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  • Fiber optic patch cables terminating in a row of transceiver ports on networking equipment, shallow depth of field
    By Published On: October 8, 2026

    Lumentum (LITE): NVIDIA’s $2 Billion Is Non-Exclusive — and Revenue Has Since Grown to $3 Billion

    Simon Erickson added Lumentum to the 7investing watchlist in March 2026, citing NVIDIA's $2 billion investment and a revenue base then under $2 billion. Fiscal 2026 revenue came in at $3.01 billion. The same results carried a $7.2 billion GAAP net loss that has nothing to do with operations.

  • Three interlocking rings of light forming a closed loop, with arrows of capital flowing between them in a dark space
    By Published On: October 8, 2026

    The Circular AI Deals: When Your Supplier Also Funds Your Purchase

    A plain reading of the NVIDIA, AMD and Oracle agreements with OpenAI — what each one actually commits to, what is contingent, and why the structure invites scrutiny.

  • A desk by a window at dawn with a printed multi-year stock chart, a pen and a cooling cup of coffee, city skyline beyond
    By Published On: October 7, 2026

    Does a Macro Shock Matter to a Three-to-Five-Year Investor?

    Every macro shock arrives with the claim that this one is different. A framework for deciding which disruptions actually change what a business is worth, and which only change how it feels to own.

  • Neoclassical stone columns of an institutional building photographed from below against a flat overcast sky
    By Published On: October 7, 2026

    What Is Stagflation — and Why Does It Put the Fed in a Box?

    Stagflation is the one macro condition where the Federal Reserve's standard tool stops working, because the fix for one half of the problem makes the other half worse. Here is the mechanism, and what the early 2026 data actually showed.

  • A narrow illuminated channel between towering server racks, with data represented as light funnelling through a constricted gap
    By Published On: October 6, 2026

    What Is High-Bandwidth Memory (HBM) — and Why Is It the AI Bottleneck?

    Processors get the headlines, but memory sets the pace. A plain-English explainer on high-bandwidth memory, the three-to-one manufacturing trade-off, and why it matters to investors.

  • Starship lifting off beside its launch tower at sunrise, with the headline: Starship reached orbit. The stock fell. $SPCX
    By Published On: September 28, 2026

    SpaceX (SPCX): Starship Finally Reached Orbit. The Stock Simon Erickson Called “Way Too Rich” Is Richer Now.

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    Why I Bought and then Sold Celsius This Summer

    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||
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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

  • Lumentum (LITE): NVIDIA’s $2 Billion Is Non-Exclusive — and Revenue Has Since Grown to $3 Billion

    By Published On: October 8, 2026

    Simon Erickson added Lumentum to the 7investing watchlist in March 2026, citing NVIDIA's $2 billion investment and a revenue base then under $2 billion. Fiscal 2026 revenue came in at $3.01 billion. The same results carried a $7.2 billion GAAP net loss that has nothing to do with operations.

    Fiber optic patch cables terminating in a row of transceiver ports on networking equipment, shallow depth of field
  • Three interlocking rings of light forming a closed loop, with arrows of capital flowing between them in a dark space

    The Circular AI Deals: When Your Supplier Also Funds Your Purchase

    By Published On: October 8, 2026

    A plain reading of the NVIDIA, AMD and Oracle agreements with OpenAI — what each one actually commits to, what is contingent, and why the structure invites scrutiny.

  • Does a Macro Shock Matter to a Three-to-Five-Year Investor?

    By Published On: October 7, 2026

    Every macro shock arrives with the claim that this one is different. A framework for deciding which disruptions actually change what a business is worth, and which only change how it feels to own.

    A desk by a window at dawn with a printed multi-year stock chart, a pen and a cooling cup of coffee, city skyline beyond
  • Neoclassical stone columns of an institutional building photographed from below against a flat overcast sky

    What Is Stagflation — and Why Does It Put the Fed in a Box?

    By Published On: October 7, 2026

    Stagflation is the one macro condition where the Federal Reserve's standard tool stops working, because the fix for one half of the problem makes the other half worse. Here is the mechanism, and what the early 2026 data actually showed.

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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  • A narrow illuminated channel between towering server racks, with data represented as light funnelling through a constricted gap

    What Is High-Bandwidth Memory (HBM) — and Why Is It the AI Bottleneck?

    October 5, 2026||
  • Starship lifting off beside its launch tower at sunrise, with the headline: Starship reached orbit. The stock fell. $SPCX

    SpaceX (SPCX): Starship Finally Reached Orbit. The Stock Simon Erickson Called “Way Too Rich” Is Richer Now.

    September 28, 2026||
  • A glass hourglass standing on a polished dark wood boardroom table beside a stack of closed document folders, late afternoon light across the surface

    SpaceX (SPCX) Was Expected to List With No Lock-Up. The Prospectus Set 180 Days — and the Last Shares Unlock December 8.

    September 28, 2026||
  • A bound quarterly financial report open on a desk beside reading glasses and a pen, soft window light from the left

    SpaceX’s First Quarter as a Public Company: Revenue Up 92%, Operating Loss Down 85%, $93.5 Billion in Cash

    September 28, 2026||
  • Bloom Energy ($BE) joins the S&P 500: a modular fuel cell unit displayed on a pedestal on a trading floor with green market charts

    Bloom Energy (BE): Simon Erickson Called the Inflection Point in April. Second-Quarter Revenue Then Rose 165%.

    September 21, 2026||
  • A large rocket stage lying horizontal in a vast assembly hangar with technicians dwarfed beside it

    Someone Booked Five Launches of a Rocket That Has Never Flown

    September 16, 2026||

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