<p>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&#39;s satellite internet dominance and the Starship launch vehicle, Simon breaks down what investors need to know before SpaceX goes public. Don&#39;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 &amp; Companies MentionedPublicly Traded:Novo Nordisk (NYSE:NVO)Eli Lilly (NYSE:LLY)Viking Therapeutics (NASDAQ:VKTX)Hims &amp; 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.</p>