Shows / The 7investing Podcast
The 7investing Podcast
Welcome to 7investing.com. Our mission is to empower you to invest in your future. This podcast brings our market-based experts together to discuss our investing process and important news. Once a month, we will also feature interviews with some of the best minds in business and investing. Check out 7investing.com to find more of our free content and premium monthly stock recommendations.
Episodes
- The 7investing Podcast
DigitalOcean (DOCN) & Honeywell (HON): New Watch List Picks
Simon Erickson adds two new companies to 7investing’s October 2026 watch list, both tackling one of the biggest bottlenecks in AI infrastructure: data center…
- The 7investing Podcast
Veeva Systems (VEEV) Up 77%: What We Learned
Veeva Systems (NYSE: VEEV) was a 7investing Best Buy three months in a row back in the summer of 2026, and the stock is up more than 77% since. Simon Erickson…
- The 7investing Podcast
Lululemon (LULU) Stock: Why We Named It a Strong Buy | 7investing Live
Is Lululemon stock (Nasdaq:LULU) a turnaround opportunity or a falling knife? Simon Erickson and Heather Horton break down the athleisure brand’s comeback…
- The 7investing Podcast
Why Broadcom Has Been My Best Buy for 3 Months in a Row
Broadcom (NASDAQ: AVGO) has been 7investing's #1 ranked Best Buy for three months running, and Simon Erickson breaks down exactly why. Learn how Broadcom is…
- The 7investing Podcast
Is Tesla (TSLA) Still A Buy After Rise From $40B Value Stock to $1 Trillion
Simon Erickson and Heather Horton welcome back Steve Symington, managing director of New Columbia Capital and a former 7investing advisor, to revisit Tesla…
- The 7investing Podcast
3 Nuclear Stocks Racing to Power the AI Data Center Boom
Simon Erickson and Heather Horton tackle a mailbag request on small modular reactors (SMRs), the mini nuclear reactors being built to solve a real problem: AI…
- The 7investing Podcast
Upstart's CEO: "Here's What Investors Are Missing"
On 7investing's Livestream show on August 21, I had a conversation with Upstart Holdings' new CEO Paul Gu that included two very important questions. You see…
- The 7investing Podcast
Rocket Lab (RKLB) Q2 Earnings & Iridium Deal Explained
Rocket Lab (NASDAQ: RKLB) just posted record second quarter 2026 results $234 million in quarterly revenue, up 62% year-over-year, and a total backlog of $2.36…
- The 7investing Podcast
Trade Desk's Ugly Q2: What's Really Going Wrong | 7investing Live
The Trade Desk (NASDAQ:TTD) has fallen roughly 90% from its late-2024 highs, and in this episode of 7investing Live, Simon Erickson digs into why. They break…
- The 7investing Podcast
Upstart Q2 Earnings: The AI Company Disrupting The $1 Trillion Lending Market
Simon Erickson and Heather Horton break down Upstart Holdings (NASDAQ:UPST) Q2 2026 earnings, released the day before this live stream. New CEO Paul Gu, one of…
- The 7investing Podcast
SpaceX Stock Analysis: Space, AI & Starlink | Would We Buy the Dip After Record IPO?
47 days after SpaceX's record-breaking $75 billion IPO — the largest in history — Simon Erickson and Heather Horton dig into whether the stock is a buy now…
- The 7investing Podcast
Is SoundHound Stock (SOUN) About to Short Squeeze? | 7investing Live
Simon Erickson breaks down how a short squeeze works and why SoundHound AI stock (NASDAQ: SOUN) may be setting up for one right now. Learn what short interest…
- The 7investing Podcast
Small Caps Are Crushing the S&P 500 in 2026 | Russell 2000's Best Start Since 1991 | 7investing Live
Everyone calls the S&P 500 "the market." But is it really? In this episode of 7investing Live, founder and CEO Simon Erickson breaks down what the market…
- The 7investing Podcast
Prediction Markets Explained: Kalshi & Polymarket's $40B Boom — Which Stocks Win?
Prediction markets are taking the financial world by storm. Kalshi and Polymarket have gone from under $1 billion in combined monthly trading volume to over…
- The 7investing Podcast
Rocket Lab & Netflix Deep Dive | Cerebras vs. NVIDIA: The $30 Billion AI Inference Battle
Is Cerebras Systems the next great AI chip stock or a red-hot IPO priced for perfection? In this episode of 7investing Live, Simon Erickson and executive…
- The 7investing Podcast
Arqit Quantum (NASDAQ:ARQQ): Is This $500M Micro-Cap the Best Play on Post-Quantum Cryptography?
Want access to all our investing content? Join at 7investing.com/subscribe Join the conversation on the 7investing discord…
- The 7investing Podcast
Is Moore's Law Dead? Cerebras IPO, SpaceX Orbital Data Centers & Huawei Tau Scaling Explained
Three massive semiconductor and computing developments are reshaping the future of AI infrastructure — and 7investing's Simon Erickson sits down with Nick…
- The 7investing Podcast
CME Group (NASDAQ:CME) Stock Analysis: Why This Hidden Gem Thrives on Market Volatility
While the market chases AI stocks and IPOs at 90x sales, Simon Erickson is looking in the opposite direction, at CME Group (NASDAQ:CME), the Chicago Mercantile…
- The 7investing Podcast
Rocket Lab (NASDAQ:RKLB) Stock Fell 45% From Its High — Here's What the DCF Model Actually Says
Want access to all our investing content? Join at 7investing.com/subscribe Join the conversation on the 7investing discord…
- The 7investing Podcast
SpaceX IPO: The Largest in Stock Market History - Should You Buy at a $1.8 Trillion Valuation?
SpaceX just made history, raising $75 billion in the largest IPO the stock market has ever seen, now trading on NASDAQ at a $1.8 trillion valuation…
- The 7investing Podcast
Is Moore's Law Dead? Cerebras IPO, SpaceX Orbital Data Centers & Huawei Tau Scaling Explained
Three massive semiconductor and computing developments are reshaping the future of AI infrastructure — and 7investing's Simon Erickson sits down with Nick…
- The 7investing Podcast
Is Salesforce (NYSE:CRM) Stock a Buy Under $200? AI Agents, Buybacks & Q1 2027 Results
Join the conversation on the 7investing discord: https://discord.com/invite/PT9ZQqdXXSWant access to all our investing content? Join at…
- The 7investing Podcast
CrowdStrike (NASDAQ:CRWD) vs Zscaler (NASDAQ:ZS): Which Cybersecurity Stock Is the Better Buy?
Both CrowdStrike (NASDAQ:CRWD) and Zscaler (NASDAQ:ZS) just reported strong results, 24% ARR growth and a 34% free cash flow margin for CrowdStrike, and 25%…
- The 7investing Podcast
Rocket Lab (NASDAQ:RKLB) DCF Valuation 2026: What Is the Stock Actually Worth? | Deep Dive Pt. 2
Rocket Lab (NASDAQ:RKLB) has been a 20-bagger on the 7investing scorecard, but at $150/share today, is it still a buy? 7investing founder Simon Erickson walks…
- The 7investing Podcast
Rocket Lab Stock Deep Dive: $200M Revenue, $2.2B Backlog & Is RKLB Still a Buy at $121?
Simon Erickson digs into Rocket Lab's (NASDAQ:RKLB) Q1 2026 earnings with a record revenues of $200 million (up 63% year-over-year), $2.2 billion contractual…
- The 7investing Podcast
Is Trade Desk Stock a Buy After a 67% Crash? TTD Deep Dive: Growth, Competition & Valuation
The Trade Desk (NASDAQ:TTD) is down 67% over the last 12 months — one of the biggest falls from grace for a stock that was once a Wall Street darling. Simon…
- The 7investing Podcast
Is Duolingo (NASDAQ:DUOL) Stock a Buy After a 77% Drop? | Q1 2026 Earnings Deep Dive
Duolingo (NASDAQ:DUOL) is down 77% over the last year while the S&P 500 is up 32% but 7investing founder Simon Erickson is defending the owl. In this deep dive…
- The 7investing Podcast
NuScale Power Deep Dive | Why We Are Recommending (SMR) Again | 7investing Live 04/30/26
7investing founder Simon Erickson explains why his firm just re-added NuScale Power (NYSE:SMR) to its scorecard — a stock they originally recommended in 2022…
- The 7investing Podcast
Is The Trade Desk (TTD) Stock a Buy After a 70% Drop? | Deep Dive 2026
The Trade Desk (NASDAQ:TTD) has lost nearly 70% of its value since its 2024 highs but does that make it a buying opportunity or a value trap? In this deep…
The 7investing PodcastBloom Energy & Lumentum: Two Under-the-Radar AI Data Center Stocks to Watch Now | 7Investing Live
The biggest bottleneck in the AI infrastructure boom isn't chips — it's power. Simon Erickson and Heather Horton deep dive into two 7Investing watchlist…
- The 7investing Podcast
The Hidden Stocks Behind Weight Loss Pills, AI Data Centers & the $2 Trillion SpaceX IPO
Simon Erickson is back with three major investing trends that every growth investor needs on their radar in 2026. First up: weight loss drugs are bigger than…
The 7investing PodcastMar 27, 2026: MIT Top Tech (Part 3) - Best AI & Nuclear Energy Stocks to Buy Now
In Part 3 of our MIT Tech Review Breakthrough Technologies 2026 series, Simon Erickson goes deep on the three most investable opportunities from the list's two…
The 7investing PodcastMar 26, 2026: MIT's Top 10 Breakthrough Technologies 2026 RANKED: Best Stocks to Buy Now
🔗 Free 7investing trial: https://7investing.com/subscribeMIT Technology Review releases its list of 10 Breakthrough Technologies every year — and Simon…
The 7investing PodcastMar 20, 2026: MIT's 10 Breakthrough Technologies 2026 (Part 1): The Best Investing Opportunities Right Now
Every year, MIT Technology Review publishes its list of the 10 most important emerging technologies — and every year, Simon Erickson breaks it down through an…
The 7investing PodcastMar 13, 2026: Novo Nordisk vs. Hims & Hers: The GLP-1 Feud That Could Define a $200 Billion Market
The feud between Novo Nordisk (NYSE:NVO) and Hims & Hers (NYSE:HIMS) has been one of the most dramatic storylines in biotech investing — and it just took a…
The 7investing PodcastMar 11, 2026: Apple vs. Inflation: MacBook Neo, New iPhone 17E, & MacBook Air M5 — What It Means for Investors
Apple (NASDAQ:AAPL) just dropped a bombshell product lineup — including the all-new MacBook Neo at just $600, the iPhone 17E, and the MacBook Air M5 — and…
The 7investing PodcastMar 9, 2026: Micron & Infleqtion - Two AI Stocks to Watch in 2026
Simon Erickson of 7investing breaks down two high-potential watchlist stocks: Micron Technology (NASDAQ:MU) — a memory giant riding the AI boom with explosive…
The 7investing PodcastMar 2, 2026: Semiconductor Review - The AI Chip Opportunities Investors Are Missing
What a month it has been for our 7investing show!Throughout all of February, we focused on the semiconductor industry - looking for the investment…
The 7investing PodcastFeb 27, 2026: From Fiber Optics Bust to AI Optics Boom: The $700 Billion Optics Opportunity
February 27, 2026: Co-Packaged Optics Generative AI is getting very demanding.It's become extremely power-hungry, and that's pushing the physical limits of…
The 7investing PodcastFeb 18, 2026: Is AI a Bubble? $364 Billion in Data Center Spending Says Otherwise
Feb 18, 2026: What's Next for AI AcceleratorsAMD's CEO Lisa Su thinks the market for cutting-edge AI chips will be worth $1 trillion annually by 2030 and…
The 7investing PodcastFeb 16, 2026: Why Infrastructure is the Real Winner in the Age of AI with John Rotonti
Feb 16, 2026: Why Infrastructure is the Real Winner in the Age of AI Warren Buffett is widely credited with characterizing competitive advantages as moats that…
The 7investing PodcastFeb 13, 2026: The $2 Billion AI Biotech That's Undervalued - Recursion Pharmaceuticals w/ Manisha Samy
February 13, 2026: AI in Drug Discovery It costs $2.5 billion and up to 10 years of effort to successfully bring a new drug to market.That's an extremely high…
The 7investing PodcastFeb 9, 2026: Elon's TeraFab Plan: Can He Build 20% of Global Chip Supply? | The Future of the Semiconductor Industry
Feb 9, 2026: The Future of the Chip Industry 1) Elon Musk wants Tesla to bypass Taiwan Semi and to build his own massive "TeraFab" facilities that would supply…
The 7investing PodcastFeb 4, 2026: Special Situations and Computer Modelling Group An Overlooked Opportunity
7investing CEO Simon Erickson and My Wall Street CEO and Prophet founder Emmett Savage as they explore Computer Modelling Group (TSE: GMG) (OTCMKTS: CMDXF) - a…
The 7investing PodcastFeb 2, 2026: Why Retail Stocks Are Too Cheap to Ignore (ChatGPT Ads Change Everything)
Happy Groundhog Day! Punxsutawney Phil saw his shadow (6 more weeks of winter ☃️), but consumer discretionary stocks are about to heat up!What is Consumer…
The 7investing PodcastJan 30, 2026: AI's "Seeing Eyes" Made By Ouster with Emmet Savage
The future isn't just AI that thinks—it's AI that SEES and INTERACTS with the physical world.Simon Erickson chats with Emmett Savage (MyWallStreet & Prophet…
The 7investing PodcastJan 26, 2026: Air Taxis and Vertical Aerospace with Emmet Savage
January 26, 2026: Air Taxis and Vertical AerospaceKeep your eyes on the skies, because electric vertical takeoff and landing aircraft are about to be taking…
The 7investing PodcastJan 23 2026: 2 New Watch List Stocks: Broadcom & Zeta Global (AI Plays for 2026)
Welcome to 7investing's Watch List! Today we're diving deep into TWO stocks that aren't official recommendations but are on the 7investing radar: Broadcom (a…
The 7investing PodcastJan 14, 2026: Leadership Transitions: Berkshire Hathaway & Constellation Software
On January 1, 2026, Warren Buffett officially stepped down as CEO of Berkshire Hathaway and handed the reins to his longtime lieutenant Greg Abel. Buffett had…
The 7investing PodcastJan 9, 2026: The Next AI Trade: Why Insurance Is Ripe for Disruption | Lemonade Deep Dive
Note: We experienced technical difficulties during the live stream, but Steve Symington's insights were so good we wanted to keep this. An edited version will…
The 7investing PodcastJan 7, 2026: Crypto Meets Wall Street: The Everything App Revolution with CryptoEQ
Welcome to the inaugural guest episode of 7investing Live for 2026!Simon Erickson sits down with Spencer Randall, founder and CEO of CryptoEQ, to explore the…
The 7investing PodcastJan 5, 2026: Why You Have the Edge Over Wall Street (If You Use It Right)
Welcome to the 2026 kickoff of 7investing Live! In this special episode, Simon Erickson breaks down three game-changing insights for individual investors:- The…
The 7investing Podcast7investing Quick Take: DraftKings (DKNG)
The 10 Second Takeaway: DraftKings and other online sports betting platforms are losing market share to predictive markets. DraftKings (Nasdaq: DKNG) and…
- The 7investing Podcast
Is Quantum Computing Actually Investable? A 7investing Exclusive With Tiernan Ray.
Is Quantum Computing Investable?In a @7investing exclusive interview, I recently spoke with @TiernanRayTech about the status quo of quantum computing.Tiernan…
The 7investing Podcast7investing Exclusive: Deep Dive into Lemonade
Lemonade (NYSE: LMND) is a new player who's really adding zest to the insurance industry. Its AI-powered underwriting enables it to write new policies much…
The 7investing PodcastWhat's Next for Digital Advertising? 7investing interviews PubMatic CEO Rajeev Goel
The digital advertising industry is, in many ways, a bellwether of the American economy. It's a direct look at how and where companies are acquiring new…
The 7investing Podcast7investing Exclusive: A Deep Dive into Rocket Lab (Spotify)
Today's 7investing podcast is all about Rocket Lab! The space economy is hitting an inflection point. And that will be good news for its earliest investors…
The 7investing Podcast7investing Exclusive: Deep Dive Into Rocket Lab
Today's 7investing podcast is all about Rocket Lab! The space economy is hitting an inflection point. And that will be good news for its earliest investors…
The 7investing PodcastStepping it Up: 3 Catalysts That Could Send Crocs' Stock Soaring
Three Catalysts that Could Send Crocs' Stock SoaringOriginally recorded: May 9, 2025Some great investment opportunities are sexy tech companies that are…
The 7investing PodcastPalantir and Upstart: Soaring Growth but Falling Stock Prices
Palantir and Upstart: Soaring Growth but Falling Stock Prices Originally recorded: May 7, 2025 Palantir Technologies (Nasdaq: PLTR) and Upstart Holdings…