The 7investing Podcast

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/subscribeNext 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

Welcome to the 2026 kickoff of 7investing Live! In this special episode, Simon Erickson breaks down three game-changing insights for individual investors:- The Real Advantage You Have Over Wall Street - No style box limitations, no herd mentality, and the freedom to invest anywhere. Learn why institutions are actually at a disadvantage.- Why the Newsletter Industry Has Been Doing It Wrong - With millions of opinions flooding the market, how do you cut through the noise? We're embracing collaboration over competition.- What's Coming in 2026 - Get a sneak peek at our upcoming guests including cryptocurrency experts, AI analysts, dividend specialists, and biotech researchers. We're building a network of insights, not just one perspective.Upcoming January 2026 Guests:Spencer Randall (CryptoEQ) - Cryptocurrencies & CoinbaseEmmett Savage (MyWallStreet) - AI-powered stock discoveryJames Early (Curia Financial) - Dividend & value investingManika Premsingh - Healthcare & biotech trendsSteve Symington - Artificial intelligence deep dive7investing Live streams every Monday, Wednesday & Friday at 10am ET with interactive Q&A, diverse perspectives, and stocks the herd isn't watching yet.🔗 Start your free trial: https://7investing.com/subscribe/🔗 View our transparent scorecard: https://7investing.com/recommendations#investing #stockmarket #7investing #retailinvestor #wallstreet #investing101 #stockpicks #2026investingThere's a lot for investors to look forward to in 2026!

The 10 Second Takeaway: DraftKings and other online sports betting platforms are losing market share to predictive markets. DraftKings (Nasdaq: DKNG) and FanDuel (owned by Flutter Entertainment (NYSE: FLUT)) have enjoyed more than 80% share for years in America's online sports betting market duopoly.But now they're adjusting to a new player who's recently joined their table.Privately-held Kalshi has a reserved seat to allow gamblers to bet on sporting events. Yet this isn't the same as its larger peers, and its new approach is taking the industry by storm.Kalshi isn't just another online sports book. It is technically an exchange who sells financial products that are tied to the outcomes of sporting events.That legal distinction is important, because Kalshi and other predictive market platforms are regulated by the Commodity Futures Trading Commission at the federal level. That's quite different from online sports betting platforms, who are regulated by each individual state.DraftKings and FanDuel have been lobbying endlessly on a state-by-state basis, trying not only to get their apps legalized but also for them to have consistent tax rates. Even after decades of operations, online sports betting is still only legal in 38 states + the District of Columbia.Yet Kalshi's financial products are available in all 50 states and have quickly sidestepped the traditional book of rules.As expected, the money is flowing to what's more universally available. The NY Times reported that Kalshi facilitated more than $2.5 billion worth of sports contracts in September alone, with the majority being on NFL games.That's a pretty formidable number, especially when considering the total cash handle for all sports betting last year was around $150 billion.There are political ties here as well. Kalshi named Donald Trump Jr as a strategic advisor one week before the president's inauguration, and the Trump Administration further issued tax cuts that are financially advantageous for future contracts as compared to traditional gambling.I don't personally see much of a difference between prediction market financial contracts and online sports bets. They're pretty much identical in function and are placed in exactly the same way within the apps by users.Yet in this highly-regulated industry, Kalshi and its predictven market peers appear to have been given a Trump Card. And that's providing an important edge that is causing it to win big at the expense of others.DraftKings will report its third quarter earnings in early November. I'll grab a front row seat and some popcorn, eager to see how this game will ultimately play out. See all of our coverage on DraftKings at 7investing.com/DKNG

Is Quantum Computing Investable?In a @7investing exclusive interview, I recently spoke with @TiernanRayTech about the status quo of quantum computing.Tiernan has had a front row seat for technology innovation for decades. Quantum is making headlines once again, and he shared insights on what's really going on behind the scenes.Publicly-traded companies like $IONQ Rigetti $RGTI, and D-Wave $QBTS have been making significant commercial progress, often growing their top-line sales at triple-digit rates.But those companies are also priced at an average of 260x forward sales -- which are nosebleed multiples that are putting the "AI bubble" to shame!So is quantum technology ready for the main stage yet? Why would you use it steady of classic computing? And are there any companies here actually worth investing in?Tiernan and I reviewed the challenges quantum faces, the tech roadmaps being pursued, the applications where it makes the most sense, and why quantum could actually be really good for $NVIDIA.We also discussed how investors should approach this space and the potential role of future acquisitions.Thank you Tiernan for sharing your insights with 7investing!https://7investing.com/article/are-we-still-five-more-years-from-quantum-computing-with-special-guest-tiernan-ray/