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  • A soap bubble and a baseball diamond rendered as overlapping translucent forms against a dark background
    By Published On: August 21, 2026

    Is AI Spending a Bubble or the Early Innings? The Poll Came Back a Hung Jury

    Simon Erickson asked investors whether the AI build-out is early innings or a bubble about to pop. The split answer says something useful about how to position for either.

  • A suspension bridge standing firm as storm clouds part to reveal light on the horizon
    By Published On: August 17, 2026

    Upstart Fell on a Riskier Macro. Why Simon Erickson Still Calls It a Strong Buy

    Upstart's own macro index says loan defaults are 60% more likely than average — yet Simon Erickson kept the AI lender a Strong Buy on November 13, 2025. Here's his reasoning.

  • A polished steel lever resting on a small fulcrum lifting a massive granite cube, symbolizing operating leverage
    By Published On: August 17, 2026

    What Is a “Stock Cannibal”? Operating Leverage and Buybacks, Explained

    How can 11% revenue growth turn into 52% earnings growth? Simon Erickson's Paycom review is a live lesson in operating leverage and "stock cannibal" buybacks.

  • Five paths of green light receding into darkness, representing five separate stock verdicts
    By Published On: August 17, 2026

    5 Stocks Simon Erickson Reviewed: 2 Strong Buys and 3 Buys

    Paycom, Upstart, DLocal, TransMedics, MercadoLibre — Simon Erickson updated his conviction rating on all five in 7investing's November 13, 2025 subscriber call. The scorecard, with his reasoning.

  • A sterile pharmacy compounding bench at night with stainless mixing vessels and glass vials under a single clinical light
    By Published On: August 7, 2026

    What Is a Compounded GLP-1 Drug — and Why Was It Legal?

    Compounded semaglutide sold for a quarter of the branded price. Here is the FDA shortage rule that allowed it, and why that window has now closed.

  • An antique brass balance scale with an injectable pen on one pan and an oral tablet on the other, the pans nearly level
    By Published On: August 7, 2026

    Novo Nordisk vs. Hims & Hers: Which GLP-1 Stock Is the Better Buy?

    After the March 2026 truce, Simon Erickson says he is comfortable with either GLP-1 stock. Here is the case for each and the risks on both sides.

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    Why I Bought and then Sold Celsius This Summer

    September 30, 2025||
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    United Therapeutics is Leading a Biotech Revolution. Here’s Why it Needs to Be on Your Watchlist.

    September 30, 2025||
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    TransMedics’ New “Organs as a Service” Market is Winning the Hearts of Investors

    September 30, 2025||

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Free Investing Insights

  • Is AI Spending a Bubble or the Early Innings? The Poll Came Back a Hung Jury

    By Published On: August 21, 2026

    Simon Erickson asked investors whether the AI build-out is early innings or a bubble about to pop. The split answer says something useful about how to position for either.

    A soap bubble and a baseball diamond rendered as overlapping translucent forms against a dark background
  • A suspension bridge standing firm as storm clouds part to reveal light on the horizon

    Upstart Fell on a Riskier Macro. Why Simon Erickson Still Calls It a Strong Buy

    By Published On: August 17, 2026

    Upstart's own macro index says loan defaults are 60% more likely than average — yet Simon Erickson kept the AI lender a Strong Buy on November 13, 2025. Here's his reasoning.

  • What Is a “Stock Cannibal”? Operating Leverage and Buybacks, Explained

    By Published On: August 17, 2026

    How can 11% revenue growth turn into 52% earnings growth? Simon Erickson's Paycom review is a live lesson in operating leverage and "stock cannibal" buybacks.

    A polished steel lever resting on a small fulcrum lifting a massive granite cube, symbolizing operating leverage
  • Five paths of green light receding into darkness, representing five separate stock verdicts

    5 Stocks Simon Erickson Reviewed: 2 Strong Buys and 3 Buys

    By Published On: August 17, 2026

    Paycom, Upstart, DLocal, TransMedics, MercadoLibre — Simon Erickson updated his conviction rating on all five in 7investing's November 13, 2025 subscriber call. The scorecard, with his reasoning.

MOST POPULAR

  • step by step stock investing guide

    TransMedics’ New “Organs as a Service” Market is Winning the Hearts of Investors

    September 30, 2025||
  • 7investing long-term stock recommendations

    United Therapeutics is Leading a Biotech Revolution. Here’s Why it Needs to Be on Your Watchlist.

    September 30, 2025||
  • learn how to invest with 7investing experts

    Why I Bought and then Sold Celsius This Summer

    September 30, 2025||

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Subscribe to get the latest 7investing blogs, guides and industry insight.

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  • A sterile pharmacy compounding bench at night with stainless mixing vessels and glass vials under a single clinical light

    What Is a Compounded GLP-1 Drug — and Why Was It Legal?

    August 17, 2026||
  • An antique brass balance scale with an injectable pen on one pan and an oral tablet on the other, the pans nearly level

    Novo Nordisk vs. Hims & Hers: Which GLP-1 Stock Is the Better Buy?

    August 17, 2026||
  • Two identical medicine vials at opposite ends of a long polished boardroom table with a freshly signed document between them

    Novo Nordisk and Hims & Hers Just Called a Truce. What Changed?

    August 7, 2026||
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    3 Years of Breakthrough Technologies: Which Ones Made Investors Money?

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    One AI Data Center Now Uses as Much Power as San Diego

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