The 7investing Podcast
1) No Limit With Luke and Krzysztof - Episode 12
No limit episode 12 features Lukeâs explanation of his investing framework with Nvidia as a test case that will save you hundreds of future headaches. We go back to the poker table to poke and p...Show More
2) Feb 18, 2026: Is AI a Bubble? $364 Billion in Data Center Spending Says Otherwise
Feb 18, 2026: What's Next for AI AcceleratorsAMD's CEO Lisa Su thinks the market for cutting-edge AI chips will be worth $1 trillion annually by 2030 and NVIDIA's CEO Jensen Huang (who happens to be L...Show More
3) Feb 16, 2026: Why Infrastructure is the Real Winner in the Age of AI with John Rotonti
Feb 16, 2026: Why Infrastructure is the Real Winner in the Age of AIWarren Buffett is widely credited with characterizing competitive advantages as moats that companies will aggressively build and wil...Show More
4) Feb 13, 2026: The $2 Billion AI Biotech That's Undervalued - Recursion Pharmaceuticals w/ Manisha Samy
February 13, 2026: AI in Drug DiscoveryIt 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 h...Show More
5) Feb 9, 2026: Elon's TeraFab Plan: Can He Build 20% of Global Chip Supply? | The Future of the Semiconductor Industry
Feb 9, 2026: The Future of the Chip Industry1) 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 t...Show More
6) Feb 4, 2026: Special Situations and Computer Modelling Group An Overlooked Opportunity
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 sec...Show More
7) Feb 2, 2026: Why Retail Stocks Are Too Cheap to Ignore (ChatGPT Ads Change Everything)
Happy Groundhog Day! Punxsutawney Phil saw his shadow (6 more weeks of winter âď¸), but consumer discretionary stocks are about to heat up!What is Consumer Discretionary?NOT consumer staples (milk, egg...Show More
8) Jan 30, 2026: AI's "Seeing Eyes" Made By Ouster with Emmet Savage
The future isn't just AI that thinksâit's AI that SEES and INTERACTS with the physical world.Simon Erickson chats with Emmett Savage (MyWallStreet & Prophet founder) to break down Ouster (OUST)âthe co...Show More
9) Jan 26, 2026: Air Taxis and Vertical Aerospace with Emmet Savage
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 h...Show More
10) Jan 23 2026: 2 New Watch List Stocks: Broadcom & Zeta Global (AI Plays for 2026)
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 Ze...Show More