The 7investing Podcast

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 companies will aggressively build and will vigorously defend to protect themselves from attacks by others. The software industry has been a popular sector for investors in recent years due to its outsized growth rates and its ability to qui...

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 hurdle to succeed! It's no wonder why the high costs of FDA trials & the elevated rates of failure often result in small-cap drug developers declaring bankruptcy. Biotechnology is one of the stock market's riskiest sectors t...

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 20% of the world's chips.2) Datacenters that are launched into Low Earth Orbit would operate more efficiently with lower temperatures, zero-gravity, and with abundant solar power.3) Meta Platforms ' new 5 gigawatt Hyperion...

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 hidden gem in the oil & gas software sector that most investors are completely ignoring. Why "special situations" investing can uncover multi-bagger opportunitiesHow Computer Modeling Group provides essential reservoir simulat...

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 Discretionary? NOT consumer staples (milk, eggs, cereal)The "wants" not "needs" - retailers, restaurants, automakers, home improvementAmazon, Tesla, Home Depot, Lowe's, McDonald's, Chipotle, StarbucksHighly cyclical...

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 founder) to break down Ouster (OUST)—the company making "seeing eyes for AI" through breakthrough solid-state LIDAR technology. No moving parts. Pure semiconductor engineering. And it's already deployed in over 100,0...

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 off. Not quite an airplane and not quite a helicopter, an eVTOL is perhaps best described as a piloted drone that carry passengers. They ascend straight up during takeoff, are quieter than a refrigerator, give off zero emissions, and can reach...

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 massive dividend-paying chip giant) and Zeta Global (an AI-powered marketing disruptor) 🎯Broadcom (AVGO) - The $1.5 Trillion Dividend MachineZeta Global (ZETA) - The $5B AI Marketing Disruptor:Why these stocks are sparking intere...

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 been CEO of $BRKB for the past 60 years, and Berkshire's stock price had increased 5.5 million percent during his six-decade tenure. What's next for one of the world's greatest publicly-traded companies of all time? On today'...

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 be available soon. AI has taken the investing world by storm in recent years, and NVIDIA's high-performance computing chips have made it the market darling of this space. Yet we’re still in only “the third inning” when it comes to in...

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 collision of equities and cryptocurrencies—and what it means for your portfolio. What We Cover:- NASDAQ's Bold Move - Why the Nasdaq exchange is seeking SEC approval to tokenize equities, which would enable 24/5 global trading on blockcha...

Welcome to the 2026 kickoff of 7investing Live! In this special episode, Simon Erickson breaks down three game-changing insights for individual investors:- The Real Advantage You Have Over Wall Street - No style box limitations, no herd mentality, and the freedom to invest anywhere. Learn why institutions are actually at a disadvantage.- Why the Newsletter Industry Has Been Doing It Wrong - With m...

The 10 Second Takeaway: DraftKings and other online sports betting platforms are losing market share to predictive markets.   DraftKings  (Nasdaq: DKNG) and  FanDuel  (owned by  Flutter Entertainment  (NYSE: FLUT)) have enjoyed more than 80% share for years in America's online sports betting market duopoly. But now they're adjusting to a new player who's recently joined their table. Pr...

Is Quantum Computing Investable? In a @7investing exclusive interview, I recently spoke with @TiernanRayTech about the status quo of quantum computing. Tiernan has had a front row seat for technology innovation for decades. Quantum is making headlines once again, and he shared insights on what's really going on behind the scenes. Publicly-traded companies like $IONQ Rigetti $RGTI , and D-Wave...

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 more efficiently than its less-tech-savvy traditional competitors. And in addition to its agent-related costs being a fraction of others, its unique Synthetic Agents marketing approach is providing a very lucrative LTV/CAC of 3X (which is v...

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 customers, as well as how things are going in the business world. PubMatic (Nasdaq: PUBM) is one of the digital advertising industry's earliest trailblazers. Founded in 2006, its mission has always been to provide a platform for PUB lishers to aut...

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. Eastern European conflicts, standoffs between China and Taiwan, and new commercial interests are creating a trillion-dollar industry in Earth’s orbit. And this is much more than just glorified media hype. An unprecedented number of application...

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. Eastern European conflicts, standoffs between China and Taiwan, and new commercial interests are creating a trillion-dollar industry in Earth’s orbit. And this is much more than just glorified media hype. An unprecedented number of applica...

Three Catalysts that Could Send Crocs' Stock Soaring Originally recorded: May 9, 2025Some great investment opportunities are sexy tech companies that are growing quickly and everyone is familiar with. But others can be boring shoe companies, who are growing slowly and yet are ridiculously profitable. Crocs (Nasdaq: CROX) is an example of the latter. Stuck between the uncertainties of a recessi...

Palantir and Upstart: Soaring Growth but Falling Stock Prices Originally recorded: May 7, 2025 Palantir Technologies (Nasdaq: PLTR) and Upstart Holdings (Nasdaq: UPST) are two of the market's hottest stocks. Both are using AI to enhance their intelligent platforms and are seeing their top-line growth accelerate. Yet curiously, even after reporting excellent quarterly results, both stocks are s...

What the heck is going on at Wolfspeed?! Originally recorded: May 6, 2025 The WSJ published an article that WOLF is now the most shorted stock in the entire US market. The company's CFO then unexpectedly stepped down. And yet even after what appeared to be the worst-case scenario, recent negotiations have resulted in its stock price doubling within just the past two weeks. I dug into the filin...

We're bringing back the 7investing podcast! After remaining dormant for a few months, 7investing founder Simon Erickson introduces the new-and-improved show format. That will include: Deeper company-specific insights - including Wolfspeed's financial stability, AMD's leap into the datacenter, Palantir's stock-based compensation, and The Trade Desk's valuation (and that is all j...

Options guru Jeff Fischer discusses with 7investing how options can be used as a complement to stocks to boost the returns of a long-term investment portfolio. When used responsibly, options can be a fantastic way to boost the overall returns of an investment portfolio. But options are also shorter-term in nature and they are more highly-exposed to risks and uncertainties. So how, exactly, should...

Crocs is a very inexpensive stock right now, which could represent an excellent value investment opportunity. Crocs is a global shoe retailer whose comfortable and inexpensive footwear generates $4 billion in annual sales. Its core Crocs brand is growing 17% internationally and 8% direct-to-consumer. Q3 sales got a boost from "Mini-Crocs" being included in McDonald's $MCD Happy Meals...

Taiwan Semiconductor $TSM , the world's largest chipmaking foundry, today just issued the largest CapEx forecast of its company's history. Does this mean the chip industry is finally escaping from its cyclical lows, and is ready for a rebound in 2025? TSMC's 4Q 2024 results showcased a 38% year-over-year increase in revenue and a 57% increase in earnings. Those were good numbers. But t...