Wall Street Insider: 3 stocks to buy that go BEYOND the AI trade!

Josh Schafer is an investment writer for Barron's, where he writes the Searching for Signals newsletter on Substack. He joins Phil Rosen on Full Signal to discuss the historic run in S&P 500 earnings revisions, Alphabet and Amazon going free cash flow negative, risks to Meta, and a handful of his favorite under-the-radar stock picks.

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Timestamps:

0:00 - Historic earnings

3:33 - Expectations too high?

6:20 - Alphabet and Amazon burning cash

11:08 - Rotation into hyperscalers

12:00 - Meta looks bearish

15:11 - Picking software stocks

17:00 - Cybersecurity

17:59 - SpaceX supplier stock

20:09 - AI publishing and licensing stock

21:31 - Movie theater comeback stock

26:56 - Searching for Signals

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