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The 7investing Podcast: Daily Summaries Delivered
by 7investing
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.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 5 days ago29 min
Is Tesla (TSLA) Still A Buy After Rise From $40B Value Stock to $1 Trillion
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/subscribeChapters0:00 Welcome to 7investing Live0:45 Introducing Guest Steve Symington0:48 Today's Topic: Revisiting Tesla2:17 Steve's 2019 Call: Tesla as a Value Stock4:15 What Wasn't Being Priced In Back Then6:11 Tesla's Hidden Premium in Tough Industries7:17 Tesla's Q2 2026 Numbers: Deliveries and Margins9:42 Market Share Holding Up as EV Sales Slow11:19 Legacy Business as a Cash Flow Engine11:46 Cybercab and the Robotaxi Network Rollout14:42 Why Tesla's Stock Price Runs on Narrative15:03 Revisiting the 2024 Tesla DCF Valuation Model19:32 Is Tesla Still a Buy? Steve's Verdict20:39 Could SpaceX Acquire Tesla?21:35 Heather's Take: Why She Sold in 201922:59 Looking Back at the 2019 Bankruptcy Fears24:50 Simon's Verdict: Hold, Maybe a Weak Buy25:43 Final Thoughts from Steve and Heather27:25 7investing's Official Conviction Rating on TeslaStocks MentionedTesla, Inc. (NASDAQ:TSLA) — primary focus of the episodeSpaceX (NASDAQ:SPCX) — mentioned re: its 2026 IPO and rumored Tesla acquisition interest#7investing #SimonErickson #Tesla #TSLA #ElonMusk #SpaceX #Robotaxi #Optimus #StockAnalysis
- 1 weeks ago26 min
3 Nuclear Stocks Racing to Power the AI Data Center Boom
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
- 3 weeks ago15 min
Upstart's CEO: "Here's What Investors Are Missing"
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 CEO1:03 – Upstart's Disruptive Approach to Lending2:02 – Question 1: Can Upstart's AI Models Scale to Secured Loans?6:03 – The Strategy: Compounding Growth Beyond Personal Loans7:01 – Why Upstart's Models Keep Getting Better Over Time9:38 – Auto & Home Loan Growth Stats10:03 – Question 2: The National Banking Charter Explained13:38 – What Investors Are Missing About Upstart14:59 – Closing Thoughts & Where to Learn More🔗 Free 7-day 7investing trial: https://7investing.com/subscribe
- Aug 17, 202620 min
Rocket Lab (RKLB) Q2 Earnings & Iridium Deal Explained
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.
- Aug 14, 202629 min
Trade Desk's Ugly Q2: What's Really Going Wrong | 7investing Live
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
- Aug 13, 202624 min
Trade Desk's Ugly Q2: What's Really Going Wrong | 7investing Live
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
- Aug 6, 202624 min
Upstart Q2 Earnings: The AI Company Disrupting The $1 Trillion Lending Market
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
- Aug 5, 202628 min
SpaceX Stock Analysis: Space, AI & Starlink | Would We Buy the Dip After Record IPO?
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
About The 7investing Podcast
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.
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