Full Signal

Phil Rosen

Unpacking the highest-conviction investment ideas from the world's smartest investors.

Award-winning journalist and market strategist Phil Rosen hosts top portfolio managers, capital allocators and Wall Street executives to uncover how they think about markets, pick stocks, manage risk and generate investment ideas. Phil is the Chief Market Strategist at ProCap Financial and the co-founder & CEO of Opening Bell Media. His daily markets newsletter reaches more than 200,000 investors every morning.

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Thursday · 42 min
ELITE Strategist: How to position for the NEXT AI trade
Warren Pies is the founder of 3Fourteen Research, a leading institutional risk manager and research firm. He joins Phil Rosen on Full Signal to discuss his current portfolio positioning, sector calls, why he's bullish semiconductors and hyperscalers, GPU availability and AI demand, and more. This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/ Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ TIMESTAMPS: 0:00 - Overweight equities 3:30 - Tech-heavy market and AI leadership 5:29 - Macro shocks 11:05 - Low correlations and pair trades 13:37 - Semis and broadening trade 17:35 - GPU availability and rental rates 21:22 - Compute indicators flashing bullish 25:08 - Frontier lab ARR 30:08 - Hyperscalers leadership 32:34 - AI CapEx and the Fed 36:38 - What ends the bull run? 40:32 - Favorite sectors 41:46 - 3Fourteen Research #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
Wednesday · 34 min
Top 1% Portfolio Manager: 7 stocks to BUY for the AI bull run!
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. This episode is sponsored by Y'all Street Asset Management: https://www.yallstreetetfs.com/ Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - State of the AI bull market 2:02 - Why the doomer narrative persists 3:34 - Earnings outpacing stock prices 7:12 - Broadening-out trade stalls 9:20 - Hyperscaler free cash flow concerns 11:39 - Bond yields risk 16:16 - Walmart 17:53 - AMD 19:06 - Quanta Services 20:55 - Tesla 23:33 - CrowdStrike 25:24 - DR Horton 28:12 - Alphabet and Amazon 33:27 - Where to find Nancy's research #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
Tuesday · 28 min
Top Investment Chief: 2 sectors to BUY to beat AI DOOMSDAY
Sonali Basak is the chief investment strategist for iCapital. She joins Phil Rosen on stage at Future Proof for a live episode of Full Signal to discuss the Federal Reserve's first rate hike in 3 years, funding the AI infrastructure buildout, hyperscalers tapping debt markets, and her favorite opportunities in the market right now. Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ TIMESTAMPS: 0:00 - First Fed hike in 3 years 3:11 - AI capex fueling growth 5:56 - Financing the AI buildout 9:22 - Treasury vs. Fed in bond market 11:05 - Rising 10-year yield risks 14:57 - Financials & Industrials 17:42 - AI bear case and sell-off 22:14 - What will we be wrong about? 25:34 - Public-to-private VC research 28:29 - iCapital research #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
September 17 · 32 min
Veteran Strategist: The AI stocks to buy as semiconductors MAKE HISTORY
Nick Frasse is a product manager at VanEck, where he works on SMH, the largest US-listed semiconductor ETF with over $70 billion in assets. He joins Phil Rosen on Full Signal to discuss the most credible bear case for chips, why AI demand could make semiconductors less cyclical, the bottlenecks slowing the data center buildout, and why software companies with strong moats will likely hold up against AI. This episode is sponsored by Y'all Street Asset Management: https://www.yallstreetetfs.com/ Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ TIMESTAMPS: 0:00 - SMH and semiconductor demand 1:16 - Bear case for chips 5:27 - Semis collaborate, not compete 10:16 - Are semis still cyclical? 13:53 - SMHX and fabless chipmakers 15:32 - Asset-light vs. asset-heavy 16:59 - AI buildout bottlenecks 19:49 - Data centers, robotics, and space 21:25 - Grid-to-rack supply chain 22:51 - Financing the AI buildout 24:41 - Is AI killing software? 27:44 - Hyperscalers turning asset-heavy 29:21 - Robotics 30:52 - Follow Nick and VanEck #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
September 16 · 37 min
Wall Street Veteran: The best opportunities in the stock market right now
Luke Kawa is a veteran financial writer and analyst, and the markets editor at Sherwood Media. He joins Phil Rosen on Full Signal to unpack whether the Magnificent 7 can lead again, why Apple has become the group's defensive hedge, the great de-rating in chip stocks, and where we actually are in the AI bubble. This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/ Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ TIMESTAMPS: 0:00 - Markets at crossroads 3:12 - Can the Mag 7 lead? 5:38 - Mag 7 vs. momentum 8:34 - Apple as a defensive stock 12:57 - Equal weight technicals 14:27 - Industrials vs. US consumer 17:32 - US vs. rest of world 21:46 - The great de-rating in chips 24:26 - Expensive stocks with slow growth 27:04 - Why global growth keeps surprising 30:37 - Where the opportunities are now 34:19 - Are we in an AI bubble? 36:28 - Follow Luke #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
September 15 · 34 min
Top Investment Chief: 4 stocks WIN no matter what the Fed does
Jay Hatfield is the CEO and chief investment officer at Infrastructure Capital Advisors, where he picks stocks and manages a suite of income-focused ETFs. He joins Phil Rosen on Full Signal to discuss his street-high 8,250 S&P 500 target, why he calls the Fed a fatally flawed institution, his highest-conviction stock picks, and his new covered-call strategy. This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/ Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ TIMESTAMPS: 0:00 - New S&P 500 target 4:39 - What would break the bull case 5:36 - Core inflation falling 8:31 - Why Fed officials want hikes 11:36 - Kevin Warsh herding the cats 16:06 - Catalysts to fix the Fed 20:32 - Marvell 23:20 - Private credit stock pick 26:07 - Capex debate 29:01 - Lockheed Martin 30:43 - Covered-call fund 33:37 - Beating the NASDAQ #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
September 11 · 40 min
Top Investment Chief: 3 sectors to BUY for the AI trade's next decade
Andy Goldberg is the chief investment strategist at Nomura Asset Management International (https://nomuraassetmanagement.com/). He joins Phil Rosen on Full Signal to discuss the bull and bear case on the AI boom, whether hyperscaler debt and circular financing are red flags, the three sectors that benefit downstream from AI, and why he'd welcome a Fed rate hike. This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/ Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - AI early innings 4:23 - Forward valuations 8:00 - Bearish narratives 10:24 - Hyperscalers turn to debt 12:38 - Owning the AI trade through debt 14:08 - Nvidia and circular financing 18:30 - Cyber risks and data center backlash 20:59 - Healthcare 24:57 - Industrials 27:47 - Financials 32:49 - Rates and the broadening trade 38:13 - How higher rates cap valuations 39:52 - Find Andy's work #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
September 10 · 35 min
Macro Strategist: Buy these stocks for the NEW Fed regime
Eric Wallerstein is the chief macro strategist for Clocktower Group, and was previously an advisor to Stephen Miran at the Federal Reserve Board as well as at the White House Council of Economic Advisors. He joins Phil Rosen on Full Signal to discuss the central bank outlook, why he is bullish on the US economy, and three global trade ideas that Wall Street is ignoring right now. This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/ Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - Why the Fed shouldn't hike 1:47 - Why markets expect a hike 4:47 - Hawkish dissenters 8:14 - Warsh and Fed credibility 10:02 - Reforming the Fed's balance sheet 14:02 - Reading the bond selloff 18:24 - Tariffs as fiscal impulse 20:46 - France and the debt divergence 23:21 - Why AI capex is bullish US 24:23 - Stocks if the Fed holds 27:19 - Japanese banks 30:07 - Mexico 33:39 - Defense stocks 35:41 - Follow Eric #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
September 9 · 39 min
Veteran Investor: AI will CRASH stocks but THIS PORTFOLIO SURVIVES
Jared Dillian is a Wall Street veteran, the editor of the The Daily Dirtnap, and the author of the new book "The Awesome Portfolio." He joins Phil Rosen on Full Signal to discuss why he's bullish on bonds right now, his version of a perfect portfolio, why he's bearish on the AI trade, and how gold and bitcoin fit into a modern portfolio. This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/ Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - Are we at the top? 2:50 - Bullish on bonds 6:10 - Treasury's bond buyback plan 12:42 - The economy without AI 15:29 - Parallels to the dot-com 17:44 - Costco indicator 20:21 - The Awesome Portfolio 26:26 - Real estate 27:56 - Gold 30:41 - Cash 32:17 - Performance in a crash 38:00 - Where to find Jared #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
August 26 · 37 min
Gen Z Investor: The AI economy is TRAPPING young investors
Jack Raines is the author of "Young Money: A Field Guide to Wealth and Purpose in Your Twenties." He joins Phil Rosen on Full Signal to discuss why young people should spend more and invest less, the pull of sports betting and prediction markets on Gen Z, how he turned $6,000 into $400,000 trading SPACs, and why housing costs sit underneath most of this generation's anxiety. This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/ Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ TIMESTAMPS: 0:00 - Invest less, spend more 2:44 - Retirement vs. cheap thrills 3:36 - Increase income, not savings 5:49 - Can young people afford anything? 8:33 - Sports betting 11:30 - Prediction markets 12:03 - Stage-specificity of life 18:15 - Boring investing for Gen Z 21:08 - Comparing yourself to outlier winners 23:04 - Status games 26:55 - Trading SPACs 34:23 - Young Money
August 25 · 24 min
Veteran Strategist: The ETFs that WIN inside an AI portfolio
Bilal Little is a global ETF strategist at Direxion and the host of the ETF Central podcast for the New York Stock Exchange. He joins Phil Rosen on Full Signal to discuss why the market is mispricing the cost of capital, how leveraged and inverse ETFs are actually meant to be traded, and where he sees the most compelling opportunities right now.Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - What the market is mispricing2:24 - Macro data vs AI4:41 - Jobs data6:05 - Shift to thematic investing8:30 - Income ETFs11:48 - Leverage15:19 - Risk appetite 17:28 - Building portfolios20:54 - Most compelling opportunities23:03 - Follow Bilal
August 20 · 34 min
BlackRock Investment Chief: The stocks that WIN the next decade of AI
Jay Jacobs is the US head of equity ETFs at BlackRock. He joins Phil Rosen on Full Signal to discuss the three layers of the AI trade, whether the data center buildout echoes the dot-com overbuild, the physical choke points that could throttle AI, and why healthcare may be the most overlooked way to own the theme. TIMESTAMPS: 0:00 - Tech valuations declining 2:00 - 3 layers of AI 5:26 - Runway for the physical layer 7:46 - Another dot-com overbuild? 9:17 - Power constraint 11:15 - Indium, an AI choke point 14:52 -Risks in AI portfolios 16:05 - Why thematic funds beat sectors 19:25 - Defense stocks 22:10 - Healthcare 25:17 - Commodities 26:25 - Robotics 27:19 - Bitcoin at BlackRock 30:58 - Highest-conviction themes 32:57 - Why not financials? 33:53 - Follow Jay
August 19 · 36 min
Macro Strategist: 7 stocks to BUY before the AI trade is OVER
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. This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/ Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ TIMESTAMPS: 0:00 - Bull market's 5th year? 3:30 - Hyperscaler capex 5:04 - Free cash flow concerns 6:47 - AI pricing power 9:43 - Semiconductor pricing power 11:59 - Favorite sectors 14:02 - Lam Research 18:13 - Could China crash memory? 20:37 - Short ideas 22:09 - Silver bull case 26:11 - Macro risks 27:55 - Jack's model portfolio 28:54 - Texas Pacific Land 30:28 - Sulfur stock idea 32:24 - Korean memory stocks 34:57 - Shorting Meta 35:52 - Follow Jack #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
August 18 · 36 min
Top Investment Chief: 3 sectors to BUY for the NEXT AI bull rally!
Ryan Detrick is the chief market strategist at Carson Group, where he helps manage more than $8 billion and has kept the firm overweight equities for over three years. He joins Phil Rosen for the 100th episode of Full Signal to discuss his S&P 500 outlook, why banks are breaking out, the sectors he likes best, and the bearish signals no one else is watching. This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/ Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ TIMESTAMPS: 0:00 - S&P 500 outlook 3:42 - Seasonality 7:32 - Advance-decline line 9:20 - Financials and banks 11:54 - Cyclicals for the second half 14:44 - Gold, bonds and managed futures 16:25 - Industrials 17:36 - Financials 19:33 - Tech stocks 21:48 - $1 trillion capex debate 23:56 - Secular bull case 24:47 - Europe and Japan 27:03 - The bear case with the US dollar 28:32 - Staples stocks falling 31:43 - Fed outlook 33:27 - 3 contrarian calls 34:55 - Follow Ryan
August 13 · 34 min
Top Investment Chief: 7 stocks to BUY for the AI SUPERCYCLE
Kenny Polcari is chief market strategist at SlateStone Wealth, an independent wealth advisor. He joins Phil Rosen on Full Signal to discuss why he thinks the AI cycle is still early, the risk of circular dealmaking, how the Iran conflict runs from oil to stock valuations, and the specific stocks he owns right now. This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/ Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - Early innings of AI 2:26 - Circular AI economy 7:23 - $5 trillion ROI question 8:22 - Iran, oil and inflation 14:34 - What clients are worried about 15:34 - September weakness 17:59 - What would break the bull case 18:52 - What pushes yields higher 20:02 - Favorite sectors and names 21:30 - Cybersecurity 22:56 - JPMorgan 26:10 - Microsoft 28:55 - Verizon 30:34 - ASML 31:47 - NVDA 33:28 - Follow Kenny #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
August 12 · 42 min
ELITE Macro investor: How to invest as the AI BUBBLE POPS
Bob Elliott is the CEO and chief investment officer of Unlimited Funds, where he deploys hedge fund strategies into low-cost ETFs. He also authors the Nonconsensus Substack. He joins Phil Rosen on Full Signal to discuss why AI earnings expectations are detached from macro reality, the gap between $5 trillion of capex and $150 billion of AI revenue, how households are propping up corporate margins, and where he sees value beyond the AI trade. Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ TIMESTAMPS 0:00 - Market as house of cards 4:57 - Where is the AI productivity? 6:26 - Wall Street's backwards math 8:34 - $5 trillion capex 10:54 - Why earnings still look strong 13:31 - Circular deals 15:32 - AI's real economy problem 19:02 - Rotation out of tech 21:03 - AI capex is 2% of GDP 24:45 - Kalecki equation 26:06 - Chip demand 28:28 - Investing beyond AI 31:59 - TIPS 33:10 - Gold 38:28 - Leverage 40:16 - Unlimited's hedge fund ETFs #podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
August 11 · 27 min
Wall Street Insider: 3 stocks to buy that go BEYOND the AI trade!
Josh Schafer is an investment writer for Barron's, where he writes the Searching for Signals newsletter on Substack. He joins Phil Rosen on Full Signal to discuss the historic run in S&P 500 earnings revisions, Alphabet and Amazon going free cash flow negative, risks to Meta, and a handful of his favorite under-the-radar stock picks. Subscribe to Josh Schafer's investing newsletter: https://searchingforsignals.substack.com/ Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - Historic earnings 3:33 - Expectations too high? 6:20 - Alphabet and Amazon burning cash 11:08 - Rotation into hyperscalers 12:00 - Meta looks bearish 15:11 - Picking software stocks 17:00 - Cybersecurity 17:59 - SpaceX supplier stock 20:09 - AI publishing and licensing stock 21:31 - Movie theater comeback stock 26:56 - Searching for Signals #podcast #investing #markets #macro #stocks #bitcoin #fed
August 6 · 38 min
Top Investment Chief: 2 sectors to BUY as the AI boom fails Wall Street!
Steve Sosnick is the chief strategist at Interactive Brokers, where he has spent three decades since the firm's options market-making days. He joins Phil Rosen on Full Signal to discuss the liquidity drain lurking beneath record highs, whether the massive AI capex bet pays off, value stocks crushing growth, his favorite sectors right now, and what the VIX is signaling. Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - New highs, new risks 5:26 - Fundamentals vs. exuberance 6:58 - Hyperscalers are back 10:21 - Momentum, FOMO, and technicals 13:10 - ROI on AI capex 17:05 - AI ecosystem trade 19:35 - Value vs. growth stocks 24:06 - Healthcare and industrials 27:57 - VIX isn't a fear gauge 29:27 - Correlation and dispersion 32:36 - Stock picker's market 34:41 - Follow Steve #podcast #investing #markets #macro #stocks #bitcoin #fed
August 4 · 25 min
Veteran Investor: 6 Stocks to BUY NOW as Big Tech burns BILLIONS
Lou Basenese is a veteran market strategist and the founder of The Big Skinny. He joins Phil Rosen on Full Signal to discuss Magnificent 7 free cash flow, why Amazon and Eli Lilly look compelling, under-the-radar biotech stock picks and a tactical trade on oil refiners. Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - Mag 7 free cash flow 1:06 - Amazon fundamentals 2:50 - Is Apple too expensive? 4:33 - Biotech stock picks 6:11 - Eli Lilly 8:21 - Big Pharma's acquisition spree 10:36 - Viking Therapeutics 12:36 - GLP-1s go mainstream 17:11 - Nvidia and Google 18:06 - Coya Therapeutics 20:17 - Refiner trade 24:53 - Follow Lou[5:00 PM] #podcast #investing #tech #markets #macro #stocks #bitcoin #fed
July 30 · 36 min
Top Investment Strategist: 3 sectors BEAT the S&P 500 as the AI trade unwinds!
Todd Sohn is the chief ETF strategist at Strategas Asset Management. He joins Phil Rosen to discuss the semiconductor bear market, his three favorite sectors in the market right now, the rise of leveraged products, and comparisons to dot-com bubble. Today's episode is sponsored by Direxion: https://shorturl.at/EBirr Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - Semi sell off 1:21 - Nobody throwing in the towel 3:01 - Is this time different? 4:14 - Leveraged ETFs 10:20 - Beta vs. volatility 12:10 - Equal weight beating cap weight 13:30 - Low volatility ETFs 16:49 - Why diversification matters again 18:22 - Where we are in AI cycle 20:14 - Trump as a wildcard 22:06 - What stops dip buying? 24:11 - Healthcare 26:19 - Energy 29:02 - Financials 33:19 - Small caps 35:57 - Follow Todd #podcast #investing #markets #macro #stocks #bitcoin #tech #fed

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