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

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/subscribe

Follow Phil on X: https://x.com/philrosenn

Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/

Timestamps:

0:00 - Mag 7 free cash flow

1:06 - Amazon fundamentals

2:50 - Is Apple too expensive?

4:33 - Biotech stock picks

6:11 - Eli Lilly

8:21 - Big Pharma's acquisition spree

10:36 - Viking Therapeutics

12:36 - GLP-1s go mainstream

17:11 - Nvidia and Google

18:06 - Coya Therapeutics

20:17 - Refiner trade

24:53 - Follow Lou[5:00 PM]

#podcast #investing #tech #markets #macro #stocks #bitcoin #fed