Top 1% Portfolio Manager: 7 stocks to BUY for the AI bull run!

<p>Nancy Tengler is the CEO and chief investment officer of Laffer Tengler Investments, where she has managed growth, dividend-growth, and value portfolios for three decades. She joins Phil Rosen on Full Signal to discuss why she still sees the AI bull market in its early stages, whether hyperscaler cash burn and rising bond yields are real threats, and her highest-conviction stock picks heading into 2027.</p><p><br></p><p>This episode is sponsored by Y&#39;all Street Asset Management: https://www.yallstreetetfs.com/</p><p><br></p><p>Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe</p><p>Follow Phil on X: https://x.com/philrosenn</p><p>Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/</p><p><br></p><p>Timestamps:</p><p><br></p><p>0:00 - State of the AI bull market</p><p>2:02 - Why the doomer narrative persists</p><p>3:34 - Earnings outpacing stock prices</p><p>7:12 - Broadening-out trade stalls</p><p>9:20 - Hyperscaler free cash flow concerns</p><p>11:39 - Bond yields risk</p><p>16:16 - Walmart</p><p>17:53 - AMD</p><p>19:06 - Quanta Services</p><p>20:55 - Tesla</p><p>23:33 - CrowdStrike</p><p>25:24 - DR Horton</p><p>28:12 - Alphabet and Amazon</p><p>33:27 - Where to find Nancy&#39;s research</p><p><br></p><p>#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed</p>