Buy Every Chip Stock Dip: The AI Top Isn’t Close

Buy Every Chip Stock Dip: The AI Top Isn’t Close

Chip bubble calls, AI demand denial, semiconductor selloffs, prediction market hype, and the tippy-top trap. Lou Basenese takes on the insane idea that we’re already near the end of the AI chip cycle – when the world has never seen a technology demand curve like this before. In this episode, Lou breaks down why AI chip demand is still early, why every serious semi dip deserves attention, and why iShares Semiconductor ETF (SOXX) remains the simplest way to stay exposed without overthinking it and over-investing in Nvidia (NVDA) or Micron (MU). Plus, Lou revisits his raw and personal conversation with Louis Ruggiero and the data behind Phil Rosen of ProCap Financial’s conviction the current bull market might have years left to run. He wraps it all up with Dodd and rapid-fire takes on SoftBank’s AI conviction, Big Tech’s AI spending, productivity gains, semiconductor earnings strength, and the next great speculative temptation.

ETFs Gone Wild: How to Find the Few Worth Owning

Too many ETF tickers, too little time. There are officially more ETFs than publicly traded stocks in the U.S., and no normal investor has the time — or the stomach — to sort through thousands of products that all claim to be the answer. That’s the setup for this episode of The Big Skinny. Lou Basenese asks the question everyday investors should be asking: if there’s now an ETF for everything, how do you find the ones actually worth owning? He starts with the big picture — why the ETF boom has gone from useful to absurd, why so many funds are too small to matter, and how to separate real opportunity from ticker clutter. Then, he’s joined by longtime friends and market pros Keith Fitz-Gerald and David Nicholas to spotlight one fund Lou believes cuts through the chaos: the Fitz-Gerald Must Have Portfolio ETF (FITZ). From there, Lou shares insights from his latest interview with Matthew Tuttle of Tuttle Capital Management who says “99% of ETFs suck.” Then Lou and his trusted partner Dodd dish on GLP-1 momentum, Andrew Left’s fraud conviction, what Cushing oil inventories are really signaling, the longevity fundraising boom, and the kind of IPO price-to-sales math that should make investors squirm.

Biotech Breakthroughs, GPUs & the Great SpaceX IPO Temptation

GLP-1s are the first line of biotech innovations that are remaking medicine, GPUs are still fueling the AI boom, and the coming SpaceX IPO is about to test investors’ impulse control. That (and more) is the focus of this episode of The Big Skinny. Lou Basenese makes the case that the next trillion-dollar growth trend after AI might be longevity — and that Eli Lilly (LLY) represents the smartest way to play the impending mega boom. Think chronic disease, cardiovascular care, and maybe even the road to living to 150 years. Then Barron's Josh Schafer joins to explain why interest rate volatility may matter less than people think, and why the real macro question is whether anything can stop the AI capex machine. Later, Gene Mack, CEO of Gain Therapeutics, adds a biotech operator’s perspective from the front lines of the longevity and neuroscience race. And yes, Lou also gets into the SpaceX IPO. Specifically why investors should think twice before falling for Musk Mania and chasing an IPO built on hype, premium pricing, and a whole lot of wishful thinking. No fluff. No fear-mongering. Just a sharper, funnier, and profitable look at where the real growth may be hiding.

Mag 7 Math, Nvidia & the SpaceX IPO: What Comes Next

This week on The Big Skinny, Lou Basenese goes straight at three huge market questions: Are semis too crowded? Is Nvidia still a buy? And how big could the SpaceX IPO really be? The setup is simple: Mag 7 earnings continue to overpower the skeptics, semiconductors keep outrunning the broader market, and the next mega-story may already be sitting in an S-1 filing that just landed at the SEC. Lou breaks down the case for SOXX, why Nvidia may still be under-owned despite its size, and what the latest cloud, AI, and earnings numbers say about the real direction of the cycle. Plus, he tees up the next wave of AI winners and closes with SpaceX, where TAM, hype, and real-world demand may all be colliding at once.

Sorry, Bubble Bears: Big Tech Just Proved the Bulls Right

This week on The Big Skinny, Lou Basenese cuts through the noise after a monster week of earnings from most of the Mag 7 and asks what investors should really take away. The answer: AI demand is real, cloud demand is compounding, and Big Tech is still buying the most valuable real estate of the next decade. Lou breaks down why Alphabet (GOOGL) stands out, why the capex skeptics are missing the plot, and what this quarter says about the next phase of the AI cycle. Alongside Bob Elliott and Mike Zaccardi, Lou also digs into the “boomcession,” the market’s strange comfort with high oil, why software has lagged semis so badly, and what might finally unwind that trade. Then in Headlines & Headscratchers, Lou and Dodd hit Google, Apple, crypto, prediction markets, the best movies ever, and the little market stories that may be telling a bigger truth.