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for Long-Term Investors

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  • Four heavy brass keys of different shapes laid in a row on dark slate, each catching a different sliver of light
    By Published On: August 7, 2026

    4 Things That Will Decide the $200 Billion Weight-Loss Drug Market

    Pricing power, patent enforcement, route of administration and manufacturing origin. Simon Erickson's four-part checklist for the GLP-1 market.

  • Two identical medicine vials at opposite ends of a long polished boardroom table with a freshly signed document between them
    By Published On: August 7, 2026

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

    Novo dropped its patent suit and will let Hims & Hers sell Wegovy on its platform. Here is what happened, why it took four years, and what it means.

  • A single compact steel reactor module standing alone inside an enormous empty industrial containment hall
    By Published On: August 7, 2026

    NuScale Power (SMR): $31 Million in Revenue, a $180 Billion Maybe

    NuScale did $31 million of revenue and holds a non-binding deal for up to 9 gigawatts. Simon Erickson on the only approved US small modular reactor design.

  • A thick dull copper cable beside a bundle of hair-thin fiber optic strands blazing with transmitted light
    By Published On: August 7, 2026

    Lumentum (LITE) Stock Doubled. Did Investors Already Miss It?

    Lumentum grew revenue 65% and lifted operating margin from 8% to 25% in a year. Simon Erickson on the laser transceiver boom and the fear of missing out.

  • An architect's drafting table lit by a single lamp, holding an illuminated blueprint of a data center floor plan
    By Published On: August 7, 2026

    Is Broadcom (AVGO) the Central Architect of the AI Data Center?

    Broadcom does $64 billion in revenue and wants $90-$120 billion from AI alone by 2030. Simon Erickson explains why he calls it the AI data center's architect.

  • Ten glowing laboratory specimen jars on a dark steel shelf with one lit far brighter than the rest, symbolizing a ranked list of breakthrough technologies
    By Published On: August 7, 2026

    MIT’s 10 Breakthrough Technologies for 2026, Ranked by Investability

    Simon Erickson force-ranked MIT Technology Review's 10 breakthrough technologies for 2026 from least to most investable. Here is the full list and his reasoning.

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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||
  • step by step stock investing guide

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

    September 30, 2025||

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Free Investing Insights

  • 4 Things That Will Decide the $200 Billion Weight-Loss Drug Market

    By Published On: August 7, 2026

    Pricing power, patent enforcement, route of administration and manufacturing origin. Simon Erickson's four-part checklist for the GLP-1 market.

    Four heavy brass keys of different shapes laid in a row on dark slate, each catching a different sliver of light
  • 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?

    By Published On: August 7, 2026

    Novo dropped its patent suit and will let Hims & Hers sell Wegovy on its platform. Here is what happened, why it took four years, and what it means.

  • NuScale Power (SMR): $31 Million in Revenue, a $180 Billion Maybe

    By Published On: August 7, 2026

    NuScale did $31 million of revenue and holds a non-binding deal for up to 9 gigawatts. Simon Erickson on the only approved US small modular reactor design.

    A single compact steel reactor module standing alone inside an enormous empty industrial containment hall
  • A thick dull copper cable beside a bundle of hair-thin fiber optic strands blazing with transmitted light

    Lumentum (LITE) Stock Doubled. Did Investors Already Miss It?

    By Published On: August 7, 2026

    Lumentum grew revenue 65% and lifted operating margin from 8% to 25% in a year. Simon Erickson on the laser transceiver boom and the fear of missing out.

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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on what’s new

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

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  • An architect's drafting table lit by a single lamp, holding an illuminated blueprint of a data center floor plan

    Is Broadcom (AVGO) the Central Architect of the AI Data Center?

    August 7, 2026||
  • Ten glowing laboratory specimen jars on a dark steel shelf with one lit far brighter than the rest, symbolizing a ranked list of breakthrough technologies

    MIT’s 10 Breakthrough Technologies for 2026, Ranked by Investability

    August 7, 2026||
  • Home study with a paused video on a large screen, representing an episode viewing guide

    Episode Guide: AI and the SaaS Reckoning With John Rotonti (February 16, 2026)

    August 6, 2026||
  • Factory floor waking up at dawn, symbolizing a possible bottom in the US industrial recession

    5 Signals America’s 3-Year Industrial Recession May Finally Be Ending

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