Wall Street Insider: 4 Contrarian Stocks to CRUSH 2026!

Josh Schafer is an investment writer at Barron's and the author of the "Searching for Signals" newsletter on Substack. He joins Phil Rosen on Full Signal to discuss the most important charts driving the market and a handful of specific, high-conviction stock picks he is most bullish on right now.

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Timestamps:

0:00 - The great rotation

1:58 - Why rate hikes don't crush stocks

4:52 - Mag 7 becomes Lag 7

7:10 - Memory costs

7:41 - AI inflation and Apple

11:04 - Apple's ecosystem moat

14:43 - Okta

17:55 - General Motors

21:36 - Alphabet

23:50 - YouTube, Waymo

25:15 - Microsoft

28:43 - Housing stocks

33:06 - Follow Josh

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