Free Investing Insights

East-West vs. North-South Traffic: Why Most Data Center Networking Never Leaves the Building
Networking engineers split data center traffic into two directions: north-south, which enters and leaves the building, and east-west, which moves between machines inside it. AI workloads have made the internal traffic dominant, and that shift is what pulled optics inside the data center.

NuScale Power (SMR): Simon Erickson Re-Bought at $12 in April. Quarterly Revenue Has Since Come In at $75,000.
In April 2026 Simon Erickson added NuScale Power back to the 7investing scorecard, three years after selling it. He called it a high-risk investment and said so on air. The results since show a company with $1.9 billion in cash, a negative gross margin, and $75,000 of revenue in a quarter.

Starbucks (SBUX): Simon Erickson Called It a Long-Term Buy at the Ugliest Point. Comps Have Since Turned +8%.
In December 2025 Starbucks looked broadly unattractive: comps down, transactions down, repurchases halted. The verdict was still a long-term buy. Here is what the numbers said then, and what they say now.

Oil Passed $100 and Pump Prices Rose 35% in a Month. Five Months Later They Have Not Come Back.
Crude passed $100 a barrel in March 2026 for the first time since 2022, and the national average for gasoline went from $2.94 to $3.96 in four weeks. Here is what the official price series shows since — and why it lands on consumer discretionary companies.
Free Investing Insights
East-West vs. North-South Traffic: Why Most Data Center Networking Never Leaves the Building
Networking engineers split data center traffic into two directions: north-south, which enters and leaves the building, and east-west, which moves between machines inside it. AI workloads have made the internal traffic dominant, and that shift is what pulled optics inside the data center.
NuScale Power (SMR): Simon Erickson Re-Bought at $12 in April. Quarterly Revenue Has Since Come In at $75,000.
In April 2026 Simon Erickson added NuScale Power back to the 7investing scorecard, three years after selling it. He called it a high-risk investment and said so on air. The results since show a company with $1.9 billion in cash, a negative gross margin, and $75,000 of revenue in a quarter.
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