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 to invest in.But what if there was a way to change that?What if we could use technology to alleviate some of the biotech industry's deepest and most systemic risks?AI doesn't necessarily produce better drugs. Though it might be able to reduce drug development costs and timelines significantly.And if it did, that would be a game-changer for the entire industry.On today's show, my special guest Manisha Samy and I will discuss how AI-native infrastructure could vastly improve the return profiles of early-stage biotech companies.Our stock of focus will be Recursion Pharmaceuticals (Nasdaq: RXRX) who's creatively using AI to guide several programs in its development pipeline.

🔗 Free 7investing trial: https://7investing.com/subscribe#biotech #AI #drugdiscovery #recursion #RXRX #biotechinvesting #artificialintelligence #pharmaceuticals #7investing #ManishaSamy #CRISPRtherapy #clinicaltrials #FDAapproval

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 AI lab will require more power than the current output of America's largest nuclear power plant.These aren't just science fiction ideas, nor are they purely academic discussions.These are actual projects on the table, which would cost hundreds of billions of dollars and years of dedicated effort to complete.And their technological, commercial, and geopolitical implications would be felt everywhere across the world.I recently spoke with Robert Quinn about the future of the semiconductor industry.Robert has spent three decades advising companies, investors, and institutions on how to design and operate fabs and then to optimize their yields.On our show, we discuss Elon's latest ambitions, whether "the AI Bubble" is actually "an inflection point of demand" and several of the important bottlenecks the industry is facing.We also describe investing opportunities, including chip designer NVIDIA, equipment provider ASML, and quantum innovator IonQ.

🔗 Follow Robert Quinn: https://www.linkedin.com/in/robertquinn2020/

🔗 Get started with 7investing: https://www.7investing.com (7-day free trial)#semiconductors #elonmusk #AI #chipmanufacturing #tesla #SMR #nuclearenergy #spacetechnology #investing #stockmarket

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 simulation software to energy giants like ShellWhy CMG's captive customer base and efficient business model make it attractive despite hitting all-time lowsThe potential catalyst on the horizon that could unlock significant valueEmmett's contrarian optimism for 2026 and where to find value in today's marketThis is the third installment in our special situations series, following previous discussions on Ouster (solid-state lidar) and Vertical Aerospace (eVTOL).Computer Modelling Group Trading Information:Toronto Stock Exchange: CMGUS Ticker: CMDXF🔗 Get started with 7investing: https://7investing.com (7-day free trial)🔗 Special offer with Prophet: https://www.useprophet.com/7investing (expires Feb 5th)Coming up next week:Monday & Wednesday: Semiconductor sector deep divesFriday: Biotechnology with Manisha Sammy#investing #stockmarket #oilandgas #specialsituations #valueinvesting #smallcapstocks

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 - outperforms in good times, underperforms in downturnsWhy the Last 5 Years Were Rough:COVID impact on restaurants, brick-and-mortar retail2022: Fed raised rates 7 times (crushed consumer spending)2025: International tariffs pushed up pricesNike, Lululemon: Multiple quarters of negative compsMedian 5-year return: ~9.8% (vs typical 11-12%)Why 2026 Could Be Different:ChatGPT Ads Launch - 1 billion users, new ad format for retailersLower customer acquisition costs - More platforms = cheaper conversionsEasier year-over-year comps - 2025 was terrible, 2026 looks betterInternational brands too cheap - Crocs at 6x free cash flow?!CEO turnarounds - Major brands hiring new leadershipSupply chains stabilizing - Post-tariff efficiency gainsThe ChatGPT Game-Changer:1 billion users (50M paying $200/month for Pro)New ad format: Embedded product suggestions in promptsExample: "Mexican dinner ideas" → Hot sauce ad placementSimilar to Google's playbook: Free product → Monetize with adsRetailers get NEW low-cost acquisition channelStock Opportunities Discussed:- Lovable brands selling cheap: Nike, Lululemon, Crocs- Restaurant plays: Starbucks, Domino's, Chipotle, Cava Group- Software crossover: DraftKings, Duolingo (100M+ users each)- Tesla: Robotaxi progress, new Elon pay package- Adobe: "Dead" due to AI? Still 40% FCF margins, strong retention- The Trade Desk: Collapsed in 2025, cyclical downturn ≠ dead company🎯 February 2026 Recommendation:Simon just released 7investing's official February pick - an up-and-coming consumer discretionary company challenging the "old guard" with:Strong leadership teamInnovation in a legacy-dominated sectorInexpensive valuation due to cyclical downturn🔗 2025 Year in Review: 17 sectors analyzed, conviction ratings for 106+ stocks🔗 Free 7-day trial: https://7investing.com/subscribe🔗 See February 2026 pick: https://7investing.com/recommendationsComing Up in February:Wed 2/4: Emmett Savage on Computer Modeling GroupNext week: ChipStock Investor on semiconductors2/13: Manisha Premsingh on biotech innovationLater: John Rotonti, Jeff Fischer, Eric Bleecker⚠️ Not financial advice. Do your own research before investing.#consumerdiscretionary #retailstocks #ChatGPT #advertising #investing #stockmarket #Nike #Lululemon #Tesla #Adobe #7investing #2026stocks #cyclicalstocks #valueinvesting

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 100,000 sensors.This isn't a paved road—it's early and risky. But we might be looking at one of the ultimate building blocks of seeing machines.Stocks Discussed:Ouster (OUST) - Featured stockVertical Aerospace - Previous EVTOL discussionServ Robotics - Delivery robotsTesla, Apple - Tier-1 customersiRobot, Mobileye, InvenSense - Historical comparisonsNext Episode Monday (Feb 2): Simon reveals the space where his NEXT 7investing recommendation operates (Groundhog Day special!)

Next Episode Wednesday (Feb 4): Emmett returns with a THIRD off-radar stock pick

🔗 Start free 7investing trial: https://7investing.com/subscribe🔗 Follow Emmett: MyWallStreet & Prophet⚠️ Not financial advice. Do your own research before investing.#ouster #OUST #LIDAR #physicalAI #robotics #autonomousvehicles #sensors #AIstocks #investing #smartcities #profitAI #7investing #solidstateLIDAR #computervision #mooreslaw

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 top speeds of 200 miles per hour.eVTOLs are a unique new form of transportation that could reduce traffic congestion in densely-populated areas and are gaining regulatory clearances in both the US and abroad. Several companies are already conducting pilot programs that have been partially-funded by airlines and automakers.On Monday's show, MyWallSt's founder Emmet Savage and I discuss how this new industry is reaching a higher altitude.Our stock of focus was Vertical Aerospace (NYSE: EVTL) a fascinating innovator who's also much less inexpensive than its other eVTOL peers.⚠️ Not financial advice. Do your own research before investing.#evtol #watchlist #stockpicks #dividends #chipstocks #marketing #7investing #investing2026 #techinvesting

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 interest now?- Broadcom has pulled back from AI chip highs—potential entry point- Zeta gaining credibility after 5 years public (not just riding AI hype)- Both solving real problems with proven track recordsNext Week: Emmett Savage from MyWallStreet & ProfitAI joins for 3 episodes on tech trends and how he uses AI in his stock picking process!🔗 Access the full Watch List: https://7investing.com/subscribe🔗 Free 7-day trial - zero risk, full access🔗 View our transparent scorecard: https://7investing.com/recommendationsStocks Discussed:Broadcom (AVGO) - Watch ListZeta Global (ZETA) - Watch ListAlso mentioned: Trade Desk (TTD), Adobe(ADBE), Salesforce(CRM), Palantir(PLTR)⚠️ Not financial advice. Do your own research before investing.#broadcom #zetaglobal #watchlist #stockpicks #AIstocks #dividends #chipstocks #marketing #7investing #AVGO #ZETA #investing2026 #techinvesting

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's @7investing Live show, my special guest Auri Hughes @Auri_Invest and I will discuss how massive leadership transitions can impact a company and how investors should evaluate them when deciding to buy or sell a stock.

Our stock of focus today will be Constellation Software $CNSWF, whose CEO Mark Leonard similarly stepped down after three decades at the helm.

🔗 Follow Ari Hughes: @auri_invest on X/Twitter

🔗 Start your free 7investing trial: https://7investing.com/subscribe

Next Episodes:

(Off Friday 1/17 & Monday 1/20 for MLK holiday)

Week of Jan 21: Steve Symington on tech trends + James Early on dividend investing

⚠️ Not financial advice. Do your own research before investing.

#berkshirehathaway #warrenbuffett #gregabel #investing #constellationsoftware #stockmarket #dividends #7investing #buffett #charliekunger #valueinvesting #longterminvesting #berkshire

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 investing in AI. Forward-thinking companies are harnessing the power of large language models and machine learning inference to improve their own operations. Those doing it well are gaining significant market share on their slower-moving competitors.Lemonade is a perfect example, who is using AI to improve the insurance industry.In today’s episode, former 7investing advisor Steve Symington joins the show to describe how investors should size up the companies who are embracing AI. He also takes a detailed look at Lemonade, suggesting the juice is worth the squeeze for this refreshing innovator.Key Insight: The best AI investments aren't always the chip makers—they're the companies built from the ground up with AI as their foundation, disrupting industries where incumbents are too slow to adapt.⚠️ Technical difficulties during the live stream, but the insights are worth the watch. 🔗 Start your free 7investing trial: https://7investing.com/subscribe🔗 View our transparent scorecard: https://7investing.com/recommendations

#lemonade #AI #insurance #stockmarket #investing #artificialintelligence #insurtech #7investing #stockpicks #aiinvesting #disruptiveinnovation

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 blockchain- The "Everything App" Race - How Coinbase, Robinhood, and SoFi are competing to become America's WeChat- The Mullet Strategy - Business in front, party in the back! How Coinbase is offering 40-50% lower interest rates through decentralized finance- Regulatory Winds Shifting - The Genius Act, Clarity Act, and why the regulatory environment is now favoring crypto adoption- Neo-Banking Revolution - Why crypto-native financial services are disrupting traditional banking- Coinbase Deep Dive (COIN) - Stock focus on the leading US crypto exchange and its diversifying revenue streams- Beginner vs Expert Exchanges - Which crypto platforms Spencer recommends for different experience levelsFeatured Companies:Coinbase (COIN)Robinhood (HOOD)NASDAQ (NDAQ)Crypto Exchanges: Kraken, Gemini, StripeGuest: Spencer Randall has been following crypto daily for 8 years and co-founded CryptoEQ in 2020 to provide institutional-grade research on digital assets.🔗 Learn more at CryptoEQ.io🔗 Start your free 7investing trial: https://7investing.com/subscribe7investing Live streams every Monday, Wednesday & Friday at 10am ET with expert guests, interactive Q&A, and stock opportunities the market isn't watching yet.Next Episode: Friday, January 9th - Steve Symington on AI stocks & Lemonade (LMND)⚠️ Not financial advice. Do your own research before investing.#coinbase #crypto #cryptocurrency #bitcoin #ethereum #investing #stockmarket #7investing #robinhood #nasdaq #blockchain #defi #neobanking