The 7investing Podcast

Broadcom (NASDAQ: AVGO) has been 7investing's #1 ranked Best Buy for three months running, and Simon Erickson breaks down exactly why.

Learn how Broadcom is positioned to capture more than $100 billion a year in AI product revenue as hyperscalers spend $40-60 billion per gigawatt building out AI data centers, why the company's custom AI chips (XPUs) for Google's TPUs are just the beginning, and how a 25-year history of disciplined acquisitions — from Brocade to VMware — has built one of the most dominant semiconductor and infrastructure software companies in the world.

Simon also covers Broadcom's explosive 2026 quarterly growth (93% year-over-year revenue guidance for Q4), its rising dividend, why the stock has been selling off despite the strong fundamentals, and how 7investing's Best Buy process works.

🔗 Free 7investing trial: https://7investing.com/subscribe🔗 See all 5 of our Sept 2026 Best Buys: 7investing.com/advisor_update/7investings-best-buys-september-2026/Stocks Mentioned

Publicly Traded:

• Broadcom Inc. (NASDAQ:AVGO)
• Alphabet Inc. (NASDAQ:GOOGL)
• NVIDIA Corporation (NASDAQ:NVDA)
• Marvell Technology, Inc. (NASDAQ:MRVL)
• Meta Platforms, Inc. (NASDAQ:META)
• Qualcomm Incorporated (NASDAQ:QCOM)
• Taiwan Semiconductor Manufacturing Company (NYSE:TSM)
• Agilent Technologies, Inc. (NYSE:A)
• Hewlett Packard Enterprise (NYSE:HPE)

Acquired by Broadcom (no longer separately traded):

• Brocade Communications Systems (2017 acquisition)
• CA Technologies (2018 acquisition)
• Symantec (enterprise security segment, 2019 acquisition)
• VMware, Inc. (2023 acquisition)

Private/Not Publicly Traded:

• OpenAI
• Anthropic

Chapters

• 0:00 Welcome to 7investing Live: Broadcom Deep Dive
• 0:50 Why Broadcom Is Our #1 Best Buy
• 1:55 Quiz: The Cost to Build an AI Data Center
• 3:58 Broadcom's Role in the AI Data Center Boom
• 4:55 Broadcom's History of Acquisitions
• 6:52 Lessons from Failed Acquisitions: HP and Autonomy
• 7:56 Why Broadcom's Ticker Is AVGO, Not BRCM
• 8:22 CEO Hock Tan's Deal-Making Strategy
• 8:48 Custom AI Chips (XPUs) Explained
• 9:16 Broadcom's Google TPU Partnership
• 10:14 The $300B AI Data Center Opportunity
• 11:42 Broadcom's Explosive Quarterly Growth in 2026
• 14:58 Why Is Broadcom Stock Selling Off?
• 15:56 Broadcom's Growing Dividend
• 17:49 How 7investing Picks Its Best Buys
• 21:39 Inside 7investing's Best Buy Selection Process
• 23:15 7investing's Track Record: 104% Return vs. S&P 500
• 25:30 Wrap-Up & What's Coming This Friday
• 
  

#7investing #SimonErickson #Broadcom #AVGOStock #AIChips #SemiconductorStocks #StockMarket #AIInvesting #BestBuy #DataCenters

Simon Erickson and Heather Horton welcome back Steve Symington, managing director of New Columbia Capital and a former 7investing advisor, to revisit Tesla (NASDAQ:TSLA) nearly seven years after Steve first called it an undervalued stock when its market cap was around $40 billion.

The conversation also touches on SpaceX's record breaking IPO earlier this year and persistent rumors about a potential SpaceX acquisition of Tesla, which Steve puts at roughly a 5% chance.

Steve and Simon land on a hold or weak buy for Tesla today, while Heather explains why she sold her Tesla shares in 2019 and has stayed on the sidelines since. Stock analysis and valuation breakdown for anyone researching Tesla stock, TSLA stock forecast, Elon Musk stocks, or whether Tesla is still a good stock to buy in 2026.

🔗 Free 7investing trial: https://7investing.com/subscribe

Chapters

0:00 Welcome to 7investing Live

0:45 Introducing Guest Steve Symington

0:48 Today's Topic: Revisiting Tesla

2:17 Steve's 2019 Call: Tesla as a Value Stock

4:15 What Wasn't Being Priced In Back Then

6:11 Tesla's Hidden Premium in Tough Industries

7:17 Tesla's Q2 2026 Numbers: Deliveries and Margins

9:42 Market Share Holding Up as EV Sales Slow

11:19 Legacy Business as a Cash Flow Engine

11:46 Cybercab and the Robotaxi Network Rollout

14:42 Why Tesla's Stock Price Runs on Narrative

15:03 Revisiting the 2024 Tesla DCF Valuation Model

19:32 Is Tesla Still a Buy? Steve's Verdict

20:39 Could SpaceX Acquire Tesla?

21:35 Heather's Take: Why She Sold in 2019

22:59 Looking Back at the 2019 Bankruptcy Fears

24:50 Simon's Verdict: Hold, Maybe a Weak Buy

25:43 Final Thoughts from Steve and Heather

27:25 7investing's Official Conviction Rating on Tesla

Stocks Mentioned

Tesla, Inc. (NASDAQ:TSLA) — primary focus of the episode

SpaceX (NASDAQ:SPCX) — mentioned re: its 2026 IPO and rumored Tesla acquisition interest

#7investing #SimonErickson #Tesla #TSLA #ElonMusk #SpaceX #Robotaxi #Optimus #StockAnalysis

Simon Erickson and Heather Horton tackle a mailbag request on small modular reactors (SMRs), the mini nuclear reactors being built to solve a real problem: AI data centers now require more power than the largest nuclear plants in America can currently provide. They compare three publicly traded SMR companies, NuScale Power (NYSE:SMR), Oklo (NYSE:OKLO), and GE Vernova (NYSE:GEV), including how each company's reactor technology works, their current cost per megawatt hour versus renewables, and how each is trying to compete with traditional nuclear plants that can cost $50 billion or more to build.🔗 Free 7investing trial: https://7investing.com/subscribeStocks MentionedPublicly Traded:NuScale Power Corp. (NYSE:SMR)Oklo Inc. (NYSE:OKLO)GE Vernova Inc. (NYSE:GEV)Constellation Energy Corporation (NASDAQ:CEG)Bloom Energy Corporation (NYSE:BE)Oracle Corporation (NYSE:ORCL)Meta Platforms, Inc. (NASDAQ:META)Microsoft Corporation (NASDAQ:MSFT)General Electric Company (NYSE:GE) Hitachi, Ltd. (TSE:6501)#7investing #SimonErickson #NuclearStocks #SMRStocks #Oklo #GEVernova #NuScale #AIEnergy #EnergyStocks

On 7investing's Livestream show on August 21, I had a conversation with Upstart Holdings' new CEO Paul Gu that included two very important questions.

You see, I had two outstanding questions about Upstart's future strategy that I just wasn't hearing the media or any other investors asking him. 

So I did.

The first was:

"Will Upstart's new secured products like Home and Auto loans will be as disruptive as those for unsecured Consumer loans?"

Or in other words, will your AI models also have an edge in these new markets too?

And the second question was:

"How does Upstart intend to use its new banking charter as a competitive advantage rather than as a distraction to its relationship with regional banking customers?"

Or in other words, will your new banking charter change your business model?

His answers really clarified things and made a ton of sense. 

This short, 15 minute conversation is a must-watch for any investor who owns -- or may soon own -- shares of Upstart Holdings.

0:00 – Welcome & Introduction to Paul Gu, Upstart CEO
1:03 – Upstart's Disruptive Approach to Lending
2:02 – Question 1: Can Upstart's AI Models Scale to Secured Loans?
6:03 – The Strategy: Compounding Growth Beyond Personal Loans
7:01 – Why Upstart's Models Keep Getting Better Over Time
9:38 – Auto & Home Loan Growth Stats
10:03 – Question 2: The National Banking Charter Explained
13:38 – What Investors Are Missing About Upstart
14:59 – Closing Thoughts & Where to Learn More

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Rocket Lab (NASDAQ: RKLB) just posted record second quarter 2026 results $234 million in quarterly revenue, up 62% year-over-year, and a total backlog of $2.36 billion. Simon Erickson walks through the investor slide deck covering Launch, Space Systems, and the new Space Applications division, then digs into the biggest news of the quarter: Rocket Lab's $8 billion acquisition of Iridium Communications (NASDAQ: IRDM) and its satellite spectrum. Simon also previews how these developments feed into Rocket Lab's discounted cash flow (DCF) valuation model, and what it could mean for the stock price going forward.🔗 Free 7investing trial: https://7investing.com/subscribeThis is 7investing Live, streaming every Monday, Wednesday, and Friday at 10 AM ET, covering earnings breakdowns, DCF valuations, and stock analysis on companies like Rocket Lab, Upstart, and The Trade Desk.Stocks MentionedPublicly Traded:Rocket Lab (NASDAQ:RKLB)Iridium Communications (NASDAQ:IRDM)Amazon.com (NASDAQ:AMZN)Hewlett Packard Enterprise (NYSE:HPE) Upstart Holdings (NASDAQ:UPST)The Trade Desk (NASDAQ:TTD)Chapters0:00 Welcome to 7investing Live0:42 Today's Topic: Rocket Lab (RKLB) Q2 Earnings3:03 Record Backlog & the Iridium Acquisition5:24 Why Rocket Lab Acquired Iridium7:40 New Space Systems Contracts (Space Force, Victus Haze)10:04 Neutron Rocket & Commercial Contracts11:45 Building the Rocket Lab DCF Valuation Model14:33 Backlog Growth: $2.3B Now, $5B+ by 202716:50 Iridium's Revenue & Accelerated Space Applications Timeline18:24 What This Means for Retail Investors19:04 Good vs. Bad Acquisitions: Lessons from AOL and HP19:55 Wrap-Up & What's Next (Full DCF, Upstart, Trade Desk)#7investing #SimonErickson #RocketLab #RKLBStock #Iridium #SpaceStocks #StockMarket #EarningsReview #DCFValuation #InvestingTips⚠️ This is not investing advice. Please do your own research before making any investment decisions.

The Trade Desk (NASDAQ:TTD) has fallen roughly 90% from its late-2024 highs, and in this episode of 7investing Live, Simon Erickson digs into why. They break down Trade Desk's second-quarter 2026 results, including slowing revenue growth, declining margins, and back-to-back quarterly misses after eight straight years of beating Wall Street estimates.The conversation covers the company's pricing dispute with ad agency Publicis, rising competition from Amazon (NASDAQ:AMZN) and its own demand-side platform, and Trade Desk's newly hired C-suite team brought in to rebuild client relationships. We also discuss client retention trends, the shifting economics of digital advertising take rates, and whether Trade Desk's AI-powered platforms can help it hold its competitive edge.The episode closes with a look at valuation: is Trade Desk's beaten-down stock price already reflecting its challenges, or does it represent a buying opportunity for patient investors?🔗 Free 7investing trial: https://7investing.com/subscribe⚠️ This is not investing advice. Please do your own research before making any investment decisions.Chapters Timestamp Chapter00:00 Show Open & Welcome02:47 Trade Desk's Historic Run: $13 to $130+ a Share04:43 Q2 2026 Earnings: Slowing Growth, Falling Margins08:12 CEO Jeff Green Blames Macro Headwinds10:08 Weak Q3 Guidance & Two Straight Misses11:58 The Publicis Pricing Dispute13:44 Amazon's New DSP: A Direct Threat17:24 New C-Suite Hires: Rebuilding Client Trust21:06 Valuation Check: Is $13 a Share Justified?24:00 The End of the Cookie Story26:42 Take Rates & Industry Consolidation28:21 Kokai AI Platform: Still Best-in-Class?31:01 Wrap-Up & What's Coming This WeekHashtags#7investing #SimonErickson #TradeDesk #TTD #DigitalAdvertising #StockMarket #Amazon #AdTech #StockAnalysis #Investing

The Trade Desk (NASDAQ:TTD) has fallen roughly 90% from its late-2024 highs, and in this episode of 7investing Live, Simon Erickson digs into why. They break down Trade Desk's second-quarter 2026 results, including slowing revenue growth, declining margins, and back-to-back quarterly misses after eight straight years of beating Wall Street estimates.The conversation covers the company's pricing dispute with ad agency Publicis, rising competition from Amazon (NASDAQ:AMZN) and its own demand-side platform, and Trade Desk's newly hired C-suite team brought in to rebuild client relationships. We also discuss client retention trends, the shifting economics of digital advertising take rates, and whether Trade Desk's AI-powered platforms can help it hold its competitive edge.The episode closes with a look at valuation: is Trade Desk's beaten-down stock price already reflecting its challenges, or does it represent a buying opportunity for patient investors?🔗 Free 7investing trial: https://7investing.com/subscribe⚠️ This is not investing advice. Please do your own research before making any investment decisions.Chapters Timestamp Chapter00:00 Show Open & Welcome02:47 Trade Desk's Historic Run: $13 to $130+ a Share04:43 Q2 2026 Earnings: Slowing Growth, Falling Margins08:12 CEO Jeff Green Blames Macro Headwinds10:08 Weak Q3 Guidance & Two Straight Misses11:58 The Publicis Pricing Dispute13:44 Amazon's New DSP: A Direct Threat17:24 New C-Suite Hires: Rebuilding Client Trust21:06 Valuation Check: Is $13 a Share Justified?24:00 The End of the Cookie Story26:42 Take Rates & Industry Consolidation28:21 Kokai AI Platform: Still Best-in-Class?31:01 Wrap-Up & What's Coming This WeekHashtags#7investing #SimonErickson #TradeDesk #TTD #DigitalAdvertising #StockMarket #Amazon #AdTech #StockAnalysis #Investing

Simon Erickson and Heather Horton break down Upstart Holdings (NASDAQ:UPST) Q2 2026 earnings, released the day before this live stream. New CEO Paul Gu, one of the company's original co-founders, posted his own recap directly on X just 100 days into the role, a move Simon highlights as a sign the company is finally learning to speak Wall Street's language rather than getting lost in the weeds of its AI credit models. Upstart uses proprietary AI models, drawing on more than 1,000 data points instead of a traditional FICO score, to originate consumer loans in a lending market Simon describes as worth more than a trillion dollars.The episode covers total loan originations of $4.2 billion, up 50% year over year across 558,000 loans, along with a breakdown of unsecured personal loan growth versus a rapidly scaling auto and home loan business. Simon and Heather also walk through Upstart's contribution profit, total net revenue, and its return to GAAP net income for the quarter, along with the company's newly reaffirmed three-year growth targets through 2028. They close with a discussion of Upstart's pending federal banking charter and what that could mean for how the company funds future loans.🔗 Free 7investing trial: https://7investing.com/subscribeStocks MentionedPublicly Traded:Upstart Holdings, Inc. (NASDAQ:UPST)#7investing #SimonErickson #Upstart #UPST #AIstocks #FintechStocks #EarningsReport #StockAnalysis #ArtificialIntelligence

47 days after SpaceX's record-breaking $75 billion IPO — the largest in history — Simon Erickson and Heather Horton dig into whether the stock is a buy now that shares have pulled back from their post-IPO highs. Learn about SpaceX's origin story, Elon Musk's Mars mission, and how the company slashed launch costs from over $18,000 per kilogram down to under $1,000. Simon breaks down SpaceX's three business divisions — Space, AI (xAI/Grok), and Connectivity (Starlink) — and explains why a 75x trailing revenue valuation, upcoming lockup expirations, and the $60 billion Cursor AI acquisition make this a "buyer beware" situation for investors.🔗 Free 7investing trial: https://7investing.com/subscribeThis is Part 1 of a multi-part SpaceX series on 7investing Live, streaming every Monday, Wednesday, and Friday at 10 AM ET.Stocks MentionedPublicly Traded:Tesla (NASDAQ:TSLA)NVIDIA (NASDAQ:NVDA) — mentioned re: GPUs powering SpaceX's data centersAT&T (NYSE:T) — mentioned as a Starlink alternativeVerizon (NYSE:VZ) — mentioned as a Starlink alternativeSpaceX (NASDAQ: SPCX)Private/Not Publicly Traded:xAI (SpaceX division)Starlink (SpaceX division)Cursor AI (acquired by SpaceX)AnthropicOpenAIChaptersTime Chapter0:50 Welcome to 7investing Live2:21 SpaceX's Record $75B IPO4:44 SpaceX's Origin Story & Elon's Mars Mission6:51 How SpaceX Slashed Launch Costs9:57 Why SpaceX Isn't Just About Profit10:32 SpaceX's Three Business Divisions12:25 Space Division: Rockets & Launches13:42 AI Division: xAI, Grok & the Colossus Data Center15:42 Connectivity Division: Starlink17:45 Buyer Beware: Is SpaceX Overvalued?18:41 Lockup Expirations Explained19:34 Elon's Voting Power & the Tesla Comparison20:12 The $60B Cursor AI Acquisition22:33 SpaceX's Massive Capital Expenditures27:12 What's Next: Part 2 Preview#7investing #SimonErickson #SpaceX #ElonMusk #Starlink #xAI #IPOStocks #StockMarket #SpaceStocks #InvestingTips

Simon Erickson breaks down how a short squeeze works and why SoundHound AI stock (NASDAQ: SOUN) may be setting up for one right now. Learn what short interest and days-to-cover really mean, how these metrics predicted Upstart Holdings' (NASDAQ: UPST) 220% run in 2023, and why SoundHound's current 41.6% short interest and 5.8 days-to-cover ratio look strikingly similar. Simon Erickson and executive producer Heather Horton also discuss SoundHound's conversational AI platform, its 99% year-over-year revenue growth, upcoming Q2 earnings on August 5th, and whether short squeeze investing is right for the average investor.Simon also shares why SoundHound AI ranked #3 on 7investing's Best Buys list for July and how you can see the full rankings.🔗 Free 7investing trial: https://7investing.com/subscribeStocks MentionedPublicly Traded:SoundHound AI (NASDAQ:SOUN)Upstart Holdings (NASDAQ:UPST)Tesla (NASDAQ:TSLA)SoundHound customers:Chipotle Mexican Grill (NYSE:CMG) Hyundai Motor Company (KRX:005380) SoundHound customerHonda Motor Co. (NYSE:HMC) Private/Not Publicly Traded:Jersey Mike'sTorchy's TacosAmelia (acquired by SoundHound AI)Chapters0:00 Welcome to 7investing Live0:40 Today's Topic: What Is a Short Squeeze?1:58 Defining Short Interest4:44 Defining Days to Cover7:02 Case Study: Upstart Holdings (UPST) in 20238:50 Today's Candidate: SoundHound AI (SOUN)9:16 SoundHound's Conversational AI Business12:00 SoundHound's Short Interest & Days-to-Cover Data15:03 SoundHound Ranks #3 on 7investing's Best Buys16:53 Q&A: Why Is SoundHound Being Punished?19:03 How to Play a Short Squeeze Stock20:02 What Catalyst Could Trigger the Squeeze?22:46 Is This Strategy Right for Average Investors?23:43 Fundamentals vs. Technical Analysis27:54 Wrap-Up & Next Show Preview#7investing #SimonErickson #SoundHoundAI #SOUNStock #ShortSqueeze #StockMarket #AIStocks #ShortInterest #SmallCapStocks #StockAnalysis⚠️ This is not investing advice. Please do your own research before making any investment decisions.