CIO of Sparkline Capital. He joins Phil Rosen on Full Signal to discuss the K-shaped stock market, why he's cautious on the AI infrastructure trade, whether Anthropic and OpenAI have real moats, and why AI early adopters present the market's best opportunity.

This episode is sponsored by Bloomberg: http://bloomberg.com/equityindices

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TIMESTAMPS:

0:00 Most stocks are crashing

3:27 Bearish on AI boom

5:50 3 stages of AI buildout

8:17 Circular financing

11:46 Do Anthropic and OpenAI have moats?

17:06 $2 trillion AI lab IPOs

18:25 Chips and boom-bust cycle

22:51 Avoid picks and shovels

25:10 Lessons from historical disruption

29:18 Best opportunities today

34:05 2 stocks with moats

37:58 Picking stocks with AI

41:17 Follow Kai

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