The 7investing Podcast

Want access to all our investing content? Join at 7investing.com/subscribe Join the conversation on the 7investing discord: https://discord.com/invite/PT9ZQqdXXSEvery federal agency in the United States must be quantum-safe by December 2030. That NIST mandate is the starting gun for one of the most under-the-radar investment themes in the market, and Arqit Quantum Inc. (NASDAQ:ARQQ) is positioning...

Three massive semiconductor and computing developments are reshaping the future of AI infrastructure — and 7investing's Simon Erickson sits down with Nick Rossalillo of Chip Stock Investor to break them all down. First up: Cerebras Systems (NASDAQ:CBRS), which just went public on May 13th at $185/share (~$40 billion valuation) and is now trading near $46 billion at 90x trailing sales. The comp...

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 Exchange, a business that doesn't care if markets go up or down. It just needs them to move. CME Group sits at the center of global derivatives trading across six asset classes, interest rates, equity indexes, foreign exchange, energy,...

Want access to all our investing content? Join at 7investing.com/subscribe Join the conversation on the 7investing discord: https://discord.com/invite/PT9ZQqdXXSRocket Lab (NASDAQ:RKLB) peaked near $150 a share earlier this year, powered by SpaceX IPO excitement and space sector momentum. Now it's trading at $83. Simon Erickson and Heather Horton revisit the full discounted cash flow model Sim...

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. 7investing's Simon Erickson break downs what you actually need to know as an investor. The SpaceX empire spans X (formerly Twitter, 600M users), xAI (the Grok-powering AI infrastructure running out of the 2-gigawatt Colossus data center), and 10,0...

Three massive semiconductor and computing developments are reshaping the future of AI infrastructure — and 7investing's Simon Erickson sits down with Nick Rossalillo of Chip Stock Investor to break them all down. First up: Cerebras Systems (NASDAQ:CBRS), which just went public on May 13th at $185/share (~$40 billion valuation) and is now trading near $46 billion at 90x trailing sales. The comp...

Join the conversation on the 7investing discord: https://discord.com/invite/PT9ZQqdXXSWant access to all our investing content? Join at 7investing.com/subscribe Salesforce (NYSE:CRM) just reported $11 billion in Q1 fiscal 2027 revenue, and the stock is still trading at less than 13x free cash flow, a valuation that Salesforce itself apparently finds too cheap. The company borrowed $25 billion in a...

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% revenue growth with 600%+ year-over-year flexible booking growth for Zscaler. But the stocks couldn't be more different: CrowdStrike is up 56% over the last 12 months trading at 128x free cash flow, while Zscaler is down 54% and now tradin...

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 through the 11th iteration of his full discounted cash flow model, projecting Rocket Lab's revenues across three divisions: Electron launches, the upcoming Neutron rocket, and Space Systems manufacturing, all the way out to 2041. The bot...

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 backlog, record gross margins, and an undisclosed customer signing on for five Neutron rocket launches through 2029. 7investing first recommended Rocket Lab at $10 in August 2021, added again at $4 in early 2024 when Simon published a pub...

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 Erickson digs deep into Q1 2025 earnings, the slowing revenue growth (from 25% to just 12% year-over-year), and the second quarter guidance of only 8% top-line growth. Is this a temporary macro headwind — or is something more structural breaki...

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 into Duolingo's Q1 2026 earnings, Simon breaks down why the bearish narrative around slowing top-line growth and AI competition from OpenAI and Google (NASDAQ:GOOGL) may be missing the bigger picture: Duolingo is one of the most cap...

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, sold in December 2023, and are now buying back at $12/share. The thesis centers on a seismic shift in energy demand: AI data centers are now consuming power at gigawatt scale, and the list of viable baseload solutions is extremely short. Wit...

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 dive, 7investing founder Simon Erickson breaks down the full story: how TTD built a 3,800% return from its IPO to 2024 by revolutionizing programmatic advertising, and exactly what went wrong in 2025, from tariff-driven ad budget cuts to new com...

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 additions built for exactly this moment: Bloom Energy (NYSE:BE) and Lumentum (NASDAQ:LITE). Bloom's modular solid oxide fuel cells deliver on-demand power with no combustion emissions, a $22 billion backlog, and a brand new deal with O...

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 ever, with oral GLP-1 pills from Novo Nordisk and Eli Lilly now winning broad insurance coverage and slashing out-of-pocket costs — potentially tripling the total addressable market to $190 billion by 2035. Then Simon breaks down the picks-an...

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 top trends: Hyperscale AI Data Centers and Next Generation Nuclear. This episode features detailed breakdowns of Broadcom (NASDAQ:AVGO), Lumentum (NASDAQ:LITE), and NuScale Power (NYSE:SMR) — covering their business models, revenue growth,...

🔗 Free 7investing trial: https://7investing.com/subscribe MIT Technology Review releases its list of 10 Breakthrough Technologies every year — and Simon Erickson ranks all 10 by investability over the next 3–5 years. In Part 2 of this series, we go deep on which emerging tech trends could generate the biggest stock market returns, from next-gen nuclear energy and AI data centers to gene editing,...

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 investor's lens. In this episode, Simon and Heather review MIT's breakthrough technology lists from 2023, 2024, and 2025 to see what's already become reality, then preview the 2026 list live from the MIT Tech Review website. From...

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 major new turn. Simon Erickson breaks down the four-year saga: from Wegovy's launch and the FDA shortage list, to compounded Semaglutide flooding the market at a fraction of the cost, to patent infringement lawsuits, and finally to the...

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 they're doing it while raising gross margins. How is that possible in an inflationary, tariff-heavy environment? In this episode, Simon Erickson breaks down Apple's bold pricing strategy, its asset-light business model, and why this coul...

Simon Erickson of 7investing breaks down two high-potential watchlist stocks: Micron Technology (NASDAQ:MU) — a memory giant riding the AI boom with explosive margin expansion — and Infleqtion (NYSE:INFQ), a newly public quantum computing company using groundbreaking neutral atom technology. Micron's high bandwidth memory (HBM) is completely sold out through 2026, with gross margins expanding...

What a month it has been for our 7investing show! Throughout all of February, we focused on the semiconductor industry - looking for the investment opportunities who were best-poised to benefit from AI's endless demand for computing. We searched far and wide for those top stock ideas, and we featured some incredible guests to share their insights on the show all month. That included: 1) Feb 1:...

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 what today's highest-performing chips are even capable of. One potential solution is co-packaged optics, which involves integrating fiber-optic transmitters directly into the chip. It's a great way to avoid much of the heat and...

Feb 18, 2026: What's Next for AI Accelerators AMD's CEO Lisa Su thinks the market for cutting-edge AI chips will be worth $1 trillion annually by 2030 and NVIDIA's CEO Jensen Huang (who happens to be Lisa's cousin once-removed) believes AI infrastructure spend will total $4 trillion during the next five years. If those forecasts are even directionally correct, both AMD and NVIDIA w...