4 stocks to BUY NOW as AI takes OVER! | Lou Basenese
Full Signal
Phil Rosen
4.8 • 18 Ratings
🗓️ 2 June 2026
⏱️ 20 minutes
🧾️ Download transcript
Summary
Lou Basenese is a veteran market strategist and the founder of The Big Skinny. He joins Phil Rosen on Full Signal to discuss the SpaceX IPO, Tesla, small-cap biotech stocks, and under the radar stock picks.
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Timestamps:
0:00 - SpaceX IPO Hype
0:53 - Valuation And Merger Talk
3:08 - Space Stocks Hype Cycle
4:06 - Finding Space Suppliers
5:18 - AI Transforms Biotech
7:31 - Best Biotech Exposure
9:14 - GLP 1 Long Term Risks
12:24 - Small Cap Biotech Picks
14:50 - Energy Refiners Trade
17:25 - Teradyne AI Pick
19:13 - Barbell Investing Wrap
19:56 - Where To Follow Lou
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Transcript
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| 0:00.0 | Lou, I want to start with SpaceX here. |
| 0:02.0 | We're about to see the biggest IPO in history, |
| 0:03.9 | probably two trillion bucks or more. |
| 0:06.2 | What are you looking at right now? |
| 0:07.6 | And also, do you think retail should be buying this? |
| 0:10.5 | I'm watching old reruns of Saturday Live with Debbie Downer. |
| 0:13.2 | Wow, this is going to be a dud, dude. |
| 0:15.5 | I think tons of fanfare. |
| 0:17.8 | I absolutely think it's the biggest retail IPO trap that's ever existed. So yes, the |
| 0:22.9 | biggest valuation IPO. It's going to make headlines. I was interviewing a guest that's |
| 0:27.9 | a wealth manager in Kentucky and he's got farmers calling him asking how they're going to get |
| 0:34.5 | an allocation to this IPO. So look, this is like classic behavioral finance mechanism in, you know, to the nth degree. All that being said, I think |
| 0:43.3 | it's great for the country. I agree to think it's great for the world. I think it's great for |
| 0:46.7 | the space industry. It just don't think it's a great entry point for me as an investor in terms |
| 0:52.3 | of SpaceX. So I think there's going to see a merger between SpaceX and Tesla in the first 12 months |
| 0:58.0 | of SpaceX being public. |
| 1:00.0 | We saw it with Tesla acquiring Solar City, right? |
| 1:03.0 | So it's like, and we've seeing it already, SpaceX is rolling up XAI and X into it. |
| 1:09.0 | So you're just, I think it makes sense for Elon Musk to have a vertically integrated company |
| 1:13.3 | of everything that he can run and manage. |
| 1:15.9 | I just want to sit on the sidelines while that happens until I can get a clear read on |
| 1:19.3 | what's valuation, what's growth, how big can this get? |
... |
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