Macro Strategist: 7 stocks to BUY before the AI trade is OVER

<p>Jack Farley is the co-founder of Monetary Matters Network and he recently launched Farley Associated Research, an investment Substack with its own model portfolio. He joins Phil Rosen on Full Signal to discuss why the AI capex boom still has room to run, his highest-conviction semiconductor pick, the case for silver over gold, and the stocks he is shorting right now and his macro outlook through 2027.</p><p><br></p><p>This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/</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 - Bull market&#39;s 5th year?</p><p>3:30 - Hyperscaler capex</p><p>5:04 - Free cash flow concerns</p><p>6:47 - AI pricing power</p><p>9:43 - Semiconductor pricing power</p><p>11:59 - Favorite sectors</p><p>14:02 - Lam Research</p><p>18:13 - Could China crash memory?</p><p>20:37 - Short ideas</p><p>22:09 - Silver bull case</p><p>26:11 - Macro risks</p><p>27:55 - Jack&#39;s model portfolio</p><p>28:54 - Texas Pacific Land</p><p>30:28 - Sulfur stock idea</p><p>32:24 - Korean memory stocks</p><p>34:57 - Shorting Meta</p><p>35:52 - Follow Jack</p><p><br></p><p>#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed</p>