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The 7investing Podcast

7investing
Tesla
Artificial Intelligence
Rocket Lab
Electric Vehicles
Investing
Upstart Holdings
Semiconductors
Quantum Computing
Interest Rates
Wolfspeed
NVIDIA
Novo Nordisk
Enovix
Crocs
Investment Strategy
Lemonade
Stock Market
Spacex
7investing
AI Data Centers

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.

PublishesDailyEpisodes505Founded6 years ago
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Latest Episodes

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 rocke... more

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% ye... more

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 slowi... more

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 seismi... more

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Recent Guests

Eric Bleeker
Co-founder of 247 Wall Street; longtime tech/telecom analyst
247 Wall Street
Episode: Feb 27, 2026: From Fiber Optics Bust to AI Optics Boom: The $700 Billion Optics Opportunity
Nick Rossolillo
Founder of Chip Stock Investor
Chip Stock Investor
Episode: Feb 18, 2026: Is AI a Bubble? $364 Billion in Data Center Spending Says Otherwise
Manisha Samy
Former 7investing advisor, venture capitalist, and consultant
Episode: Feb 13, 2026: The $2 Billion AI Biotech That's Undervalued - Recursion Pharmaceuticals w/ Manisha Samy
Robert Quinn
Semiconductor ambassador and advisor with extensive experience in semiconductor manufacturing
Episode: Feb 9, 2026: Elon's TeraFab Plan: Can He Build 20% of Global Chip Supply? | The Future of the Semiconductor Industry
Emmet Savage
Chief Investment Officer and co-founder of MyWallSt.
MyWallSt
Episode: Jan 26, 2026: Air Taxis and Vertical Aerospace with Emmet Savage
Auri Hughes
Business consultant and investor
Episode: Jan 14, 2026: Leadership Transitions: Berkshire Hathaway & Constellation Software
Steve Symington
One of the founding members of 7investing
7investing
Episode: Jan 9, 2026: The Next AI Trade: Why Insurance Is Ripe for Disruption | Lemonade Deep Dive
Spencer Randall
Founder and CEO of CryptoEQ, a research firm for digital assets
CryptoEQ
Episode: Jan 7, 2026: Crypto Meets Wall Street: The Everything App Revolution with CryptoEQ
Tiernan Ray
Founder and writer of The Technology Letter, actively following tech industry innovations for decades
Episode: Is Quantum Computing Actually Investable? A 7investing Exclusive With Tiernan Ray.

Hosts

Simon Erickson
Host of 7investing live; founder and CEO of 7investing
Heather Horton
Co-host facilitating questions and discussion; executive producer

Reviews

4.0 out of 5 stars from 179 ratings
  • Adjust the volume: 3

    If you don’t adjust the volume of the podcast to the much higher volume of the ads I won’t listen to it ever again. I’m counting down from 3. You are busting my ears…

    Apple Podcasts
    1
    Carlos Buckenheimer
    Germany2 years ago
  • Exploring deep tech

    A lot of fun stuff on deep technology stocks!

    Apple Podcasts
    5
    Valueinvestingnotdead
    United States2 years ago
  • So glad you asked that’s a great question

    I hate people who say that’s a great question, so glad you asked. It’s posed, it’s fake, artificial. Condescending. Hate it.

    Apple Podcasts
    1
    Maximum Dudley
    United States2 years ago
  • Excellent service

    7 Investing does an excellent job of presenting stock investors with ideas. I personally am not a believer of electric cars, green energy or many of the themes they cover. But it’s certainly fair to say they do a nice job of presenting the bull cases and a descent job of the bear case and actual risks to the power grid from Solar and Wind. They don’t just do growth only, although it’s the main thesis they provide excellent coverage of more stable and traditional stock ideas as well. Highly recom... more

    Apple Podcasts
    5
    Bird Dog Trainer
    United States3 years ago
  • Excellent service

    7 Investing does an excellent job of presenting stock investors with ideas. I personally am not a believer of electric cars, green energy or many of the themes they cover. But it’s certainly fair to say they do a nice job of presenting the bull cases and a descent job of the bear case and actual risks to the power grid from Solar and Wind. They don’t just do growth only, although it’s the main thesis they provide excellent coverage of more stable and traditional stock ideas as well. Highly re... more

    Apple Podcasts
    5
    Bird Dog Trainer
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners praise the breadth of tech topics, especially AI, semiconductors, and data centers.
High-quality, data-driven investing discussions with strong tech focus.
Guests bring deep expertise and practical investing insights.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

NuScale Power Deep Dive | Why We Are Recommending (SMR) Again | 7investing Live 04/30/26
Q: What tends to happen is when you start getting projects deployed, other companies see that and they say, okay, wow, my competitor just built a project with a new technology. They made it financially and economically viable. And now all of a sudden they've got something that I don't. So maybe we should go out and start evaluating this too.
The host explains that success in early SMR deployments can trigger a cascading interest from competitors and partners, creating momentum as more entities evaluate and adopt the technology, which can unlock broader market opportunities for NuScale.
Feb 16, 2026: Why Infrastructure is the Real Winner in the Age of AI with John Rotonti
Q: Do you think the way you're talking about software as a service and how there's like no moat, how everything was kind of overblown and how it was kind of a problematic investment back, you know, a couple of years back?
There are definitely some software companies that I think have moats, but, you know, they're few and far between based on the way that I look at things.
Feb 9, 2026: Elon's TeraFab Plan: Can He Build 20% of Global Chip Supply? | The Future of the Semiconductor Industry
Q: What are some green flags and red flags to look out for when investing in semiconductor fabricators?
You should look at a company's yield and what their plans for investing and growing are. Companies that show stagnation are a red flag, while those expanding are a good sign.
Feb 13, 2026: The $2 Billion AI Biotech That's Undervalued - Recursion Pharmaceuticals w/ Manisha Samy
Q: Do you see this type of AI speeding up and hopefully creating a more inexpensive pipeline coming into larger pharmaceutical companies outside the biotech sphere?
Yes, I definitely see that coming down the pipeline, although large pharmaceutical companies traditionally move slowly and prefer to partner with biotech companies.
Feb 2, 2026: Why Retail Stocks Are Too Cheap to Ignore (ChatGPT Ads Change Everything)
Q: With the Chat GPT ads, are they going to be focused on what people are searching for?
Yes, the plan for ChatGPT ads is to be not biased and to focus on understanding users' questions or searches to provide relevant ads.

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Frequently Asked Questions About The 7investing Podcast

What is The 7investing Podcast about and what kind of topics does it cover?

The show leans into an investing-forward, tech and trends lens, frequently pairing market-tested hosts with guests who are industry analysts, fund managers, and sector specialists. Episodes routinely dissect megatrends in semiconductors, AI infrastructure, data centers, biotech, and consumer tech, translating complex developments into investable theses and portfolio ideas. A standout is the recurring emphasis on MIT Tech Review breakthroughs, AI hardware supply dynamics, and the broader infrastructure needed to support AI-driven growth. The format often blends live-style analysis, company fundamentals, and macro context, making it useful for listeners who want to understand how emerging tech translates into stock opportunities and investmen... more

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Which podcasts are similar to The 7investing Podcast?

These podcasts share a similar audience with The 7investing Podcast:

1. Chit Chat Stocks
2. Rule Breaker Investing
3. Motley Fool Hidden Gems Investing
4. Focused Compounding
5. The Acquirers Podcast

How many episodes of The 7investing Podcast are there?

The 7investing Podcast launched 6 years ago and published 505 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The 7investing Podcast?

Recent guests on The 7investing Podcast include:

1. Eric Bleeker
2. Nick Rossolillo
3. Manisha Samy
4. Robert Quinn
5. Emmet Savage
6. Auri Hughes
7. Steve Symington
8. Spencer Randall

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