The 7investing Podcast

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-and-shovels plays powering the AI data center buildout — including co-packaged optics, on-demand fuel cell energy, and quantum computing — and makes the case for why Bloom Energy may be his top pick in the space right now.Finally, the episode covers what could be the largest IPO in history: SpaceX is reportedly targeting a $2 trillion valuation and a $75 billion raise as soon as this summer — and the implications for the entire space economy are massive. From orbital data centers to Starlink's satellite internet dominance and the Starship launch vehicle, Simon breaks down what investors need to know before SpaceX goes public. Don't miss it — subscribe and visit 7investing.com for full recommendations and watch list access.Past episodes mentioned:GLP-1 Feud: https://youtu.be/CazBaRRT3HQData Centers in Space: https://youtube.com/live/Qmk84KLaX0Y?feature=shareStocks & Companies MentionedPublicly Traded:Novo Nordisk (NYSE:NVO)Eli Lilly (NYSE:LLY)Viking Therapeutics (NASDAQ:VKTX)Hims & Hers Health (NYSE:HIMS)Broadcom (NASDAQ:AVGO)Lumentum (NASDAQ:LITE)Bloom Energy (NYSE:BE)IonQ (NYSE:IONQ)Rocket Lab (NASDAQ:RKLB)MDA Space (TSX:MDA)Micron Technology (NASDAQ:MU)Zeta Global (NYSE:ZETA)NuScale Power (NYSE:SMR)NVIDIA (NASDAQ:NVDA)Alphabet / Google (NASDAQ:GOOGL)Microsoft (NASDAQ:MSFT)Meta Platforms (NASDAQ:META)Watch List Mentions (7Investing):Vail Resorts (NYSE:MTN)Sphere Entertainment (NYSE:SPHR)Ferrari (NYSE:RACE)IonQ (NYSE:IONQ) (also listed above)Private / Pre-IPO:SpaceX (private — IPO expected as soon as summer 2026)xAI (acquired by SpaceX, February 2026)Inflection (newly public quantum computing company — ticker not confirmed in transcript)Anthropic (private)Character.ai (private)Insurance / Healthcare Referenced:BlueCross BlueShield (not publicly traded)UnitedHealthcare / UnitedHealth Group (NYSE:UNH)Aetna / CVS Health (NYSE:CVS)#GLP1Stocks #WeightLossDrugs #OzempicStocks #SpaceXIPO #AIDataCenters #BloomEnergy #QuantumComputing #GrowthInvesting #StockMarket #EnergyStocks #SpaceStocks #Lumentum #Broadcom #NovoNordisk #EliLilly #InvestingIn2026 #TechStocks #PicksAndShovels #7investing #SimonErickson⚠️ This is not investing advice. Please do your own research before making any investment decisions.

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, competitive advantages, and why they could be among the biggest winners of the AI infrastructure buildout.From Broadcom's $64B revenue empire and custom ASIC chip design powering hyperscale data centers, to Lumentum's explosive 65% revenue growth as NVIDIA's key optical transceiver partner, to NuScale's small modular reactor (SMR) technology and a potential $120–$180B contract with the Tennessee Valley Authority — this episode covers picks-and-shovels investing at its finest.Whether you're focused on AI infrastructure stocks, semiconductor stocks, clean energy stocks, or nuclear power investing, this is a must-watch for long-term growth investors. Subscribe and catch the full three-part series at 7investing.com.📈 Stocks & Companies MentionedBroadcom (NASDAQ:AVGO)Lumentum (NASDAQ:LITE)NuScale Power (NYSE:SMR)NVIDIA (NASDAQ:NVDA)Alphabet / Google (NASDAQ:GOOGL) (TPU partnership with Broadcom)Anthropic (private — $21B TPU order referenced)Advanced Micro Devices / AMD (NASDAQ:AMD)Tennessee Valley Authority (government utility, not publicly traded)Georgia Power / Southern Company (NYSE:SO) (Vogtle nuclear plant reference)#AIStocks #NuclearEnergy #SmallModularReactors #HyperscaleDataCenters #Broadcom #Lumentum #NuScalePower #SemiconductorStocks #GrowthInvesting #AIInfrastructure #StockMarket #EnergyStocks #PicksAndShovels #MITTechReview #InvestingIn2026 #LongTermInvesting #7investing #SimonErickson⚠️ This is not investing advice. Please do your own research before making any investment decisions.

🔗 Free 7investing trial: https://7investing.com/subscribeMIT 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, generative coding, and sodium-ion batteries.From small modular reactors (SMRs) powering AI infrastructure, to hyperscale data centers consuming gigawatts of electricity, to AI companions reshaping mental health — this episode covers the most important growth investing themes heading into 2026 and beyond. Whether you're interested in AI stocks, clean energy stocks, biotech stocks, or space exploration, this breakdown has something for every long-term investor.Part 3 airs Friday, March 28, featuring deeper dives into NuScale Power (NYSE:SMR), Broadcom (NASDAQ:AVGO), and Lumentum (NASDAQ:LITE). Don't miss it — subscribe so you never miss a 7Investing Live episode!📈 Stocks MentionedTwist Bioscience (NASDAQ:TWST)Beam Therapeutics (NASDAQ:BEAM)Prime Medicine (NASDAQ:PRME)New Scale Power (NYSE:SMR)Broadcom (NASDAQ:AVGO)Nvidia (NASDAQ:NVDA)Advanced Micro Devices / AMD (NASDAQ:AMD)Microsoft (NASDAQ:MSFT)Alphabet / Google (NASDAQ:GOOGL)Meta Platforms (NASDAQ:META)BYD (OTC:BYDDY) (Chinese automaker, sodium-ion batteries)CATL (not publicly traded in the U.S.)Lumentum (NASDAQ:LITE)Private / Pre-IPO Companies Mentioned:Colossal Biosciences (private)VastSpace (private)Axiom Space (private)Voyager Space (private)Blue Origin (private — Jeff Bezos)SpaceX (private — Elon Musk)Kairos Power (private)TerraPower (private)X-Energy (private)Neutron Energy (private)Peak Energy (private)Character.ai (private)Genomic Prediction (private)Orchid (private)Nucleus Genomics (private)OpenAI (private)Anthropic (private)⚠️ Not financial advice. Do your own research. #MITTechReview #BreakthroughTechnologies2026 #AIStocks #GrowthInvesting #StockMarket #NuclearEnergy #SmallModularReactors #AIDataCenters #GenerativeCoding #GeneEditing #SodiumIonBatteries #SpaceStocks #BiotechStocks #LongTermInvesting #InvestingIn2026 #7investing #SimonErickson

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 weight loss drugs and AI-powered search to small language models, next-gen nuclear, and generative coding — which technologies are actually investable right now, and which are still 3–5 years out? Simon walks through the MIT framework alongside the Gartner Hype Cycle and Boston Consulting Group's value creation index to help investors separate the signal from the noise.Whether you're tracking AI companions, sodium-ion batteries, robotaxis, CRISPR gene editing, or hyperscale data centers, this episode gives you the big-picture context to start positioning early in the technologies shaping our future. 🔗 Free 7investing trial: https://7investing.com/subscribeSome of Heather's favorite episodes: •AI's "Seeing Eyes" Made By Ouster with Emmet Savage - https://youtube.com/live/yYpByizVWc0• AI Agents: The Truth About What They Can (And Can't) Do | UiPath Deep Dive - https://youtu.be/e3jaqe-MLBw• From Fiber Optic Bust to AI Boom: The $700B Optics Opportunity - https://youtu.be/UpmPt5iUodsStocks Mentioned:Adobe (NASDAQ:ADBE)Advanced Micro Devices (NASDAQ:AMD)Alphabet / Google (NASDAQ:GOOGL)Anthropic (private)Broadcom (NASDAQ:AVGO)Hims & Hers Health (NYSE:HIMS)Intel (NASDAQ:INTC)Microsoft (NASDAQ:MSFT)Novo Nordisk (NYSE:NVO)OpenAI (private)Salesforce (NYSE:CRM)Uber (NYSE:UBER)⚠️ Not financial advice. Do your own research. #BreakthroughTechnologies #MITTechReview #InvestingIn2026 #AIInvesting #EmergingTech #StockMarket #GrowthStocks #AIStocks #SmallLanguageModels #GenerativeAI #NextGenNuclear #WeightLossDrugs #Robotaxi #GeneEditing #7investing #Simonerickson

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 new distribution agreement signed March 9, 2026.We cover the explosive growth potential of GLP-1 weight loss drugs, why the global weight loss drug market could hit $200 billion — double the size of the diabetes market — and what the new Wegovy oral pill means for both companies and investors. We also examine how Eli Lilly (NYSE:LLY) fits into the competitive picture with Zepbound and why its U.S.-based advantage has translated into stronger investor sentiment compared to Novo.Simon shares his investor takeaways: Novo's pricing power is under pressure, the IP battle is far from over, and new CEO Mike Doustdar appears to be taking a harder line on patent enforcement. Meanwhile, Hims & Hers emerges from this feud with greater clarity on what it can and can't sell — and the patent infringement overhang on its stock has been lifted.STOCKS MENTIONED:Novo Nordisk (NYSE:NVO)Hims & Hers (NYSE:HIMS)Eli Lilly (NYSE:LLY)#NovoNordisk #nvo #HimsAndHers #hims #GLP1 #Semaglutide #Wegovy #WeightLossDrugs #Zepbound #EliLilly #InvestingNews #PharmaceuticalStocks #BiotechInvesting #StockMarket #GLP1Stocks #CompoundingSemaglutide #WeightLoss #7investing #Simonerickson